Impala Asset Management’s New Gold Inc NGD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-300,000	Closed	-$2.61M	–	30
2025 Q4	$2.61M	Sell	300,000 -600,000	-67%	-$4.52M	1.65%	17
2025 Q3	$6.46M	Sell	900,000 -40,000	-4%	-$216K	4.01%	8
2025 Q2	$4.65M	Sell	940,000 -60,000	-6%	-$247K	2.95%	11
2025 Q1	$3.71M	Buy	1,000,000 +320,000	+47%	+$948K	2.85%	10
2024 Q4	$1.69M	Sell	680,000 -335,000	-33%	-$924K	1.36%	13
2024 Q3	$2.92M	Sell	1,015,000 -77,000	-7%	-$190K	1.78%	13
2024 Q2	$2.13M	Buy	1,092,000 +92,000	+9%	+$175K	1.93%	13
2024 Q1	$1.7M	Buy	+1,000,000	New	+$1.36M	1.53%	17

Other funds holding NGD

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Impala Asset Management sold out of New Gold Inc (NGD) in Q1 2026, closing a stake of 300,000 shares — an estimated $2.61M sold.

Impala Asset Management first reported a position in NGD in Q1 2024 and held it in 8 quarters. The position peaked at $6.46M in Q3 2025. 2 funds tracked by Wall St. Rank hold NGD as of Q1 2026.

Impala Asset Management reported no remaining New Gold Inc position as of Q1 2026 after selling out during the quarter.
Impala Asset Management sold 300,000 New Gold Inc shares in Q1 2026, an estimated $2.61M.
Impala Asset Management first reported a position in New Gold Inc in Q1 2024 and held it in 8 quarters.
Impala Asset Management's New Gold Inc position peaked at $6.46M in Q3 2025.
2 funds tracked by Wall St. Rank held New Gold Inc as of Q1 2026.

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