Impala Asset Management LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $176M in reported equity holdings across 20 positions. The largest holdings are CENX (27.0%), ERO (17.7%), BKE (9.9%), DOW (8.3%), TROX (6.9%). The portfolio is concentrated in Other (95.1%), Energy (4.9%). Data sourced from SEC EDGAR 13F filings (CIK 1317679).