Lodbrok Capital LLP

**Lodbrok Capital LLP** manages $77M across a concentrated portfolio of four positions. The fund exhibits a significant overweighting in **VYLD**, representing $46.8M of its assets. Further notable allocations include **STT-PG** at $26.3M, while smaller, tactical positions are maintained in **SKIL** ($4.1M) and **IVZ** ($0.0M). This structure suggests a focused, high-conviction approach to generating alpha within its current mandate.

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