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Impala Asset Management LLC - Portfolio Stock Holdings

Impala Asset Management LLC disclosed 33 stock positions in a recent SEC 13F filing. $197,328,940 of stock holdings were filed, with the largest holdings including CENX, ERO, and BKE. This filing represented positions held on March 31, 2026, and was filed on May 13, 2026.

Report Period:

March 31, 2026

No. of Stocks:

33

Est. Stock Holding Value:

$197,328,940

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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