13F HOLDINGS REPORT
Kailix Advisors LLC
Quarter ended Q4 2025 · Filed February 4, 2026 · Accession 0001951757-26-000348
Total Value
$89.7M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CONSTELLIUM SE | CSTM | 978,057 | $18.4M | 20.55% |
| 2 | GREEN PLAINS INC | GPRE | 1,369,211 | $13.4M | 14.96% |
| 3 | ANTERO RESOURCES CORP | AR | 374,484 | $12.9M | 14.39% |
| 4 | AMERICAN AXLE & MFG HLDGS IN | 024061103 | 1,579,500 | $10.1M | 11.29% |
| 5 | AMRIZE LTD | AMRZ | 179,650 | $9.7M | 10.83% |
| 6 | SOLSTICE ADVANCED MATLS INC | 83443Q103 | 186,750 | $9.1M | 10.11% |
| 7 | CENTURY ALUM CO | CENX | 146,550 | $5.7M | 6.40% |
| 8 | ALBEMARLE CORP | ALB-PA | 36,500 | $5.2M | 5.76% |
| 9 | LITHIUM AMERS CORP NEW | LTUM | 1,175,000 | $5.1M | 5.71% |