SKEL Portfolio Update

28% 20% CONSUMER MARKET ORKAN (100%) Löður Íslenska vetnisfélagið Straumlind CORPORATE MARKET STYRKÁS (70%) Skeljungur Klettur 17% REAL ESTATE KALDALÓN (15.37%) REIR ÞRÓUN (50%) Other real estate and land 12% CASH AND TREASURY BONDS 8% FINANCIAL MARKET Heimkaup (88%) Lyfjaval 10-11 Other convenience stores Restaurants Vís (9.25%) OTHER LISTED ASSETS SKEL 7% INFRA- STRUCTURE GALLON (100%) 7% ASSETS IN DIVESTMENT PROCESS SP/F ORKUFELAGIÐ (48.3%)* *SP/F ORKUFELAGIÐ uppgjör viðskipta fór fram 3. ágúst 2023

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