# Helikon Investments Ltd: Form 13F holdings

An institutional investment manager in LONDON. SEC CIK 1839497.

- Quarter ended: 2026-06-30
- Filed: 2026-08-11
- Reported value: $3.35bn
- Positions: 18 (18 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1839497/000183949726000003/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [SKEENA RES LTD NEW (SKE)](/companies/ske.md) | COM | $448.5m | 13.4% | 16,822,865 |  | Added +360,000 |
| [ABIVAX SA (ABVX)](/companies/abvx.md) | SPONSORED ADS | $371.4m | 11.1% | 2,787,131 |  | Added +1,773,807 |
| [ELDORADO GOLD CORP NEW (EGO)](/companies/ego.md) | COM | $347.6m | 10.4% | 11,180,130 |  | New +11,180,130 |
| CORPORACION AMER ARPTS S A | COM | $342.3m | 10.2% | 13,594,321 |  | Added +429,096 |
| [ALLIED GOLD CORP (AAUC)](/companies/aauc.md) | COM NEW | $275.0m | 8.2% | 11,563,292 |  | Reduced −708,910 |
| [PEOPLE INC (PPLI)](/companies/ppli.md) | COM NEW | $260.9m | 7.8% | 5,652,519 |  | Added +2,134,105 |
| SUPER GROUP SGHC LIMITED | ORD SHS | $233.9m | 7.0% | 17,263,516 |  | Added +7,838,814 |
| [SILVERCORP METALS INC (SVM)](/companies/svm.md) | COM | $176.1m | 5.3% | 17,437,340 |  | Added +1,321,926 |
| FLUTTER ENTMT PLC | SHS | $159.9m | 4.8% | 1,565,150 |  | Added +125,400 |
| [SOLARIS RES INC (SLSR)](/companies/slsr.md) | COM NEW | $158.8m | 4.7% | 18,955,119 |  | Added +3,409,274 |
| [COLLECTIVE MINING LTD (CNL)](/companies/cnl.md) | COM | $130.5m | 3.9% | 10,655,062 |  | Reduced −324,250 |
| QIAGEN NV | ORD SHARES | $120.6m | 3.6% | 3,085,155 |  | Added +1,277,166 |
| [MGM RESORTS INTERNATIONAL (MGM)](/companies/mgm.md) | COM | $96.8m | 2.9% | 2,024,930 |  | Reduced −850,074 |
| [IRSA INVERSIONES Y REP S A (IRS)](/companies/irs.md) | SPON GDS ECH  10 | $75.8m | 2.3% | 4,906,222 |  | Added +477,516 |
| [NEW PAC METALS CORP (NEWP)](/companies/newp.md) | COM | $74.1m | 2.2% | 18,438,377 |  | Added +8,502,194 |
| [HIGHLANDER SILVER CORP (HSLV)](/companies/hslv.md) | COM | $37.3m | 1.1% | 8,009,594 |  | Added +2,837,772 |
| [AGNICO EAGLE MINES LTD (AEM)](/companies/aem.md) | COM | $22.7m | 0.7% | 146,103 |  | New +146,103 |
| [EMPRESA DIST Y COMERCIAL NOR (EDN)](/companies/edn.md) | SPON ADR | $15.2m | 0.5% | 607,528 |  | Reduced −724,086 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [TRANSPORTADORA DE GAS DEL SU (TGS)](/companies/tgs.md) | SPONSORED ADS B | $0 | 0.0% | 0 |  | Sold out −2,347,333 |

Source: SEC EDGAR, Form 13F-HR, accession 0001839497-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.