Helikon Investments Ltd Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$1.6T
Holdings
19
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MGMMGM RESORTS INTERNATIONAL | 8,810,322 | $303.0B | 18.78% | |
| 2 | CAAPCORPORACION AMER ARPTS S A | 13,342,552 | $270.3B | 16.75% | |
| 3 | SKE.TOSKEENA RES LTD NEW | 14,030,111 | $223.4B | 13.84% | |
| 4 | AAUCALLIED GOLD CORP | 11,791,913 | $159.4B | 9.88% | |
| 5 | CNLCOLLECTIVE MINING LTD | 9,916,894 | $108.5B | 6.72% | |
| 6 | ELDELDORADO GOLD CORP NEW | 4,760,879 | $96.8B | 6.00% | |
| 7 | 0J7QIAC INC | 2,036,840 | $76.1B | 4.71% | |
| 8 | VEONVEON LTD | 1,462,295 | $67.4B | 4.17% | |
| 9 | EDNEMPRESA DIST Y COMERCIAL NOR | 1,788,285 | $47.4B | 2.94% | |
| 10 | IFSINTERCORP FINL SVCS INC | 1,188,211 | $45.3B | 2.81% | |
| 11 | EQXEQUINOX GOLD CORP | 7,699,497 | $44.3B | 2.74% | |
| 12 | PAMPAMPA ENERGIA S A | 492,578 | $34.2B | 2.12% | |
| 13 | IRSIRSA INVERSIONES Y REP S A | 2,367,181 | $33.0B | 2.04% | |
| 14 | CCIICOHEN CIRCLE ACQUISITION COR | 2,492,592 | $27.3B | 1.69% | |
| 15 | AGROADECOAGRO S A | 2,825,500 | $25.8B | 1.60% | |
| 16 | SLSSOLARIS RES INC | 4,811,620 | $22.0B | 1.37% | |
| 17 | IHSIHS HOLDING LIMITED | 2,357,338 | $13.1B | 0.81% | |
| 18 | LARCN 1.75 01/15/27LITHIUM ARGENTINA AG | 14,611,000 | $12.2B | 0.76% | |
| 19 | CD8CRESUD S A C I F Y A | 395,181 | $4.3B | 0.26% |