Fund HoldingsHelikon Investments Ltd

Total Portfolio Value
$1.31B
Total Bought
$486.18M
Total Sold
$138.97M
Net Transaction
+$347.21M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CORPORACION AMER ARPTS S A
COM
7,084,75813,622,399+6,537,641132,202249,29019.07%+117,088
ADECOAGRO S A
COM
6,976,85712,037,204+5,060,34765,792134,45610.29%+68,664
COLLECTIVE MINING LTD(CNL)6,840,7529,891,894+3,051,14228,45885,9616.58%+57,503
MGM RESORTS INTERNATIONAL(MGM)01,835,975+1,835,975054,4184.16%+54,418
SKEENA RES LTD NEW(SKE)8,930,42411,917,315+2,986,89177,873120,2469.20%+42,372
EMPRESA DIST Y COMERCIAL NOR(EDN)564,5362,031,036+1,466,50024,22462,0284.75%+37,804
EQUINOX GOLD CORP(EQX)1,705,0305,614,735+3,909,7058,55938,6292.96%+30,070
COMPANIA DE MINAS BUENAVENTU(BVN)01,707,359+1,707,359026,6862.04%+26,686
COHEN CIRCLE ACQUISITION COR01,851,447+1,851,447020,7551.59%+20,755
INTERCORP FINL SVCS INC
SHS
974,8191,188,211+213,39228,60139,3653.01%+10,764
ENEL CHILE S.A.(ENIC)2,112,7234,498,563+2,385,8406,08514,7101.13%+8,626
IHS HOLDING LIMITED
ORD SHS
01,433,654+1,433,65407,4840.57%+7,484
SOLARIS RES INC(SLSR)0868,810+868,81002,9450.23%+2,945
LITHIUM ARGENTINA AG(LAR)00011,25212,0180.92%+766
IRSA INVERSIONES Y REP S A(IRS)1,239,9021,428,475+188,57318,51218,4271.41%-84
GRIFOLS S A(GRFS)78,0100-78,0105800-580
PAMPA ENERGIA S A(PAM)442,869492,578+49,70938,94638,0272.91%-919
CRESUD S A C I F Y A456,776325,864-130,9125,7693,6010.28%-2,168
ELDORADO GOLD CORP NEW(EGO)16,631,53314,346,371-2,285,162247,311241,30618.46%-6,005
VEON LTD(VEON)2,927,1042,437,797-489,307117,377106,3128.13%-11,065
RENEW ENERGY GLOBAL PLC(RNW)2,204,246210,288-1,993,95815,0551,2390.09%-13,816
CAESARS ENTERTAINMENT INC NE(CZR)1,414,5471,164,049-250,49847,27429,1012.23%-18,173
SUPER GROUP SGHC LIMITED
ORD SHS
3,234,0220-3,234,02220,1480-20,148
VISTA ENERGY S.A.B. DE C.V.(VIST)1,238,5610-1,238,56167,0190-67,019
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