BLS CAPITAL FONDSMAEGLERSELSKAB A/S Q3 2018 Filing

Filed November 9, 2018

Portfolio Value

$743.3M

Holdings

10

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (10 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	EXPDEXPEDITORS INTL WASH INC	1,883,398	$138.5M	18.63%
2	SBUXSTARBUCKS CORP	2,376,252	$135.1M	18.17%
3	MAMASTERCARD INC - A	472,823	$105.3M	14.16%
4	PGProcter & Gamble	861,050	$71.7M	9.64%
5	ELESTEE LAUDER COMPANIES-CL A	474,350	$68.9M	9.27%
6	MCOMOODY'S CORP	360,923	$60.3M	8.12%
7	SPGIS&P GLOBAL INC	274,177	$53.6M	7.21%
8	AZOAUTOZONE INC	48,888	$37.9M	5.10%
9	VVISA INC-CLASS A SHARES	242,460	$36.4M	4.90%
10	AXPAMERICAN EXPRESS CO	334,924	$35.7M	4.80%