Helikon Investments Ltd
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P SmallCap 600 as of 2026-06-30, active share 99.8%; sector active share 61.2% against the combined 13F book's sector weights.
Over time 23 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
18 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Basic Materials | 49.9% | $1,670,660,385 |
| Healthcare | 14.7% | $492,042,637 |
| Consumer Cyclical | 14.7% | $490,643,919 |
| Industrials | 10.2% | $342,305,002 |
| Communication Services | 7.8% | $260,920,277 |
| Real Estate | 2.3% | $75,752,067 |
| Utilities | 0.5% | $15,163,898 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NEWP | New Pacific Metals Corp | +8,502,194 | 18,438,377 | $74,122,275 | |
| SGHC | Super Group (SGHC) Ltd | +7,838,814 | 17,263,516 | $233,920,641 | |
| SLSR | Solaris Resources Inc. | +3,409,274 | 18,955,119 | $158,843,897 | |
| HSLV | Highlander Silver Corp. | +2,837,772 | 8,009,594 | $37,324,708 | |
| PPLI | People Inc | +2,134,105 | 5,652,519 | $260,920,277 | |
| ABVX | Abivax S.A. | +1,773,807 | 2,787,131 | $371,413,077 | |
| SVM | Silvercorp Metals Inc | +1,321,926 | 17,437,340 | $176,117,134 | |
| QGEN | Qiagen N.V. | +1,277,166 | 3,085,155 | $120,629,560 | |
| IRS | Irsa Investments & Representations Inc | +477,516 | 4,906,222 | $75,752,067 | |
| CAAP | Corporacion America Airports S.A. | +429,096 | 13,594,321 | $342,305,002 | |
| SKE | Skeena Resources Ltd | +360,000 | 16,822,865 | $448,497,580 | |
| FLUT | Flutter Entertainment plc | +125,400 | 1,565,150 | $159,911,375 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TGS | Gas Transporter Of The South Inc | 2,347,333 | $81,241,195 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SKE |
Skeena Resources Ltd
Basic Materials
|
Added | 16,822,865 | $448,497,580 | 13.40% | |
| ABVX |
Abivax S.A.
Healthcare
|
Added | 2,787,131 | $371,413,077 | 11.10% | |
| EGO |
Eldorado Gold Corp
Basic Materials
|
NEW | 11,180,130 | $347,590,241 | 10.38% | |
| CAAP |
Corporacion America Airports S.A.
Industrials
|
Added | 13,594,321 | $342,305,002 | 10.23% | |
| AAUC |
Allied Gold Corp
Basic Materials
|
Reduced | 11,563,292 | $274,975,083 | 8.21% | |
| PPLI |
People Inc
Communication Services
|
Added | 5,652,519 | $260,920,277 | 7.79% | |
| SGHC |
Super Group (SGHC) Ltd
Consumer Cyclical
|
Added | 17,263,516 | $233,920,641 | 6.99% | |
| SVM |
Silvercorp Metals Inc
Basic Materials
|
Added | 17,437,340 | $176,117,134 | 5.26% | |
| FLUT |
Flutter Entertainment plc
Consumer Cyclical
|
Added | 1,565,150 | $159,911,375 | 4.78% | |
| SLSR |
Solaris Resources Inc.
Basic Materials
|
Added | 18,955,119 | $158,843,897 | 4.75% | |
| CNL |
Collective Mining Ltd.
Basic Materials
|
Reduced | 10,655,062 | $130,524,509 | 3.90% | |
| QGEN |
Qiagen N.V.
Healthcare
|
Added | 3,085,155 | $120,629,560 | 3.60% | |
| MGM |
MGM Resorts International
Consumer Cyclical
|
Reduced | 2,024,930 | $96,811,903 | 2.89% | |
| IRS |
Irsa Investments & Representations Inc
Real Estate
|
Added | 4,906,222 | $75,752,067 | 2.26% | |
| NEWP |
New Pacific Metals Corp
Basic Materials
|
Added | 18,438,377 | $74,122,275 | 2.21% | |
| HSLV |
Highlander Silver Corp.
Basic Materials
|
Added | 8,009,594 | $37,324,708 | 1.12% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
NEW | 146,103 | $22,664,958 | 0.68% | |
| EDN |
Edenor
Utilities
|
Reduced | 607,528 | $15,163,898 | 0.45% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.