Chuck Royce's HLX Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 213,560 shares of Helix Energy Solutions Group, Inc. (HLX) worth $2.11 M, representing 0.02% of the portfolio. First purchased in 2016-Q1, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in HLX, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 154,431 shares. Largest reduction occurred in Q4 2018, reducing 162,586 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Helix Energy Solutions Group (HLX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Helix Energy Solutions Group (HLX) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -12,760 | Reduce 5.64% | 213,560 | $9.89 |
| Q4 2025 | +57,987 | Add 34.45% | 226,320 | $6.27 |
| Q3 2025 | +57,880 | Add 52.40% | 168,333 | $6.56 |
| Q2 2025 | +47,048 | Add 74.20% | 110,453 | $6.24 |
| Q1 2025 | +63,405 | New Buy | 63,405 | $8.31 |
| Q2 2023 | -124,054 | Sold Out | 0 | $0.00 |
| Q1 2023 | -135,423 | Reduce 52.19% | 124,054 | $7.74 |
| Q4 2022 | -23,291 | Reduce 8.24% | 259,477 | $7.38 |
| Q3 2022 | +154,431 | Add 120.33% | 282,768 | $3.86 |
| Q2 2022 | +38,817 | Add 43.36% | 128,337 | $3.10 |
| Q1 2022 | -24,725 | Reduce 21.64% | 89,520 | $4.78 |
| Q4 2021 | -5,249 | Reduce 4.39% | 114,245 | $3.12 |
| Q3 2021 | +108,586 | Add 995.47% | 119,494 | $3.88 |
| Q2 2021 | +10,908 | New Buy | 10,908 | $5.68 |
| Q4 2018 | -162,586 | Sold Out | 0 | $0.00 |
| Q3 2018 | -102,083 | Reduce 38.57% | 162,586 | $9.88 |
| Q2 2018 | -105,100 | Reduce 28.42% | 264,669 | $8.33 |
| Q1 2018 | -20,000 | Reduce 5.13% | 369,769 | $5.79 |
| Q4 2017 | +15,793 | Add 4.22% | 389,769 | $7.54 |
| Q3 2017 | +53,800 | Add 16.80% | 373,976 | $7.39 |
| Q2 2017 | -83,000 | Reduce 20.59% | 320,176 | $5.64 |
| Q1 2017 | +71,100 | Add 21.41% | 403,176 | $7.77 |
| Q4 2016 | +56,883 | Add 20.67% | 332,076 | $8.82 |
| Q3 2016 | +120,193 | Add 77.54% | 275,193 | $8.13 |
| Q2 2016 | +127,500 | Add 463.64% | 155,000 | $6.76 |
| Q1 2016 | +27,500 | New Buy | 27,500 | $5.60 |
Chuck Royce's Helix Energy Solutions Group Investment FAQs
Chuck Royce first purchased Helix Energy Solutions Group, Inc. (HLX) in Q1 2016, acquiring 27,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Helix Energy Solutions Group, Inc. (HLX) for 26 quarters since Q1 2016.
Chuck Royce's largest addition to Helix Energy Solutions Group, Inc. (HLX) was in Q3 2022, adding 282,768 shares worth $1.09 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 213,560 shares of Helix Energy Solutions Group, Inc. (HLX), valued at approximately $2.11 M.
As of the Q1 2026 filing, Helix Energy Solutions Group, Inc. (HLX) represents approximately 0.02% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Helix Energy Solutions Group, Inc. (HLX) was 403,176 shares, as reported at the end of Q1 2017.