BLS CAPITAL FONDSMAEGLERSELSKAB A/S Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$3.0B
Holdings
12
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | YUMCYUM CHINA HLDGS INC | 12,366,491 | $590.4M | 20.01% | |
| 2 | OTISOTIS WORLDWIDE CORP | 4,678,538 | $408.7M | 13.85% | |
| 3 | HLTHILTON WORLDWIDE HLDGS INC | 1,021,203 | $293.3M | 9.94% | |
| 4 | ADPAUTOMATIC DATA PROCESSING IN | 1,109,907 | $285.5M | 9.68% | |
| 5 | AZOAUTOZONE INC | 73,379 | $248.9M | 8.43% | |
| 6 | ZTSZOETIS INC | 1,976,616 | $248.7M | 8.43% | |
| 7 | MAMASTERCARD INCORPORATED | 417,294 | $238.2M | 8.07% | |
| 8 | SPGIS&P GLOBAL INC | 334,175 | $174.6M | 5.92% | |
| 9 | VVISA INC | 458,789 | $160.9M | 5.45% | |
| 10 | CRMSALESFORCE INC | 538,310 | $142.6M | 4.83% | |
| 11 | MCOMOODYS CORP | 270,049 | $138.0M | 4.68% | |
| 12 | EXPDEXPEDITORS INTL WASH INC | 139,103 | $20.7M | 0.70% |