Black Creek Investment Management Inc.

CIK: 0001528593SEC EDGAR →

Portfolio Value

$2.0B

Holdings

27

As of

Q4 2025

New Positions

2

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ELANCO ANIMAL HEALTH INC

11,061,216$250.3M
12.42%
2

BOOZ ALLEN HAMILTON HLDG COR

2,505,178$211.3M
10.48%
3

PRICESMART INC

1,638,619$201.0M
9.97%
4

PAYPAL HLDGS INC

3,212,706$187.6M
9.30%
5

FTI CONSULTING INC

1,072,250$183.2M
9.09%
6

NUTRIEN LTD

2,553,108$157.8M
7.83%
7

BROWN FORMAN CORP

5,087,952$132.6M
6.58%
8

BAIDU INC

892,555$116.6M
5.78%
9

EAGLE MATLS INC

502,120$103.8M
5.15%
10

CDW CORP

670,434$91.3M
4.53%

Quarterly Changes

Top Buys

EXPNEW
$103.8M
FCN↑ Increased
$74.8M
CX↑ Increased
$29.7M
NTR↑ Increased
$18.7M
CDW↑ Increased
$15.4M

Top Sells

HOLXCLOSED
$252.6M
NSY↓ Decreased
$57.8M
GRFS↓ Decreased
$13.5M
PSMT↓ Decreased
$5.7M
UBER↓ Decreased
$4.3M

New Positions (2)

$103.8M · 502K shares
$347K · 600 shares

Closed Positions (3)

$252.6M · 3.7M shares
$540K · 3K shares
$534K · 3K shares

Sector Breakdown

Sector# HoldingsValue%
Industrials3$418.7M20.8%
Healthcare3$337.2M16.7%
Unknown3$315.3M15.6%
Basic Materials3$293.7M14.6%
Consumer Defensive2$273.5M13.6%
Financial Services2$188.6M9.4%
Technology5$131.8M6.5%
Consumer Cyclical4$33.5M1.7%
Communication Services2$23.6M1.2%