Impala Asset Management LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$123.7B
Holdings
14
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EROERO COPPER CORP | 1,739,065 | $23.4B | 18.95% | |
| 2 | ASOACADEMY SPORTS & OUTDOORS INC | 360,000 | $20.7B | 16.75% | |
| 3 | BKEBUCKLE INC | 315,247 | $16.0B | 12.95% | |
| 4 | CENXCENTURY ALUM CO | 697,481 | $12.7B | 10.28% | |
| 5 | WFGWEST FRASER TIMBER CO LTD | 129,300 | $11.2B | 9.06% | |
| 6 | ARCBARCBEST CORP | 107,000 | $10.0B | 8.07% | |
| 7 | AAALCOA CORP | 177,800 | $6.7B | 5.43% | |
| 8 | SLBSCHLUMBERGER LTD COM | 170,000 | $6.5B | 5.27% | |
| 9 | ANFABERCROMBIE & FITCH CO | 34,000 | $5.1B | 4.11% | |
| 10 | KWRQUAKER HOUGHTON | 23,000 | $3.2B | 2.62% | |
| 11 | LBRTLIBERTY ENERGY INC | 146,561 | $2.9B | 2.36% | |
| 12 | COPCONOCOPHILLIPS | 29,187 | $2.9B | 2.34% | |
| 13 | NGDNEW GOLD INC CDA | 680,000 | $1.7B | 1.36% | |
| 14 | DMLDENISON MINES CORP | 309,000 | $559.7M | 0.45% |