Funds › Kailix Advisors LLC
Kailix Advisors LLC
13F for Q3 2026, filed Nov 10, 2026. 7 positions worth $65.7M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | DCH Dauch Corporation | 3.50M | $18.3M | 27.8% | -16.1% | 13F ↗ |
| 2 | GPRE Green Plains, Inc. | 765,500 | $11.5M | 17.5% | -22.3% | 13F ↗ |
| 3 | CSTM Constellium SE | 344,900 | $8.3M | 12.7% | +24.0% | 13F ↗ |
| 4 | SGML Sigma Lithium Corporation | 885,900 | $8.3M | 12.7% | -22.7% | 13F ↗ |
| 5 | BTU Peabody Energy Corporation | 338,050 | $8.2M | 12.5% | -32.7% | 13F ↗ |
| 6 | AVEX AEVEX Corp. | 386,350 | $5.8M | 8.9% | +21.8% | 13F ↗ |
| 7 | HONA Honeywell Aerospace Inc. | 33,075 | $5.1M | 7.8% | New | 13F ↗ |
Changes since Q2 2026
1 new, 2 added to, 4 trimmed, 5 exited, 0 unchanged. By estimated dollars.
New positions (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| HONA Honeywell Aerospace Inc. | 33,075 | New | $5.1M |
Trimmed (4)
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 10, 2026 | 13F-HR | 7 | $65.7M | Current | SEC ↗ |
| Q2 2026 | Aug 12, 2026 | 13F-HR | 11 | $103.5M | Current | SEC ↗ |
| Q1 2026 | Apr 30, 2026 | 13F-HR | 10 | $114.3M | Current | SEC ↗ |
| Q4 2025 | Feb 4, 2026 | 13F-HR | 9 | $89.7M | Current | SEC ↗ |
| Q3 2025 | Nov 6, 2025 | 13F-HR | 7 | $73.5M | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 8 | $64.6M | Current | SEC ↗ |
| Q1 2025 | May 5, 2025 | 13F-HR | 8 | $89.0M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer