Kailix Advisors LLC
Net seller this quarter
$104M
11
-$12.5M
99.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DCH | $22.6M | 21.86% | 1.76% | -5.5% | Q3 2025 |
 GPRE | $15.1M | 14.63% | 1.41% | -7.5% | Q4 2022 |
 WTTR | $15.1M | 14.58% | 1.87% | -14.2% | Q1 2026 |
 SGML | $14.5M | 14.00% | 1.03% | New | Q2 2026 |
 BTU | $11.6M | 11.21% | 0.41% | +109.5% | Q1 2026 |
 CSTM | $8.87M | 8.56% | 0.21% | -43.7% | Q4 2022 |
 AVEX | $6.63M | 6.40% | 31715.00% | New | Q2 2026 |
 WCC | $5.6M | 5.41% | 0.03% | -35.1% | Q2 2024 |
 AMRZ | $1.33M | 1.29% | 0.00% | -86.4% | Q2 2025 |
 AR | $1.23M | 1.19% | 0.01% | Not reported | Q4 2022 |
 BLDR | $895K | 0.86% | 0.01% | Not reported | Q4 2022 |
| Q1 2026 | |||||
| DCH | $26.4M | 23.08% | 1.87% | +179.8% | Q3 2025 |
| GPRE | $17.3M | 15.13% | 1.52% | -22.3% | Q4 2022 |
| CSTM | $13.5M | 11.83% | 0.36% | -49.5% | Q4 2022 |
| WTTR | $13.2M | 11.51% | 2.18% | New | Q1 2026 |
| AMRZ | $10.3M | 8.99% | 0.03% | +2.5% | Q2 2025 |
| BTU | $7.9M | 6.91% | 0.20% | New | Q1 2026 |
| WCC | $7.01M | 6.13% | 0.05% | Not reported | Q2 2024 |
 LAC | $6.76M | 5.91% | 0.49% | +45.6% | Q4 2025 |
 SOLS | $6.27M | 5.48% | 0.05% | -57.0% | Q4 2025 |
 LHX | $5.76M | 5.04% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| CSTM | $18.4M | 20.55% | 0.72% | -11.3% | Q4 2022 |
| GPRE | $13.4M | 14.96% | 1.96% | +18.5% | Q4 2022 |
| AR | $12.9M | 14.39% | 0.12% | +15.5% | Q4 2022 |
| DCH | $10.1M | 11.29% | 1.33% | +115.8% | Q3 2025 |
| AMRZ | $9.72M | 10.83% | 0.03% | -12.6% | Q2 2025 |
| SOLS | $9.07M | 10.11% | 0.12% | New | Q4 2025 |
 CENX | $5.74M | 6.40% | 0.15% | New | Q4 2025 |
 ALB | $5.16M | 5.76% | 0.03% | -74.7% | Q3 2025 |
| LAC | $5.12M | 5.71% | 0.37% | New | Q4 2025 |
| Q3 2025 | |||||
| CSTM | $16.4M | 22.34% | 0.80% | -10.5% | Q4 2022 |
| ALB | $11.7M | 15.95% | 0.12% | New | Q3 2025 |
| AR | $10.9M | 14.81% | 0.11% | +206.0% | Q4 2022 |
| GPRE | $10.2M | 13.82% | 1.61% | +41.4% | Q4 2022 |
| AMRZ | $9.97M | 13.57% | 0.04% | +50.4% | Q2 2025 |
| WCC | $9.94M | 13.52% | 0.10% | -13.8% | Q2 2024 |
| DCH | $4.4M | 5.99% | 0.62% | New | Q3 2025 |