Helikon Investments LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Helikon Investments LTD disclosed 17 US equity positions worth $2.6bn in its Q1 2026 13F filing. The largest position was SKE at 18.5% of the reported book, followed by AAUC and CORPORACION AMER ARPTS S A.
What did Helikon Investments LTD own in Q1 2026? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | SKE SKEENA RES LTD NEW | Basic Materials | 18.5% | $489.3m | 16,462,865 | – | |
| 2 | AAUC ALLIED GOLD CORP | Basic Materials | 14.4% | $380.9m | 12,272,202 | – | |
| 3 | CORPORACION AMER ARPTS S A | 12.6% | $332.9m | 13,165,225 | – | ||
| 4 | COLLECTIVE MINING LTD | 7.3% | $193.3m | 10,979,312 | – | ||
| 5 | SVM SILVERCORP METALS INC | Basic Materials | 6.5% | $173.1m | 16,115,414 | – | |
| 6 | FLUTTER ENTMT PLC | 5.5% | $146.8m | 1,439,750 | – | ||
| 7 | PPLI IAC INC | Communication Services | 5.3% | $140.8m | 3,518,414 | – | |
| 8 | SLSR SOLARIS RES INC | 5.0% | $133.4m | 15,545,845 | – | ||
| 9 | ABVX ABIVAX SA | Healthcare | 4.3% | $112.8m | 1,013,324 | – | |
| 10 | MGM MGM RESORTS INTERNATIONAL | Consumer Cyclical | 4.0% | $106.4m | 2,875,004 | – | |
| 11 | SGHC SUPER GROUP SGHC LIMITED | Consumer Cyclical | 3.8% | $101.8m | 9,424,702 | – | |
| 12 | TGS TRANSPORTADORA DE GAS DEL SU | Energy | 3.1% | $81.2m | 2,347,333 | – | |
| 13 | QGEN QIAGEN NV | Healthcare | 2.7% | $72.4m | 1,807,989 | – | |
| 14 | IRS IRSA INVERSIONES Y REP S A | 2.7% | $71.8m | 4,428,706 | – | ||
| 15 | NEWP NEW PAC METALS CORP | 1.6% | $41.1m | 9,936,183 | – | ||
| 16 | EDN EMPRESA DIST Y COMERCIAL NOR | 1.5% | $40.0m | 1,331,614 | – | ||
| 17 | HSLV HIGHLANDER SILVER CORP | 1.1% | $30.4m | 5,171,822 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.