Black Creek Investment Management Inc. Q4 2019 Filing

Filed February 11, 2020

Portfolio Value

$3.2B

Holdings

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (32 positions)

#	Stock	Shares	Value	% Portfolio
1	GSKGLAXOSMITHKLINE PLC	7,258,225	$341.1M	10.71%
2	IPGINTERPUBLIC GROUP COS INC	13,492,630	$311.7M	9.79%
3	IBNICICI BK LTD	19,871,524	$299.9M	9.42%
4	NTRNUTRIEN LTD	5,833,484	$279.7M	8.78%
5	ORCLORACLE CORP	5,241,366	$277.7M	8.72%
6	—NIELSEN HLDGS PLC	11,622,216	$235.9M	7.41%
7	BWABORGWARNER INC	5,215,107	$226.2M	7.11%
8	BAHBOOZ ALLEN HAMILTON HLDG COR	2,835,024	$201.7M	6.33%
9	HAINHAIN CELESTIAL GROUP INC	5,847,936	$151.8M	4.77%
10	—INOVALON HLDGS INC	5,482,423	$103.2M	3.24%
11	GRFSGRIFOLS S A	4,091,664	$95.3M	2.99%
12	FMXFOMENTO ECONOMICO MEXICANO S	966,381	$91.3M	2.87%
13	BIDUNBAIDU INC	708,500	$89.6M	2.81%
14	CCLCARNIVAL CORP	1,715,818	$87.2M	2.74%
15	FCNFTI CONSULTING INC	723,183	$80.0M	2.51%
16	MRKMERCK & CO INC	471,500	$42.9M	1.35%
17	CRTOCRITEO S A	2,414,488	$41.8M	1.31%
18	EXPEEXPEDIA GROUP INC	315,016	$34.1M	1.07%
19	VREXVAREX IMAGING CORP	1,087,000	$32.4M	1.02%
20	ALVAUTOLIV INC	381,800	$32.2M	1.01%
21	CCOCAMECO CORP	3,382,487	$30.1M	0.95%
22	ABXBARRICK GOLD CORPORATION	1,414,000	$26.3M	0.83%
23	BABAALIBABA GROUP HLDG LTD	107,696	$22.8M	0.72%
24	DNOWNOW INC	1,929,000	$21.7M	0.68%
25	TLVGRUPO TELEVISA SA	1,435,000	$16.8M	0.53%
26	SABRSABRE CORP	111,000	$2.5M	0.08%
27	ARCOARCOS DORADOS HOLDINGS INC	252,000	$2.0M	0.06%
28	WWDWOODWARD INC	14,600	$1.7M	0.05%
29	MORNMORNINGSTAR INC	8,500	$1.3M	0.04%
30	PIIMPINJ INC	42,000	$1.1M	0.03%
31	—BANCO SANTANDER MEXICO S A	150,000	$1.0M	0.03%
32	PBIPITNEY BOWES INC	235,000	$947K	0.03%