Instuitional Investor - Kailix Advisors Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Dauch Corp	DCH	4,176,653	$22,637,459	21.86%
2.	Green Plains Inc.	GPRE	985,000	$15,149,300	14.63%
3.	Select Water Solutions Inc.	WTTR	755,689	$15,098,666	14.58%
4.	Sigma Lithium Corporation	SGML	1,146,350	$14,501,328	14%
5.	Peabody Energy Corp	BTU	502,250	$11,612,020	11.21%