Notify me when Impala Asset Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 23 | $158,729,649 | +$66,271,604 | -$85,343,085 | -$19,071,481 | CENX, ERO, BKE, HUN, WHR | 13F-HR | 13 Feb 2026, 12:41 |
| Q3 2025 | 4 | $13,489,982 | $0 | $0 | $0 | TROX, TRONOX HOLDINGS PLC, SBLK, FXI | New Holdings | 13 Feb 2026, 16:53 |
| Q3 2025 | 21 | $160,757,107 | +$30,559,928 | -$306,836,873 | -$276,276,945 | ERO, CENX, ASO, HUN, BKE | 13F-HR | 12 Nov 2025, 16:21 |
| Q2 2025 | 3 | $11,606,691 | $0 | $0 | $0 | TROX, TRONOX HOLDINGS PLC, VIK | New Holdings | 13 Feb 2026, 16:48 |
| Q2 2025 | 23 | $156,822,754 | +$48,481,225 | -$27,757,096 | +$20,724,129 | ERO, ASO, BKE, CENX, HUN | Restatement | 27 Aug 2025, 13:29 |
| Q1 2025 | 4 | $9,335,000 | $0 | $0 | $0 | TROX, SBLK, FXI, TRONOX HOLDINGS PLC | New Holdings | 13 Feb 2026, 16:42 |
| Q1 2025 | 22 | $126,421,506 | +$49,966,594 | -$34,696,408 | +$15,270,186 | ERO, CENX, BKE, TECK, ASO | 13F-HR | 21 May 2025, 13:56 |
| Q4 2024 | 14 | $123,668,610 | +$40,217,519 | -$37,152,947 | +$3,064,572 | ERO, ASO, BKE, CENX, WFG | 13F-HR | 14 Feb 2025, 13:38 |
| Q3 2024 | 16 | $82,975,134 | +$32,680,120 | -$10,068,320 | +$22,611,800 | BKE, CENX, GUSH, LBRT, AA | 13F-HR | 15 Nov 2024, 12:46 |
| Q2 2024 | 15 | $110,612,298 | +$33,904,676 | -$38,011,612 | -$4,106,936 | ERO, CENX, WFG, BKE, GUSH | 13F-HR | 15 Aug 2024, 14:06 |
| Q1 2024 | 18 | $110,938,661 | +$49,910,896 | -$44,127,482 | +$5,783,414 | ERO, CENX, BKE, GUSH, DAL | 13F-HR | 15 May 2024, 11:24 |
| Q4 2023 | 15 | $92,461,730 | +$35,080,679 | -$58,843,459 | -$23,762,780 | ERO, CNK, BKE, VSCO, VALE | 13F-HR | 15 Feb 2024, 11:56 |
| Q3 2023 | 18 | $114,464,712 | +$41,691,824 | -$34,822,973 | +$6,868,851 | ERO, BKE, FUN, CNK, TECK | 13F-HR | 15 Nov 2023, 14:44 |
| Q2 2023 | 15 | $111,022,597 | +$39,008,381 | -$47,726,850 | -$8,718,469 | ERO, CNK, FUN, BKE, PRKS | 13F-HR | 08 Aug 2023, 13:31 |
| Q1 2023 | 20 | $117,082,173 | +$30,799,939 | -$102,743,645 | -$71,943,706 | ERO, HOG, HES, FUN, ARCB | 13F-HR | 17 May 2023, 14:56 |
| Q4 2022 | 27 | $179,115,399 | +$75,109,863 | -$51,547,460 | +$23,562,403 | HOG, ERO, CHK, ARCB, CNK | 13F-HR | 13 Feb 2023, 17:55 |
| Q3 2022 | 24 | $136,599,000 | +$58,653,133 | -$31,769,341 | +$26,883,792 | HOG, SPXL, ERO, CHK, BKE | 13F-HR | 10 Nov 2022, 10:06 |
| Q2 2022 | 18 | $105,221,000 | +$5,981,000 | -$927,996,065 | -$922,015,065 | HOG, CHK, DAC, RIO, ERO | 13F-HR | 10 Aug 2022, 12:03 |
| Q1 2022 | 37 | $1,152,706,000 | +$257,265,286 | -$368,782,210 | -$111,516,924 | HOG, WFG, DAC, RIO, LPX | 13F-HR | 13 May 2022, 10:07 |
| Q4 2021 | 42 | $1,219,041,000 | +$266,206,703 | -$482,306,426 | -$216,099,723 | HOG, WFG, RIO, DVN, DAC | 13F-HR | 14 Feb 2022, 17:44 |
| Q3 2021 | 50 | $1,346,511,000 | +$350,454,352 | -$432,611,199 | -$82,156,847 | HOG, WFG, DVN, DAC, RIO | 13F-HR | 15 Nov 2021, 11:26 |
| Q2 2021 | 44 | $1,430,737,000 | +$315,415,449 | -$415,373,486 | -$99,958,037 | HOG, WFG, DVN, NVR, RIO | 13F-HR | 12 Aug 2021, 16:16 |
| Q1 2021 | 51 | $1,404,446,000 | +$562,365,220 | -$360,023,664 | +$202,341,556 | WFG, HOG, RIO, NVR, DVN | 13F-HR | 13 May 2021, 12:39 |
| Q4 2020 | 51 | $1,015,403,000 | +$356,810,803 | -$413,160,388 | -$56,349,585 | HOG, NVR, RIO, KNX, LPX | 13F-HR | 16 Feb 2021, 16:51 |
| Q3 2020 | 39 | $886,129,000 | +$273,873,917 | -$349,232,255 | -$75,358,338 | HOG, NVR, KSU, LPX, RIO | 13F-HR | 16 Nov 2020, 16:19 |
| Q2 2020 | 40 | $848,954,000 | +$310,022,024 | -$354,187,053 | -$44,165,029 | HOG, RIO, NVR, LPX, KSU | 13F-HR | 14 Aug 2020, 16:47 |
| Q1 2020 | 26 | $723,497,000 | +$306,305,143 | -$549,993,336 | -$243,688,193 | NVR, RIO, KSU, LPX, QCOM | 13F-HR | 15 May 2020, 16:21 |
| Q4 2019 | 42 | $1,287,373,000 | +$349,538,128 | -$532,858,750 | -$183,320,622 | TECK, RIO, HES, NVR, LPX | 13F-HR | 13 Feb 2020, 16:05 |
| Q3 2019 | 36 | $1,374,689,000 | +$381,517,233 | -$548,570,579 | -$167,053,346 | TECK, NVR, RIO, HES, KNX | 13F-HR | 13 Nov 2019, 16:59 |
| Q2 2019 | 26 | $1,645,388,000 | +$300,536,402 | -$667,593,478 | -$367,057,076 | TECK, RIO, NVR, NSC, HES | 13F-HR | 13 Aug 2019, 16:55 |
| Q1 2019 | 35 | $1,915,196,000 | +$515,606,617 | -$653,226,229 | -$137,619,612 | TECK, RIO, CAT, NVR, HES | 13F-HR | 10 May 2019, 15:53 |
| Q4 2018 | 43 | $1,853,886,000 | +$440,035,893 | -$620,586,072 | -$180,550,179 | TECK, NSC, CAT, RIO, NVR | 13F-HR | 13 Feb 2019, 08:38 |
| Q3 2018 | 50 | $2,386,149,000 | +$709,763,478 | -$515,824,248 | +$193,939,230 | TECK, CAT, HES, RIO, NSC | Restatement | 20 Nov 2018, 09:47 |
| Q2 2018 | 59 | $2,166,009,000 | +$534,834,154 | -$653,008,827 | -$118,174,673 | TECK, CAT, NVR, HES, RIO | 13F-HR | 13 Aug 2018, 18:19 |
| Q1 2018 | 58 | $2,244,521,000 | +$574,572,458 | -$456,086,039 | +$118,486,419 | TECK, CAT, NVR, RIO, HES | 13F-HR | 15 May 2018, 15:40 |
| Q4 2017 | 62 | $2,212,212,000 | +$393,374,446 | -$631,134,878 | -$237,760,432 | TECK, NVR, CAT, RIO, HES | 13F-HR | 13 Feb 2018, 11:37 |
| Q3 2017 | 63 | $2,207,520,000 | +$624,995,412 | -$608,144,730 | +$16,850,682 | TECK, NVR, RIO, CAT, HOG | 13F-HR | 13 Nov 2017, 16:44 |
| Q2 2017 | 59 | $1,970,468,000 | +$401,771,536 | -$609,221,279 | -$207,449,743 | TECK, NVR, RIO, HOG, CAT | 13F-HR | 11 Aug 2017, 08:18 |
| Q1 2017 | 65 | $2,140,256,000 | +$569,884,397 | -$402,680,577 | +$167,203,820 | TECK, NVR, RIO, UNP, FCX | 13F-HR | 12 May 2017, 16:35 |
| Q4 2016 | 57 | $1,869,954,000 | +$708,307,379 | -$451,545,969 | +$256,761,410 | TECK, NVR, RIO, FCX, X | 13F-HR | 13 Feb 2017, 09:31 |
| Q3 2016 | 52 | $1,497,117,000 | +$313,149,814 | -$339,325,360 | -$26,175,546 | TECK, NVR, RIO, SWFT, FLR | 13F-HR | 14 Nov 2016, 17:31 |
| Q2 2016 | 51 | $1,387,612,000 | +$164,948,650 | -$401,766,635 | -$236,817,985 | NVR, TECK, CAA, HOG, RIO | 13F-HR | 12 Aug 2016, 07:40 |
| Q1 2016 | 58 | $1,521,061,000 | +$672,607,771 | -$693,420,902 | -$20,813,131 | NVR, HOG, CAA, RIO, TECK | 13F-HR | 13 May 2016, 09:43 |
| Q4 2015 | 45 | $1,490,706,000 | +$659,724,543 | -$852,314,979 | -$192,590,436 | NVR, CAA, UAL, HOG, LYB | 13F-HR | 16 Feb 2016, 07:28 |
| Q3 2015 | 49 | $1,611,362,000 | +$564,634,708 | -$702,632,614 | -$137,997,906 | NVR, RYL, EXP, PHM, UAL | 13F-HR | 16 Nov 2015, 08:23 |
| Q2 2015 | 55 | $1,762,118,000 | +$367,963,783 | -$909,342,895 | -$541,379,112 | NVR, RYL, EXP, MTH, UAL | 13F-HR | 13 Aug 2015, 16:07 |
| Q1 2015 | 66 | $2,355,504,000 | +$659,668,884 | -$879,732,890 | -$220,064,006 | NVR, RYL, UAL, LPX, SPY | 13F-HR | 14 May 2015, 16:15 |
| Q4 2014 | 61 | $2,499,561,000 | +$886,247,827 | -$1,165,125,887 | -$278,878,060 | NVR, RYL, UAL, LPX, DAL | 13F-HR | 13 Feb 2015, 16:10 |
| Q3 2014 | 59 | $2,578,860,000 | +$618,618,985 | -$960,994,651 | -$342,375,666 | NVR, LEN, UAL, RYL, FLR | 13F-HR | 13 Nov 2014, 14:30 |
| Q2 2014 | 70 | $3,055,832,000 | +$826,468,547 | -$524,578,134 | +$301,890,413 | NVR, DAL, UAL, RYL, M | Restatement | 19 Aug 2014, 15:45 |
| Q1 2014 | 60 | $2,755,665,000 | +$1,006,542,279 | -$553,472,157 | +$453,070,122 | NVR, DAL, M, FLR, LEN | 13F-HR | 14 May 2014, 16:24 |
| Q4 2013 | 68 | $2,158,790,000 | $0 | $0 | $0 | NVR, DAL, M, HP, WY | 13F-HR | 13 Feb 2014, 16:12 |