The Persson family, led by Stefan Persson, has long been known for using dividends from H&M to buy back shares, a strategy that has been consistently implemented through their company, Ramsbury Invest. In the past month, this trend has continued with significant purchases.
Stefan Persson and his family have acquired shares worth 2 billion SEK in the last month alone, equivalent to over 13 million shares. This means that the Persson family now owns more than 1 billion shares in H&M, representing 62.6% of the company’s capital, including both unlisted A-shares and listed B-shares.
In conjunction with the company’s fourth-quarter report, a raised dividend of 6.80 SEK per share was proposed, to be paid out in two installments. With the current size of their H&M holdings in mind, the Persson family can expect to receive 6.8 billion SEK in dividends by 2025.
Apart from increasing their stake in H&M, the billionaire family has also divested 650 million SEK worth of shares in Hexagon in the past month, as well as making smaller sales in Skanska and Electrolux. Through Ramsbury Invest, the Persson family holds shares worth 165 billion SEK, according to Holdings.
Listed Holdings of Ramsbury Invest:
– H&M: 1,008,800,004 shares, 62.6% capital, 82.1% votes, value of 154,497 Mkr
– Hexagon: 35,000,000 shares, 1.3% capital, 0.9% votes, value of 4,529 Mkr
– Volvo: 3,000,000 shares, 0.1% capital, 0.0% votes, value of 976 Mkr
– EQT: 2,500,000 shares, 0.2% capital, 0.2% votes, value of 920 Mkr
– Atlas Copco: 4,000,000 shares, 0.1% capital, 0.1% votes, value of 753 Mkr
– Sandvik: 2,500,000 shares, 0.2% capital, 0.2% votes, value of 603 Mkr
– Securitas: 2,700,000 shares, 0.5% capital, 0.3% votes, value of 424 Mkr
– Bure Equity: 1,000,000 shares, 1.3% capital, 1.3% votes, value of 414 Mkr
– Essity: 1,000,000 shares, 0.1% capital, 0.1% votes, value of 282 Mkr
– Skanska: 1,000,000 shares, 0.2% capital, 0.2% votes, value of 259 Mkr
– Apotea: 3,017,242 shares, 2.9% capital, 2.9% votes, value of 246 Mkr
– Epiroc: 1,000,000 shares, 0.1% capital, 0.1% votes, value of 219 Mkr
– Ericsson: 2,500,000 shares, 0.1% capital, 0.0% votes, value of 212 Mkr
– Yubico: 900,000 shares, 1.0% capital, 1.0% votes, value of 198 Mkr
– Electrolux: 1,300,000 shares, 0.5% capital, 0.4% votes, value of 128 Mkr
– Hufvudstaden: 450,000 shares, 0.2% capital, 0.0% votes, value of 55 Mkr
Source: Holdings
The Persson family’s strategic investment decisions and significant holdings in various companies demonstrate their long-term commitment to wealth management and capital growth. With their continued focus on acquiring shares in H&M and other key companies, their influence in the market is set to remain strong for the foreseeable future.