Kailix Advisors LLC
Top Portfolio Positions
10 positions ·
$112,880,771 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| DCH |
Dauch Corp
Consumer Cyclical
|
4,420,000 | $26,210,600 | 23.22% |
| GPRE |
Green Plains Inc.
Basic Materials
|
1,064,611 | $17,512,850 | 15.51% |
| WTTR |
Select Water Solutions, Inc.
Energy
|
880,230 | $13,467,519 | 11.93% |
| CSTM |
Constellium Se
Basic Materials
|
494,400 | $12,152,352 | 10.77% |
| AMRZ |
Amrize Ltd
Basic Materials
|
184,125 | $10,314,682 | 9.14% |
| BTU |
Peabody Energy Corp
Energy
|
239,800 | $7,901,410 | 7.00% |
| WCC |
Wesco International Inc
Industrials
|
24,950 | $6,826,819 | 6.05% |
| LAC |
Lithium Americas Corp.
Basic Materials
|
1,710,300 | $6,755,685 | 5.98% |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
80,400 | $6,123,264 | 5.42% |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
16,270 | $5,615,590 | 4.97% |
Holdings in DCH
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,210,600 | 4,420,000 | Shares | Sole | 2026-04-30 | |
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