ZAZOVE ASSOCIATES LLC HLX HELIX ENERGY SOLUTIONS GROUP

Ownership history in ZAZOVE ASSOCIATES LLC  ·  10 quarters on record

AI Ownership Summary

ZAZOVE ASSOCIATES LLC reported HELIX ENERGY SOLUTIONS GROUP (HLX) in 10 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2024 Q4. The latest visible filing shows HLX at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HLX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ZAZOVE ASSOCIATES LLC's position in HELIX ENERGY SOLUTIONS GROUP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HLX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ZAZOVE ASSOCIATES LLC held HLX — position size vs. price
% of Fund (quarterly)    HLX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 30,400 0% 0.02% $199.4M 2025-10-17 $6.32
2025 Q2 UNCHANGED 30,400 0% 0.02% $252.6M 2025-08-12 $5.93
2025 Q1 UNCHANGED 30,400 0% 0.02% $252.6M 2025-05-13 $6.73
2024 Q4 ADDED 30,400 +10,400 +52.0% 0.03% $283.3M 2025-02-13 $8.17
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ZAZOVE ASSOCIATES LLC and HLX

These are the practical questions this page is built to answer before you even open the full history table.

How long has ZAZOVE ASSOCIATES LLC reported owning HLX?

ZAZOVE ASSOCIATES LLC reported HLX across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported HLX position in ZAZOVE ASSOCIATES LLC's portfolio?

The largest reported portfolio weight for HLX was 0.03% in 2024 Q4.

What is the latest reported HLX position on this page?

The most recent filing on this page is 2025 Q3, when ZAZOVE ASSOCIATES LLC reported 30,400 shares, equal to 0.02% of portfolio, with an estimated market value of $199.4M.

What does the chart on this HLX ownership page compare?

The chart compares ZAZOVE ASSOCIATES LLC's quarterly HLX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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