Long-term investor
Kailix Advisors LLC @kailixadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001970731).
Record
- Tracked since 2025-12-31 (261 days), 22 trades recorded
- Returns: week n/a · month n/a · 90 days +2.2% · 6 months n/a · 1 year n/a · all +19.7%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DCH · 21.9% · long · since 2025-12-31
- GPRE · 14.6% · long · since 2025-12-31
- WTTR · 14.6% · long · since 2026-03-31
- SGML · 14.0% · long · since 2026-06-30
- BTU · 11.2% · long · since 2026-03-31
- CSTM · 8.6% · long · since 2025-12-31
- AVEX · 6.4% · long · since 2026-06-30
- WCC · 5.4% · long · since 2026-03-31
- AMRZ · 1.3% · long · since 2025-12-31
- AR · 1.2% · long · since 2025-12-31
- BLDR · 0.9% · long · since 2026-06-30