Instuitional Investor - Kailix Advisors Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Dauch Corp	DCH	3,502,153	$18,281,239	27.83%
2.	Green Plains Inc.	GPRE	765,500	$11,528,430	17.55%
3.	Constellium Se	CSTM	344,900	$8,343,131	12.7%
4.	Sigma Lithium Corporation	SGML	885,900	$8,327,460	12.67%
5.	Peabody Energy Corp	BTU	338,050	$8,245,040	12.55%