Impala Asset Management as of Dec. 31, 2024
Portfolio Holdings for Impala Asset Management
Impala Asset Management holds 14 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ero Copper Corp (ERO) | 19.0 | $23M | 1.7M | 13.48 | |
| Academy Sports & Outdoor (ASO) | 16.7 | $21M | 360k | 57.53 | |
| Buckle (BKE) | 13.0 | $16M | 315k | 50.81 | |
| Century Aluminum Company (CENX) | 10.3 | $13M | 698k | 18.22 | |
| West Fraser Timb (WFG) | 9.1 | $11M | 129k | 86.61 | |
| Arcbest (ARCB) | 8.1 | $10M | 107k | 93.32 | |
| Alcoa (AA) | 5.4 | $6.7M | 178k | 37.78 | |
| Schlumberger Com Stk (SLB) | 5.3 | $6.5M | 170k | 38.34 | |
| Abercrombie & Fitch Cl A (ANF) | 4.1 | $5.1M | 34k | 149.47 | |
| Quaker Chemical Corporation (KWR) | 2.6 | $3.2M | 23k | 140.76 | |
| Liberty Energy Com Cl A (LBRT) | 2.4 | $2.9M | 147k | 19.89 | |
| ConocoPhillips (COP) | 2.3 | $2.9M | 29k | 99.17 | |
| New Gold Inc Cda (NGD) | 1.4 | $1.7M | 680k | 2.48 | |
| Denison Mines Corp (DNN) | 0.5 | $560k | 309k | 1.81 |
