Loading…
CIK 0001317679 • 10 13F filings • May 21, 2025 – Aug 17, 2026
Import this data to Google Sheets with:
=jivedata("impala-asset-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHA METALLURGICAL RESOUR INC | COM | $4.4M | 2.8% | 22,000 SH | New |
| ARCBEST CORP | COM | $5.2M | 3.3% | 70,000 SH | New |
| ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | $7.3M | 4.6% | 158,866 SH | New |
| BUCKLE INC | COM | $21.4M | 13.5% | 400,119 SH | New |
| CENTURY ALUM CO | COM | $33.6M | 21.2% | 857,805 SH | New |
| DIAMONDBACK ENERGY INC | COM | $3.0M | 1.9% | 20,000 SH | New |
| DICKS SPORTING GOODS INC | COM | $4.2M | 2.7% | 21,300 SH | New |
| ERO COPPER CORP | COM | $26.9M | 17.0% | 950,000 SH | New |
| FLUENCE ENERGY INC | COM CL A | $1.2M | 0.7% | 60,000 SH | New |
| HUNTSMAN CORP | CALL | $5.4M | 3.4% | 537,000 SH | New |
| HUNTSMAN CORP | COM | $8.7M | 5.5% | 867,000 SH | New |
| HYSTER-YALE INC | CL A | $1.5M | 0.9% | 50,000 SH | New |
| MUELLER INDS INC | COM | $1.7M | 1.1% | 15,000 SH | New |
| NEW GOLD INC CDA | COM | $2.6M | 1.6% | 300,000 SH | New |
| OLIN CORP | COM PAR $1 | $3.5M | 2.2% | 167,000 SH | New |
| PRECIGEN INC | COM | $690K | 0.4% | 165,000 SH | New |
| RIO TINTO PLC | SPONSORED ADR | $3.2M | 2.0% | 40,194 SH | New |
| STAR BULK CARRIERS CORP | SHS PAR | $3.2M | 2.0% | 167,000 SH | New |
| TRONOX HOLDINGS PLC | CALL | $5.3M | 3.3%Prev: 31.6% | 1,269,500 SH | Increased+1,258,885 SH |
| TRONOX HOLDINGS PLC | SHS | $4.8M | 3.0%Prev: 36.6% | 1,143,851 SH | Decreased-83,749 SH |
| VALE S A | SPONSORED ADS | $2.1M | 1.3% | 160,000 SH | New |
| VERA BRADLEY INC | COM | $976K | 0.6% | 403,447 SH | New |
| WHIRLPOOL CORP | COM | $7.9M | 5.0% | 110,000 SH | New |
| 13F-HR |
| 0001104659-26-097711 |
| $176.4M |
| View |
| Feb 13, 2026 | Q2 2025 | 13F-HR/A | 0001104659-26-015302 | $11.6M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001104659-26-060155 | $214.6M | View |
| Feb 13, 2026 | Q1 2025 | 13F-HR/A | 0001104659-26-015288 | $9.3M | View |