Storskogen Group AB Series B

• Protean Funds Wide Confidence Intervals ↗ Protean Funds argues that position sizing should assume investors will sometimes be confidently wrong, after profit warnings at RaySearch and Devyser. Small Cap added to Devyser, rebuilt MT Højgaard and increased real-estate exposure while trimming Truecaller. Select traded Evolution, shorted Industrivärden and added to its Novo Nordisk short after the ZEUS readout. July 2026 DVYSR $89MEVGGF $15BNVO $168B +3
• Protean Funds No Crying In The Casino ↗ Protean Funds argues that short-term stock moves resemble a casino’s random noise, while durable free cash flow determines long-run outcomes. Small Cap added Bonava, Smartoptics and Scandic Hotels and sold Rejlers, while Select trimmed DSV, retained Devyser cautiously and built a position in Neste ahead of a potential diesel squeeze. September 2026 0RD7 0RHA DSV $42B +5
• Protean Funds Previously Unseen Levels Of Monitoring The Situation ↗ Protean Funds added selectively to Nordic small-cap holdings after pension-fund restructuring created forced selling, while reducing Select exposure and ending its EUR and DKK hedge. Small Cap sold Lundbeck, Asmodee, Kambi and Xano, and added Coffee Stain, Sinch and MTG while trimming Smartoptics. February 2026 7806 $2.3BACAST $581MARFA $60M +6

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