13F HOLDINGS REPORT
Lodbrok Capital LLP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000905148-25-003992
Total Value
$77.2M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | OATLY GROUP AB | OTLY | 51,102,774 | $46.8M | 60.62% |
| 2 | FIVE9 INC | FIVN | 29,654,000 | $26.3M | 34.12% |
| 3 | SKILLSOFT CORP | SKILW | 311,436 | $4.1M | 5.25% |
| 4 | ALVOTECH | ALVOW | 181,587 | $4,886 | 0.01% |