Impala Asset Management as of June 30, 2024
Portfolio Holdings for Impala Asset Management
Impala Asset Management holds 15 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ero Copper Corp (ERO) | 37.9 | $42M | 2.0M | 21.37 | |
| Century Aluminum Company (CENX) | 12.9 | $14M | 850k | 16.75 | |
| West Fraser Timb (WFG) | 8.7 | $9.6M | 125k | 76.79 | |
| Buckle (BKE) | 8.5 | $9.4M | 255k | 36.94 | |
| Direxion Shs Etf Tr Oil Gas Bl 2x Sh Oil Gas Bl 2x Sh (GUSH) | 7.0 | $7.8M | 220k | 35.45 | |
| American Eagle Outfitters (AEO) | 5.0 | $5.5M | 275k | 19.96 | |
| Liberty Energy Inc Com Cl A Com Cl A (LBRT) | 3.5 | $3.9M | 185k | 20.89 | |
| Academy Sports & Outdoor (ASO) | 3.4 | $3.7M | 70k | 53.25 | |
| Expedia Group Com New (EXPE) | 3.0 | $3.3M | 27k | 125.99 | |
| Exxon Mobil Corporation (XOM) | 2.3 | $2.6M | 23k | 115.12 | |
| Arcbest (ARCB) | 2.2 | $2.4M | 23k | 107.08 | |
| Sturm, Ruger & Company (RGR) | 2.0 | $2.2M | 54k | 41.65 | |
| New Gold Inc Cda (NGD) | 1.9 | $2.1M | 1.1M | 1.95 | |
| Vale S A Sponsored Ads (VALE) | 1.5 | $1.7M | 150k | 11.17 | |
| Cinemark Holdings (CNK) | 0.2 | $216k | 10k | 21.62 |
