Impala Asset Management

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