Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kailix Advisors LLC (CIK 1970731) reported $114.3M across 9 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AXL ($26.4M, 23.08%), GPRE ($17.3M, 15.13%), CSTM ($13.5M, 11.83%), WTTR ($13.2M, 11.51%), AMRZ ($10.3M, 8.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AXL | DAUCH CORP | $26.4M | 23.08% | 4.4M | Added |
| 2 | GPRE | GREEN PLAINS INC | $17.3M | 15.13% | 1.1M | Trimmed |
| 3 | CSTM | CONSTELLIUM SE | $13.5M | 11.83% | 494,400 | Trimmed |
| 4 | WTTR | SELECT WATER SOLUTIONS INC | $13.2M | 11.51% | 880,230 | New |
| 5 | AMRZ | AMRIZE LTD | $10.3M | 8.99% | 184,125 | Added |
| 6 | BTU | PEABODY ENGR CORP | $7.9M | 6.91% | 239,800 | New |
| 7 | WCC | WESCO INTL INC | $7.0M | 6.13% | 24,950 | New |
| 8 | LAC | LITHIUM AMERS CORP NEW | $6.8M | 5.91% | 1.7M | Added |
| 9 | SOLSTICE ADVANCED MATLS INC | $6.3M | 5.48% | 80,400 | Trimmed | |
| 10 | LHX | L3HARRIS TECHNOLOGIES INC | $5.8M | 5.04% | 16,270 | New |
| 11 | ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | Exited |
| 12 | AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | Exited |
| 13 | CENX | CENTURY ALUM CO | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31