Kailix Advisors LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$64.6B
Holdings
8
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CSTMCONSTELLIUM SE | 1,232,319 | $16.4B | 25.38% | |
| 2 | WCCWESCO INTL INC | 54,474 | $10.1B | 15.62% | |
| 3 | AAALCOA CORP | 260,405 | $7.7B | 11.90% | |
| 4 | BLDRBUILDERS FIRSTSOURCE INC | 63,495 | $7.4B | 11.47% | |
| 5 | RIGTRANSOCEAN LTD | 2,721,032 | $7.0B | 10.91% | |
| 6 | AMRZAMRIZE LTD | 136,580 | $6.8B | 10.48% | |
| 7 | G3VGREEN PLAINS INC | 817,323 | $4.9B | 7.63% | |
| 8 | ARANTERO RESOURCES CORP | 105,984 | $4.3B | 6.61% |