BLS CAPITAL FONDSMAEGLERSELSKAB A/S Q2 2018 Filing

Filed August 8, 2018

Portfolio Value

$850.2M

Holdings

12

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (12 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	EXPDEXPEDITORS INTL WASH INC	2,083,526	$152.3M	17.91%
2	MAMASTERCARD INC - A	603,435	$118.6M	13.95%
3	SBUXSTARBUCKS CORP	2,341,252	$114.4M	13.45%
4	PGProcter & Gamble	846,550	$66.1M	7.77%
5	GOOGALPHABET C	54,980	$61.3M	7.21%
6	MCOMOODY'S CORP	358,473	$61.1M	7.19%
7	NKENIKE INC -CL B	734,097	$58.5M	6.88%
8	SPGIS&P GLOBAL INC	273,277	$55.7M	6.55%
9	AZOAUTOZONE INC	79,288	$53.2M	6.26%
10	AXPAMERICAN EXPRESS CO	400,024	$39.2M	4.61%
11	VVISA INC-CLASS A SHARES	281,360	$37.3M	4.38%
12	ELESTEE LAUDER COMPANIES-CL A	227,550	$32.5M	3.82%