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Kailix Advisors LLC

CIK:0001970731
Investment Adviser
$218M AUM
8 holdings
Aventura, FL, USA
Founded:2022
1 employees
Latest filing:Jun 30, 2025

Kailix Advisors LLC is a SEC-registered investment adviser headquartered in Aventura, Florida. The firm manages assets primarily for high-net-worth individuals and was registered in 2022. As of early 2025, the firm manages approximately $217.5 million in regulatory assets, with only one reported employee, who is an investor or principal. Kailix Advisors LLC primarily operates as a boutique asset management or advisory firm serving US-based wealthy individuals.

Investment Strategy

Kailix Advisors LLC focuses on concentrated equity portfolios for high-net-worth individuals, implementing discretionary and non-discretionary mandates. The firm reports no mutual fund, pooled vehicle, or institutional clients, suggesting a highly tailored, direct investment approach. 13F filings indicate positions in U.S.-listed equities across diverse sectors, with active management that includes significant position changes each quarter. This approach reflects an opportunistic, research-driven philosophy oriented to absolute returns for sophisticated individual investors.

Latest 13F Filing Activity

Kailix Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 8 equity positions with a total 13F market value of $65M. The fund increased holdings in Amrize LTD, Builders Firstsource Inc., Wesco Intl Inc. among other positions. Kailix Advisors LLC reduced exposure to New Fortress Energy Inc., Antero Resources Corp., Transocean LTD among others.

Top Buys
A
ARANTERO RESOURCES CORP
-$7.3M
A
AMRZAMRIZE LTD
+$6.8M
R
RIGTRANSOCEAN LTD
-$3.4M
G
GPREGREEN PLAINS INC
-$1.3M
A
AAALCOA CORP
-$1.1M
Top Sells
N
NFENEW FORTRESS ENERGY INC
-$15.9M
A
ARANTERO RESOURCES CORP
-$7.3M
A
AMRZAMRIZE LTD
+$6.8M
R
RIGTRANSOCEAN LTD
-$3.4M
G
GPREGREEN PLAINS INC
-$1.3M

Top Holdings

C
CSTMCONSTELLIUM SE
+25.4%$16.4M
W
WCCWESCO INTL INC
+15.6%$10.1M
A
AAALCOA CORP
+11.9%$7.7M
B
BLDRBUILDERS FIRSTSOURCE INC
+11.5%$7.4M
R
RIGTRANSOCEAN LTD
+10.9%$7.0M

Equity Positions (8)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
CONSTELLIUM SE25.38%$16.4M1,232,319$14.65$13.30-$1.1M
WESCO INTL INC15.62%$10.1M54,474$156.02$185.20-$688.5K
ALCOA CORP11.90%$7.7M260,405$37.71$29.51-$1.1M
BUILDERS FIRSTSOURCE INC11.47%$7.4M63,495$141.18$116.69-$481.4K
TRANSOCEAN LTD10.91%$7.0M2,721,032$5.21$2.59-$3.4M

Industry Allocation

SECONDARY SMELTING & REFINING OF NONFERROUS METALS
+22.3%
PLASTIC MATERIALS, SYNTH RESINS & NONVULCAN ELASTOMERS
+15.9%
CRUDE PETROLEUM & NATURAL GAS
+14.8%
INDUSTRIAL ORGANIC CHEMICALS
+13.8%
CEMENT, HYDRAULIC
+13.6%