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Impala Asset Management LLC - Portfolio Stock Holdings

Impala Asset Management LLC disclosed 29 stock positions in a recent SEC 13F filing. $161,623,959 of stock holdings were filed, with the largest holdings including CENX, ERO, and BKE. This filing represented positions held on June 30, 2026, and was filed today.

Report Period:

June 30, 2026

No. of Stocks:

29

Est. Stock Holding Value:

$161,623,959

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Impala Asset Management LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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