Impala Asset Management LLC - Q42025 Holdings

Impala Asset Management LLC holds 23 stocks with a total portfolio value of $ 158.73M as of Q42025. In Q42025, Impala Asset Management LLC added 13 new positions, increased stakes in 6 stocks, reduced 4 holdings, and fully exited 10 positions. The largest holding is Century Alum Co (CENX), representing 21.17% of the total portfolio.