13F HOLDINGS REPORT
Kailix Advisors LLC
Quarter ended Q1 2025 · Filed May 5, 2025 · Accession 0001951757-25-000504
Total Value
$89.0M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CONSTELLIUM SE | CSTM | 1,733,319 | $17.5M | 19.65% |
| 2 | NEW FORTRESS ENERGY INC | NFE | 1,908,791 | $15.9M | 17.82% |
| 3 | ANTERO RESOURCES CORP | AR | 286,004 | $11.6M | 12.99% |
| 4 | WESCO INTL INC | 95082P105 | 69,395 | $10.8M | 12.11% |
| 5 | TRANSOCEAN LTD | RIG | 3,284,201 | $10.4M | 11.70% |
| 6 | ALCOA CORP | AA | 289,500 | $8.8M | 9.92% |
| 7 | BUILDERS FIRSTSOURCE INC | BLDR | 63,155 | $7.9M | 8.87% |
| 8 | GREEN PLAINS INC | GPRE | 1,274,323 | $6.2M | 6.94% |