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What smart money is saying about DSVDenmark flag

DSV.CO · Industrials · Integrated Freight & Logistics · Market cap $59.01B

1 fund in our archive has pitched DSV — most recently Harris Oakmark Global Concentrated Strategy in June 2025.

Company profile

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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1
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Between Q2 2025 and Q2 2026, 1 fund letter reported a position in DSV, with no move described.

Fund letters reporting a position in DSV, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261000
Q2 20250001

Fund activity · 1 position

  • HoldsBaillie Gifford International Alpha
    June 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.
    Read the letterDSV

Fund coverage · 1 thesis

  • Harris Oakmark Global Concentrated Strategy
    June 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.

    Read the full thesis

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