Filed: 7/9/2026ACC: 0001730525-26-000006
๐ What this filing means
MAJ INVEST HOLDING A/S filed this quarterly 13FโHR report disclosing 40 equity positions with a total reported market value of $2.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
40
Positions
$2.20M
Total AUM (reported)
19.25M
Total Shares
Allocation by class
COM$1.58M71.9%
CL A$213.5K9.7%
CL B NEW$182.5K8.3%
CAP STK CL A$117.8K5.4%
CL B$104.2K4.7%
SPONSORED ADR$164.000.0%
COM CL A$154.000.0%
Portfolio Concentration
Top 3$547.2K24.9%
4โ10$899.7K40.9%
11โ25$751.1K34.2%
Rest$1.3K0.1%
Top 3 weight
24.9%
Top 10 weight
65.8%
Voting Authority Distribution
Total shares with voting rights: 19.25M
Sole
Full voting authority
15.65M
shares
% of voting shares81.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.59M
shares
% of voting shares18.7%
Investment Discretion (by position count)
Sole0
Shared0
Other40
Dominant voting typeSole ยท 81.3% of voting shares
Institutional Holdings40
Rows:
QUALCOMM INC
DFNDShares1.05M
TypeSH
Market value$194.0K
8.82%
Sole
857.61K
Shared
0.00
None
192.20K
BERKSHIRE HATHAWAY INC DEL
DFNDShares364.81K
TypeSH
Market value$182.5K
8.30%
Sole
295.77K
Shared
0.00
None
69.05K
META PLATFORMS INC
DFNDShares302.93K
TypeSH
Market value$170.6K
7.76%
Sole
247.17K
Shared
0.00
None
55.76K
HP INC
DFNDShares7.47M
TypeSH
Market value$164.0K
7.46%
Sole
6.08M
Shared
0.00
None
1.39M
APPLIED MATLS INC
DFNDShares176.75K
TypeSH
Market value$127.8K
5.81%
Sole
138.80K
Shared
0.00
None
37.95K
AMERICAN EXPRESS CO
DFNDShares375.51K
TypeSH
Market value$127.0K
5.78%
Sole
304.81K
Shared
0.00
None
70.70K
THE CIGNA GROUP
DFNDShares443.99K
TypeSH
Market value$122.4K
5.57%
Sole
363.17K
Shared
0.00
None
80.82K
AMERIPRISE FINL INC
DFNDShares262.97K
TypeSH
Market value$120.6K
5.49%
Sole
214.26K
Shared
0.00
None
48.70K
CSX CORP
DFNDShares2.53M
TypeSH
Market value$120.1K
5.46%
Sole
2.05M
Shared
0.00
None
473.58K
ALPHABET INC
DFNDShares329.60K
TypeSH
Market value$117.8K
5.36%
Sole
266.91K
Shared
0.00
None
62.68K
UNITED PARCEL SVCS INC
DFNDShares969.54K
TypeSH
Market value$104.2K
4.74%
Sole
791.33K
Shared
0.00
None
178.22K
LOWES COS INC
DFNDShares465.41K
TypeSH
Market value$102.6K
4.67%
Sole
379K
Shared
0.00
None
86.41K
KROGER CO
DFNDShares1.78M
TypeSH
Market value$98.9K
4.50%
Sole
1.46M
Shared
0.00
None
323.17K
UNION PAC CORP
DFNDShares349.17K
TypeSH
Market value$95.0K
4.32%
Sole
279.93K
Shared
0.00
None
69.24K
HCA HEALTHCARE INC
DFNDShares232.49K
TypeSH
Market value$90.6K
4.12%
Sole
189.79K
Shared
0.00
None
42.69K
ELEVANCE HEALTH INC FORMERLY
DFNDShares229.99K
TypeSH
Market value$88.9K
4.04%
Sole
187.24K
Shared
0.00
None
42.74K
AFLAC INC
DFNDShares513.36K
TypeSH
Market value$60.2K
2.74%
Sole
421.85K
Shared
0.00
None
91.51K
ZOETIS INC
DFNDShares596.70K
TypeSH
Market value$42.9K
1.95%
Sole
485.63K
Shared
0.00
None
111.07K
NEWMONT CORP
DFNDShares447.92K
TypeSH
Market value$41.8K
1.90%
Sole
369.82K
Shared
0.00
None
78.10K
SERVICE CORP INTL
DFNDShares331.28K
TypeSH
Market value$25.2K
1.14%
Sole
269.59K
Shared
0.00
None
61.69K
INTEL CORP
DFNDShares1.15K
TypeSH
Market value$161.00
<0.01%
Sole
0.00
Shared
0.00
None
1.15K
LOCKHEED MARTIN CORP
DFNDShares315.00
TypeSH
Market value$160.00
<0.01%
Sole
0.00
Shared
0.00
None
315.00
VISA INC
DFNDShares450.00
TypeSH
Market value$154.00
<0.01%
Sole
0.00
Shared
0.00
None
450.00
US BANCORP
DFNDShares2.50K
TypeSH
Market value$151.00
<0.01%
Sole
0.00
Shared
0.00
None
2.50K
GENERAL DYNAMICS CORP
DFNDShares400.00
TypeSH
Market value$142.00
<0.01%
Sole
0.00
Shared
0.00
None
400.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
QUALCOMM INCDFND | COM | 1.05M | SH | $194.0K 8.82% | 857.61K | 0.00 | 192.20K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 364.81K | SH | $182.5K 8.30% | 295.77K | 0.00 | 69.05K |
META PLATFORMS INCDFND | CL A | 302.93K | SH | $170.6K 7.76% | 247.17K | 0.00 | 55.76K |
HP INCDFND | COM | 7.47M | SH | $164.0K 7.46% | 6.08M | 0.00 | 1.39M |
APPLIED MATLS INCDFND | COM | 176.75K | SH | $127.8K 5.81% | 138.80K | 0.00 | 37.95K |
AMERICAN EXPRESS CODFND | COM | 375.51K | SH | $127.0K 5.78% | 304.81K | 0.00 | 70.70K |
THE CIGNA GROUPDFND | COM | 443.99K | SH | $122.4K 5.57% | 363.17K | 0.00 | 80.82K |
AMERIPRISE FINL INCDFND | COM | 262.97K | SH | $120.6K 5.49% | 214.26K | 0.00 | 48.70K |
CSX CORPDFND | COM | 2.53M | SH | $120.1K 5.46% | 2.05M | 0.00 | 473.58K |
ALPHABET INCDFND | CAP STK CL A | 329.60K | SH | $117.8K 5.36% | 266.91K | 0.00 | 62.68K |
UNITED PARCEL SVCS INCDFND | CL B | 969.54K | SH | $104.2K 4.74% | 791.33K | 0.00 | 178.22K |
LOWES COS INCDFND | COM | 465.41K | SH | $102.6K 4.67% | 379K | 0.00 | 86.41K |
KROGER CODFND | COM | 1.78M | SH | $98.9K 4.50% | 1.46M | 0.00 | 323.17K |
UNION PAC CORPDFND | COM | 349.17K | SH | $95.0K 4.32% | 279.93K | 0.00 | 69.24K |
HCA HEALTHCARE INCDFND | COM | 232.49K | SH | $90.6K 4.12% | 189.79K | 0.00 | 42.69K |
ELEVANCE HEALTH INC FORMERLYDFND | COM | 229.99K | SH | $88.9K 4.04% | 187.24K | 0.00 | 42.74K |
AFLAC INCDFND | COM | 513.36K | SH | $60.2K 2.74% | 421.85K | 0.00 | 91.51K |
ZOETIS INCDFND | CL A | 596.70K | SH | $42.9K 1.95% | 485.63K | 0.00 | 111.07K |
NEWMONT CORPDFND | COM | 447.92K | SH | $41.8K 1.90% | 369.82K | 0.00 | 78.10K |
SERVICE CORP INTLDFND | COM | 331.28K | SH | $25.2K 1.14% | 269.59K | 0.00 | 61.69K |
INTEL CORPDFND | COM | 1.15K | SH | $161.00 <0.01% | 0.00 | 0.00 | 1.15K |
LOCKHEED MARTIN CORPDFND | COM | 315.00 | SH | $160.00 <0.01% | 0.00 | 0.00 | 315.00 |
VISA INCDFND | COM CL A | 450.00 | SH | $154.00 <0.01% | 0.00 | 0.00 | 450.00 |
US BANCORPDFND | COM NEW | 2.50K | SH | $151.00 <0.01% | 0.00 | 0.00 | 2.50K |
GENERAL DYNAMICS CORPDFND | COM | 400.00 | SH | $142.00 <0.01% | 0.00 | 0.00 | 400.00 |
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