Kailix Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Manish Mittal on November 10, 2026, details the firm's portfolio of U.S. equity securities.
The report lists seven distinct equity positions held by the firm. The largest holding disclosed in the filing is Dauch Corp, for which the firm holds 3,502,153 shares. Other significant positions include Green Plains Inc, with 765,500 shares; Constellium SE Class A, with 344,900 shares; and Sigma Lithium Corporation, with 885,900 shares.
The filing also lists positions in Peabody Energy Corporation, with 338,050 shares; AEVEX Corp Class A, with 386,350 shares; and Honeywell Aerospace Inc, with 33,075 shares. All holdings are reported as sole voting power.
