BLS CAPITAL FONDSMAEGLERSELSKAB A/S Q3 2022 Filing

Filed November 10, 2022

Portfolio Value

$2.4B

Holdings

13

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (13 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	OTISOTIS WORLDWIDE CORP	4,827,950	$308.0M	13.05%
2	SBUXSTARBUCKS CORP	3,308,061	$278.7M	11.81%
3	BUDANHEUSER-BUSCH INBEV-SPN ADR	5,507,354	$248.7M	10.54%
4	YUMCYUM CHINA HOLDINGS INC	4,772,418	$225.9M	9.57%
5	ADPAUTOMATIC DATA PROCESSING	920,248	$208.2M	8.82%
6	MCOMOODY'S CORP	790,497	$192.2M	8.14%
7	SPGIS&P GLOBAL INC	497,954	$152.1M	6.44%
8	EXPDEXPEDITORS INTL WASH INC	1,711,383	$151.1M	6.40%
9	MAMASTERCARD INC - A	518,302	$147.4M	6.24%
10	NKENIKE INC	1,644,985	$136.7M	5.79%
11	ELTHE ESTEE LAUDER COMPANIES INC	514,751	$111.1M	4.71%
12	AZOAUTOZONE INC	47,328	$101.4M	4.29%
13	VVISA INC-CLASS A SHARES	557,839	$99.1M	4.20%