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Kailix Advisors LLC

Q1 2026 13F Holdings

  • Location
    aventura, FL
  • Num holdings

    10

  • Value ($000)

    $114,342

  • Date Filed
    04/30/2026
  • Form type
    13F-HR
  • CIK
    0001970731
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AXL

DAUCH CORP

COM
024061103
$26.39M
23 %

4,420,000

G
G3V

GREEN PLAINS INC

COM
393222104
$17.3M
15 %

1,064,611

---

CONSTELLIUM SE

CL A SHS
F21107101
$13.52M
12 %

494,400

---

SELECT WATER SOLUTIONS INC

CL A COM
81617J301
$13.16M
12 %

880,230

---

AMRIZE LTD

SHS
H2927K103
$10.27M
9 %

184,125

B
BTU

PEABODY ENGR CORP

COM
704551100
$7.9M
7 %

239,800

W
WCC

WESCO INTL INC

COM
95082P105
$7.01M
6 %

24,950

L
LAC

LITHIUM AMERS CORP NEW

COM SHS
53681J103
$6.76M
6 %

1,710,300

---

SOLSTICE ADVANCED MATLS INC

COM SHS
83443Q103
$6.27M
6 %

80,400

L
LHX

L3HARRIS TECHNOLOGIES INC

COM
502431109
$5.76M
5 %

16,270

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