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Lodbrok Capital LLP Historic Quarter Change: USA Stocks, Added

Lodbrok Capital LLP historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 7 quarters from 2023-12-31 to 2025-09-30, Lodbrok Capital LLP opened 0 positions, added to 4, reduced 7 and sold out of 1.

  • Q3 2025: Stock SKIL; Country of operation United States; Class CL A; Shares before 311,345.
  • Q2 2025: Stock SKIL; Country of operation United States; Class CL A; Shares before 277,244.
  • Q2 2025: Stock ALVO; Country of operation —; Class ORDINARY SHARES; Shares before 156,500.
  • Q1 2024: Stock ALVO; Country of operation —; Class ORDINARY SHARES; Shares before 644,045.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1778719), 7 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2025SKIL
SKILLSOFT CORP
United StatesCL A311,345311,436+91$4,972,180$4,054,897-$917,2832025-11-14
Q2 2025SKIL
SKILLSOFT CORP
United StatesCL A277,244311,345+34,101$5,334,175$4,972,180-$361,9952025-08-14
Q2 2025ALVO
ALVOTECH
ORDINARY SHARES156,500181,587+25,087$50,628$26,859-$23,7692025-08-14
Q1 2024ALVO
ALVOTECH
ORDINARY SHARES644,045751,408+107,363$4,019,750$7,300,601+$3,280,8512024-05-15

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