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Impala Asset Management’s Ero Copper ERO Stock Holding History

Impala Asset Management’s Portfolio ERO Stock Details ERO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-161,000
Closed -$326K – 28
2025
Q3 		$326K Buy
161,000
+94,800
+143% +$1.44M 0.2% 23
2025
Q2 		$915K Buy
66,200
+64,880
+4,915% +$877K 0.58% 25
2025
Q1 		$208K Buy
+1,320
New +$17.6K 0.16% 21

Other funds holding ERO

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
CAAM
Cape Ann Asset Management London, United Kingdom $434M AUM 68.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Impala Asset Management's ERO Position: Q2 2026 in Review

Impala Asset Management increased its Ero Copper (ERO) stake by 14% in Q2 2026, buying an estimated $3.99M and bringing the position to 1,169,000 shares worth $31.2M. The position accounts for 17.69% of the portfolio, ranked #2.

Impala Asset Management first reported a position in ERO in Q2 2021 and has held it in 21 quarters since. The position peaked at $65.7M in Q3 2024. 209 funds tracked by Wall St. Rank hold ERO as of Q2 2026.

  • Impala Asset Management held 1,169,000 shares of Ero Copper worth $31.2M as of Q2 2026.
  • Impala Asset Management bought 141,044 Ero Copper shares in Q2 2026, an estimated $3.99M.
  • Ero Copper made up 17.69% of Impala Asset Management's portfolio in Q2 2026, its #2 holding.
  • Impala Asset Management first reported a position in Ero Copper in Q2 2021 and has held it in 21 quarters since.
  • Impala Asset Management's Ero Copper position peaked at $65.7M in Q3 2024.
  • 209 funds tracked by Wall St. Rank held Ero Copper as of Q2 2026.

Based on Impala Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.