Helikon Investments Ltd 13F Holdings
CIK 0001839497 · LONDON, X0
As of Sep 30, 2025, Helikon Investments Ltd reported 17 positions worth
CIK 0001839497 · LONDON, X0
As of Sep 30, 2025, Helikon Investments Ltd reported 17 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SKEENA RESOURCES LTD | SKE | Basic Materials | 16,871,819 | $310.9M | 21.28% |
| ALLIED GOLD CORP | AAUC | Basic Materials | 14,736,634 | $258.0M | 17.66% |
| CORPORACION AMER ARPTS S A | CAAP | Industrials | 13,430,445 | $243.4M | 16.65% |
| COLLECTIVE MINING LTD | CNL | Basic Materials | 10,455,037 | 51.1M | 10.34% |
| MGM RESORTS INTERNATIONAL | MGM | Consumer Cyclical | 3,486,261 | 20.8M | 8.27% |
| TRANSPORTADORA DE GAS SUR | TGS | Energy | 2,897,250 | $60.9M | 4.17% |
| IAC INC | IAC | Communication Services | 1,325,799 | $45.2M | 3.09% |
| SOLARIS RESOURCES INC | SLSR | Basic Materials | 6,811,620 | $43.4M | 2.97% |
| PAMPA ENERGY INC | PAM | Utilities | 698,775 | $42.0M | 2.87% |
| IRSA INVERSIONES Y REP S A | IRS | — | 3,423,977 | $40.5M | 2.77% |
| INTERCORP FINANCIAL SERVICES INC | IFS | Financial Services | 935,698 | $37.7M | 2.58% |
| IHS HOLDING LTD | IHS | Communication Services | 4,845,561 | $33.0M | 2.26% |
| VEON LTD | VEON | Communication Services | 512,938 | $27.9M | 1.91% |
| EMPRESA DIST Y COMERCIAL NOR | EDN | Utilities | 1,788,285 | $27.8M | 1.90% |
| LITHIUM ARGENTINA AG | — | — | 14,611,000 | 3.2M | 0.90% |
| CRESUD S A C I F Y A | CRESY | — | 395,181 | $3.6M | 0.25% |
| LOMA NEGRA CORP FSPONSORED ADR 1 ADR REPS 5 ORD SHS | — | — | 242,501 | .8M | 0.12% |