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 $2.94B across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: YUMC ($554.7M, 18.88%), SPGI ($374.6M, 12.75%), OTIS ($338.2M, 11.51%), AZO ($296.1M, 10.08%), ADP ($239.4M, 8.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | YUMC | YUM CHINA HLDGS INC | $554.7M | 18.88% | 11.4M | Trimmed |
| 2 | SPGI | S&P GLOBAL INC | $374.6M | 12.75% | 880,640 | Added |
| 3 | OTIS | OTIS WORLDWIDE CORP | $338.2M | 11.51% | 4.4M | Trimmed |
| 4 | AZO | AUTOZONE INC | $296.1M | 10.08% | 87,655 | Added |
| 5 | ADP | AUTOMATIC DATA PROCESSING IN | $239.4M | 8.15% | 1.2M | Added |
| 6 | ZTS | ZOETIS INC | $231.2M | 7.87% | 2.0M | Trimmed |
| 7 | MCO | MOODYS CORP | $226.1M | 7.70% | 518,183 | Added |
| 8 | MA | MASTERCARD INCORPORATED | $224.2M | 7.63% | 448,662 | Added |
| 9 | V | VISA INC | $178.4M | 6.07% | 590,202 | Added |
| 10 | AJG | GALLAGHER ARTHUR J & CO | $140.1M | 4.77% | 647,008 | New |
| 11 | CRM | SALESFORCE INC | $134.5M | 4.58% | 720,685 | Added |
| 12 | EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | Exited |
| 13 | HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31