Impala Asset Management as of June 30, 2022
Portfolio Holdings for Impala Asset Management
Impala Asset Management holds 18 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Harley-Davidson (HOG) | 20.3 | $21M | 675k | 31.66 | |
| Chesapeake Energy Corp (CHK) | 12.6 | $13M | 163k | 81.10 | |
| Danaos Corporation SHS (DAC) | 8.4 | $8.8M | 140k | 63.10 | |
| Rio Tinto Sponsored Adr (RIO) | 8.0 | $8.4M | 138k | 61.00 | |
| Ero Copper Corp (ERO) | 7.8 | $8.2M | 975k | 8.44 | |
| Buckle (BKE) | 5.3 | $5.5M | 200k | 27.69 | |
| ConocoPhillips (COP) | 4.7 | $4.9M | 55k | 89.82 | |
| Northrop Grumman Corporation (NOC) | 4.5 | $4.8M | 10k | 478.60 | |
| Hess (HES) | 4.5 | $4.8M | 45k | 105.93 | |
| West Fraser Timb (WFG) | 4.4 | $4.6M | 60k | 76.73 | |
| Unifi Com New (UFI) | 3.6 | $3.8M | 267k | 14.06 | |
| Vale S A Sponsored Ads (VALE) | 3.5 | $3.7M | 250k | 14.63 | |
| Teck Cominco Ltd A Shares Cl A (TCKRF) | 3.4 | $3.5M | 115k | 30.85 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 2.4 | $2.6M | 56k | 46.30 | |
| NVR (NVR) | 2.3 | $2.4M | 600.00 | 4003.33 | |
| Valaris Cl A (VAL) | 2.2 | $2.3M | 55k | 42.24 | |
| Louisiana-Pacific Corporation (LPX) | 1.6 | $1.7M | 33k | 52.42 | |
| BRP Com Sun Vtg (DOOO) | 0.6 | $615k | 10k | 61.50 |
