Impala Asset Management’s Tronox TROX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.1M	Buy	1,920,000 +1,390,000	+262%	+$11.8M	6.86%	5
2026 Q1	$5.18M	Sell	530,000 -613,851	-54%	-$4.26M	2.41%	14
2025 Q4	$4.77M	Sell	1,143,851 -83,749	-7%	-$319K	3.01%	10
2025 Q3	$4.93M	Buy	1,227,600 +62,600	+5%	+$286K	3.06%	10
2025 Q2	$5.91M	Buy	1,165,000 +255,000	+28%	+$1.39M	3.74%	8
2025 Q1	$6.41M	Buy	+910,000	New	+$7.83M	4.92%	8
2021 Q4	–	Sell	-1,297,160	Closed	-$32M	–	61
2021 Q3	$32M	Sell	1,297,160 -405,552	-24%	-$8.33M	2.27%	16
2021 Q2	$38.1M	Sell	1,702,712 -274,503	-14%	-$6.03M	2.54%	14
2021 Q1	$36.2M	Buy	1,977,215 +1,053,352	+114%	+$18.4M	2.38%	14
2020 Q4	$13.5M	Buy	+923,863	New	+$10.8M	1.22%	29

Other funds holding TROX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Impala Asset Management increased its Tronox (TROX) stake by 262% in Q2 2026, buying an estimated $11.8M and bringing the position to 1,920,000 shares worth $12.1M. The position accounts for 6.86% of the portfolio, ranked #5.

Impala Asset Management first reported a position in TROX in Q4 2020 and has held it in 10 quarters since. The position peaked at $38.1M in Q2 2021. 238 funds tracked by Wall St. Rank hold TROX as of Q2 2026.

Impala Asset Management held 1,920,000 shares of Tronox worth $12.1M as of Q2 2026.
Impala Asset Management bought 1,390,000 Tronox shares in Q2 2026, an estimated $11.8M.
Tronox made up 6.86% of Impala Asset Management's portfolio in Q2 2026, its #5 holding.
Impala Asset Management first reported a position in Tronox in Q4 2020 and has held it in 10 quarters since.
Impala Asset Management's Tronox position peaked at $38.1M in Q2 2021.
238 funds tracked by Wall St. Rank held Tronox as of Q2 2026.

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