Impala Asset Management LLC Purchases and Sells in Q2 2025

Impala Asset Management LLC

$152 Million
Q2 2025

Top Buys

Incresed Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HUN	833K + 259.0%	$10.28 - $15.52 $8.57M - $12.9M	1.16M $12M
ASO	177K + 57.93%	$34.1 - $47.63 $6.03M - $8.42M	482K $21.6M
SLB	65K + 260.17%	$31.95 - $42.2 $2.08M - $2.74M	90K $3.04M
ERO	49.2K + 2.98%	$9.65 - $17.25 $475K - $849K	1.7M $28.6M
ARCELORMITTAL SA LUXEMBOURG	167K + 893.4%	N/A	186K $0

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ARCB	71K New	$56.73 - $77.01 $4.03M - $5.47M	71K $5.47M
UPS	33K New	$91.92 - $110.2 $3.03M - $3.64M	33K $3.33M
NTDOY	71.6K New	$15.89 - $24.02 $1.14M - $1.72M	71.6K $1.72M
AMR	14K New	$99.46 - $129.39 $1.39M - $1.81M	14K $1.57M
CVX	10K New	$133.73 - $168.51 $1.34M - $1.69M	10K $1.43M
EWZ	34K New	$23.44 - $28.85 $797K - $981K	34K $980K

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NEU	-45K - 69.23%	$519.95 - $690.86 $23.4M - $31.1M	20K $13.8M
TECK	-147K - 33.78%	$29.05 - $41.48 $4.26M - $6.08M	287K $11.6M
BKE	-75K - 17.37%	$33.77 - $45.57 $2.53M - $3.42M	357K $16.2M
CENX	-128K - 13.76%	$13.7 - $20.12 $1.76M - $2.58M	804K $14.5M
ANF	-14.9K - 13.07%	$66.94 - $88.47 $996K - $1.32M	99K $8.2M
NGD	-60K - 6.0%	$2.98 - $4.95 $179K - $297K	940K $4.65M

Activity Summary All Purchases 13 New Holdings 8 Increased Positions 5 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

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