Kailix Advisors LLC: 13F holdings
CIK 19707312026Q2
| Positions | 11 |
|---|
| Reported value | $103.5m |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 11 (+1 vs prior quarter) |
|---|
| Reported value | $103.5m (-9.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DCH DAUCH CORP | 4,176,653 | $22.6m | 21.9% |
| GPRE GREEN PLAINS INC | 985,000 | $15.1m | 14.6% |
| WTTR SELECT WATER SOLUTIONS INC | 755,689 | $15.1m | 14.6% |
| SGML SIGMA LITHIUM CORPORATION | 1,146,350 | $14.5m | 14.0% |
| BTU PEABODY ENGR CORP | 502,250 | $11.6m | 11.2% |
| CONSTELLIUM SE | 278,200 | $8.9m | 8.6% |
| AEVEX CORP | 317,150 | $6.6m | 6.4% |
| WCC WESCO INTL INC | 16,205 | $5.6m | 5.4% |
| AMRIZE LTD | 25,000 | $1.3m | 1.3% |
| AR ANTERO RESOURCES CORP | 35,000 | $1.2m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1970731")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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