BLS CAPITAL FONDSMAEGLERSELSKAB A/S

**BLS CAPITAL FONDSMAEGLERSELSKAB A/S** manages $3.0B across a concentrated portfolio of 12 positions. The fund exhibits significant conviction in select names, led by a substantial allocation to YUMC at $590.4M. Key holdings also include OTIS ($408.7M), HLT ($293.3M), and ADP ($285.5M), signaling a focus on industrial, technology, and infrastructure sectors. This top-heavy structure suggests a high-conviction, deep-value approach to market outperformance.

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