Helikon Investments Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.65B
Q ending 2026-03-31
Prior quarter
$1.89B
Q ending 2025-12-31
Change
+40.5% QoQ · +102.6% YoY
Positions
17
reported holdings
Largest positions
All 17 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Skeena Res Ltd New | SKE | Shares | $489.3M | 16.5M |
| Allied Gold Corp | AAUC | Shares | $380.9M | 12.3M |
| Corporacion Amer Arpts S A | Shares | $332.9M | 13.2M | |
| Collective Mining Ltd | CNL | Shares | $193.3M | 11.0M |
| Silvercorp Metals Inc | SVM | Shares | $173.1M | 16.1M |
| Flutter Entmt Plc | Shares | $146.8M | 1.4M | |
| Iac Inc | PPLI | Shares | $140.8M | 3.5M |
| Solaris Res Inc | SLSR | Shares | $133.4M | 15.5M |
| Abivax Sa | ABVX | Shares | $112.8M | 1.0M |
| Mgm Resorts International | MGM | Shares | $106.4M | 2.9M |
| Super Group Sghc Limited | Shares | $101.8M | 9.4M | |
| Transportadora De Gas Del Su | TGS | Shares | $81.2M | 2.3M |
| Qiagen Nv | Shares | $72.4M | 1.8M | |
| Irsa Inversiones Y Rep S A | IRS | Shares | $71.8M | 4.4M |
| New Pac Metals Corp | NEWP | Shares | $41.1M | 9.9M |
| Empresa Dist Y Comercial Nor | EDN | Shares | $40.0M | 1.3M |
| Highlander Silver Corp | HSLV | Shares | $30.4M | 5.2M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.