Impala Asset Management LLC

Position in CENX — Century Aluminum Co

CIK 1317679 PALM BEACH, FL

Position in CENX

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$47,620,350

-$9,602,400 QoQ

Shares Held

1,035,000

+6.2% QoQ

Ownership

1.05%

of shares outstanding

% of Portfolio

29.41%

of 13F equity value

Holder Rank

#16

of 413 holders

Holding Since

Jun 2020

19 quarters on record

Basic Materials · as of Jun 30, 2026

Impala Asset Management LLC holds $54,659,250 across 2 Aluminum names. CENX ranks #1 (87.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CENX	Century Aluminum Co This page	1,035,000	$47,620,350
2	AA	Alcoa Corp	135,000	$7,038,900

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$47,620,350	1,035,000	+6.2%	Shares	Sole	2026-08-17
2026-03-31	$57,222,750	975,000	+13.7%	Shares	Sole	2026-05-13
2025-12-31	$33,608,799	857,805	+24.5%	Shares	Sole	2026-02-13
2025-09-30	$20,229,040	689,000	-14.3%	Shares	Sole	2025-11-12
2025-06-30	$14,486,169	803,894	-13.8%	Shares	Sole	2025-08-27
2025-03-31	$17,300,778	932,154	+33.6%	Shares	Sole	2025-05-21
2024-12-31	$12,708,103	697,481	-22.8%	Shares	Sole	2025-02-14
2024-09-30	$14,671,920	904,000	+6.4%	Shares	Sole	2024-11-15
2024-06-30	$14,237,500	850,000	+20.6%	Shares	Sole	2024-08-15
2024-03-31	$10,849,950	705,000	+464.0%	Shares	Sole	2024-05-15
2023-12-31	$1,517,500	125,000	-92.0%	Shares	Sole	2024-02-15
2022-03-31	$41,043,600	1,560,000	+16.7%	Shares	Sole	2022-05-13
2021-12-31	$22,132,274	1,336,490	-23.9%	Shares	Sole	2022-02-15
2021-09-30	$23,632,847	1,757,089	+79.8%	Shares	Sole	2021-11-15
2021-06-30	$12,594,612	977,084	-21.3%	Shares	Sole	2021-08-12
2021-03-31	$21,923,954	1,241,447	+320.8%	Shares	Sole	2021-05-13
2020-12-31	$3,253,850	295,000	-61.9%	Shares	Sole	2021-02-16
2020-09-30	$5,515,436	774,640	+19.2%	Shares	Sole	2020-11-16
2020-06-30	$4,634,977	650,067	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.