Lodbrok Capital LLP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Lodbrok Capital LLP reported 2 stock positions worth $5.0 million. Its top holding was Skillsoft (SKIL) at 99.5% of the portfolio, followed by Alvotech (ALVO, 0.5%). Compared with Q1 2025, it added to 2. The biggest buy was Skillsoft (SKIL, shares +12%).
- Most Recent 13F
- Q3 2025
- Location
- LONDON, X0
- CIK
- 0001778719
- Portfolio Value
- $5.0M (Q2 2025)
- SEC Filing
- 0000905148-25-002920 ↗ filed Aug 14, 2025
Holdings Value
Holdings 2 stocks · $5.0M
Other holdings (1): bonds, preferreds, convertibles and warrants · $27.9M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OATLY GROUP AB (OTLY 9.25 09/14/28) | NOTE 9.250% 9/1 · principal | 37,602,776 | $27.9M | Add +4.6% |
Total filed on the 13F, all lines: $32.9M.
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 2025
Notes & Other Activity Q1 2025 → Q2 2025
| OATLY GROUP AB (OTLY 9.25 09/14/28) | NOTE 9.250% 9/1 · principal | Add +4.6% | 37,602,776 | $27.9M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.