§ 13F · FUND PROFILE
Kailix Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $73M (13F)Positions · 7Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$34M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DCH | DAUCH CORP | 4.42M | $26M | 23.1% | +180% |
| 2 | GPRE | GREEN PLAINS INC | 1.06M | $17M | 15.1% | −22% |
| 3 | CSTM | CONSTELLIUM SE | 494K | $14M | 11.8% | −49% |
| 4 | WTTR | SELECT WATER SOLUTIONS INC | 880K | $13M | 11.5% | NEW |
| 5 | AMRZ | AMRIZE LTD | 184K | $10M | 9.0% | +2% |
| 6 | BTU | PEABODY ENGR CORP | 240K | $8M | 6.9% | NEW |
| 7 | WCC | WESCO INTL INC | 25K | $7M | 6.1% | NEW |
| 8 | LAC | LITHIUM AMERS CORP NEW | 1.71M | $7M | 5.9% | +46% |
| 9 | SOLS | SOLSTICE ADVANCED MATLS INC | 80K | $6M | 5.5% | −57% |
| 10 | LHX | L3HARRIS TECHNOLOGIES INC | 16K | $6M | 5.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KAILIX SIGNAL
AC read
Kailix Advisors LLC is a Other fund managing $73 million in assets. The fund runs a focused portfolio of just 7 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed