Filed: 5/8/2026ACC: 0001839497-26-000002
📋 What this filing means
HELIKON INVESTMENTS LTD filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $2.65B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$2.65B
Total AUM (reported)
127.84M
Total Shares
Allocation by class
COM$1.37B51.6%
COM NEW$655.15M24.7%
SHS$146.78M5.5%
SPONSORED ADS$112.83M4.3%
ORD SHS$101.79M3.8%
SPONSORED ADS B$81.24M3.1%
ORD SHARES$72.39M2.7%
Portfolio Concentration
Top 3$1.20B45.4%
4–10$1.01B38.0%
11–25$438.73M16.6%
Top 3 weight
45.4%
Top 10 weight
83.4%
Voting Authority Distribution
Total shares with voting rights: 127.84M
Sole
Full voting authority
127.84M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
SKEENA RES LTD NEW
SOLEShares16.46M
TypeSH
Market value$489.28M
18.47%
Sole
16.46M
Shared
0.00
None
0.00
ALLIED GOLD CORP
SOLEShares12.27M
TypeSH
Market value$380.93M
14.38%
Sole
12.27M
Shared
0.00
None
0.00
CORPORACION AMER ARPTS S A
SOLEShares13.17M
TypeSH
Market value$332.95M
12.57%
Sole
13.17M
Shared
0.00
None
0.00
COLLECTIVE MINING LTD
SOLEShares10.98M
TypeSH
Market value$193.35M
7.30%
Sole
10.98M
Shared
0.00
None
0.00
SILVERCORP METALS INC
SOLEShares16.12M
TypeSH
Market value$173.08M
6.53%
Sole
16.12M
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares1.44M
TypeSH
Market value$146.78M
5.54%
Sole
1.44M
Shared
0.00
None
0.00
IAC INC
SOLEShares3.52M
TypeSH
Market value$140.84M
5.32%
Sole
3.52M
Shared
0.00
None
0.00
SOLARIS RES INC
SOLEShares15.55M
TypeSH
Market value$133.38M
5.04%
Sole
15.55M
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares1.01M
TypeSH
Market value$112.83M
4.26%
Sole
1.01M
Shared
0.00
None
0.00
MGM RESORTS INTERNATIONAL
SOLEShares2.88M
TypeSH
Market value$106.40M
4.02%
Sole
2.88M
Shared
0.00
None
0.00
SUPER GROUP SGHC LIMITED
SOLEShares9.42M
TypeSH
Market value$101.79M
3.84%
Sole
9.42M
Shared
0.00
None
0.00
TRANSPORTADORA DE GAS DEL SU
SOLEShares2.35M
TypeSH
Market value$81.24M
3.07%
Sole
2.35M
Shared
0.00
None
0.00
QIAGEN NV
SOLEShares1.81M
TypeSH
Market value$72.39M
2.73%
Sole
1.81M
Shared
0.00
None
0.00
IRSA INVERSIONES Y REP S A
SOLEShares4.43M
TypeSH
Market value$71.79M
2.71%
Sole
4.43M
Shared
0.00
None
0.00
NEW PAC METALS CORP
SOLEShares9.94M
TypeSH
Market value$41.14M
1.55%
Sole
9.94M
Shared
0.00
None
0.00
EMPRESA DIST Y COMERCIAL NOR
SOLEShares1.33M
TypeSH
Market value$39.98M
1.51%
Sole
1.33M
Shared
0.00
None
0.00
HIGHLANDER SILVER CORP
SOLEShares5.17M
TypeSH
Market value$30.41M
1.15%
Sole
5.17M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SKEENA RES LTD NEWSOLE | COM | 16.46M | SH | $489.28M 18.47% | 16.46M | 0.00 | 0.00 |
ALLIED GOLD CORPSOLE | COM NEW | 12.27M | SH | $380.93M 14.38% | 12.27M | 0.00 | 0.00 |
CORPORACION AMER ARPTS S ASOLE | COM | 13.17M | SH | $332.95M 12.57% | 13.17M | 0.00 | 0.00 |
COLLECTIVE MINING LTDSOLE | COM | 10.98M | SH | $193.35M 7.30% | 10.98M | 0.00 | 0.00 |
SILVERCORP METALS INCSOLE | COM | 16.12M | SH | $173.08M 6.53% | 16.12M | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 1.44M | SH | $146.78M 5.54% | 1.44M | 0.00 | 0.00 |
IAC INCSOLE | COM NEW | 3.52M | SH | $140.84M 5.32% | 3.52M | 0.00 | 0.00 |
SOLARIS RES INCSOLE | COM NEW | 15.55M | SH | $133.38M 5.04% | 15.55M | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 1.01M | SH | $112.83M 4.26% | 1.01M | 0.00 | 0.00 |
MGM RESORTS INTERNATIONALSOLE | COM | 2.88M | SH | $106.40M 4.02% | 2.88M | 0.00 | 0.00 |
SUPER GROUP SGHC LIMITEDSOLE | ORD SHS | 9.42M | SH | $101.79M 3.84% | 9.42M | 0.00 | 0.00 |
TRANSPORTADORA DE GAS DEL SUSOLE | SPONSORED ADS B | 2.35M | SH | $81.24M 3.07% | 2.35M | 0.00 | 0.00 |
QIAGEN NVSOLE | ORD SHARES | 1.81M | SH | $72.39M 2.73% | 1.81M | 0.00 | 0.00 |
IRSA INVERSIONES Y REP S ASOLE | SPON GDS ECH 10 | 4.43M | SH | $71.79M 2.71% | 4.43M | 0.00 | 0.00 |
NEW PAC METALS CORPSOLE | COM | 9.94M | SH | $41.14M 1.55% | 9.94M | 0.00 | 0.00 |
EMPRESA DIST Y COMERCIAL NORSOLE | SPON ADR | 1.33M | SH | $39.98M 1.51% | 1.33M | 0.00 | 0.00 |
HIGHLANDER SILVER CORPSOLE | COM | 5.17M | SH | $30.41M 1.15% | 5.17M | 0.00 | 0.00 |