Kailix Advisors LLC
- SEC CIK
- 0001970731
- Latest filing
- Aug 12, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed May 10, 2023. Long positions only.
- Positions
- 8
- No filing for Q3 2022
- Portfolio value
- $162.3M
- No filing for Q3 2022
Kailix Advisors LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NFENew Fortress Energy Inc. | COM CL A | 862,371 | $36.6M | 22.5% | – | – | History |
| TECKTeck Resources Ltd | CL B | 922,807 | $34.9M | 21.5% | – | – | History |
| ARAntero Resources Corp | COM | 1,014,175 | $31.4M | 19.4% | – | – | History |
| GPREGreen Plains Inc. | COM | 759,847 | $23.2M | 14.3% | – | – | History |
| CSTMConstellium SE | CL A SHS | 1,294,009 | $15.3M | 9.4% | – | – | History |
| MPMP Materials Corp. | COM CL A | 485,965 | $11.8M | 7.3% | – | – | History |
| BWABorgwarner Inc | COM | 198,200 | $7.98M | 4.9% | – | – | History |
| BLDRBuilders FirstSource, Inc. | Stock | 17,250 | $1.12M | 0.7% | – | – | History |