Impala Asset Management LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $215M in reported equity holdings across 26 positions. The largest holdings are CENX (26.7%), ERO (12.8%), BKE (9.8%), TROX (5.3%), EMN (4.1%). The portfolio is concentrated in Other (93.7%), Energy (4.3%), Consumer Cyclical (2.1%). Data sourced from SEC EDGAR 13F filings (CIK 1317679).