BLS CAPITAL FONDSMAEGLERSELSKAB A/S Q1 2018 Filing

Filed May 8, 2018

Portfolio Value

$780.8M

Holdings

12

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (12 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	EXPDEXPEDITORS INTL WASH INC	2,458,826	$155.6M	19.93%
2	MAMASTERCARD INC - A	673,880	$118.0M	15.12%
3	SBUXSTARBUCKS CORP	1,988,152	$115.1M	14.74%
4	NKENIKE INC -CL B	1,038,797	$69.0M	8.84%
5	MCOMOODY'S CORP	357,673	$57.7M	7.39%
6	SPGIS&P GLOBAL INC	272,877	$52.1M	6.68%
7	GOOGALPHABET C	50,380	$52.0M	6.66%
8	AZOAUTOZONE INC	79,088	$51.3M	6.57%
9	ELESTEE LAUDER COMPANIES-CL A	250,450	$37.5M	4.80%
10	AXPAMERICAN EXPRESS CO	398,824	$37.2M	4.76%
11	VVISA INC-CLASS A SHARES	280,360	$33.5M	4.30%
12	DISWALT DISNEY CO/THE	16,495	$1.7M	0.21%