Impala Asset Management’s Century Aluminum CENX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $57.2M | Buy |
975,000
+117,195
| +14% | +$5.88M | 26.66% | 1 |
|
|
2025
Q4 | $33.6M | Buy |
857,805
+168,805
| +25% | +$5.27M | 21.17% | 1 |
|
|
2025
Q3 | $20.2M | Sell |
689,000
-114,894
| -14% | -$2.6M | 12.56% | 2 |
|
|
2025
Q2 | $14.5M | Sell |
803,894
-128,260
| -14% | -$2.18M | 9.17% | 4 |
|
|
2025
Q1 | $17.3M | Buy |
932,154
+234,673
| +34% | +$4.51M | 13.29% | 2 |
|
|
2024
Q4 | $12.7M | Sell |
697,481
-206,519
| -23% | -$4.06M | 10.28% | 4 |
|
|
2024
Q3 | $14.7M | Buy |
904,000
+54,000
| +6% | +$818K | 8.92% | 4 |
|
|
2024
Q2 | $14.2M | Buy |
850,000
+145,000
| +21% | +$2.47M | 12.87% | 2 |
|
|
2024
Q1 | $10.8M | Buy |
705,000
+580,000
| +464% | +$6.51M | 9.78% | 2 |
|
|
2023
Q4 | $1.52M | Buy |
+125,000
| New | +$981K | 1.64% | 12 |
|
|
2022
Q2 | – | Sell |
-1,560,000
| Closed | -$41M | – | 23 |
|
|
2022
Q1 | $41M | Buy |
1,560,000
+223,510
| +17% | +$4.7M | 3.54% | 10 |
|
|
2021
Q4 | $22.1M | Sell |
1,336,490
-420,599
| -24% | -$6.16M | 1.75% | 21 |
|
|
2021
Q3 | $23.6M | Buy |
1,757,089
+780,005
| +80% | +$9.81M | 1.68% | 22 |
|
|
2021
Q2 | $12.6M | Sell |
977,084
-264,363
| -21% | -$3.81M | 0.84% | 34 |
|
|
2021
Q1 | $21.9M | Buy |
1,241,447
+946,447
| +321% | +$13.5M | 1.44% | 26 |
|
|
2020
Q4 | $3.25M | Sell |
295,000
-479,640
| -62% | -$4.35M | 0.29% | 50 |
|
|
2020
Q3 | $5.51M | Buy |
774,640
+124,573
| +19% | +$1.08M | 0.56% | 37 |
|
|
2020
Q2 | $4.63M | Buy |
+650,067
| New | +$3.44M | 0.53% | 34 |
|
|
2020
Q1 | – | Sell |
-225,000
| Closed | -$1.69M | – | 33 |
|
|
2019
Q4 | $1.69M | Buy |
+225,000
| New | +$1.56M | 0.13% | 42 |
|
|
2018
Q1 | – | Sell |
-550,000
| Closed | -$10.8M | – | 61 |
|
|
2017
Q4 | $10.8M | Sell |
550,000
-1,496,476
| -73% | -$22.9M | 0.38% | 39 |
|
|
2017
Q3 | $33.9M | Sell |
2,046,476
-750,982
| -27% | -$13M | 1.52% | 24 |
|
|
2017
Q2 | $43.6M | Buy |
2,797,458
+1,083,314
| +63% | +$15.1M | 2.21% | 13 |
|
|
2017
Q1 | $21.8M | Buy |
1,714,144
+1,010,144
| +143% | +$13.4M | 1.01% | 32 |
|
|
2016
Q4 | $6.03M | Buy |
704,000
+137,900
| +24% | +$1.18M | 0.32% | 41 |
|
|
2016
Q3 | $3.93M | Buy |
+566,100
| New | +$3.87M | 0.26% | 42 |
|
|
2015
Q3 | – | Sell |
-1,883,969
| Closed | -$19.6M | – | 53 |
|
|
2015
Q2 | $19.6M | Buy |
+1,883,969
| New | +$24M | 1.12% | 25 |
|
|
2013
Q3 | – | Sell |
-955,714
| Closed | -$8.87M | – | 84 |
|
|
2013
Q2 | $8.87M | Buy |
+955,714
| New | +$8.23M | 0.5% | 41 |
|
Other funds holding CENX
G
VPM
SG
VCM
Impala Asset Management's CENX Position: Q1 2026 in Review
Impala Asset Management increased its Century Aluminum (CENX) stake by 14% in Q1 2026, buying an estimated $5.88M and bringing the position to 975,000 shares worth $57.2M. The position accounts for 26.66% of the portfolio, ranked #1.
Impala Asset Management first reported a position in CENX in Q2 2013 and has held it in 27 quarters since. 386 funds tracked by Wall St. Rank hold CENX as of Q1 2026.
- Impala Asset Management held 975,000 shares of Century Aluminum worth $57.2M as of Q1 2026.
- Impala Asset Management bought 117,195 Century Aluminum shares in Q1 2026, an estimated $5.88M.
- Century Aluminum made up 26.66% of Impala Asset Management's portfolio in Q1 2026, its #1 holding.
- Impala Asset Management first reported a position in Century Aluminum in Q2 2013 and has held it in 27 quarters since.
- 386 funds tracked by Wall St. Rank held Century Aluminum as of Q1 2026.
Based on Impala Asset Management's 13F filing for Q1 2026, filed 13 May 2026.