Filed: 10/27/2026ACC: 0001730525-26-000010
📋 What this filing means
MAJ INVEST HOLDING A/S filed this quarterly 13F‑HR report disclosing 40 equity positions with a total reported market value of $2.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
40
Positions
$2.26M
Total AUM (reported)
17.02M
Total Shares
Allocation by class
COM$1.63M72.2%
CL A$274.1K12.1%
CL B NEW$153.3K6.8%
CAP STK CL A$111.5K4.9%
CL B$90.2K4.0%
COM CL A$162.000.0%
SPONSORED ADR$159.000.0%
Portfolio Concentration
Top 3$617.2K27.3%
4–10$846.1K37.4%
11–25$799.2K35.3%
Rest$1.6K0.1%
Top 3 weight
27.3%
Top 10 weight
64.6%
Voting Authority Distribution
Total shares with voting rights: 17.02M
Sole
Full voting authority
13.71M
shares
% of voting shares80.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.30M
shares
% of voting shares19.4%
Investment Discretion (by position count)
Sole0
Shared0
Other40
Dominant voting typeSole · 80.6% of voting shares
Institutional Holdings40
Rows:
META PLATFORMS INC
DFNDShares321.23K
TypeSH
Market value$233.0K
10.29%
Sole
258.78K
Shared
0.00
None
62.45K
QUALCOMM INC
DFNDShares1.08M
TypeSH
Market value$199.0K
8.79%
Sole
871.24K
Shared
0.00
None
210.31K
HP INC
DFNDShares5.92M
TypeSH
Market value$185.2K
8.18%
Sole
4.77M
Shared
0.00
None
1.15M
BERKSHIRE HATHAWAY INC DEL
DFNDShares307.93K
TypeSH
Market value$153.3K
6.77%
Sole
242.40K
Shared
0.00
None
65.53K
AMERIPRISE FINL INC
DFNDShares259.46K
TypeSH
Market value$127.7K
5.64%
Sole
209.53K
Shared
0.00
None
49.93K
THE CIGNA GROUP
DFNDShares439.65K
TypeSH
Market value$119.5K
5.28%
Sole
355.04K
Shared
0.00
None
84.61K
AMERICAN EXPRESS CO
DFNDShares370.80K
TypeSH
Market value$112.8K
4.98%
Sole
297.92K
Shared
0.00
None
72.87K
LOWES COS INC
DFNDShares610.99K
TypeSH
Market value$112.6K
4.97%
Sole
492.80K
Shared
0.00
None
118.19K
ALPHABET INC
DFNDShares324.06K
TypeSH
Market value$111.5K
4.92%
Sole
260.77K
Shared
0.00
None
63.30K
CME GROUP INC
DFNDShares414.82K
TypeSH
Market value$108.7K
4.80%
Sole
334.64K
Shared
0.00
None
80.18K
KROGER CO
DFNDShares1.76M
TypeSH
Market value$102.9K
4.54%
Sole
1.42M
Shared
0.00
None
331.26K
HCA HEALTHCARE INC
DFNDShares229.22K
TypeSH
Market value$97.8K
4.32%
Sole
185.49K
Shared
0.00
None
43.74K
UNION PAC CORP
DFNDShares342.99K
TypeSH
Market value$93.3K
4.12%
Sole
272.17K
Shared
0.00
None
70.82K
UNITED PARCEL SVCS INC
DFNDShares965.21K
TypeSH
Market value$90.2K
3.98%
Sole
773.21K
Shared
0.00
None
192K
ELEVANCE HEALTH INC FORMERLY
DFNDShares226.87K
TypeSH
Market value$88.2K
3.90%
Sole
183.07K
Shared
0.00
None
43.80K
APPLIED MATLS INC
DFNDShares124.96K
TypeSH
Market value$63.9K
2.82%
Sole
102.11K
Shared
0.00
None
22.85K
CSX CORP
DFNDShares1.31M
TypeSH
Market value$60.8K
2.69%
Sole
1.05M
Shared
0.00
None
253.24K
AFLAC INC
DFNDShares492.62K
TypeSH
Market value$55.1K
2.43%
Sole
408.14K
Shared
0.00
None
84.48K
NEWMONT CORP
DFNDShares437.56K
TypeSH
Market value$50.5K
2.23%
Sole
361.68K
Shared
0.00
None
75.88K
ZOETIS INC
DFNDShares588.83K
TypeSH
Market value$41.1K
1.82%
Sole
474.97K
Shared
0.00
None
113.87K
PROGRESSIVE CORP
DFNDShares144.11K
TypeSH
Market value$29.9K
1.32%
Sole
115.85K
Shared
0.00
None
28.26K
SERVICE CORP INTL
DFNDShares326.76K
TypeSH
Market value$24.9K
1.10%
Sole
263.54K
Shared
0.00
None
63.22K
MODERNA INC
DFNDShares1.49K
TypeSH
Market value$287.00
0.01%
Sole
0.00
Shared
0.00
None
1.49K
VISA INC
DFNDShares450.00
TypeSH
Market value$162.00
<0.01%
Sole
0.00
Shared
0.00
None
450.00
LOCKHEED MARTIN CORP
DFNDShares315.00
TypeSH
Market value$160.00
<0.01%
Sole
0.00
Shared
0.00
None
315.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCDFND | CL A | 321.23K | SH | $233.0K 10.29% | 258.78K | 0.00 | 62.45K |
QUALCOMM INCDFND | COM | 1.08M | SH | $199.0K 8.79% | 871.24K | 0.00 | 210.31K |
HP INCDFND | COM | 5.92M | SH | $185.2K 8.18% | 4.77M | 0.00 | 1.15M |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 307.93K | SH | $153.3K 6.77% | 242.40K | 0.00 | 65.53K |
AMERIPRISE FINL INCDFND | COM | 259.46K | SH | $127.7K 5.64% | 209.53K | 0.00 | 49.93K |
THE CIGNA GROUPDFND | COM | 439.65K | SH | $119.5K 5.28% | 355.04K | 0.00 | 84.61K |
AMERICAN EXPRESS CODFND | COM | 370.80K | SH | $112.8K 4.98% | 297.92K | 0.00 | 72.87K |
LOWES COS INCDFND | COM | 610.99K | SH | $112.6K 4.97% | 492.80K | 0.00 | 118.19K |
ALPHABET INCDFND | CAP STK CL A | 324.06K | SH | $111.5K 4.92% | 260.77K | 0.00 | 63.30K |
CME GROUP INCDFND | COM | 414.82K | SH | $108.7K 4.80% | 334.64K | 0.00 | 80.18K |
KROGER CODFND | COM | 1.76M | SH | $102.9K 4.54% | 1.42M | 0.00 | 331.26K |
HCA HEALTHCARE INCDFND | COM | 229.22K | SH | $97.8K 4.32% | 185.49K | 0.00 | 43.74K |
UNION PAC CORPDFND | COM | 342.99K | SH | $93.3K 4.12% | 272.17K | 0.00 | 70.82K |
UNITED PARCEL SVCS INCDFND | CL B | 965.21K | SH | $90.2K 3.98% | 773.21K | 0.00 | 192K |
ELEVANCE HEALTH INC FORMERLYDFND | COM | 226.87K | SH | $88.2K 3.90% | 183.07K | 0.00 | 43.80K |
APPLIED MATLS INCDFND | COM | 124.96K | SH | $63.9K 2.82% | 102.11K | 0.00 | 22.85K |
CSX CORPDFND | COM | 1.31M | SH | $60.8K 2.69% | 1.05M | 0.00 | 253.24K |
AFLAC INCDFND | COM | 492.62K | SH | $55.1K 2.43% | 408.14K | 0.00 | 84.48K |
NEWMONT CORPDFND | COM | 437.56K | SH | $50.5K 2.23% | 361.68K | 0.00 | 75.88K |
ZOETIS INCDFND | CL A | 588.83K | SH | $41.1K 1.82% | 474.97K | 0.00 | 113.87K |
PROGRESSIVE CORPDFND | COM | 144.11K | SH | $29.9K 1.32% | 115.85K | 0.00 | 28.26K |
SERVICE CORP INTLDFND | COM | 326.76K | SH | $24.9K 1.10% | 263.54K | 0.00 | 63.22K |
MODERNA INCDFND | COM | 1.49K | SH | $287.00 0.01% | 0.00 | 0.00 | 1.49K |
VISA INCDFND | COM CL A | 450.00 | SH | $162.00 <0.01% | 0.00 | 0.00 | 450.00 |
LOCKHEED MARTIN CORPDFND | COM | 315.00 | SH | $160.00 <0.01% | 0.00 | 0.00 | 315.00 |
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