Holders — by stockHoldings — by fund
Kailix Advisors LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001970731
$103.5M
disclosed book value
11
positions
21.9%
largest position share
Positions, as of 2026-06-30
top 11 of 11 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DCHDAUCH CORP | 4.2M | $22.6M | 21.9% |
| 2 | GPREGREEN PLAINS INC | 985,000 | $15.1M | 14.6% |
| 3 | WTTRSELECT WATER SOLUTIONS INC | 755,689 | $15.1M | 14.6% |
| 4 | SGMLSIGMA LITHIUM CORPORATION | 1.1M | $14.5M | 14% |
| 5 | BTUPEABODY ENGR CORP | 502,250 | $11.6M | 11.2% |
| 6 | CSTMCONSTELLIUM SE | 278,200 | $8.9M | 8.6% |
| 7 | AVEXAEVEX CORP | 317,150 | $6.6M | 6.4% |
| 8 | WCCWESCO INTL INC | 16,205 | $5.6M | 5.4% |
| 9 | AMRZAMRIZE LTD | 25,000 | $1.3M | 1.3% |
| 10 | ARANTERO RESOURCES CORP | 35,000 | $1.2M | 1.2% |
| 11 | BLDRBUILDERS FIRSTSOURCE INC | 10,000 | $894,800 | 0.9% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.