Kailix Advisors LLC

AVENTURA, FL · CIK 1970731 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMiami, FL

$103.5m reported value -9.4% vs Q1 2026

11positions

99.1%in top 10

4 new 1 added 6 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMERICAN AXLE & MFG HLDGS IN COM DCH	DCH	4,176,653	$22.6m21.86%	21.86%	Reduced -243.3k	-243,347 -5.5%
2	GREEN PLAINS INC COM GPRE	GPRE	985,000	$15.1m14.63%	14.63%	Reduced -79.6k	-79,611 -7.5%
3	SELECT WATER SOLUTIONS INC CL A COM WTTR	WTTR	755,689	$15.1m14.58%	14.58%	Reduced -124.5k	-124,541 -14.2%
4	SIGMA LITHIUM CORPORATION COM SGML	SGML	1,146,350	$14.5m14.00%	14.00%	New
5	PEABODY ENERGY CORP COM BTU	BTU	502,250	$11.6m11.21%	11.21%	Added +262.4k	+262,450 109.5%
6	CONSTELLIUM SE CL A SHS CSTM	CSTM	278,200	$8.9m8.56%	8.56%	Reduced -216.2k	-216,200 -43.7%
7	AEVEX CORP COM CL A AVEX	AVEX	317,150	$6.6m6.40%	6.40%	New
8	WESCO INTL INC COM WCC	WCC	16,205	$5.6m5.41%	5.41%	Reduced -8.7k	-8,745 -35.0%
9	AMRIZE LTD SHS AMRZ	AMRZ	25,000	$1.3m1.29%	1.29%	Reduced -159.1k	-159,125 -86.4%
10	ANTERO RESOURCES CORP COM AR	AR	35,000	$1.2m1.19%	1.19%	New
11	BUILDERS FIRSTSOURCE INC COM BLDR	BLDR	10,000	$894.8k0.86%	0.86%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
LITHIUM AMERS CORP NEW LAC	LAC	1,710,300	$6.8m1.7m shares
SOLSTICE ADVANCED MATLS INC SOLS	SOLS	80,400	$6.3m80.4k shares
L3HARRIS TECHNOLOGIES INC LHX	LHX	16,270	$5.8m16.3k shares