Kailix Advisors LLC — 13F holdings

Kailix Advisors LLC reported 11 holdings worth $104M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. DCH AMERICAN AXLE & MFG HLDGS IN — $22.6M (21.9%)
2. GPRE GREEN PLAINS INC — $15.1M (14.6%)
3. WTTR SELECT WATER SOLUTIONS INC — $15.1M (14.6%)
4. SGML SIGMA LITHIUM CORPORATION — $14.5M (14.0%)
5. BTU PEABODY ENERGY CORP — $11.6M (11.2%)
6. CSTM CONSTELLIUM SE — $8.87M (8.6%)
7. AVEX AEVEX CORP — $6.63M (6.4%)
8. WCC WESCO INTL INC — $5.60M (5.4%)
9. AMRZ Amrize Ltd — $1.33M (1.3%)
10. AR ANTERO RESOURCES CORP — $1.23M (1.2%)