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Kailix Advisors LLC

2980 NE 207TH STREET SUITE 300, AVENTURA, FL 33180 • 212-748-9723

Q3 2025 · Filed 2025-11-06
Market Value
$64M
+9.8%
Holdings
9
+1
New Purchases
2
Added To
2
Closed
3
Reduced
2
Top 10 Concentration
100.0%
Turnover
55.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ALB 18.45% 0.00% +18.45% $12M
AR 17.14% 7.38% +9.76% $11M
GPRE 15.99% 8.52% +7.47% $10M
AXL 6.93% 0.00% +6.93% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AA 0.00% 13.29% -13.29% $0
BLDR 0.00% 12.81% -12.81% $0
RIG 0.00% 12.19% -12.19% $0
CSTM 25.85% 28.35% -2.50% $16M
WCC 15.64% 17.45% -1.80% $10M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Basic Materials 38.1%
Consumer Cyclical 27.1%
Utilities 13.5%
Industrials 13.1%
Energy 8.1%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $33M 51.2%
Mid Cap 3 $16M 25.8%
Small Cap 2 $15M 22.9%

Portfolio Analytics

Avg Market Cap
$9.9B
Median Market Cap
$8.0B
Avg P/E
19.2
Median P/E
18.4
Avg Dividend Yield
0.00%
Avg Beta
1.33
# Stocks
9
# ETFs / Funds
0

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CSTM 25.85% 1,103,169 $16M $14.88 $25K -129,150 -10.5%
2 ALB 18.45% 144,500 $12M $81.08 +144,500 NEW
3 AR 17.14% 324,334 $11M $33.56 $7M +218,350 +206.0%
4 GPRE 15.99% 1,155,323 $10M $8.79 $5M +338,000 +41.4%
5 WCC 15.64% 46,974 $10M $211.50 -$154K -7,500 -13.8%
6 AXL 6.93% 732,000 $4M $6.01 +732,000 NEW
7 AA —% -$8M -260,405 -100.0% SOLD
8 BLDR —% -$7M -63,495 -100.0% SOLD
9 RIG —% -$7M -2,721,032 -100.0% SOLD

New Positions

SymbolValue% Port
ALB $12M 18.45%
AXL $4M 6.93%

Sold Out Positions

SymbolValue% Port
AA —%
BLDR —%
RIG —%
View SEC EDGAR Filings for Kailix Advisors LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms