StockDriftsStockDriftsTop 24 Impala Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CENX | CENTURY ALUM CO | 26.66% | 975.0K | $57.2M | +13.66%(+117.19K) | $21.34(+187.92%) | 2026-03-31 | |
| ERO | ERO COPPER CORP | 12.76% | 1.03M | $27.4M | +8.21%(+77.96K) | $18.75(+59.61%) | 2026-03-31 | |
| BKE | BUCKLE INC | 9.84% | 419.6K | $21.1M | +4.86%(+19.46K) | $41.99(+17.28%) | 2026-03-31 | |
| EMN | EASTMAN CHEM CO | 4.09% | 115.0K | $8.8M | new | $70.08(+3.42%) | 2026-03-31 | |
| PPG | PPG INDS INC | 4.08% | 82.0K | $8.8M | new | $104.67(+1.19%) | 2026-03-31 | |
| AA | ALCOA CORP | 4.02% | 130.0K | $8.6M | new | $34.35(+92.17%) | 2026-03-31 | |
| SLB | SLB LIMITED COM STK | 3.77% | 157.3K | $8.1M | new | $43.89(+27.02%) | 2026-03-31 | |
| CE | CELANESE CORP DEL | 3.37% | 110.0K | $7.2M | new | $54.02(+6.12%) | 2026-03-31 | |
| HUN | HUNTSMAN CORP | 3.35% | 540.0K | $7.2M | -37.72%(-327.00K) | $9.49(+50.79%) | 2026-03-31 | |
| ANF | ABERCROMBIE & FITCH CO CL A | 2.85% | 67.0K | $6.1M | new | $126.92(-43.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -11.58% | -30.88% |
| Top 20 Holdings Unweighted | +1.70% | +5.18% |
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