Black Creek Investment Management Inc. Q1 2020 Filing

Filed May 8, 2020

Portfolio Value

$2.5B

Holdings

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (32 positions)

#	Stock	Shares	Value	% Portfolio
1	NTRNUTRIEN LTD	8,092,967	$273.5M	10.99%
2	IPGINTERPUBLIC GROUP COS INC	16,530,312	$267.6M	10.75%
3	GSKGLAXOSMITHKLINE PLC	6,196,737	$234.8M	9.43%
4	ORCLORACLE CORP	4,207,537	$203.3M	8.17%
5	BWABORGWARNER INC	8,044,790	$196.1M	7.88%
6	IBNICICI BANK LIMITED	22,876,450	$194.4M	7.81%
7	BAHBOOZ ALLEN HAMILTON HLDG COR	2,543,658	$174.6M	7.01%
8	BIDUNBAIDU INC	1,524,650	$153.7M	6.17%
9	—NIELSEN HLDGS PLC	8,703,340	$109.1M	4.38%
10	HAINHAIN CELESTIAL GROUP INC	4,169,236	$108.3M	4.35%
11	—INOVALON HLDGS INC	4,691,230	$78.2M	3.14%
12	FMXFOMENTO ECONOMICO MEXICANO S	1,199,322	$72.6M	2.92%
13	GRFSGRIFOLS S A	3,284,171	$66.1M	2.66%
14	BABAALIBABA GROUP HLDG LTD	320,312	$62.3M	2.50%
15	EXPEEXPEDIA GROUP INC	1,008,724	$56.8M	2.28%
16	FCNFTI CONSULTING INC	295,451	$35.4M	1.42%
17	ABXBARRICK GOLD CORPORATION	1,821,000	$33.4M	1.34%
18	VREXVAREX IMAGING CORP	1,265,500	$28.7M	1.15%
19	BKNGBOOKING HLDGS INC	21,107	$28.4M	1.14%
20	MRKMERCK & CO. INC	365,600	$28.1M	1.13%
21	CCOCAMECO CORP	3,388,753	$25.5M	1.03%
22	ALVAUTOLIV INC	519,000	$23.9M	0.96%
23	IPGPIPG PHOTONICS CORP	192,000	$21.2M	0.85%
24	DNOWNOW INC	1,360,796	$7.0M	0.28%
25	SABRSABRE CORP	194,000	$1.1M	0.05%
26	MORNMORNINGSTAR INC	9,100	$1.1M	0.04%
27	WWDWOODWARD INC	16,500	$981K	0.04%
28	ARCOARCOS DORADOS HOLDINGS INC	275,000	$918K	0.04%
29	PIIMPINJ INC	42,000	$702K	0.03%
30	—BANCO SANTANDER MEXICO S A	150,000	$486K	0.02%
31	PBIPITNEY BOWES INC	235,000	$479K	0.02%
32	CRTOCRITEO S A	24,433	$194K	0.01%