Black Creek Investment Management Inc. Q2 2019 Filing
Filed August 13, 2019
Portfolio Value
$3.0T
Holdings
31
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSKGLAXOSMITHKLINE PLC | 7,951,626 | $318.2B | 10.49% | |
| 2 | BWABORGWARNER INC | 6,351,949 | $266.7B | 8.79% | |
| 3 | ORCLORACLE CORP | 4,498,150 | $256.3B | 8.45% | |
| 4 | IPGINTERPUBLIC GROUP COS INC | 11,088,239 | $250.5B | 8.25% | |
| 5 | —BANCO SANTANDER MEXICO S A | 32,270,257 | $246.9B | 8.14% | |
| 6 | BAHBOOZ ALLEN HAMILTON HLDG COR | 3,700,571 | $245.0B | 8.07% | |
| 7 | —NIELSEN HLDGS PLC | 10,779,538 | $243.6B | 8.03% | |
| 8 | IBNICICI BK LTD | 17,811,679 | $224.2B | 7.39% | |
| 9 | HAINHAIN CELESTIAL GROUP INC | 6,424,813 | $140.7B | 4.64% | |
| 10 | —INOVALON HLDGS INC | 8,638,447 | $125.3B | 4.13% | |
| 11 | FCNFTI CONSULTING INC | 1,489,783 | $124.9B | 4.12% | |
| 12 | NTRNUTRIEN LTD | 2,236,780 | $119.9B | 3.95% | |
| 13 | CCLCARNIVAL CORP | 1,813,906 | $84.4B | 2.78% | |
| 14 | GRFSGRIFOLS S A | 3,700,654 | $78.1B | 2.57% | |
| 15 | CRTOCRITEO S A | 2,885,913 | $49.7B | 1.64% | |
| 16 | VREXVAREX IMAGING CORP | 1,499,000 | $45.9B | 1.51% | |
| 17 | MRKMERCK & CO INC | 491,500 | $41.2B | 1.36% | |
| 18 | ALVAUTOLIV INC | 517,000 | $36.5B | 1.20% | |
| 19 | CCOCAMECO CORP | 3,087,691 | $33.2B | 1.09% | |
| 20 | BIDUNBAIDU INC | 272,800 | $32.0B | 1.06% | |
| 21 | DNOWNOW INC | 1,749,396 | $25.8B | 0.85% | |
| 22 | TLVGRUPO TELEVISA SA | 2,360,000 | $19.9B | 0.66% | |
| 23 | ABXBARRICK GOLD CORPORATION | 600,500 | $9.5B | 0.31% | |
| 24 | FMXFOMENTO ECONOMICO MEXICANO S | 43,108 | $4.2B | 0.14% | |
| 25 | SABRSABRE CORP | 114,000 | $2.5B | 0.08% | |
| 26 | ARCOARCOS DORADOS HOLDINGS INC | 285,000 | $2.1B | 0.07% | |
| 27 | MORNMORNINGSTAR INC | 11,400 | $1.6B | 0.05% | |
| 28 | WWDWOODWARD INC | 13,500 | $1.5B | 0.05% | |
| 29 | BABAALIBABA GROUP HLDG LTD | 8,786 | $1.5B | 0.05% | |
| 30 | PIIMPINJ INC | 52,000 | $1.5B | 0.05% | |
| 31 | PBIPITNEY BOWES INC | 230,000 | $984.0M | 0.03% |