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ValueWorks’s Helix Energy Solutions HLX Stock Holding History

ValueWorks’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 		$4.18M Buy
+478,465
New +$4.6M 0.87% 31

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

ValueWorks's HLX Position: Q2 2026 in Review

ValueWorks opened a new position in Helix Energy Solutions (HLX) in Q2 2026: 478,465 shares worth $4.18M. The stake represents 0.87% of the portfolio and ranks #31 among its holdings.

285 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

  • ValueWorks held 478,465 shares of Helix Energy Solutions worth $4.18M as of Q2 2026.
  • Helix Energy Solutions was a new ValueWorks position in Q2 2026.
  • Helix Energy Solutions made up 0.87% of ValueWorks's portfolio in Q2 2026, its #31 holding.
  • 285 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

Based on ValueWorks's 13F filing for Q2 2026, filed 17 Aug 2026.