13F HOLDINGS REPORT
Kailix Advisors LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001951757-25-001090
Total Value
$64.6M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CONSTELLIUM SE | CSTM | 1,232,319 | $16.4M | 25.38% |
| 2 | WESCO INTL INC | 95082P105 | 54,474 | $10.1M | 15.62% |
| 3 | ALCOA CORP | AA | 260,405 | $7.7M | 11.90% |
| 4 | BUILDERS FIRSTSOURCE INC | BLDR | 63,495 | $7.4M | 11.47% |
| 5 | TRANSOCEAN LTD | RIG | 2,721,032 | $7.0M | 10.91% |
| 6 | AMRIZE LTD | AMRZ | 136,580 | $6.8M | 10.48% |
| 7 | GREEN PLAINS INC | GPRE | 817,323 | $4.9M | 7.63% |
| 8 | ANTERO RESOURCES CORP | AR | 105,984 | $4.3M | 6.61% |