Portfolio (Quarterly) Guide ↗

Impala Asset Management LLC

· CIK 0001317679

13F Portfolio $13M AUM 4 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds

Q3 2025 Q2 2025 · All 2 New 1 Added 1 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	VIKING HOLDINGS LTD	—	45,000	$2.4M	20.66%	SOLD

Sector Allocation

Basic Materials 68.9%

Industrials 31.1%