Impala Asset Management LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 22 distinct positions held by the firm, with no holdings reported in the previous quarter.
The firm's largest equity holding is Agnico Eagle Mines Ltd., which holds 4,000 shares. Century Aluminum Co. is the second-largest holding, with 1,046,984 shares. Century Aluminum Co. is also held in the form of call options, with 250,000 shares.
The filing details a total of 22 positions, including:
- Tronox Holdings PLC: 1,047,300 shares and 281,500 call options.
- Vista Gold Corp.: 250,000 shares.
- SK Hynix Inc. American Deposit: 22,000 shares.
- Westlake Corporation: 50,000 shares.
- Star Bulk Carriers Corp.: 84,700 shares.
Other notable positions include Ero Copper Corp. with 873,000 shares, DOW HLDGS INC. with 115,000 shares, and Celanese Corp. with 225,000 shares. The filing also lists smaller positions in companies such as Buckle Inc., Huntsman Corp., and Vera Bradley Inc.
