Kailix Advisors as of Dec. 31, 2022
Portfolio Holdings for Kailix Advisors
Kailix Advisors holds 8 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New Fortress Energy Com Cl A (NFE) | 22.5 | $37M | 862k | 42.42 | |
| Teck Resources CL B (TECK) | 21.5 | $35M | 923k | 37.82 | |
| Antero Res (AR) | 19.4 | $31M | 1.0M | 30.99 | |
| Green Plains Renewable Energy (GPRE) | 14.3 | $23M | 760k | 30.50 | |
| Constellium Se Cl A Shs (CSTM) | 9.4 | $15M | 1.3M | 11.83 | |
| Mp Materials Corp Com Cl A (MP) | 7.3 | $12M | 486k | 24.28 | |
| BorgWarner (BWA) | 4.9 | $8.0M | 198k | 40.25 | |
| Builders FirstSource (BLDR) | 0.7 | $1.1M | 17k | 64.88 |
