Institutions / Helikon Investments Limited

Helikon Investments Limited

CIK 1839497 · Institution · as of Dec 31, 2025
Portfolio value
$1.89B
Positions
17
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Allied Gold Corp$377.49M16,498,49820.0%
Skeena Res Ltd New$375.62M15,828,70919.9%
Corporacion Amer Arpts S a$352.71M13,565,96018.7%
Collective Mining Ltd.$155.39M10,650,2488.2%
MGM Resorts International$109.06M2,988,7735.8%
Gas Transporter of the South IncTGSADR$102.08M3,283,2655.4%
People Inc$72.98M1,866,4423.9%
Solaris Res Inc$71.91M9,022,0723.8%
Irsa Investments & Representations IncIRSADR$68.52M4,142,4893.6%
Ihs Holding Limited$65.50M8,780,2883.5%
Pampa Energy Inc.PAMADR$50.05M565,4492.7%
Edenor$47.98M1,601,3162.5%
Veon Ltd$18.11M344,5221.0%
Lithium Argentina AG$8.28M9,111,0000.4%
New Pacific Metals Corp.$8.05M2,293,5390.4%
Intercorp Finl Svcs Inc$1.32M31,2230.1%
B2GOLD Corp$256.0K56,7600.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.