Kailix Advisors as of June 30, 2026
Portfolio Holdings for Kailix Advisors
Kailix Advisors holds 11 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Axle & Manufact. Holdings (DCH) | 21.9 | $23M | 4.2M | 5.42 | |
| Green Plains Renewable Energy (GPRE) | 14.6 | $15M | 985k | 15.38 | |
| Select Water Solutions Cl A Com (WTTR) | 14.6 | $15M | 756k | 19.98 | |
| Sigma Lithium Corporation (SGML) | 14.0 | $15M | 1.1M | 12.65 | |
| Peabody Energy (BTU) | 11.2 | $12M | 502k | 23.12 | |
| Constellium Se Cl A Shs (CSTM) | 8.6 | $8.9M | 278k | 31.87 | |
| Aevex Corp Com Cl A | 6.4 | $6.6M | 317k | 20.89 | |
| WESCO International (WCC) | 5.4 | $5.6M | 16k | 345.63 | |
| Amrize SHS (AMRZ) | 1.3 | $1.3M | 25k | 53.30 | |
| Antero Res (AR) | 1.2 | $1.2M | 35k | 35.14 | |
| Builders FirstSource (BLDR) | 0.9 | $895k | 10k | 89.48 |
