Helikon Investments Ltd: SKEENA RES LTD NEW (SKE): Quarterly 13F Position History
As of Q1 2026, Helikon Investments Ltd reported 16,462,865 shares of SKEENA RES LTD NEW (SKE), worth $489.3M and representing 18.5% of its 13F equity book. Quarter-over-quarter share count change: + 634,156 (+4.0%) . The position first appeared in Q3 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 16,462,865Shares Held (Latest Filing)
- $489.3MReported Market Value (Latest Filing)
- 18.5%Portfolio Weight (% of 13F Equity Book)
- +634,156Quarter-over-Quarter Share Change
- +$113.7MQuarter-over-Quarter Value Change
- 16,871,819Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 16,462,865 | +634,156 | +4.0% | $489.3M | 18.5% | $29.7 |
| Q4 2025 | 15,828,709 | 1,043,110 | -6.2% | $375.6M | 19.9% | $23.7 |
| Q3 2025 | 16,871,819 | +2,841,708 | +20.3% | $310.9M | 21.3% | $18.4 |
| Q2 2025 | 14,030,111 | +2,112,796 | +17.7% | $223.4M | 13.8% | $15.9 |
| Q1 2025 | 11,917,315 | +2,986,891 | +33.4% | $120.2M | 9.2% | $10.1 |
| Q4 2024 | 8,930,424 | +6,784,027 | +316.1% | $77.9M | 8.1% | $8.7 |
| Q3 2024 | 2,146,397 | — | — | $18.2M | 1.6% | $8.5 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Helikon Investments Ltd first disclose a SKE position in 13F-HR filings?
Helikon Investments Ltd first reported SKEENA RES LTD NEW (SKE) on its 13F-HR filing for the period ending 2024-09-30 (Q3 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was Helikon Investments Ltd's most recent quarter-over-quarter share-count change in SKE?
Between Q4 2025 and Q1 2026, Helikon Investments Ltd added 634,156 shares of SKE (+4.0%), bringing the total reported position to 16,462,865 shares at a market value of $489.3M.
Does the implied price-per-share represent Helikon Investments Ltd's cost basis in SKE?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.