Black Creek Investment Management Inc. Q2 2018 Filing
Filed August 13, 2018
Portfolio Value
$3.3T
Holdings
28
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IBNICICI BK LTD | 35,727,832 | $286.9B | 8.75% | |
| 2 | ORCLORACLE CORP | 6,506,251 | $286.7B | 8.74% | |
| 3 | BAHBOOZ ALLEN HAMILTON HLDG COR | 6,400,767 | $279.9B | 8.53% | |
| 4 | —NIELSEN HLDGS PLC | 9,021,787 | $279.0B | 8.51% | |
| 5 | —BANCO SANTANDER S A | 39,509,491 | $264.3B | 8.06% | |
| 6 | GSKGLAXOSMITHKLINE PLC | 6,379,864 | $257.2B | 7.84% | |
| 7 | HAINHAIN CELESTIAL GROUP INC | 7,625,893 | $227.3B | 6.93% | |
| 8 | CCLCARNIVAL CORP | 3,440,246 | $197.2B | 6.01% | |
| 9 | HSICSCHEIN HENRY INC | 2,656,912 | $193.0B | 5.88% | |
| 10 | BWABORGWARNER INC | 3,980,995 | $171.8B | 5.24% | |
| 11 | TLVGRUPO TELEVISA SA | 8,389,827 | $159.0B | 4.85% | |
| 12 | FCNFTI CONSULTING INC | 2,114,253 | $127.9B | 3.90% | |
| 13 | WWDWOODWARD INC | 1,420,055 | $109.1B | 3.33% | |
| 14 | —INOVALON HLDGS INC | 9,948,279 | $98.7B | 3.01% | |
| 15 | NTRNUTRIEN LTD | 1,027,683 | $55.9B | 1.70% | |
| 16 | MRKMERCK & CO INC | 822,000 | $49.9B | 1.52% | |
| 17 | GRFSGRIFOLS S A | 2,268,949 | $48.8B | 1.49% | |
| 18 | VREXVAREX IMAGING CORP | 1,171,800 | $43.5B | 1.33% | |
| 19 | LBEURL BRANDS INC | 825,000 | $30.4B | 0.93% | |
| 20 | DNOWNOW INC | 2,107,000 | $28.1B | 0.86% | |
| 21 | CRTOCRITEO S A | 820,758 | $27.0B | 0.82% | |
| 22 | CCOCAMECO CORP | 2,360,932 | $26.5B | 0.81% | |
| 23 | —CHINA BIOLOGIC PRODS HLDGS I | 240,232 | $23.9B | 0.73% | |
| 24 | SABRSABRE CORP | 100,000 | $2.5B | 0.08% | |
| 25 | ARCOARCOS DORADOS HOLDINGS INC | 290,000 | $2.0B | 0.06% | |
| 26 | PIIMPINJ INC | 56,000 | $1.2B | 0.04% | |
| 27 | MORNMORNINGSTAR INC | 9,500 | $1.2B | 0.04% | |
| 28 | PBIPITNEY BOWES INC | 104,000 | $891.0M | 0.03% |