13F HOLDINGS REPORT
BLS CAPITAL FONDSMAEGLERSELSKAB A/S
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004812
Total Value
$2.91B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | YUM CHINA HLDGS INC | YUMC | 13,168,531 | $565.2M | 19.45% |
| 2 | OTIS WORLDWIDE CORP | OTIS | 4,452,625 | $407.1M | 14.01% |
| 3 | AUTOMATIC DATA PROCESSING IN | ADP | 1,112,427 | $326.5M | 11.23% |
| 4 | HILTON WORLDWIDE HLDGS INC | HLT | 1,107,153 | $287.2M | 9.88% |
| 5 | MASTERCARD INCORPORATED | MA | 451,644 | $256.9M | 8.84% |
| 6 | AUTOZONE INC | AZO | 57,124 | $245.1M | 8.43% |
| 7 | ZOETIS INC | ZTS | 1,467,059 | $214.7M | 7.39% |
| 8 | EXPEDITORS INTL WASH INC | 302130109 | 1,338,654 | $164.1M | 5.65% |
| 9 | S&P GLOBAL INC | SPGI | 329,675 | $160.5M | 5.52% |
| 10 | VISA INC | V | 410,139 | $140.0M | 4.82% |
| 11 | MOODYS CORP | MCO | 291,449 | $138.9M | 4.78% |