13F HOLDINGS REPORT
Kailix Advisors LLC
Quarter ended Q2 2023 · Filed May 10, 2023 · Accession 0001951757-23-000287
Total Value
$162.3M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEW FORTRESS ENERGY INC | NFE | 862,371 | $36.6M | 22.54% |
| 2 | TECK RESOURCES LTD | TCKRF | 922,807 | $34.9M | 21.50% |
| 3 | ANTERO RESOURCES CORP | AR | 1,014,175 | $31.4M | 19.37% |
| 4 | GREEN PLAINS INC | GPRE | 759,847 | $23.2M | 14.28% |
| 5 | CONSTELLIUM SE | CSTM | 1,294,009 | $15.3M | 9.43% |
| 6 | MP MATERIALS CORP | MP | 485,965 | $11.8M | 7.27% |
| 7 | BORGWARNER INC | BWA | 198,200 | $8.0M | 4.92% |
| 8 | BUILDERS FIRSTSOURCE INC | BLDR | 17,250 | $1.1M | 0.69% |