13F HOLDINGS REPORT
Kailix Advisors LLC
Quarter ended Q2 2024 · Filed August 2, 2024 · Accession 0001951757-24-000640
Total Value
$159.0M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEW FORTRESS ENERGY INC | NFE | 2,203,824 | $50.6M | 31.84% |
| 2 | CONSTELLIUM SE | CSTM | 1,446,645 | $29.2M | 18.38% |
| 3 | TRANSOCEAN LTD | RIG | 4,139,392 | $23.3M | 14.68% |
| 4 | WESCO INTL INC | 95082P105 | 127,334 | $22.9M | 14.39% |
| 5 | GREEN PLAINS INC | GPRE | 1,343,269 | $22.4M | 14.09% |
| 6 | XPO INC | XPO | 98,147 | $10.5M | 6.61% |