Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Helikon Investments Ltd (CIK 1839497) reported $2.65B across 17 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SKE ($489.3M, 18.47%), AAUCD ($380.9M, 14.38%), CAAP ($332.9M, 12.57%), CNL ($193.3M, 7.30%), SVM ($173.1M, 6.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SKE | SKEENA RES LTD NEW | $489.3M | 18.47% | 16.5M | Added |
| 2 | AAUCD | ALLIED GOLD CORP | $380.9M | 14.38% | 12.3M | Trimmed |
| 3 | CAAP | CORPORACION AMER ARPTS S A | $332.9M | 12.57% | 13.2M | Trimmed |
| 4 | CNL | COLLECTIVE MINING LTD | $193.3M | 7.30% | 11.0M | Added |
| 5 | SVM | SILVERCORP METALS INC | $173.1M | 6.53% | 16.1M | New |
| 6 | FLUT | FLUTTER ENTMT PLC | $146.8M | 5.54% | 1.4M | New |
| 7 | IAC | IAC INC | $140.8M | 5.32% | 3.5M | Added |
| 8 | SLSR | SOLARIS RES INC | $133.4M | 5.04% | 15.5M | Added |
| 9 | ABVX | ABIVAX SA | $112.8M | 4.26% | 1.0M | New |
| 10 | MGM | MGM RESORTS INTERNATIONAL | $106.4M | 4.02% | 2.9M | Trimmed |
| 11 | SGHC | SUPER GROUP SGHC LIMITED | $101.8M | 3.84% | 9.4M | New |
| 12 | TGS | TRANSPORTADORA DE GAS DEL SU | $81.2M | 3.07% | 2.3M | Trimmed |
| 13 | QGEN | QIAGEN NV | $72.4M | 2.73% | 1.8M | New |
| 14 | IRS | IRSA INVERSIONES Y REP S A | $71.8M | 2.71% | 4.4M | Added |
| 15 | NEWP | NEW PAC METALS CORP | $41.1M | 1.55% | 9.9M | Added |
| 16 | EDN | EMPRESA DIST Y COMERCIAL NOR | $40.0M | 1.51% | 1.3M | Trimmed |
| 17 | HLSCF | HIGHLANDER SILVER CORP | $30.4M | 1.15% | 5.2M | New |
| 18 | PAM | PAMPA ENERGIA S A | $0 | 0.00% | 0 | Exited |
| 19 | LAR | LITHIUM ARGENTINA AG | $0 | 0.00% | 0 | Exited |
| 20 | BTG | B2GOLD CORP | $0 | 0.00% | 0 | Exited |
| 21 | VEON | VEON LTD | $0 | 0.00% | 0 | Exited |
| 22 | IHS | IHS HOLDING LIMITED | $0 | 0.00% | 0 | Exited |
| 23 | IFS | INTERCORP FINL SVCS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31