Investor
Kailix Advisors LLC
CIK 0001970731 · filed 2026-04-30 · SEC filing
13F book
$114.3M
Positions
10
4 new · 3 sold
Largest name
23.1%
American Axle & Mfg Hldgs In · DCH
Est. mark
$12.6M
Price effect on 6 names still held. Flow $12.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| American Axle & Mfg Hldgs In | DCH | 4.42M | $26.4M | 23.1% | −$695K | Added$16.3M |
| Green Plains Inc. | GPRE | 1.06M | $17.3M | 15.1% | $6.87M | Cut$3.88M |
| Constellium Se | CSTM | 494.4K | $13.5M | 11.8% | $4.2M | Cut−$4.91M |
| Select Water Solutions, Inc. | WTTR | 880.2K | $13.2M | 11.5% | — | New |
| Amrize Ltd | AMRZ | 184.1K | $10.3M | 9.0% | $309K | Added$558.7K |
| Peabody Energy Corp | BTU | 239.8K | $7.9M | 6.9% | — | New |
| Wesco Intl Inc | — | 24.9K | $7.01M | 6.1% | — | New |
| Lithium Amers Corp New | — | 1.71M | $6.76M | 5.9% | −$481.8K | Added$1.63M |
| Solstice Advanced Matls Inc | — | 80.4K | $6.27M | 5.5% | $2.37M | Cut−$2.8M |
| L3harris Technologies Inc | — | 16.3K | $5.76M | 5.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.