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Helikon Investments Ltd

17 WATERLOO PLACE, LONDON SW1Y 4AR • 00442071845257

Q3 2025 · Filed 2025-11-10
Market Value
$971M
-21.3%
Holdings
16
-2
New Purchases
2
Added To
5
Closed
4
Reduced
3
Top 10 Concentration
99.4%
Turnover
37.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SKE.TO 32.04% 18.11% +13.92% $311M
TGS 6.28% 0.00% +6.28% $61M
CAAP 25.07% 21.92% +3.15% $243M
SLS.TO 4.47% 1.79% +2.68% $43M
IHS 3.40% 1.06% +2.34% $33M
PAM 4.32% 2.77% +1.55% $42M
IFS 3.89% 3.67% +0.22% $38M
LOMA 0.18% 0.00% +0.18% $2M
CRESY 0.37% 0.34% +0.03% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MGM 12.45% 24.57% -12.12% $121M
EGO 0.00% 7.85% -7.85% $0
EQX 0.00% 3.59% -3.59% $0
CCIR 0.00% 2.22% -2.22% $0
AGRO 0.00% 2.09% -2.09% $0
IAC 4.65% 6.17% -1.51% $45M
EDN 2.87% 3.84% -0.97% $28M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Basic Materials 47.7%
Industrials 19.0%
Consumer Cyclical 11.9%
Technology 8.0%
Healthcare 6.4%

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 12 $937M 96.6%
Small Cap 4 $33M 3.4%

Portfolio Analytics

Avg Market Cap
$4.2B
Median Market Cap
$4.2B
Avg P/E
19.9
Median P/E
14.3
Avg Dividend Yield
0.01%
Avg Beta
0.84
# Stocks
16
# ETFs / Funds
0

Top Holdings (16 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SKE.TO 32.04% 16,871,819 $311M $18.43 $88M +2,841,708 +20.2%
2 CAAP 25.07% 13,430,445 $243M $18.12 -$27M +87,893 +0.7%
3 MGM 12.45% 3,486,261 $121M $34.66 -$182M -5,324,061 -60.4%
4 TGS 6.28% 2,897,250 $61M $21.03 +2,897,250 NEW
5 IAC 4.65% 1,325,799 $45M $34.07 -$31M -711,041 -34.9%
6 SLS.TO 4.47% 6,811,620 $43M $6.37 $21M +2,000,000 +41.6%
7 PAM 4.32% 698,775 $42M $60.06 $8M +206,197 +41.9%
8 IFS 3.89% 935,698 $38M $40.34 -$8M -252,513 -21.2%
9 IHS 3.40% 4,845,561 $33M $6.82 $20M +2,488,223 +105.5%
10 EDN 2.87% 1,788,285 $28M $15.56 -$20M
11 CRESY 0.37% 395,181 $4M $9.20 -$616K
12 LOMA 0.18% 242,501 $2M $7.37 +242,501 NEW
13 AGRO —% -$26M -2,825,500 -100.0% SOLD
14 EQX —% -$44M -7,699,497 -100.0% SOLD
15 CCIR —% -$27M -2,492,592 -100.0% SOLD
16 EGO —% -$97M -4,760,879 -100.0% SOLD

New Positions

SymbolValue% Port
TGS $61M 6.28%
LOMA $2M 0.18%

Sold Out Positions

SymbolValue% Port
AGRO —%
EGO —%
EQX —%
CCIR —%
View SEC EDGAR Filings for Helikon Investments Ltd →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms