Black Creek Investment Management Inc. Q1 2018 Filing

Filed May 11, 2018

Portfolio Value

$3.1B

Holdings

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (28 positions)

#	Stock	Shares	Value	% Portfolio
1	IBNICICI BK LTD	32,647,630	$288.9M	9.45%
2	—BANCO SANTANDER S A	35,718,195	$256.1M	8.38%
3	ORCLORACLE CORP	5,513,598	$252.2M	8.25%
4	—NIELSEN HLDGS PLC	7,745,167	$246.2M	8.05%
5	BAHBOOZ ALLEN HAMILTON HLDG COR	6,259,050	$242.3M	7.93%
6	GSKGLAXOSMITHKLINE PLC	6,119,941	$239.1M	7.82%
7	HAINHAIN CELESTIAL GROUP INC	6,165,333	$197.7M	6.47%
8	CCLCARNIVAL CORP	2,549,681	$167.2M	5.47%
9	FCNFTI CONSULTING INC	3,440,513	$166.6M	5.45%
10	BWABORGWARNER INC	3,300,968	$165.8M	5.42%
11	HSICSCHEIN HENRY INC	2,453,704	$164.9M	5.39%
12	TLVGRUPO TELEVISA SA	9,476,508	$151.2M	4.95%
13	—INOVALON HLDGS INC	9,998,979	$106.0M	3.47%
14	WWDWOODWARD INC	1,382,566	$99.1M	3.24%
15	GRFSGRIFOLS S A	2,304,248	$48.9M	1.60%
16	NTRNUTRIEN LTD	931,087	$44.0M	1.44%
17	MRKMERCK & CO INC	733,500	$40.0M	1.31%
18	VREXVAREX IMAGING CORP	1,052,800	$37.7M	1.23%
19	DNOWNOW INC	3,675,400	$37.6M	1.23%
20	CCOCAMECO CORP	3,845,217	$34.9M	1.14%
21	—CHINA BIOLOGIC PRODS HLDGS I	411,525	$33.3M	1.09%
22	LBEURL BRANDS INC	768,525	$29.4M	0.96%
23	SABRSABRE CORP	95,000	$2.0M	0.07%
24	ARCOARCOS DORADOS HOLDINGS INC	210,000	$1.9M	0.06%
25	MORNMORNINGSTAR INC	18,000	$1.7M	0.06%
26	PIIMPINJ INC	80,000	$1.0M	0.03%
27	PBIPITNEY BOWES INC	70,000	$762K	0.02%
28	CRTOCRITEO S A	8,517	$220K	0.01%