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Disclosed positions
Impala Asset Management LLC: source evidence dated 2026-08-18T03:59:59.999Z.
- Issuer
- CENTURY ALUM CO
- Ticker
- CENX
- Class
- COM
- Reported value
- $47,620,350
- Reported amount
- 1,035,000
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001104659-26-097711Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| CENTURY ALUM CO | CENX | COM | $47,620,350 | 1,035,000 | SH | None |
| ERO COPPER CORP | ERO | COM | $31,201,438 | 1,169,000 | SH | None |
| BUCKLE INC | BKE | COM | $17,386,400 | 412,000 | SH | None |
| DOW HLDGS INC | DOW | COM | $14,692,320 | 537,000 | SH | None |
| TRONOX HOLDINGS PLC | TROX | SHS | $12,096,000 | 1,920,000 | SH | None |
| ABERCROMBIE & FITCH CO | ANF | CL A | $9,780,307 | 108,658 | SH | None |
| SLB LIMITED | SLB | COM STK | $8,600,650 | 185,000 | SH | None |
| ALCOA CORP | AA | COM | $7,038,900 | 135,000 | SH | None |
| CENTURY ALUM CO | Unresolved | CALL | $6,901,500 | 150,000 | SH | None |
| TRONOX HOLDINGS PLC | Unresolved | CALL | $4,347,000 | 690,000 | SH | None |
| DEVON ENERGY CORP NEW | DVN | COM | $3,718,800 | 90,000 | SH | None |
| DIAMONDBACK ENERGY INC | FANG | COM | $3,339,820 | 19,000 | SH | None |
| DOW HLDGS INC | Unresolved | CALL | $2,736,000 | 100,000 | SH | None |
| STAR BULK CARRIERS CORP | SBLK | SHS PAR | $2,009,561 | 80,479 | SH | None |
| DHT HOLDINGS INC | DHT | SHS NEW | $1,405,877 | 85,050 | SH | None |
| IVANHOE ELECTRIC INC | IE | COM | $1,345,400 | 140,000 | SH | None |
| MUELLER INDS INC | MLI | COM | $614,650 | 5,000 | SH | None |
| HUNTSMAN CORP | Unresolved | CALL | $532,062 | 50,100 | SH | None |
| VISTA GOLD CORP | VGZ | COM NEW | $525,250 | 275,000 | SH | None |
| VERA BRADLEY INC | VRA | COM | $486,250 | 125,000 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 4 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.