BLS CAPITAL FONDSMAEGLERSELSKAB A/S Q4 2018 Filing

Filed February 8, 2019

Portfolio Value

$616.8M

Holdings

9

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (9 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	EXPDEXPEDITORS INTL WASH INC	2,096,963	$142.8M	23.15%
2	MAMASTERCARD INC - A	563,823	$106.4M	17.24%
3	MCOMOODY'S CORP	519,823	$72.8M	11.80%
4	ELESTEE LAUDER COMPANIES-CL A	521,150	$67.8M	10.99%
5	SPGIS&P GLOBAL INC	370,927	$63.0M	10.22%
6	SBUXSTARBUCKS CORP	807,711	$52.0M	8.43%
7	VVISA INC-CLASS A SHARES	285,960	$37.7M	6.12%
8	AXPAMERICAN EXPRESS CO	394,224	$37.6M	6.09%
9	NKENIKE INC -CL B	495,000	$36.7M	5.95%