Kailix Advisors LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$119.3B
Holdings
8
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFENEW FORTRESS ENERGY INC | 1,480,321 | $22.4B | 18.76% | |
| 2 | CSTMCONSTELLIUM SE | 2,085,187 | $21.4B | 17.95% | |
| 3 | ARANTERO RESOURCES CORP | 490,405 | $17.2B | 14.41% | |
| 4 | WCCWESCO INTL INC | 81,419 | $14.7B | 12.35% | |
| 5 | RIGTRANSOCEAN LTD | 3,357,201 | $12.6B | 10.55% | |
| 6 | G3VGREEN PLAINS INC | 1,316,894 | $12.5B | 10.46% | |
| 7 | AAALCOA CORP | 286,570 | $10.3B | 8.63% | |
| 8 | BLDRBUILDERS FIRSTSOURCE INC | 57,465 | $8.2B | 6.88% |