Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BLS CAPITAL FONDSMAEGLERSELSKAB A/S (CIK 1670104) reported $2.60B across 11 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: YUMC ($442.8M, 17.06%), SPGI ($320.3M, 12.34%), OTIS ($278.2M, 10.72%), AZO ($260.0M, 10.02%), ADP ($256.1M, 9.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | YUMC | YUM CHINA HLDGS INC | $442.8M | 17.06% | 10.8M | Trimmed |
| 2 | SPGI | S&P GLOBAL INC | $320.3M | 12.34% | 786,540 | Trimmed |
| 3 | OTIS | OTIS WORLDWIDE CORP | $278.2M | 10.72% | 3.9M | Trimmed |
| 4 | AZO | AUTOZONE INC | $260.0M | 10.02% | 81,351 | Trimmed |
| 5 | ADP | AUTOMATIC DATA PROCESSING IN | $256.1M | 9.86% | 1.1M | Trimmed |
| 6 | MA | MASTERCARD INCORPORATED | $248.8M | 9.58% | 484,457 | Added |
| 7 | MCO | MOODYS CORP | $210.4M | 8.11% | 464,583 | Trimmed |
| 8 | V | VISA INC | $179.3M | 6.91% | 522,552 | Trimmed |
| 9 | AJG | GALLAGHER ARTHUR J & CO | $151.5M | 5.84% | 659,908 | Added |
| 10 | ZTS | ZOETIS INC | $131.5M | 5.07% | 1.8M | Trimmed |
| 11 | CRM | SALESFORCE INC | $117.0M | 4.51% | 746,835 | Added |
Source: SEC Form 13F filings · as of 2026-06-30