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Hedge Funds Similar to Impala Asset

13F Portfolio OverlapQ2 2026Impala Asset portfolio →
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Most similar hedge funds by 13F overlap

Impala Asset Management LLC is an institutional investor managing $176M across 20 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Impala Asset are Drummond Knight Asset Pty Ltd, Goehring & Rozencwajg Associates, ADAMS NATURAL RESOURCES FUND, with shared positions in $SLB, $AA, $DVN, $FANG, $CENX, $IE. The full ranking of 5 similar funds is below.

#1Drummond Knight Asset Management Pty LtdActive
Notable overlap · 5 shared positions
$SLB$AA$DVN$FANG$CENX
$545M
16 positions
#2Goehring & Rozencwajg Associates, LLCActive
Some overlap · 3 shared positions
$SLB$FANG$IE
$1.7B
41 positions
#3ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 3 shared positions
$SLB$FANG$DVN
$763M
51 positions
#4Marnell Management LLCActive
Some overlap · 3 shared positions
$CENX$SBLK$DHT
$260M
69 positions
#5J.M. Arbour, LLCPassive
Some overlap · 3 shared positions
$SLB$FANG$MLI
$116M
132 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.