Helikon Investments

Helikon Investments as of Sept. 30, 2025

Portfolio Holdings for Helikon Investments

Helikon Investments holds 17 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) 21.3 $311M 17M 18.43
Allied Gold Corp (AAUC) 17.7 $258M 15M 17.51
Corporacion Amer Arpts S A (CAAP) 16.7 $243M 13M 18.12
Collective Mng Ord (CNL) 10.3 $151M 11M 14.45
MGM Resorts International. (MGM) 8.3 $121M 3.5M 34.66
Transportadora De Gas Sur Sponsored Ads B (TGS) 4.2 $61M 2.9M 21.03
Iac Com New (IAC) 3.1 $45M 1.3M 34.07
Solaris Res Com New (SLSR) 3.0 $43M 6.8M 6.37
Pampa Energia S A Spons Adr Lvl I (PAM) 2.9 $42M 699k 60.06
Irsa Inversiones Y Rep S A Spon Gds Ech 10 (IRS) 2.8 $41M 3.4M 11.84
Intercorp Finl Svcs SHS (IFS) 2.6 $38M 936k 40.34
Ihs Holding Ord Shs (IHS) 2.3 $33M 4.8M 6.82
Veon Sponsored Ads (VEON) 1.9 $28M 513k 54.43
Empresa Dist Y Comercial Nor Spon Adr (EDN) 1.9 $28M 1.8M 15.56
Lithium Argentina Note 1.750% 1/1 (Principal) 0.9 $13M 15M 0.90
Cresud S A C I F Y A Sponsored Adr (CRESY) 0.2 $3.6M 395k 9.20
Loma Negra C I A S A Mtn 14 Sponsored Ads (LOMA) 0.1 $1.8M 243k 7.37