Kailix Advisors LLC Q4 2025 Filing
Filed February 4, 2026
Portfolio Value
$89.7M
Holdings
9
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CSTMCONSTELLIUM SE | 978,057 | $18.4M | 20.55% | |
| 2 | G3VGREEN PLAINS INC | 1,369,211 | $13.4M | 14.96% | |
| 3 | ARANTERO RESOURCES CORP | 374,484 | $12.9M | 14.39% | |
| 4 | DCHAMERICAN AXLE & MFG HLDGS IN | 1,579,500 | $10.1M | 11.29% | |
| 5 | AMRZAMRIZE LTD | 179,650 | $9.7M | 10.83% | |
| 6 | SOLSSOLSTICE ADVANCED MATLS INC | 186,750 | $9.1M | 10.11% | |
| 7 | CENXCENTURY ALUM CO | 146,550 | $5.7M | 6.40% | |
| 8 | ALBALBEMARLE CORP | 36,500 | $5.2M | 5.75% | |
| 9 | LACLITHIUM AMERS CORP NEW | 1,175,000 | $5.1M | 5.71% |