Helikon Investments Ltd Top Holdings and 13F Report (2025) About Helikon Investments LtdInvestment ActivityHelikon Investments Ltd has $1.61 billion in total holdings as of June 30, 2025.Helikon Investments Ltd owns shares of 19 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 35.03% of the portfolio was purchased this quarter.About 25.28% of the portfolio was sold this quarter.This quarter, Helikon Investments Ltd has purchased 21 new stocks and bought additional shares in 9 stocks.Helikon Investments Ltd sold shares of 5 stocks and completely divested from 4 stocks this quarter.Largest Holdings MGM Resorts International $302,986,974Corporacion America Airports $270,320,104Skeena Resources $223,359,367ALLIED GOLD CORP $159,426,664COLLECTIVE MINING LTD $108,490,820 Largest New Holdings this Quarter 01921D204 - ALLIED GOLD CORP $159,426,664 Holding44891N208 - IAC $76,055,606 Holding Largest Purchases this Quarter MGM Resorts International 6,974,347 shares (about $239.85M)ALLIED GOLD CORP 11,791,913 shares (about $159.43M)IAC 2,036,840 shares (about $76.06M)Skeena Resources 2,112,796 shares (about $33.64M)Solaris Resources 3,942,810 shares (about $18.06M) Largest Sales this Quarter Eldorado Gold 9,585,492 shares (about $194.97M)Adecoagro 9,211,704 shares (about $84.19M)VEON 975,502 shares (about $44.94M)Empresa Distribuidora Y Comercializadora Norte S.A. (Edenor) 242,751 shares (about $6.43M)Corporacion America Airports 279,847 shares (about $5.67M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHelikon Investments Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMGMMGM Resorts International$302,986,974$239,847,794 ▲379.9%8,810,32218.8%Consumer DiscretionaryCAAPCorporacion America Airports$270,320,104$5,669,700 ▼-2.1%13,342,55216.8%TransportationSKESkeena Resources$223,359,367$33,635,712 ▲17.7%14,030,11113.8%Basic MaterialsALLIED GOLD CORP$159,426,664$159,426,664 ▲New Holding11,791,9139.9%COMCOLLECTIVE MINING LTD$108,490,820$273,500 ▲0.3%9,916,8946.7%COMEGOEldorado Gold$96,836,279$194,968,908 ▼-66.8%4,760,8796.0%Basic MaterialsIACIAC$76,055,606$76,055,606 ▲New Holding2,036,8404.7%Multi-Sector ConglomeratesVEONVEON$67,367,931$44,941,377 ▼-40.0%1,462,2954.2%UtilitiesEDNEmpresa Distribuidora Y Comercializadora Norte S.A. (Edenor)$47,371,670$6,430,474 ▼-12.0%1,788,2852.9%UtilitiesIFSIntercorp Financial Services$45,306,4850.0%1,188,2112.8%FinanceEQXEquinox Gold$44,272,108$11,987,382 ▲37.1%7,699,4972.7%Basic MaterialsPAMPampa Energia$34,175,0620.0%492,5782.1%UtilitiesIRSA INVERSIONES Y REP S A$32,974,831$13,076,174 ▲65.7%2,367,1812.0%SPON GDS ECH 10COHEN CIRCLE ACQUISITION COR$27,343,734$7,033,361 ▲34.6%2,492,5921.7%SHS CL AAGROAdecoagro$25,825,070$84,194,975 ▼-76.5%2,825,5001.6%Consumer StaplesSLSSFSolaris Resources$22,037,220$18,058,070 ▲453.8%4,811,6201.4%Basic MaterialsIHSIHS$13,106,799$5,135,683 ▲64.4%2,357,3380.8%Computer and TechnologyLITHIUM ARGENTINA AG$12,210,6320.0%14,611,0000.8%NOTE 1.750% 1/1CRESYCresud S.A.C.I.F. y A.$4,252,148$745,851 ▲21.3%395,1810.3%Consumer StaplesCZRCaesars Entertainment$0$29,101,225 ▼-100.0%00.0%Consumer DiscretionaryBVNBuenaventura Mining$0$26,686,021 ▼-100.0%00.0%Basic MaterialsENICEnel Chile$0$14,710,301 ▼-100.0%00.0%UtilitiesRNWReNew Energy Global$0$1,238,596 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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