Impala Asset Management LLC has disclosed its latest investment holdings in a recent filing, revealing a total value of approximately $147 million. This report is significant as it provides insights into the company's investment strategies and positions within the asset management sector.

The filing, dated November 9, 2026, details the company's holdings as of September 30, 2026. This information is essential for investors and analysts who are monitoring market trends and the activities of asset management firms.

Background

Impala Asset Management LLC is a private investment firm based in Palm Beach, Florida. The company is classified under the SEC as an asset management entity and has been actively filing reports regarding its investment activities. The recent filings include a series of Form 13F-HR submissions, with the latest being on November 9, 2026, and previous filings dating back to August 17, 2026.

What the Filing Says

The filing indicates that Impala Asset Management holds a total of 22 different securities, with a cumulative value of $147,051,352. Notable investments include:

Buckle Inc: $16,578,700 (386,000 shares)

Century Aluminum Co: $37,670,484 (1,046,984 shares)

Alpha Metallurgical Resources Inc: $5,046,600 (30,000 shares)

These figures highlight the company's focus on specific sectors, including retail and materials, which may reflect broader market trends.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors in the asset management industry. By revealing its holdings, Impala Asset Management provides transparency that can influence market perceptions and investment decisions. Competitors may also analyze these holdings to gauge market positioning and strategy.

What's Next

The filing does not say what happens next. However, it is likely that Impala Asset Management will continue to monitor its investments and may adjust its portfolio in response to market conditions.