Impala Asset Management

Impala Asset Management as of Dec. 31, 2022

Portfolio Holdings for Impala Asset Management

Impala Asset Management holds 27 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Harley-Davidson (HOG) 20.5 $37M 883k 41.60
Ero Copper Corp (ERO) 7.1 $13M 929k 13.77
Chesapeake Energy Corp (CHK) 5.6 $10M 106k 94.37
Arcbest (ARCB) 5.0 $9.0M 128k 70.04
Cinemark Holdings (CNK) 4.7 $8.5M 980k 8.66
Arch Resources Inc Cl A Cl A (ARCH) 4.6 $8.3M 58k 142.79
Direxion Shs Etf Tr Oil Gas Bl 2x Sh Oil Gas Bl 2x Sh (GUSH) 4.0 $7.1M 49k 145.47
Expedia Group Com New (EXPE) 3.9 $7.0M 80k 87.60
ConocoPhillips (COP) 3.9 $7.0M 59k 118.00
Direxion Shs Etf Tr Drx S&p500bull Drx S&p500bull (SPXL) 3.7 $6.6M 107k 62.11
Danaos Corporation SHS (DAC) 3.6 $6.4M 121k 52.66
Cedar Fair L P Depositry Unit Depositry Unit (FUN) 3.5 $6.3M 152k 41.34
Buckle (BKE) 3.4 $6.1M 135k 45.35
Olin Corp Com Par $1 Com Par $1 (OLN) 3.4 $6.1M 115k 52.94
Hess (HES) 3.4 $6.1M 43k 141.82
Teck Resources Ltd Cl B CL B (TECK) 2.7 $4.8M 126k 37.82
EOG Resources (EOG) 2.6 $4.6M 36k 129.52
Brp Inc Com Sun Vtg Sun Vtg (DOOO) 2.4 $4.4M 57k 76.24
Teck Resources Ltd Cl A Cl A (TCKRF) 2.4 $4.2M 111k 38.15
Seaworld Entertainment (SEAS) 2.1 $3.8M 71k 53.51
Bank of America Corporation (BAC) 1.8 $3.3M 100k 33.12
Cinemark Hldgs Call 1.1 $2.1M 238k 8.66
Rio Tinto Sponsored Adr (RIO) 1.1 $2.0M 28k 71.20
Technipfmc (FTI) 0.9 $1.7M 138k 12.19
Victorias Secret And Common Stock (VSCO) 0.9 $1.6M 45k 35.78
Unifi Com New (UFI) 0.7 $1.3M 155k 8.61
Fluor Corporation (FLR) 0.7 $1.3M 37k 34.66