Helikon Investments Ltd 13F holdings
Helikon Investments Ltd reported 18 positions with a total reported value of $3.3B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-11. Top holdings by reported value: SKE SKEENA RES LTD NEW (13.4%), ABVX ABIVAX SA (11.1%), EGO ELDORADO GOLD CORP NEW (10.4%), CORPORACION AMER ARPTS S A (10.2%), AAUC ALLIED GOLD CORP (8.2%). Against 2026-03-31 it opened 3 new positions and exited 2. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
18 largest of 18 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SKE SKEENA RES LTD NEW | 16,822,865 | $448.5M | 13.4% |
| ABVX ABIVAX SA | 2,787,131 | $371.4M | 11.1% |
| EGO ELDORADO GOLD CORP NEW | 11,180,130 | $347.6M | 10.4% |
| CORPORACION AMER ARPTS S A | 13,594,321 | $342.3M | 10.2% |
| AAUC ALLIED GOLD CORP | 11,563,292 | $275.0M | 8.2% |
| PEOPLE INC | 5,652,519 | $260.9M | 7.8% |
| SGHC SUPER GROUP SGHC LIMITED | 17,263,516 | $233.9M | 7.0% |
| SVM SILVERCORP METALS INC | 17,437,340 | $176.1M | 5.3% |
| FLUTTER ENTMT PLC | 1,565,150 | $159.9M | 4.8% |
| SLSR SOLARIS RES INC | 18,955,119 | $158.8M | 4.7% |
| CNL COLLECTIVE MINING LTD | 10,655,062 | $130.5M | 3.9% |
| QGEN QIAGEN NV | 3,085,155 | $120.6M | 3.6% |
| MGM MGM RESORTS INTERNATIONAL | 2,024,930 | $96.8M | 2.9% |
| IRSA INVERSIONES Y REP S A | 4,906,222 | $75.8M | 2.3% |
| NEW PAC METALS CORP | 18,438,377 | $74.1M | 2.2% |
| HSLV HIGHLANDER SILVER CORP | 8,009,594 | $37.3M | 1.1% |
| AEM AGNICO EAGLE MINES LTD | 146,103 | $22.7M | 0.7% |
| EMPRESA DIST Y COMERCIAL NOR | 607,528 | $15.2M | 0.5% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 3 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 2 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| IAC INC | 3,518,414 | $140.8M | 5.3% |
| TRANSPORTADORA DE GAS DEL SU | 2,347,333 | $81.2M | 3.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ABVX ABIVAX SA | 1,013,324 | 2,787,131 | +175.0% | $371.4M |
| SGHC SUPER GROUP SGHC LIMITED | 9,424,702 | 17,263,516 | +83.2% | $233.9M |
| QGEN QIAGEN NV | 1,807,989 | 3,085,155 | +70.6% | $120.6M |
| NEW PAC METALS CORP | 9,936,183 | 18,438,377 | +85.6% | $74.1M |
| SLSR SOLARIS RES INC | 15,545,845 | 18,955,119 | +21.9% | $158.8M |
| SVM SILVERCORP METALS INC | 16,115,414 | 17,437,340 | +8.2% | $176.1M |
| HSLV HIGHLANDER SILVER CORP | 5,171,822 | 8,009,594 | +54.9% | $37.3M |
| FLUTTER ENTMT PLC | 1,439,750 | 1,565,150 | +8.7% | $159.9M |
| CORPORACION AMER ARPTS S A | 13,165,225 | 13,594,321 | +3.3% | $342.3M |
| SKE SKEENA RES LTD NEW | 16,462,865 | 16,822,865 | +2.2% | $448.5M |
| IRSA INVERSIONES Y REP S A | 4,428,706 | 4,906,222 | +10.8% | $75.8M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| MGM MGM RESORTS INTERNATIONAL | 2,875,004 | 2,024,930 | -29.6% | $96.8M |
| EMPRESA DIST Y COMERCIAL NOR | 1,331,614 | 607,528 | -54.4% | $15.2M |
| AAUC ALLIED GOLD CORP | 12,272,202 | 11,563,292 | -5.8% | $275.0M |
| CNL COLLECTIVE MINING LTD | 10,979,312 | 10,655,062 | -3.0% | $130.5M |
CIK 1839497 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
