Impala Asset Management LLC Portfolio Holdings by Sector

Impala Asset Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Copper \| Basic Materials ERO 1 stocks	$49,208 34.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical BKE AEO 2 stocks	$21,880 15.21% of portfolio	1	1	-	-	0 Calls 0 Puts
Aluminum \| Basic Materials CENX AA 2 stocks	$21,045 14.63% of portfolio	2	-	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy LBRT SLB 2 stocks	$12,714 8.84% of portfolio	2	-	1	-	0 Calls 0 Puts
Lumber & Wood Production \| Basic Materials WFG 1 stocks	$11,684 8.12% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs GUSH 1 stocks	$7,065 4.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials RIO VALE 2 stocks	$6,125 4.26% of portfolio	2	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$5,286 3.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Trucking \| Industrials ARCB 1 stocks	$3,686 2.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials NGD 1 stocks	$2,923 2.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Coking Coal \| Basic Materials AMR 1 stocks	$1,181 0.82% of portfolio	1	-	1	-	0 Calls 0 Puts
Uranium \| Energy DNN 1 stocks	$1,076 0.75% of portfolio	1	-	1	-	0 Calls 0 Puts

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