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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 on Aug. 17, 2026.

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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