Black Creek Investment Management Inc. Q1 2022 Filing

Filed May 6, 2022

Portfolio Value

$3.5B

Holdings

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (34 positions)

#	Stock	Shares	Value	% Portfolio
1	BAHBOOZ ALLEN HAMILTON HLDG COR	6,099,798	$535.8M	15.14%
2	IPGINTERPUBLIC GROUP COS INC	13,272,586	$470.5M	13.30%
3	BIDUNBAIDU INC	3,301,560	$436.8M	12.34%
4	GSKGLAXOSMITHKLINE PLC	9,208,599	$401.1M	11.34%
5	NTRNUTRIEN LTD	2,293,267	$237.2M	6.71%
6	FCNFTI CONSULTING INC	1,413,199	$222.2M	6.28%
7	HAINHAIN CELESTIAL GROUP INC	5,653,401	$194.5M	5.50%
8	BWABORGWARNER INC	4,746,184	$184.6M	5.22%
9	SRCLSTERICYCLE INC	3,061,289	$180.4M	5.10%
10	IBNICICI BANK LIMITED	8,286,104	$156.9M	4.44%
11	PSMTPRICESMART INC	1,538,899	$121.4M	3.43%
12	FMXFOMENTO ECONOMICO MEXICANO S	1,351,276	$112.0M	3.16%
13	GRFSGRIFOLS S A	7,089,872	$82.8M	2.34%
14	MRKMERCK & CO INC	426,000	$35.0M	0.99%
15	TMUST-MOBILE US INC	227,000	$29.1M	0.82%
16	ALVAUTOLIV INC	363,000	$27.7M	0.78%
17	BBDBANCO BRADESCO S A	4,780,000	$22.2M	0.63%
18	IPGPIPG PHOTONICS CORP	201,500	$22.1M	0.63%
19	BKNGBOOKING HOLDINGS INC	7,450	$17.5M	0.49%
20	FTDRFRONTDOOR INC	423,000	$12.6M	0.36%
21	0VVBPARAMOUNT GLOBAL	299,000	$11.3M	0.32%
22	ARMKARAMARK	124,515	$4.7M	0.13%
23	NSYNICE LTD	18,619	$4.1M	0.12%
24	CCOCAMECO CORP	97,891	$2.9M	0.08%
25	ARCOARCOS DORADOS HOLDINGS INC	277,000	$2.3M	0.06%
26	SABRSABRE CORP	170,000	$1.9M	0.05%
27	PBIPITNEY BOWES INC	305,000	$1.6M	0.04%
28	—BANCO SANTANDER MEXICO SA	275,000	$1.4M	0.04%
29	WWDWOODWARD INC	11,200	$1.4M	0.04%
30	MORNMORNINGSTAR INC	4,000	$1.1M	0.03%
31	PIIMPINJ INC	16,800	$1.1M	0.03%
32	CRTOCRITEO S A	32,733	$892K	0.03%
33	ABXBARRICK GOLD CORP	30,000	$736K	0.02%
34	ANGI1EURANGI INC	92,837	$526K	0.01%