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 $103.5M across 11 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DCH ($22.6M, 21.86%), GPRE ($15.1M, 14.63%), WTTR ($15.1M, 14.58%), SGML ($14.5M, 14.00%), BTU ($11.6M, 11.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DCH | DAUCH CORP | $22.6M | 21.86% | 4.2M | Trimmed |
| 2 | GPRE | GREEN PLAINS INC | $15.1M | 14.63% | 985,000 | Trimmed |
| 3 | WTTR | SELECT WATER SOLUTIONS INC | $15.1M | 14.58% | 755,689 | Trimmed |
| 4 | SGML | SIGMA LITHIUM CORPORATION | $14.5M | 14.00% | 1.1M | New |
| 5 | BTU | PEABODY ENGR CORP | $11.6M | 11.21% | 502,250 | Added |
| 6 | CSTM | CONSTELLIUM SE | $8.9M | 8.56% | 278,200 | Trimmed |
| 7 | AVEX | AEVEX CORP | $6.6M | 6.40% | 317,150 | New |
| 8 | WCC | WESCO INTL INC | $5.6M | 5.41% | 16,205 | Trimmed |
| 9 | AMRZ | AMRIZE LTD | $1.3M | 1.29% | 25,000 | Trimmed |
| 10 | AR | ANTERO RESOURCES CORP | $1.2M | 1.19% | 35,000 | New |
| 11 | BLDR | BUILDERS FIRSTSOURCE INC | $894,800 | 0.86% | 10,000 | New |
| 12 | LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 13 | LAC | LITHIUM AMERS CORP NEW | $0 | 0.00% | 0 | Exited |
| 14 | SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30