Helikon Investments Ltd Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Helikon Investments Ltd disclosed 18 stock positions valued at approximately $3.35B as of quarter-end June 30, 2026. The largest holdings include SKEENA RES LTD NEW, ABIVAX SA, and ELDORADO GOLD CORP NEW.
- Report Period
- June 30, 2026
- No. of Stocks
- 18
- Portfolio Value
- $3.35B
Holdings by Sector
Helikon Investments Ltd Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SKEENA RES LTD NEW | SKE | Basic Materials | 13.40% | 16,822,865 | +360,000 | +2.19% | $448,497,581 |
| ABIVAX SA | ABVX | Healthcare | 11.10% | 2,787,131 | +1,773,807 | +175.05% | $371,413,077 |
| ELDORADO GOLD CORP NEW | EGO | Basic Materials | 10.38% | 11,180,130 | +11,180,130 | +100.00% | $347,590,242 |
| CORPORACION AMER ARPTS S A | CAAP | Other | 10.23% | 13,594,321 | +429,096 | +3.26% | $342,305,003 |
| ALLIED GOLD CORP | AAUC | Other | 8.21% | 11,563,292 | -708,910 | -5.78% | $274,975,084 |
| PEOPLE INC | IAC | Communication Services | 7.79% | 5,652,519 | +2,134,105 | +60.66% | $260,920,277 |
| SUPER GROUP SGHC LIMITED | SGHC | Other | 6.99% | 17,263,516 | +7,838,814 | +83.17% | $233,920,642 |
| SILVERCORP METALS INC | SVM | Basic Materials | 5.26% | 17,437,340 | +1,321,926 | +8.20% | $176,117,134 |
| FLUTTER ENTMT PLC | FLUT | Other | 4.78% | 1,565,150 | +125,400 | +8.71% | $159,911,376 |
| SOLARIS RES INC | SLSR | Basic Materials | 4.75% | 18,955,119 | +3,409,274 | +21.93% | $158,843,897 |
| COLLECTIVE MINING LTD | CNL | Other | 3.90% | 10,655,062 | -324,250 | -2.95% | $130,524,510 |
| QIAGEN NV | QGEN | Other | 3.60% | 3,085,155 | +1,277,166 | +70.64% | $120,629,561 |
| MGM RESORTS INTERNATIONAL | MGM | Consumer Cyclical | 2.89% | 2,024,930 | -850,074 | -29.57% | $96,811,903 |
| IRSA INVERSIONES Y REP S A | IRS | Real Estate | 2.26% | 4,906,222 | +477,516 | +10.78% | $75,752,068 |
| NEW PAC METALS CORP | NEWP | Basic Materials | 2.21% | 18,438,377 | +8,502,194 | +85.57% | $74,122,276 |
| HIGHLANDER SILVER CORP | HSLV | Other | 1.12% | 8,009,594 | +2,837,772 | +54.87% | $37,324,708 |
| AGNICO EAGLE MINES LTD | AEM | Basic Materials | 0.68% | 146,103 | +146,103 | +100.00% | $22,664,958 |
| EMPRESA DIST Y COMERCIAL NOR | EDN | Utilities | 0.45% | 607,528 | -724,086 | -54.38% | $15,163,899 |
Showing 18 of 18 holdings in the latest reporting period.