Impala Asset Management as of Sept. 30, 2024
Portfolio Holdings for Impala Asset Management
Impala Asset Management holds 16 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ero Copper Corp (ERO) | 40.0 | $66M | 2.2M | 29.74 | |
| Buckle (BKE) | 9.8 | $16M | 365k | 43.97 | |
| West Fraser Timb (WFG) | 9.6 | $16M | 120k | 131.77 | |
| Century Aluminum Company (CENX) | 8.9 | $15M | 904k | 16.23 | |
| Direxion Shs Etf Tr Oil Gas Bl 2x Sh Oil Gas Bl 2x Sh (GUSH) | 4.3 | $7.1M | 251k | 28.19 | |
| Liberty Energy Inc Com Cl A Com Cl A (LBRT) | 4.1 | $6.7M | 350k | 19.09 | |
| Alcoa (AA) | 3.9 | $6.4M | 165k | 38.58 | |
| Schlumberger Com Stk (SLB) | 3.7 | $6.0M | 144k | 41.95 | |
| American Eagle Outfitters (AEO) | 3.5 | $5.8M | 260k | 22.39 | |
| Exxon Mobil Corporation (XOM) | 3.2 | $5.3M | 45k | 117.22 | |
| Rio Tinto Sponsored Adr (RIO) | 2.6 | $4.3M | 60k | 71.17 | |
| Arcbest (ARCB) | 2.2 | $3.7M | 34k | 108.45 | |
| New Gold Inc Cda (NGD) | 1.8 | $2.9M | 1.0M | 2.88 | |
| Vale S A Sponsored Ads (VALE) | 1.1 | $1.9M | 160k | 11.68 | |
| Alpha Metallurgical Resources (AMR) | 0.7 | $1.2M | 5.0k | 236.18 | |
| Denison Mines Corp (DNN) | 0.7 | $1.1M | 588k | 1.83 |
