Black Creek Investment Management Inc. Q3 2019 Filing

Filed November 12, 2019

Portfolio Value

$2.9B

Holdings

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (32 positions)

#	Stock	Shares	Value	% Portfolio
1	GSKGLAXOSMITHKLINE PLC	7,361,309	$314.2M	10.99%
2	ORCLORACLE CORP	4,896,367	$269.4M	9.42%
3	IPGINTERPUBLIC GROUP COS INC	12,026,231	$259.3M	9.07%
4	IBNICICI BK LTD	19,958,044	$243.1M	8.50%
5	—NIELSEN HLDGS PLC	11,019,926	$234.2M	8.19%
6	BWABORGWARNER INC	6,332,075	$232.3M	8.12%
7	NTRNUTRIEN LTD	4,451,867	$221.9M	7.76%
8	BAHBOOZ ALLEN HAMILTON HLDG COR	2,691,334	$191.1M	6.69%
9	HAINHAIN CELESTIAL GROUP INC	6,287,408	$135.0M	4.72%
10	—INOVALON HLDGS INC	7,309,010	$119.8M	4.19%
11	CCLCARNIVAL CORP	1,802,189	$78.8M	2.76%
12	GRFSGRIFOLS S A	3,876,935	$77.7M	2.72%
13	FCNFTI CONSULTING INC	709,280	$75.2M	2.63%
14	FMXFOMENTO ECONOMICO MEXICANO S	793,960	$72.7M	2.54%
15	BIDUNBAIDU INC	588,593	$60.5M	2.12%
16	CRTOCRITEO S A	3,115,830	$58.2M	2.04%
17	MRKMERCK & CO INC	471,100	$39.7M	1.39%
18	VREXVAREX IMAGING CORP	1,251,000	$35.7M	1.25%
19	ALVAUTOLIV INC	426,800	$33.7M	1.18%
20	CCOCAMECO CORP	3,464,691	$32.9M	1.15%
21	TLVGRUPO TELEVISA SA	2,261,700	$22.1M	0.77%
22	DNOWNOW INC	1,851,000	$21.2M	0.74%
23	ABXBARRICK GOLD CORPORATION	935,000	$16.2M	0.57%
24	BABAALIBABA GROUP HLDG LTD	16,584	$2.8M	0.10%
25	SABRSABRE CORP	104,000	$2.3M	0.08%
26	ARCOARCOS DORADOS HOLDINGS INC	267,000	$1.8M	0.06%
27	WWDWOODWARD INC	14,600	$1.6M	0.06%
28	MORNMORNINGSTAR INC	9,300	$1.4M	0.05%
29	PBIPITNEY BOWES INC	276,000	$1.3M	0.04%
30	PIIMPINJ INC	38,000	$1.2M	0.04%
31	SANBANCO SANTANDER SA	257,616	$1.0M	0.04%
32	—BANCO SANTANDER MEXICO S A	150,000	$945K	0.03%