Lodbrok Capital LLP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Lodbrok Capital LLP disclosed 3 US equity positions worth $29.4m in its Q1 2025 13F filing. The largest position was OATLY GROUP AB at 81.7% of the reported book, followed by SKIL and ALVOTECH. Against the Q4 2024 filing, it opened 0 new positions, added to 0 and reduced 2 among the top 3 holdings.
What did Lodbrok Capital LLP own in Q1 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | OATLY GROUP AB | 81.7% | $24.0m | 35,940,526 | 0% | held | |
| 2 | SKIL SKILLSOFT CORP | 18.2% | $5.3m | 277,244 | -11% | reduced | |
| 3 | ALVOTECH | 0.2% | $50.6k | 156,500 | -14% | reduced |
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.