Tom Sullivan

Impala Asset Management Llc

Assets Managed

$214.63M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 5d ago

Growth Rate

35.22%(2Q avg: 21.39%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Impala Asset Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 26 positions.

Assets under management

The assets under management (AUM) of Impala Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 214.63M in assets, with a quarterly growth rate of 35.22% and a 2-quarter average growth rate of 21.39%. The portfolio is managed by Tom Sullivan, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
CENX Century Aluminum Company Recent Activity Increased 13.67%	26.67%	$57.223M 975,000 shares@ $58.69 avg price	Increased 13.67%
ERO Ero Copper Corp Recent Activity Increased 8.21%	12.77%	$27.392M 1.028M shares@ $26.65 avg price	Increased 8.21%
BKE Buckle Inc The Recent Activity Increased 4.87%	9.85%	$21.13M 419,578 shares@ $50.36 avg price	Increased 4.87%
ur-7⤦ Tronox Holdings Plc Recent Activity Decreased -7.97%	5.32%	$11.413M 1.168M shares@ $9.77 avg price	Decreased -7.97%
EMN Eastman Chemical Co Recent Activity New Position	4.09%	$8.777M 115,000 shares@ $76.32 avg price	New Position
PPG Ppg Industries Inc Recent Activity New Position	4.09%	$8.764M 82,000 shares@ $106.88 avg price	New Position
AA Alcoa Corp Recent Activity New Position	4.02%	$8.623M 130,000 shares@ $66.33 avg price	New Position
SLB Schlumberger Ltd Recent Activity New Position	3.77%	$8.083M 157,284 shares@ $51.4 avg price	New Position
CE Celanese Corp Recent Activity New Position	3.38%	$7.235M 110,000 shares@ $65.77 avg price	New Position
HUN Huntsman Corp Recent Activity Decreased -37.71%	3.35%	$7.187M 540,000 shares@ $13.31 avg price	Decreased -37.71%

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