Impala Asset Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| STAR BULK CARRIERS CORP. SHS PAR(SBLK) | 0 | 120,000 | +120,000 | 0 | 2,230,800 | 16.54% | +2,230,800 |
| ISHARES TR CHINA LG-CAP | 0 | 50,000 | +50,000 | 0 | 2,057,000 | 15.25% | +2,057,000 |
| TRONOX HOLDINGS PLC(TROX) | 651,300 | 10,615 | -640,685 | 3,302,091 | 4,267,230 | 31.63% | +965,139 |
| TRONOX HOLDINGS PLC(TROX) | 1,165,000 | 1,227,600 | +62,600 | 5,906,550 | 4,934,952 | 36.58% | -971,598 |
| VIKING HOLDINGS LTD(VIK) | 45,000 | 0 | -45,000 | 2,398,050 | 0 | — | -2,398,050 |