Impala Asset Management LLC - Q12026 Holdings

Impala Asset Management LLC holds 24 stocks with a total portfolio value of $ 214.63M as of Q12026. In Q12026, Impala Asset Management LLC added 13 new positions, increased stakes in 4 stocks, reduced 6 holdings, and fully exited 10 positions. The largest holding is Century Alum Co (CENX), representing 26.66% of the total portfolio.