BLS CAPITAL FONDSMAEGLERSELSKAB A/S Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$2.9B

Holdings

10

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (10 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	YUMCYUM CHINA HLDGS INC	12,931,803	$673.2M	23.17%
2	OTISOTIS WORLDWIDE CORP	3,918,680	$404.4M	13.92%
3	ADPAUTOMATIC DATA PROCESSING IN	1,203,195	$367.6M	12.65%
4	AZOAUTOZONE INC	87,309	$332.9M	11.46%
5	MAMASTERCARD INCORPORATED	486,995	$266.9M	9.19%
6	HLTHILTON WORLDWIDE HLDGS INC	926,870	$210.9M	7.26%
7	SPGIS&P GLOBAL INC	358,056	$181.9M	6.26%
8	ZTSZOETIS INC	1,030,989	$169.8M	5.84%
9	VVISA INC	444,372	$155.7M	5.36%
10	MCOMOODYS CORP	305,832	$142.4M	4.90%