Kailix Advisors LLC
- SEC CIK
- 0001970731
- Latest filing
- Aug 12, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 30, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 10
- +1 vs. Q4 2025
- Portfolio value
- $114.3M
- +$24.6M (+27.5%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DCHDauch Corp | COM | 4,420,000 | $26.4M | 23.1% | +2,840,500+179.8% | Added | History |
| GPREGreen Plains Inc. | COM | 1,064,611 | $17.3M | 15.1% | −304,600−22.2% | Reduced | History |
| CSTMConstellium SE | CL A SHS | 494,400 | $13.5M | 11.8% | −483,657−49.5% | Reduced | History |
| WTTRSelect Water Solutions, Inc. | CL A COM | 880,230 | $13.2M | 11.5% | +880,230 | New | History |
| AMRZAmrize Ltd | SHS | 184,125 | $10.3M | 9.0% | +4,475+2.5% | Added | History |
| BTUPeabody Energy Corp | COM | 239,800 | $7.90M | 6.9% | +239,800 | New | History |
| WCCWesco International Inc | COM | 24,950 | $7.01M | 6.1% | +24,950 | New | History |
| LACLithium Americas Corp. | Stock | 1,710,300 | $6.76M | 5.9% | +535,300+45.6% | Added | History |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 80,400 | $6.27M | 5.5% | −106,350−56.9% | Reduced | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 16,270 | $5.76M | 5.0% | +16,270 | New | History |
Sold out since Q4 2025 (3)
Positions held at the end of Q4 2025 that are gone from this filing.