Black Creek Investment Management Inc. Q1 2020 Filing
Filed May 8, 2020
Portfolio Value
$2.5T
Holdings
32
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTRNUTRIEN LTD | 8,092,967 | $273.5B | 10.99% | |
| 2 | IPGINTERPUBLIC GROUP COS INC | 16,530,312 | $267.6B | 10.75% | |
| 3 | GSKGLAXOSMITHKLINE PLC | 6,196,737 | $234.8B | 9.43% | |
| 4 | ORCLORACLE CORP | 4,207,537 | $203.3B | 8.17% | |
| 5 | BWABORGWARNER INC | 8,044,790 | $196.1B | 7.88% | |
| 6 | IBNICICI BANK LIMITED | 22,876,450 | $194.4B | 7.81% | |
| 7 | BAHBOOZ ALLEN HAMILTON HLDG COR | 2,543,658 | $174.6B | 7.01% | |
| 8 | BIDUNBAIDU INC | 1,524,650 | $153.7B | 6.17% | |
| 9 | —NIELSEN HLDGS PLC | 8,703,340 | $109.1B | 4.38% | |
| 10 | HAINHAIN CELESTIAL GROUP INC | 4,169,236 | $108.3B | 4.35% | |
| 11 | —INOVALON HLDGS INC | 4,691,230 | $78.2B | 3.14% | |
| 12 | FMXFOMENTO ECONOMICO MEXICANO S | 1,199,322 | $72.6B | 2.92% | |
| 13 | GRFSGRIFOLS S A | 3,284,171 | $66.1B | 2.66% | |
| 14 | BABAALIBABA GROUP HLDG LTD | 320,312 | $62.3B | 2.50% | |
| 15 | EXPEEXPEDIA GROUP INC | 1,008,724 | $56.8B | 2.28% | |
| 16 | FCNFTI CONSULTING INC | 295,451 | $35.4B | 1.42% | |
| 17 | ABXBARRICK GOLD CORPORATION | 1,821,000 | $33.4B | 1.34% | |
| 18 | VREXVAREX IMAGING CORP | 1,265,500 | $28.7B | 1.15% | |
| 19 | BKNGBOOKING HLDGS INC | 21,107 | $28.4B | 1.14% | |
| 20 | MRKMERCK & CO. INC | 365,600 | $28.1B | 1.13% | |
| 21 | CCOCAMECO CORP | 3,388,753 | $25.5B | 1.03% | |
| 22 | ALVAUTOLIV INC | 519,000 | $23.9B | 0.96% | |
| 23 | IPGPIPG PHOTONICS CORP | 192,000 | $21.2B | 0.85% | |
| 24 | DNOWNOW INC | 1,360,796 | $7.0B | 0.28% | |
| 25 | SABRSABRE CORP | 194,000 | $1.1B | 0.05% | |
| 26 | MORNMORNINGSTAR INC | 9,100 | $1.1B | 0.04% | |
| 27 | WWDWOODWARD INC | 16,500 | $981.0M | 0.04% | |
| 28 | ARCOARCOS DORADOS HOLDINGS INC | 275,000 | $918.0M | 0.04% | |
| 29 | PIIMPINJ INC | 42,000 | $702.0M | 0.03% | |
| 30 | —BANCO SANTANDER MEXICO S A | 150,000 | $486.0M | 0.02% | |
| 31 | PBIPITNEY BOWES INC | 235,000 | $479.0M | 0.02% | |
| 32 | CRTOCRITEO S A | 24,433 | $194.0M | 0.01% |