13F HOLDINGS REPORT
Kailix Advisors LLC
Quarter ended Q1 2024 · Filed April 29, 2024 · Accession 0001951757-24-000402
Total Value
$171.0M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEW FORTRESS ENERGY INC | NFE | 1,969,453 | $60.2M | 35.23% |
| 2 | TECK RESOURCES LTD | TCKRF | 542,190 | $24.8M | 14.51% |
| 3 | CONSTELLIUM SE | CSTM | 1,033,040 | $22.8M | 13.36% |
| 4 | GREEN PLAINS INC | GPRE | 960,752 | $22.2M | 12.99% |
| 5 | PHINIA INC | PHIN | 512,895 | $19.7M | 11.53% |
| 6 | TRANSOCEAN LTD | RIG | 2,314,348 | $14.5M | 8.50% |
| 7 | ANTERO RESOURCES CORP | AR | 229,215 | $6.6M | 3.89% |