
What smart money is saying about DSV
1 fund in our archive has pitched DSV — most recently Harris Oakmark Global Concentrated Strategy in June 2025.
DSV A/S offers transport and logistics services in Europe, the Middle East, Africa, North America, South America, Asia, Australia, and the Pacific. It operates through three segments: Air & Sea, Road, and Solutions. The company provides air freight, air freight compliance and carrier, and rail freight services; sea freight, and sea freight compliance and carrier services, as well as freight containers. It also offers road freight services, such as part and full loads, groupage, specialized transport, express, and online and document handling services; and workshops. In addition, the company provides logistics solutions for automotive, consumer products, healthcare, high-tech, and industrial sectors; and inventory management solutions. Further, it offers special project transport services, such as industrial projects, renewable energy, government logistics, ship charter, and air charter services; and courier and warehousing services. The company was formerly known as DSV Panalpina A/S and changed its name to DSV A/S in September 2021. DSV A/S was incorporated in 1976 and is based in Hedehusene, Denmark.
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Position history
Between Q2 2025 and Q2 2026, 1 fund letter reported a position in DSV, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position
- HoldsBaillie Gifford International AlphaJune 2026
“Danish freight forwarder DSV, is ahead of schedule in integrating German logistics business DB Schenker, once again demonstrating the value of scale, operational discipline and its long record of successful deal execution.”
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Fund coverage · 1 thesis
- Harris Oakmark Global Concentrated StrategyJune 2025
DSV is a well-managed transportation and logistics company that enhances shareholder value through strategic acquisitions and is expected to further expand its capabilities and profitability following its acquisition of Schenker.
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