BLS CAPITAL FONDSMAEGLERSELSKAB A/S Q2 2022 Filing

Filed August 12, 2022

Portfolio Value

$2.8B

Holdings

13

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (13 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	OTISOTIS WORLDWIDE CORP	6,272,715	$443.3M	15.81%
2	BUDANHEUSER-BUSCH INBEV-SPN ADR	5,675,120	$306.2M	10.92%
3	YUMCYUM CHINA HOLDINGS INC	6,091,286	$295.4M	10.54%
4	SBUXSTARBUCKS CORP	3,426,208	$261.7M	9.33%
5	ADPAUTOMATIC DATA PROCESSING	1,165,382	$244.8M	8.73%
6	MCOMOODY'S CORP	795,616	$216.4M	7.72%
7	MAMASTERCARD INC - A	594,355	$187.5M	6.69%
8	SPGIS&P GLOBAL INC	500,870	$168.8M	6.02%
9	VVISA INC-CLASS A SHARES	824,440	$162.3M	5.79%
10	AZOAUTOZONE INC	69,891	$150.2M	5.36%
11	NKENIKE INC	1,348,093	$137.8M	4.91%
12	ELTHE ESTEE LAUDER COMPANIES INC	514,882	$131.1M	4.68%
13	EXPDEXPEDITORS INTL WASH INC	1,008,708	$98.3M	3.51%