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Simcoe Capital’s Helix Energy Solutions HLX Stock Holding History

Simcoe Capital’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.82M Sell
437,298
-106,978
-20% -$1.03M 2.33% 18
2026
Q1 		$5.38M Sell
544,276
-64,356
-11% -$548K 4.94% 2
2025
Q4 		$3.82M Buy
+608,632
New +$4.04M 3.59% 12

Other funds holding HLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simcoe Capital's HLX Position: Q2 2026 in Review

Simcoe Capital reduced its Helix Energy Solutions (HLX) stake by 20% in Q2 2026, selling an estimated $1.03M and leaving 437,298 shares worth $3.82M. The position accounts for 2.33% of the portfolio, ranked #18.

Simcoe Capital first reported a position in HLX in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.38M in Q1 2026. 285 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

  • Simcoe Capital held 437,298 shares of Helix Energy Solutions worth $3.82M as of Q2 2026.
  • Simcoe Capital sold 106,978 Helix Energy Solutions shares in Q2 2026, an estimated $1.03M.
  • Helix Energy Solutions made up 2.33% of Simcoe Capital's portfolio in Q2 2026, its #18 holding.
  • Simcoe Capital first reported a position in Helix Energy Solutions in Q4 2025 and has held it in 3 quarters since.
  • Simcoe Capital's Helix Energy Solutions position peaked at $5.38M in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

Based on Simcoe Capital's 13F filing for Q2 2026, filed 6 Aug 2026.