Helikon Investments Ltd Portfolio Stock Holdings

Helikon Investments Ltd disclosed 17 stock positions valued at approximately $2.6 billion in its latest SEC 13F filing. The largest holdings include SKEENA RES LTD NEW, CORPORACION AMER ARPTS S A, and SILVERCORP METALS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.

Report Period
March 31, 2026
No. of Stocks
17
Portfolio Value
$2.6B
Holdings by Sector
Helikon Investments Ltd Portfolio Holdings in Q1 2026

12 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SKEENA RES LTD NEW SKEBasic Materials18.47%16,462,865+634,156+4.01%$489,276,348
CORPORACION AMER ARPTS S A CAAPOther12.57%13,165,225-400,735-2.95%$332,948,540
SILVERCORP METALS INC SVMBasic Materials6.53%16,115,414+16,115,414+100.00%$173,079,547
FLUTTER ENTMT PLC FLUTOther5.54%1,439,750+1,439,750+100.00%$146,782,513
IAC INC IACCommunication Services5.32%3,518,414+1,651,972+88.51%$140,842,112
SOLARIS RES INCSLSRBasic Materials5.04%15,545,845+6,523,773+72.31%$133,383,350
ABIVAX SA ABVXHealthcare4.26%1,013,324+1,013,324+100.00%$112,833,627
MGM RESORTS INTERNATIONAL MGMConsumer Cyclical4.02%2,875,004-113,769-3.81%$106,403,898
TRANSPORTADORA DE GAS DEL SUTGSEnergy3.07%2,347,333-935,932-28.51%$81,241,195
IRSA INVERSIONES Y REP S A IRSReal Estate2.71%4,428,706+286,217+6.91%$71,789,324
NEW PAC METALS CORPNEWPBasic Materials1.55%9,936,183+7,642,644+333.22%$41,135,798
EMPRESA DIST Y COMERCIAL NOREDNUtilities1.51%1,331,614-269,702-16.84%$39,975,052