Lodbrok Capital LLP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Lodbrok Capital LLP disclosed 3 US equity positions worth $32.9m in its Q2 2025 13F filing. The largest position was OATLY GROUP AB at 84.8% of the reported book, followed by SKIL and ALVOTECH. Against the Q1 2025 filing, it opened 0 new positions, added to 3 and reduced 0 among the top 3 holdings.
What did Lodbrok Capital LLP own in Q2 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | OATLY GROUP AB | 84.8% | $27.9m | 37,602,776 | 5% | added | |
| 2 | SKIL SKILLSOFT CORP | 15.1% | $5.0m | 311,345 | 12% | added | |
| 3 | ALVOTECH | 0.1% | $26.9k | 181,587 | 16% | added |
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.