BLS CAPITAL FONDSMAEGLERSELSKAB A/S Q3 2021 Filing

Filed November 12, 2021

Portfolio Value

$2.5B

Holdings

12

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (12 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	OTISOTIS WORLDWIDE CORP	5,756,342	$473.6M	18.64%
2	BUDANHEUSER-BUSCH INBEV-SPN ADR	7,711,619	$434.8M	17.11%
3	AZOAUTOZONE INC	144,808	$245.9M	9.67%
4	YUMCYUM CHINA HOLDINGS INC	3,968,525	$230.6M	9.07%
5	KOCOCA-COLA CO/THE	4,338,680	$227.7M	8.96%
6	MCOMOODY'S CORP	510,944	$181.4M	7.14%
7	ADPAUTOMATIC DATA PROCESSING	750,886	$150.1M	5.91%
8	SPGIS&P GLOBAL INC	325,715	$138.4M	5.45%
9	MAMASTERCARD INC - A	350,007	$121.7M	4.79%
10	EXPDEXPEDITORS INTL WASH INC	975,976	$116.3M	4.57%
11	VVISA INC-CLASS A SHARES	504,061	$112.3M	4.42%
12	PGPROCTER & GAMBLE CO/THE	778,491	$108.8M	4.28%