Fund HoldingsHelikon Investments Ltd

Total Portfolio Value
$1.61B
Total Bought
$661.84M
Total Sold
$399.47M
Net Transaction
+$262.37M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MGM RESORTS INTERNATIONAL(MGM)1,835,9758,810,322+6,974,34754,418302,98718.78%+248,569
ALLIED GOLD CORP(AAUC)011,791,913+11,791,9130159,4279.88%+159,427
SKEENA RES LTD NEW(SKE)11,917,31514,030,111+2,112,796120,246223,35913.84%+103,114
IAC INC(PPLI)02,036,840+2,036,840076,0564.71%+76,056
COLLECTIVE MINING LTD(CNL)9,891,8949,916,894+25,00085,961108,4916.72%+22,530
CORPORACION AMER ARPTS S A
COM
13,622,39913,342,552-279,847249,290270,32016.75%+21,030
SOLARIS RES INC(SLSR)868,8104,811,620+3,942,8102,94522,0371.37%+19,092
IRSA INVERSIONES Y REP S A(IRS)1,428,4752,367,181+938,70618,42732,9752.04%+14,548
COHEN CIRCLE ACQUISITION COR1,851,4472,492,592+641,14520,75527,3441.69%+6,589
INTERCORP FINL SVCS INC
SHS
1,188,2111,188,211039,36545,3062.81%+5,941
EQUINOX GOLD CORP(EQX)5,614,7357,699,497+2,084,76238,62944,2722.74%+5,643
IHS HOLDING LIMITED
ORD SHS
1,433,6542,357,338+923,6847,48413,1070.81%+5,623
CRESUD S A C I F Y A325,864395,181+69,3173,6014,2520.26%+651
LITHIUM ARGENTINA AG(LAR)00012,01812,2110.76%+193
RENEW ENERGY GLOBAL PLC(RNW)210,2880-210,2881,2390-1,239
PAMPA ENERGIA S A(PAM)492,578492,578038,02734,1752.12%-3,852
EMPRESA DIST Y COMERCIAL NOR(EDN)2,031,0361,788,285-242,75162,02847,3722.94%-14,656
ENEL CHILE S.A.(ENIC)4,498,5630-4,498,56314,7100-14,710
COMPANIA DE MINAS BUENAVENTU(BVN)1,707,3590-1,707,35926,6860-26,686
CAESARS ENTERTAINMENT INC NE(CZR)1,164,0490-1,164,04929,1010-29,101
VEON LTD(VEON)2,437,7971,462,295-975,502106,31267,3684.17%-38,944
ADECOAGRO S A
COM
12,037,2042,825,500-9,211,704134,45625,8251.60%-108,630
ELDORADO GOLD CORP NEW(EGO)14,346,3714,760,879-9,585,492241,30696,8366.00%-144,470
Page 1 of 1