Kailix Advisors LLC Q1 2025 Filing
Filed May 5, 2025
Portfolio Value
$89.0B
Holdings
8
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CSTMCONSTELLIUM SE | 1,733,319 | $17.5B | 19.65% | |
| 2 | NFENEW FORTRESS ENERGY INC | 1,908,791 | $15.9B | 17.82% | |
| 3 | ARANTERO RESOURCES CORP | 286,004 | $11.6B | 12.99% | |
| 4 | WCCWESCO INTL INC | 69,395 | $10.8B | 12.11% | |
| 5 | RIGTRANSOCEAN LTD | 3,284,201 | $10.4B | 11.70% | |
| 6 | AAALCOA CORP | 289,500 | $8.8B | 9.92% | |
| 7 | BLDRBUILDERS FIRSTSOURCE INC | 63,155 | $7.9B | 8.87% | |
| 8 | G3VGREEN PLAINS INC | 1,274,323 | $6.2B | 6.94% |