Portfolio (Quarterly) Guide ↗

Kailix Advisors LLC

· CIK 0001970731

13F Portfolio $90M AUM 9 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 3 New 3 Added 3 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	WCC	WESCO INTL INC	Industrials	46,974	$9.9M	13.52%	SOLD

Sector Allocation

Basic Materials 69.2%

Energy 17.2%

Industrials 13.5%