account_balance
Investment manager · 13F filer · SEC CIK 1317679
Impala Asset Management LLC
Reported value$147Mas of Sep 30, 2026
Positions22 6 new, 4 sold out
Top 10 weight85.8%CENX alone is 26%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CENXCentury Aluminum Co
25.6%
EROEro Copper Corp.
21.8%Trimmed −25%
BKEBuckle Inc
11.3%Trimmed −6%
CECelanese Corp
6.8%New
Century Alum Co
AMRAlpha Metallurgical Resources, Inc.
3.4%
TROXTronox Holdings PLC
2.8%
SKHYSK hynix Inc.
2.8%
IEIvanhoe Electric Inc.
2.6%
NVDANVIDIA Corp
2.6%New
SLBSLB Limited
2.2%−64%
DOW2.2%CENXCentury Aluminum Co
25.6%
EROEro Copper Corp.
21.8%Trimmed −25%
BKEBuckle Inc
11.3%Trimmed −6%
CE6.8%AMR3.4%TROX2.8%SKHY2.8%IE2.6%NVDASLB2.2%DOW2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CENX Century Aluminum Co 25.6% HeldERO Ero Copper Corp. 21.8% Trimmed −25%BKE Buckle Inc 11.3% Trimmed −6%CE Celanese Corp 6.8% New
Century Alum Co 6.1% Added +67%
AMR Alpha Metallurgical Resources, Inc. 3.4% NewTROX Tronox Holdings PLC 2.8% Trimmed −45%SKHY SK hynix Inc. 2.8% NewIE Ivanhoe Electric Inc. 2.6% Added +179%NVDA NVIDIA Corp 2.6% NewSLB SLB Limited 2.2% Trimmed −64%DOW Dow Inc. 2.2% Trimmed −79%What changed
Biggest moves since Jun 30, 2026
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