13F HOLDINGS REPORT
Kailix Advisors LLC
Quarter ended Q4 2024 · Filed February 10, 2025 · Accession 0001951757-25-000214
Total Value
$119.3M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEW FORTRESS ENERGY INC | NFE | 1,480,321 | $22.4M | 18.76% |
| 2 | CONSTELLIUM SE | CSTM | 2,085,187 | $21.4M | 17.95% |
| 3 | ANTERO RESOURCES CORP | AR | 490,405 | $17.2M | 14.41% |
| 4 | WESCO INTL INC | 95082P105 | 81,419 | $14.7M | 12.35% |
| 5 | TRANSOCEAN LTD | RIG | 3,357,201 | $12.6M | 10.55% |
| 6 | GREEN PLAINS INC | GPRE | 1,316,894 | $12.5M | 10.46% |
| 7 | ALCOA CORP | AA | 286,570 | $10.3M | 8.63% |
| 8 | BUILDERS FIRSTSOURCE INC | BLDR | 57,465 | $8.2M | 6.88% |