Lodbrok Capital LLP Portfolio Holdings

Q3 2025•1 long positions•$4.1M portfolio value

Holding1	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 Skillsoft SKIL	Education & Training Services Consumer Defensive	$4.1M 100.0%	+$1.2K Bought	3.58% 311.4K shares	311.3K → 311.4K +$1.2K	+0.03%	$113.4M Micro Cap	Q2 2021 Held for 4y 5m

Holding1	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 Skillsoft SKIL	Education & Training Services Consumer Defensive	$4.1M 100.0%	+$1.2K Bought	3.58% 311.4K shares	311.3K → 311.4K +$1.2K	+0.03%	$113.4M Micro Cap	Q2 2021 Held for 4y 5m

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