Holders — by stockHoldings — by fund
Helikon Investments Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001839497
$3.35B
disclosed book value
18
positions
13.4%
largest position share
Positions, as of 2026-06-30
top 18 of 18 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SKESKEENA RES LTD NEW | 16.8M | $448.5M | 13.4% |
| 2 | ABVXABIVAX SA | 2.8M | $371.4M | 11.1% |
| 3 | EGOELDORADO GOLD CORP NEW | 11.2M | $347.6M | 10.4% |
| 4 | CORPORACION AMER ARPTS S A | 13.6M | $342.3M | 10.2% |
| 5 | AAUCALLIED GOLD CORP | 11.6M | $275.0M | 8.2% |
| 6 | PPLIPEOPLE INC | 5.7M | $260.9M | 7.8% |
| 7 | SUPER GROUP SGHC LIMITED | 17.3M | $233.9M | 7% |
| 8 | SVMSILVERCORP METALS INC | 17.4M | $176.1M | 5.3% |
| 9 | FLUTTER ENTMT PLC | 1.6M | $159.9M | 4.8% |
| 10 | SLSRSOLARIS RES INC | 19.0M | $158.8M | 4.7% |
| 11 | CNLCOLLECTIVE MINING LTD | 10.7M | $130.5M | 3.9% |
| 12 | QIAGEN NV | 3.1M | $120.6M | 3.6% |
| 13 | MGMMGM RESORTS INTERNATIONAL | 2.0M | $96.8M | 2.9% |
| 14 | IRSIRSA INVERSIONES Y REP S A | 4.9M | $75.8M | 2.3% |
| 15 | NEWPNEW PAC METALS CORP | 18.4M | $74.1M | 2.2% |
| 16 | HSLVHIGHLANDER SILVER CORP | 8.0M | $37.3M | 1.1% |
| 17 | AEMAGNICO EAGLE MINES LTD | 146,103 | $22.7M | 0.7% |
| 18 | EDNEMPRESA DIST Y COMERCIAL NOR | 607,528 | $15.2M | 0.5% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.