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Kailix Advisors LLC

Q4 2025 13F Holdings

  • Location
    aventura, FL
  • Num holdings

    9

  • Value ($000)

    $89,699

  • Date Filed
    02/04/2026
  • Form type
    13F-HR
  • CIK
    0001970731
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

CONSTELLIUM SE

CL A SHS
F21107101
$18.44M
21 %

978,057

G
G3V

GREEN PLAINS INC

COM
393222104
$13.42M
15 %

1,369,211

A
AR

ANTERO RESOURCES CORP

COM
03674X106
$12.9M
14 %

374,484

A
AXL

AMERICAN AXLE & MFG HLDGS IN

COM
024061103
$10.12M
11 %

1,579,500

---

AMRIZE LTD

SHS
H2927K103
$9.72M
11 %

179,650

---

SOLSTICE ADVANCED MATLS INC

COM SHS
83443Q103
$9.07M
10 %

186,750

C
CENX

CENTURY ALUM CO

COM
156431108
$5.74M
6 %

146,550

A
ALB

ALBEMARLE CORP

COM
012653101
$5.16M
6 %

36,500

L
LAC

LITHIUM AMERS CORP NEW

COM SHS
53681J103
$5.12M
6 %

1,175,000

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