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Helikon Investments Ltd

Location
LONDON, X0
Portfolio Value
Mid $3,347,488,185
Diversification
Diversified
Filing Date
Global Rank
#968 / 8,700 ▲ 267
Top Industry
Gold 23.2%
Period ended 2 months ago
Filed Aug 11, 2026 · 32d
23 quarters · since Dec 2020

Portfolio Concentration

18 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
13.4%
−5.1 pts
Top 5
53.3%
−5.9 pts
Top 10
82.9%
−0.6 pts
HHI
814
Sep 2023 → Jun 2026 · range 814 – 2,075
Diversified−152

Portfolio Trend

23 quarters · across all stocks

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 CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
12 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
4 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
2 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
1 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
18 tracked positions · $3,347,488,185 total · filing declares 18 positions · $3,347,488,196 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

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.