Holdings
Kailix Advisors LLC
As of Jun 30, 2026, Kailix Advisors LLC reported 9 positions worth US$93.3M. Largest: Dauch Corporation, Green Plains, Inc. and Select Water Solutions, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Dauch Corporation | 4.18M | US$22.6M | −243K | Jun 30, 2026 |
| Green Plains, Inc. | 985K | US$15.1M | −79,611 | Jun 30, 2026 |
| Select Water Solutions, Inc. | 756K | US$15.1M | −125K | Jun 30, 2026 |
| Sigma Lithium Corporation | 1.15M | US$14.5M | new | Jun 30, 2026 |
| Peabody Energy Corporation | 502K | US$11.6M | +262K | Jun 30, 2026 |
| Aevex Corp. | 317K | US$6.63M | new | Jun 30, 2026 |
| Wesco International, Inc. | 16,205 | US$5.6M | −8,745 | Jun 30, 2026 |
| Antero Resources Corporation | 35,000 | US$1.23M | new | Jun 30, 2026 |
| Builders Firstsource, Inc. | 10,000 | US$895K | new | Jun 30, 2026 |