Impala Asset Management LLC Portfolio Holdings by Sector

Impala Asset Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Copper \| Basic Materials ERO 1 stocks	$23,442 18.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical BKE ANF 2 stocks	$21,098 17.06% of portfolio	1	1	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ASO 1 stocks	$20,710 16.75% of portfolio	1	-	1	-	0 Calls 0 Puts
Aluminum \| Basic Materials CENX AA 2 stocks	$19,425 15.71% of portfolio	1	1	-	-	0 Calls 0 Puts
Lumber & Wood Production \| Basic Materials WFG 1 stocks	$11,190 9.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Trucking \| Industrials ARCB 1 stocks	$9,985 8.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB LBRT 2 stocks	$9,432 7.63% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials KWR 1 stocks	$3,237 2.62% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$2,894 2.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Gold \| Basic Materials NGD 1 stocks	$1,686 1.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Uranium \| Energy DNN 1 stocks	$556 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts

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