BLS CAPITAL FONDSMAEGLERSELSKAB A/S

Fundamental concentrated ★Highest signal CIK 1670104
League rank
#958
in Fundamental concentrated · #7330 overall
Long book
$2.94B
Q1 2026
Positions
11
Top-10 weight
95%
concentration
Last quarter
-0.7%
SPY +14.8%
Turnover
23%
of book per quarter

Strategy in plain words

auto-generated from filings

BLS CAPITAL FONDSMAEGLERSELSKAB A/S is a concentrated fundamental stock-picker, running a $2.94B US long book across 11 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: YUM CHINA HOLDINGS INC, S&P GLOBAL INC, OTIS WORLDWIDE CORP, AUTOZONE INC, AUTOMATIC DATA PROCESSING.

Over the last 9 quarters its long book ran on average 4.1pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-8.7%
Q2 2024
+16.5%
Q3 2024
+1.4%
Q4 2024
+6.1%
Q1 2025
-1.9%
Q2 2025
-2.0%
Q3 2025
+0.8%
Q4 2025
-7.9%
Q1 2026
-0.7%

Sector allocation

Services media
34%
Consumer discretionary
29%
Technology
13%
Industrials
12%
Healthcare
8%
Financials
5%

Long book by quarter

$3.92B
Q1 2024
$3.34B
Q2 2024
$3.46B
Q3 2024
$3.26B
Q4 2024
$2.91B
Q1 2025
$3.10B
Q2 2025
$2.91B
Q3 2025
$2.95B
Q4 2025
$2.94B
Q1 2026

What does BLS CAPITAL own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
YUMC YUM CHINA HOLDINGS INCConsumer discretionary11.4M$554.7M18.9%-8.0%
SPGI S&P GLOBAL INCServices media880.6K$374.6M12.8%+163.5%
OTIS OTIS WORLDWIDE CORPIndustrials4.4M$338.2M11.5%-6.2%
AZO AUTOZONE INCConsumer discretionary87.7K$296.1M10.1%+19.5%
ADP AUTOMATIC DATA PROCESSINGTechnology1.2M$239.4M8.2%+6.2%
ZTS ZOETIS INCHealthcare2.0M$231.2M7.9%-1.1%
MCO MOODY'S CORPServices media518.2K$226.1M7.7%+91.9%
MA MASTERCARD INC - AServices media448.7K$224.2M7.6%+7.5%
V VISA INC-CLASS A SHARESServices media590.2K$178.4M6.1%+28.6%
AJG ARTHUR J GALLAGHER & COFinancials647.0K$140.1M4.8%New
CRM SALESFORCE INCTechnology720.7K$134.5M4.6%+33.9%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 1, 202611$2.94B canonicalSEC ↗
Q4 202513F-HRFeb 17, 202612$2.95B canonicalSEC ↗
Q3 202513F-HRNov 14, 202511$2.91B canonicalSEC ↗
Q2 202513F-HRAug 13, 202511$3.10B canonicalSEC ↗
Q1 202513F-HRMay 14, 202510$2.91B canonicalSEC ↗
Q4 202413F-HRFeb 6, 202511$3.26B canonicalSEC ↗
Q3 202413F-HRNov 13, 202412$3.46B canonicalSEC ↗
Q2 202413F-HRAug 14, 202413$3.34B canonicalSEC ↗
Q1 202413F-HRMay 14, 202412$3.92B canonicalSEC ↗