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Impala Asset Management LLC
特别关注No.7583 数据截至 2026Q2环比变动 Q1 2026
-$3,825.1万-17.8%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 CENTURY ALUMCENX |
| 27% | 26.66% | $4,762.0万 | 103.5万股 | $5,722.3万 | 97.5万股 | +6.0万股+6.15% | 加仓 |
| EERO COPPERERO |
| 17.69% | 12.76% | $3,120.1万 | 116.9万股 | $2,739.2万 | 102.8万股 | +14.1万股+13.72% | 加仓 |
 BUCKLEBKE |
| 9.86% | 9.84% | $1,738.6万 | 41.2万股 | $2,113.0万 | 42.0万股 | -7,578股-1.81% | 减仓 |
 DOW COMDOW |
| 8.33% | — | $1,469.2万 | 53.7万股 | $0 | 0股 | +53.7万股 | 新买入 |
| TTRONOXTROX |
| 6.86% | 2.41% | $1,209.6万 | 192.0万股 | $517.8万 | 53.0万股 | +139.0万股+262.26% | 加仓 |
| AABERCROMBIE & FITCHANF |
| 5.55% | 2.85% | $978.0万 | 10.9万股 | $612.2万 | 6.7万股 | +4.2万股+62.18% | 加仓 |
 斯伦贝谢SLB |
| 4.88% | 3.77% | $860.1万 | 18.5万股 | $808.3万 | 15.7万股 | +2.8万股+17.62% | 加仓 |
 美铝AA |
| 3.99% | 4.02% | $703.9万 | 13.5万股 | $862.3万 | 13.0万股 | +5,000股+3.85% | 加仓 |
| CCENTURY ALUM COCENX |
| 3.91% | — | $690.2万 | 15.0万股 | $0 | 0股 | +15.0万股 | 新买入 |
| TTRONOX HOLDINGS PLCTROX |
| 2.46% | 5.32% | $434.7万 | 69.0万股 | $1,141.3万 | 116.8万股 | -47.8万股-40.93% | 减仓 |
 德文能源DVN |
| 2.11% | — | $371.9万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 戴蒙德能源FANG |
| 1.89% | 0.92% | $334.0万 | 1.9万股 | $197.8万 | 1.0万股 | +9,000股+90.00% | 加仓 |
 DOWDOW |
| 1.55% | — | $273.6万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| SSTAR BULK CARRIERSSBLK |
| 1.14% | 1.28% | $201.0万 | 8.0万股 | $275.6万 | 12.0万股 | -4.0万股-32.93% | 减仓 |
| DDHT SHS NEWDHT |
| 0.8% | 0.43% | $140.6万 | 8.5万股 | $91.4万 | 5.0万股 | +3.5万股+70.10% | 加仓 |
 IVANHOE ELECTRICIE |
| 0.76% | — | $134.5万 | 14.0万股 | $0 | 0股 | +14.0万股 | 新买入 |
| MMUELLER INDSMLI |
| 0.35% | 0.77% | $61.5万 | 5,000股 | $166.2万 | 1.5万股 | -1.0万股-66.67% | 减仓 |
 HUNTSMANHUN |
| 0.3% | 3.35% | $53.2万 | 5.0万股 | $718.7万 | 54.0万股 | -49.0万股-90.72% | 减仓 |
| VVISTA GOLD CORPVGZ |
| 0.3% | — | $52.5万 | 27.5万股 | $0 | 0股 | +27.5万股 | 新买入 |
| VVera Bradley IncVRA |
| 0.28% | — | $48.6万 | 12.5万股 | $0 | 0股 | +12.5万股 | 新买入 |
