Impala Asset Management LLC Portfolio Holdings by Sector

Impala Asset Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Specialty Chemicals \| Basic Materials NEU 1 stocks	$36,819 24.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical BKE ANF 2 stocks	$25,254 16.46% of portfolio	2	-	-	-	0 Calls 0 Puts
Copper \| Basic Materials ERO 1 stocks	$19,996 13.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Aluminum \| Basic Materials CENX 1 stocks	$17,300 11.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials TECK 1 stocks	$15,810 10.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ASO 1 stocks	$13,917 9.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Lumber & Wood Production \| Basic Materials WFG 1 stocks	$8,763 5.71% of portfolio	-	1	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials HUN 1 stocks	$5,080 3.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Gold \| Basic Materials NGD 1 stocks	$3,710 2.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$2,625 1.71% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs TNA 1 stocks	$1,995 1.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical MTN 1 stocks	$1,120 0.73% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB 1 stocks	$1,044 0.68% of portfolio	-	1	-	-	0 Calls 0 Puts

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