Impala Asset Management’s ArcBest ARCB Stock Holding History

Impala Asset Management’s Portfolio ARCB Stock Details ARCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.97M	Sell	20,000 -50,000	-71%	-$4.74M	0.92%	21
2025 Q4	$5.19M	Buy	70,000 +4,000	+6%	+$285K	3.27%	9
2025 Q3	$4.61M	Sell	66,000 -5,000	-7%	-$376K	2.86%	13
2025 Q2	$5.47M	Buy	+71,000	New	+$4.62M	3.46%	10
2025 Q1	–	Sell	-107,000	Closed	-$9.99M	–	24
2024 Q4	$9.99M	Buy	107,000 +73,000	+215%	+$7.72M	8.07%	6
2024 Q3	$3.69M	Buy	34,000 +11,500	+51%	+$1.26M	2.24%	12
2024 Q2	$2.41M	Buy	+22,500	New	+$2.71M	2.18%	11
2024 Q1	–	Sell	-15,000	Closed	-$1.8M	–	20
2023 Q4	$1.8M	Sell	15,000 -9,700	-39%	-$1.07M	1.95%	10
2023 Q3	$2.51M	Sell	24,700 -36,800	-60%	-$3.86M	2.19%	12
2023 Q2	$6.08M	Sell	61,500 -24,500	-28%	-$2.19M	5.47%	6
2023 Q1	$7.95M	Sell	86,000 -42,435	-33%	-$3.81M	6.79%	5
2022 Q4	$9M	Buy	128,435 +98,435	+328%	+$7.6M	5.02%	4
2022 Q3	$2.18M	Buy	+30,000	New	+$2.41M	1.48%	22
2015 Q1	–	Sell	-111,017	Closed	-$5.15M	–	69
2014 Q4	$5.15M	Buy	+111,017	New	+$4.51M	0.21%	44

Other funds holding ARCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impala Asset Management's ARCB Position: Q1 2026 in Review

Impala Asset Management reduced its ArcBest (ARCB) stake by 71% in Q1 2026, selling an estimated $4.74M and leaving 20,000 shares worth $1.97M. The position accounts for 0.92% of the portfolio, ranked #21.

Impala Asset Management first reported a position in ARCB in Q4 2014 and has held it in 14 quarters since. The position peaked at $9.99M in Q4 2024. 277 funds tracked by Wall St. Rank hold ARCB as of Q1 2026.

Impala Asset Management held 20,000 shares of ArcBest worth $1.97M as of Q1 2026.
Impala Asset Management sold 50,000 ArcBest shares in Q1 2026, an estimated $4.74M.
ArcBest made up 0.92% of Impala Asset Management's portfolio in Q1 2026, its #21 holding.
Impala Asset Management first reported a position in ArcBest in Q4 2014 and has held it in 14 quarters since.
Impala Asset Management's ArcBest position peaked at $9.99M in Q4 2024.
277 funds tracked by Wall St. Rank held ArcBest as of Q1 2026.

Based on Impala Asset Management's 13F filing for Q1 2026, filed 13 May 2026.