Impala Asset Management LLC Q1 2025 Filing
Filed May 21, 2025
Portfolio Value
$120.9B
Holdings
15
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EROERO COPPER CORP | 1,649,901 | $20.2B | 16.70% | |
| 2 | CENXCENTURY ALUM CO | 932,154 | $17.3B | 14.32% | |
| 3 | BKEBUCKLE INC | 432,080 | $16.6B | 13.71% | |
| 4 | TECK/BTECK RESOURCES LTD | 434,000 | $15.8B | 13.08% | |
| 5 | ASOACADEMT SPORTS & OUTDOORS INC | 305,151 | $13.9B | 11.52% | |
| 6 | WFGWEST FRASIER TIMBER CO LTD | 113,900 | $8.7B | 7.24% | |
| 7 | ANFABERCROMBIE & FITCH CO | 113,883 | $8.7B | 7.20% | |
| 8 | HUNHUNTSMAN CORP | 321,782 | $5.4B | 4.51% | |
| 9 | NGDNEW GOLD INC CDA | 1,000,000 | $3.7B | 3.07% | |
| 10 | NEUNEWMONT CORP | 65,000 | $3.1B | 2.60% | |
| 11 | COPCONOCOPHILLIPS | 25,000 | $2.6B | 2.17% | |
| 12 | TNADIREXION SHS ETF TR | 68,200 | $2.0B | 1.65% | |
| 13 | MTNVAIL RESORTS INC | 7,000 | $1.1B | 0.93% | |
| 14 | SLBSCHLUMBERGER LTD | 25,000 | $1.0B | 0.86% | |
| 15 | MTARCELORMITTAL SA LUXEMBOURG | 18,679 | $538.9M | 0.45% |