Lodbrok Capital LLP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Lodbrok Capital LLP disclosed 3 US equity positions worth $32.1m in its Q4 2024 13F filing. The largest position was OATLY GROUP AB at 75.7% of the reported book, followed by SKIL and ALVOTECH. Against the Q3 2024 filing, it opened 0 new positions, added to 1 and reduced 1 among the top 3 holdings.
What did Lodbrok Capital LLP own in Q4 2024? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | OATLY GROUP AB | 75.7% | $24.3m | 35,940,526 | 19% | added | |
| 2 | SKIL SKILLSOFT CORP | 23.2% | $7.5m | 311,345 | -2% | reduced | |
| 3 | ALVOTECH | 1.0% | $335.2k | 181,587 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.