13F HOLDINGS REPORT
BLS CAPITAL FONDSMAEGLERSELSKAB A/S
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001172661-25-001846
Total Value
$2.91B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | YUM CHINA HLDGS INC | YUMC | 12,931,803 | $673.2M | 23.17% |
| 2 | OTIS WORLDWIDE CORP | OTIS | 3,918,680 | $404.4M | 13.92% |
| 3 | AUTOMATIC DATA PROCESSING IN | ADP | 1,203,195 | $367.6M | 12.65% |
| 4 | AUTOZONE INC | AZO | 87,309 | $332.9M | 11.46% |
| 5 | MASTERCARD INCORPORATED | MA | 486,995 | $266.9M | 9.19% |
| 6 | HILTON WORLDWIDE HLDGS INC | HLT | 926,870 | $210.9M | 7.26% |
| 7 | S&P GLOBAL INC | SPGI | 358,056 | $181.9M | 6.26% |
| 8 | ZOETIS INC | ZTS | 1,030,989 | $169.8M | 5.84% |
| 9 | VISA INC | V | 444,372 | $155.7M | 5.36% |
| 10 | MOODYS CORP | MCO | 305,832 | $142.4M | 4.90% |