13F HOLDINGS REPORT
Kailix Advisors LLC
Quarter ended Q3 2024 · Filed November 4, 2024 · Accession 0001951757-24-001158
Total Value
$118.6M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSOCEAN LTD | RIG | 6,620,451 | $28.1M | 23.72% |
| 2 | CONSTELLIUM SE | CSTM | 1,660,408 | $27.0M | 22.76% |
| 3 | WESCO INTL INC | 95082P105 | 136,583 | $22.9M | 19.34% |
| 4 | ANTERO RESOURCES CORP | AR | 604,785 | $17.3M | 14.61% |
| 5 | GREEN PLAINS INC | GPRE | 1,142,375 | $15.5M | 13.04% |
| 6 | NEW FORTRESS ENERGY INC | NFE | 851,439 | $7.7M | 6.53% |