Filed: 8/11/2026ACC: 0001839497-26-000003
📋 What this filing means
HELIKON INVESTMENTS LTD filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $3.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$3.35B
Total AUM (reported)
164.69M
Total Shares
Allocation by class
COM$1.68B50.1%
COM NEW$694.74M20.8%
SPONSORED ADS$371.41M11.1%
ORD SHS$233.92M7.0%
SHS$159.91M4.8%
ORD SHARES$120.63M3.6%
SPON GDS ECH 10$75.75M2.3%
Portfolio Concentration
Top 3$1.17B34.9%
4–10$1.61B48.0%
11–25$572.99M17.1%
Top 3 weight
34.9%
Top 10 weight
82.9%
Voting Authority Distribution
Total shares with voting rights: 164.69M
Sole
Full voting authority
164.69M
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)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
SKEENA RES LTD NEW
SOLEShares16.82M
TypeSH
Market value$448.50M
13.40%
Sole
16.82M
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares2.79M
TypeSH
Market value$371.41M
11.10%
Sole
2.79M
Shared
0.00
None
0.00
ELDORADO GOLD CORP NEW
SOLEShares11.18M
TypeSH
Market value$347.59M
10.38%
Sole
11.18M
Shared
0.00
None
0.00
CORPORACION AMER ARPTS S A
SOLEShares13.59M
TypeSH
Market value$342.31M
10.23%
Sole
13.59M
Shared
0.00
None
0.00
ALLIED GOLD CORP
SOLEShares11.56M
TypeSH
Market value$274.98M
8.21%
Sole
11.56M
Shared
0.00
None
0.00
PEOPLE INC
SOLEShares5.65M
TypeSH
Market value$260.92M
7.79%
Sole
5.65M
Shared
0.00
None
0.00
SUPER GROUP SGHC LIMITED
SOLEShares17.26M
TypeSH
Market value$233.92M
6.99%
Sole
17.26M
Shared
0.00
None
0.00
SILVERCORP METALS INC
SOLEShares17.44M
TypeSH
Market value$176.12M
5.26%
Sole
17.44M
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares1.57M
TypeSH
Market value$159.91M
4.78%
Sole
1.57M
Shared
0.00
None
0.00
SOLARIS RES INC
SOLEShares18.96M
TypeSH
Market value$158.84M
4.75%
Sole
18.96M
Shared
0.00
None
0.00
COLLECTIVE MINING LTD
SOLEShares10.66M
TypeSH
Market value$130.52M
3.90%
Sole
10.66M
Shared
0.00
None
0.00
QIAGEN NV
SOLEShares3.09M
TypeSH
Market value$120.63M
3.60%
Sole
3.09M
Shared
0.00
None
0.00
MGM RESORTS INTERNATIONAL
SOLEShares2.02M
TypeSH
Market value$96.81M
2.89%
Sole
2.02M
Shared
0.00
None
0.00
IRSA INVERSIONES Y REP S A
SOLEShares4.91M
TypeSH
Market value$75.75M
2.26%
Sole
4.91M
Shared
0.00
None
0.00
NEW PAC METALS CORP
SOLEShares18.44M
TypeSH
Market value$74.12M
2.21%
Sole
18.44M
Shared
0.00
None
0.00
HIGHLANDER SILVER CORP
SOLEShares8.01M
TypeSH
Market value$37.32M
1.12%
Sole
8.01M
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
SOLEShares146.10K
TypeSH
Market value$22.66M
0.68%
Sole
146.10K
Shared
0.00
None
0.00
EMPRESA DIST Y COMERCIAL NOR
SOLEShares607.53K
TypeSH
Market value$15.16M
0.45%
Sole
607.53K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SKEENA RES LTD NEWSOLE | COM | 16.82M | SH | $448.50M 13.40% | 16.82M | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 2.79M | SH | $371.41M 11.10% | 2.79M | 0.00 | 0.00 |
ELDORADO GOLD CORP NEWSOLE | COM | 11.18M | SH | $347.59M 10.38% | 11.18M | 0.00 | 0.00 |
CORPORACION AMER ARPTS S ASOLE | COM | 13.59M | SH | $342.31M 10.23% | 13.59M | 0.00 | 0.00 |
ALLIED GOLD CORPSOLE | COM NEW | 11.56M | SH | $274.98M 8.21% | 11.56M | 0.00 | 0.00 |
PEOPLE INCSOLE | COM NEW | 5.65M | SH | $260.92M 7.79% | 5.65M | 0.00 | 0.00 |
SUPER GROUP SGHC LIMITEDSOLE | ORD SHS | 17.26M | SH | $233.92M 6.99% | 17.26M | 0.00 | 0.00 |
SILVERCORP METALS INCSOLE | COM | 17.44M | SH | $176.12M 5.26% | 17.44M | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 1.57M | SH | $159.91M 4.78% | 1.57M | 0.00 | 0.00 |
SOLARIS RES INCSOLE | COM NEW | 18.96M | SH | $158.84M 4.75% | 18.96M | 0.00 | 0.00 |
COLLECTIVE MINING LTDSOLE | COM | 10.66M | SH | $130.52M 3.90% | 10.66M | 0.00 | 0.00 |
QIAGEN NVSOLE | ORD SHARES | 3.09M | SH | $120.63M 3.60% | 3.09M | 0.00 | 0.00 |
MGM RESORTS INTERNATIONALSOLE | COM | 2.02M | SH | $96.81M 2.89% | 2.02M | 0.00 | 0.00 |
IRSA INVERSIONES Y REP S ASOLE | SPON GDS ECH 10 | 4.91M | SH | $75.75M 2.26% | 4.91M | 0.00 | 0.00 |
NEW PAC METALS CORPSOLE | COM | 18.44M | SH | $74.12M 2.21% | 18.44M | 0.00 | 0.00 |
HIGHLANDER SILVER CORPSOLE | COM | 8.01M | SH | $37.32M 1.12% | 8.01M | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 146.10K | SH | $22.66M 0.68% | 146.10K | 0.00 | 0.00 |
EMPRESA DIST Y COMERCIAL NORSOLE | SPON ADR | 607.53K | SH | $15.16M 0.45% | 607.53K | 0.00 | 0.00 |