Kailix Advisors as of March 31, 2026
Portfolio Holdings for Kailix Advisors
Kailix Advisors holds 10 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Axle & Manufact. Holdings (DCH) | 23.1 | $26M | 4.4M | 5.97 | |
| Green Plains Renewable Energy (GPRE) | 15.1 | $17M | 1.1M | 16.25 | |
| Constellium Se Cl A Shs (CSTM) | 11.8 | $14M | 494k | 27.35 | |
| Select Water Solutions Cl A Com (WTTR) | 11.5 | $13M | 880k | 14.95 | |
| Amrize SHS (AMRZ) | 9.0 | $10M | 184k | 55.80 | |
| Peabody Energy (BTU) | 6.9 | $7.9M | 240k | 32.95 | |
| WESCO International (WCC) | 6.1 | $7.0M | 25k | 281.00 | |
| Lithium Amers Corp Com Shs (LAC) | 5.9 | $6.8M | 1.7M | 3.95 | |
| Solstice Advanced Matls Com Shs (SOLS) | 5.5 | $6.3M | 80k | 78.00 | |
| L3harris Technologies (LHX) | 5.0 | $5.8M | 16k | 354.00 |
