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Kailix Advisors LLC

Location
AVENTURA, FL
Portfolio Value
Small $103,545,162
Diversification
Diversified
Filing Date
Global Rank
#6,092 / 8,700 ▲ 1634
Top Industry
Auto Parts 21.9%
3Y Alpha vs SPY
-21.3%
Period ended 2 months ago
Filed Aug 12, 2026 · 32d
15 quarters · since Dec 2022

Clone Performance

Sep 2023–Sep 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
-11.2%
SPY
+71.2%
Annualised alpha
-23.5%
Max drawdown
−63.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Returns are unavailable when a held security or benchmark crosses a captured split without a certified price basis; the requested window is not shortened to hide it. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

11 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
21.9%
−1.4 pts
Top 5
76.3%
+5.7 pts
Top 10
99.1%
−0.9 pts
HHI
1,374
Sep 2023 → Jun 2026 · range 1,297 – 2,029
Diversified+77

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Basic Materials 38.5% $39,849,361
Energy 27.0% $27,940,586
Consumer Cyclical 21.9% $22,637,459
Industrials 12.7% $13,117,756

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
1 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
6 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
4 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
3 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
11 tracked positions · $103,545,162 total · filing declares 11 positions · $103,548,405 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.