13F HOLDINGS REPORT
Kailix Advisors LLC
Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001951757-25-001293
Total Value
$73.5M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CONSTELLIUM SE | CSTM | 1,103,169 | $16.4M | 22.34% |
| 2 | ALBEMARLE CORP | ALB-PA | 144,500 | $11.7M | 15.95% |
| 3 | ANTERO RESOURCES CORP | AR | 324,334 | $10.9M | 14.81% |
| 4 | GREEN PLAINS INC | GPRE | 1,155,323 | $10.2M | 13.82% |
| 5 | AMRIZE LTD | AMRZ | 205,450 | $10.0M | 13.57% |
| 6 | WESCO INTL INC | 95082P105 | 46,974 | $9.9M | 13.52% |
| 7 | AMERICAN AXLE & MFG HLDGS IN | 024061103 | 732,000 | $4.4M | 5.99% |