Filed: 11/3/2025ACC: 0001730525-25-000012
📋 What this filing means
MAJ INVEST HOLDING A/S filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $2.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$2.93M
Total AUM (reported)
24.69M
Total Shares
Allocation by class
COM$2.21M75.6%
CAP STK CL A$269.0K9.2%
CL B NEW$257.7K8.8%
CL A$96.0K3.3%
CL B$82.4K2.8%
COM SHS$7.5K0.3%
COM CL A$256.000.0%
Portfolio Concentration
Top 3$769.2K26.3%
4–10$1.22M41.8%
11–25$933.1K31.9%
Rest$1.8K0.1%
Top 3 weight
26.3%
Top 10 weight
68.1%
Voting Authority Distribution
Total shares with voting rights: 24.69M
Sole
Full voting authority
16.97M
shares
% of voting shares68.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.71M
shares
% of voting shares31.2%
Investment Discretion (by position count)
Sole0
Shared0
Other42
Dominant voting typeSole · 68.8% of voting shares
Institutional Holdings42
Rows:
ALPHABET INC
DFNDShares1.11M
TypeSH
Market value$269.0K
9.19%
Sole
766.84K
Shared
0.00
None
339.69K
BERKSHIRE HATHAWAY INC DEL
DFNDShares512.53K
TypeSH
Market value$257.7K
8.80%
Sole
376.79K
Shared
0.00
None
135.75K
APPLIED MATLS INC
DFNDShares1.18M
TypeSH
Market value$242.6K
8.29%
Sole
814.15K
Shared
0.00
None
370.68K
QUALCOMM INC
DFNDShares1.26M
TypeSH
Market value$209.2K
7.15%
Sole
884K
Shared
0.00
None
373.68K
LOWES COS INC
DFNDShares802.99K
TypeSH
Market value$201.8K
6.89%
Sole
552.29K
Shared
0.00
None
250.70K
CSX CORP
DFNDShares5.49M
TypeSH
Market value$194.9K
6.66%
Sole
3.76M
Shared
0.00
None
1.73M
NEWMONT CORP
DFNDShares1.89M
TypeSH
Market value$159.4K
5.45%
Sole
1.38M
Shared
0.00
None
512.28K
HP INC
DFNDShares5.75M
TypeSH
Market value$156.7K
5.35%
Sole
4.01M
Shared
0.00
None
1.74M
AMERICAN EXPRESS CO
DFNDShares466.24K
TypeSH
Market value$154.9K
5.29%
Sole
323.48K
Shared
0.00
None
142.76K
AMERIPRISE FINL INC
DFNDShares297.03K
TypeSH
Market value$145.9K
4.99%
Sole
207.79K
Shared
0.00
None
89.23K
HCA HEALTHCARE INC
DFNDShares338.51K
TypeSH
Market value$144.3K
4.93%
Sole
249.67K
Shared
0.00
None
88.84K
ELEVANCE HEALTH INC FORMERLY
DFNDShares396.78K
TypeSH
Market value$128.2K
4.38%
Sole
272.82K
Shared
0.00
None
123.96K
UNION PAC CORP
DFNDShares535.77K
TypeSH
Market value$126.6K
4.33%
Sole
370.33K
Shared
0.00
None
165.45K
THE CIGNA GROUP
DFNDShares422.73K
TypeSH
Market value$121.9K
4.16%
Sole
287.59K
Shared
0.00
None
135.14K
KROGER CO
DFNDShares1.63M
TypeSH
Market value$110.1K
3.76%
Sole
1.13M
Shared
0.00
None
503.08K
META PLATFORMS INC
DFNDShares130.69K
TypeSH
Market value$96.0K
3.28%
Sole
87.86K
Shared
0.00
None
42.83K
UNITED PARCEL SERVICE INC
DFNDShares986.15K
TypeSH
Market value$82.4K
2.81%
Sole
738.55K
Shared
0.00
None
247.61K
AFLAC INC
DFNDShares576.45K
TypeSH
Market value$64.4K
2.20%
Sole
364.54K
Shared
0.00
None
211.90K
SERVICE CORP INTL
DFNDShares589.62K
TypeSH
Market value$49.1K
1.68%
Sole
392.87K
Shared
0.00
None
196.75K
BARRICK MNG CORP
DFNDShares228.61K
TypeSH
Market value$7.5K
0.26%
Sole
0.00
Shared
0.00
None
228.61K
INTEL CORP
DFNDShares58.91K
TypeSH
Market value$2.0K
0.07%
Sole
0.00
Shared
0.00
None
58.91K
VISA INC
DFNDShares750.00
TypeSH
Market value$256.00
<0.01%
Sole
0.00
Shared
0.00
None
750.00
TERADYNE INC
DFNDShares1.63K
TypeSH
Market value$224.00
<0.01%
Sole
0.00
Shared
0.00
None
1.63K
MICRON TECHNOLOGY INC
DFNDShares1K
TypeSH
Market value$167.00
<0.01%
Sole
0.00
Shared
0.00
None
1K
SONY GROUP CORP
DFNDShares5.50K
TypeSH
Market value$158.00
<0.01%
Sole
0.00
Shared
0.00
None
5.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCDFND | CAP STK CL A | 1.11M | SH | $269.0K 9.19% | 766.84K | 0.00 | 339.69K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 512.53K | SH | $257.7K 8.80% | 376.79K | 0.00 | 135.75K |
APPLIED MATLS INCDFND | COM | 1.18M | SH | $242.6K 8.29% | 814.15K | 0.00 | 370.68K |
QUALCOMM INCDFND | COM | 1.26M | SH | $209.2K 7.15% | 884K | 0.00 | 373.68K |
LOWES COS INCDFND | COM | 802.99K | SH | $201.8K 6.89% | 552.29K | 0.00 | 250.70K |
CSX CORPDFND | COM | 5.49M | SH | $194.9K 6.66% | 3.76M | 0.00 | 1.73M |
NEWMONT CORPDFND | COM | 1.89M | SH | $159.4K 5.45% | 1.38M | 0.00 | 512.28K |
HP INCDFND | COM | 5.75M | SH | $156.7K 5.35% | 4.01M | 0.00 | 1.74M |
AMERICAN EXPRESS CODFND | COM | 466.24K | SH | $154.9K 5.29% | 323.48K | 0.00 | 142.76K |
AMERIPRISE FINL INCDFND | COM | 297.03K | SH | $145.9K 4.99% | 207.79K | 0.00 | 89.23K |
HCA HEALTHCARE INCDFND | COM | 338.51K | SH | $144.3K 4.93% | 249.67K | 0.00 | 88.84K |
ELEVANCE HEALTH INC FORMERLYDFND | COM | 396.78K | SH | $128.2K 4.38% | 272.82K | 0.00 | 123.96K |
UNION PAC CORPDFND | COM | 535.77K | SH | $126.6K 4.33% | 370.33K | 0.00 | 165.45K |
THE CIGNA GROUPDFND | COM | 422.73K | SH | $121.9K 4.16% | 287.59K | 0.00 | 135.14K |
KROGER CODFND | COM | 1.63M | SH | $110.1K 3.76% | 1.13M | 0.00 | 503.08K |
META PLATFORMS INCDFND | CL A | 130.69K | SH | $96.0K 3.28% | 87.86K | 0.00 | 42.83K |
UNITED PARCEL SERVICE INCDFND | CL B | 986.15K | SH | $82.4K 2.81% | 738.55K | 0.00 | 247.61K |
AFLAC INCDFND | COM | 576.45K | SH | $64.4K 2.20% | 364.54K | 0.00 | 211.90K |
SERVICE CORP INTLDFND | COM | 589.62K | SH | $49.1K 1.68% | 392.87K | 0.00 | 196.75K |
BARRICK MNG CORPDFND | COM SHS | 228.61K | SH | $7.5K 0.26% | 0.00 | 0.00 | 228.61K |
INTEL CORPDFND | COM | 58.91K | SH | $2.0K 0.07% | 0.00 | 0.00 | 58.91K |
VISA INCDFND | COM CL A | 750.00 | SH | $256.00 <0.01% | 0.00 | 0.00 | 750.00 |
TERADYNE INCDFND | COM | 1.63K | SH | $224.00 <0.01% | 0.00 | 0.00 | 1.63K |
MICRON TECHNOLOGY INCDFND | COM | 1K | SH | $167.00 <0.01% | 0.00 | 0.00 | 1K |
SONY GROUP CORPDFND | SPONSORED ADR | 5.50K | SH | $158.00 <0.01% | 0.00 | 0.00 | 5.50K |
Page 1 of 2