Kailix Advisors LLC
10 holdingsFiling period: 2026-03-31Current AUM: $111.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DCH | DAUCH CORP | 4.42M | $26.4M | $25.1M | 22.65% | +2.84M | 2026-03-31 |
| 2 | GPRE | GREEN PLAINS INC | 1.06M | $17.3M | $17.7M | 15.97% | -304,600 | 2026-03-31 |
| 3 | — | CONSTELLIUM SE | 494.4K | $13.5M | $13.5M | 12.18% | -483,657 | 2026-03-31 |
| 4 | WTTR | SELECT WATER SOLUTIONS INC | 880.2K | $13.2M | $15.9M | 14.35% | -- | 2026-03-31 |
| 5 | — | AMRIZE LTD | 184.1K | $10.3M | $10.3M | 9.26% | +4.5K | 2026-03-31 |
| 6 | BTU | PEABODY ENGR CORP | 239.8K | $7.9M | $5.1M | 4.61% | -- | 2026-03-31 |
| 7 | WCC | WESCO INTL INC | 24.9K | $7.0M | $8.8M | 7.93% | -- | 2026-03-31 |
| 8 | LAC | LITHIUM AMERS CORP NEW | 1.71M | $6.8M | $4.9M | 4.42% | +535.3K | 2026-03-31 |
| 9 | SOLS | SOLSTICE ADVANCED MATLS INC | 80.4K | $6.3M | $5.0M | 4.46% | -106,350 | 2026-03-31 |
| 10 | LHX | L3HARRIS TECHNOLOGIES INC | 16.3K | $5.8M | $4.6M | 4.17% | -- | 2026-03-31 |
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