Kailix Advisors LLC
11 holdingsFiling period: 2026-06-30Current AUM: $78.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DCH | Dauch Corp | 4.18M | $22.6M | $18.9M | 23.92% | -243,347 | 2026-06-30 |
| 2 | GPRE | Green Plains Inc | 985.0K | $15.1M | $13.0M | 16.51% | -79,611 | 2026-06-30 |
| 3 | WTTR | Select Water Solutions Inc | 755.7K | $15.1M | $12.2M | 15.49% | -124,541 | 2026-06-30 |
| 4 | SGML | Sigma Lithium Corporation | 1.15M | $14.5M | $6.7M | 8.45% | -- | 2026-06-30 |
| 5 | BTU | Peabody Engr Corp | 502.3K | $11.6M | $8.1M | 10.20% | +262.4K | 2026-06-30 |
| 6 | — | Constellium SE | 278.2K | $8.9M | $8.9M | 11.23% | -216,200 | 2026-06-30 |
| 7 | AVEX | Aevex Corp | 317.1K | $6.6M | $3.2M | 4.10% | -- | 2026-06-30 |
| 8 | WCC | Wesco Intl Inc | 16.2K | $5.6M | $4.7M | 6.01% | -8,745 | 2026-06-30 |
| 9 | — | Amrize Ltd | 25.0K | $1.3M | $1.3M | 1.69% | -159,125 | 2026-06-30 |
| 10 | AR | Antero Resources Corp | 35.0K | $1.2M | $1.3M | 1.60% | -- | 2026-06-30 |
| 11 | BLDR | Builders Firstsource Inc | 10.0K | $894K | $625K | 0.79% | -- | 2026-06-30 |
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