Black Creek Investment Management Inc. Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$2.2B

Holdings

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (26 positions)

#	Stock	Shares	Value	% Portfolio
1	ELANELANCO ANIMAL HEALTH INC	19,250,840	$274.9M	12.71%
2	HOLXHOLOGIC INC	4,027,829	$262.5M	12.13%
3	NSYNICE LTD	1,407,296	$237.7M	10.99%
4	BAHBOOZ ALLEN HAMILTON HLDG COR	1,809,451	$188.4M	8.71%
5	PSMTPRICESMART INC	1,737,955	$182.6M	8.44%
6	PYPLPAYPAL HLDGS INC	2,325,631	$172.8M	7.99%
7	BIDUNBAIDU INC	1,792,434	$153.7M	7.11%
8	GRFSGRIFOLS S A	12,569,638	$113.6M	5.25%
9	FCNFTI CONSULTING INC	697,890	$112.7M	5.21%
10	BF/BBROWN FORMAN CORP	3,701,877	$99.6M	4.60%
11	NTRNUTRIEN LTD	1,504,757	$87.5M	4.04%
12	FMXFOMENTO ECONOMICO MEXICANO S	803,181	$82.7M	3.82%
13	CDWCDW CORP	366,115	$65.4M	3.02%
14	ARMKARAMARK	679,019	$28.4M	1.31%
15	UBERUBER TECHNOLOGIES INC	228,608	$21.3M	0.99%
16	GOOGLALPHABET INC	114,611	$20.2M	0.93%
17	FISVFISERV INC	109,091	$18.8M	0.87%
18	LRCXLAM RESEARCH CORP	118,269	$11.5M	0.53%
19	ABGCENCORA INC	37,140	$11.1M	0.51%
20	FIGSFIGS INC	1,418,691	$8.0M	0.37%
21	IBNICICI BANK LIMITED	98,248	$3.3M	0.15%
22	BWABORGWARNER INC	76,000	$2.5M	0.12%
23	ARCOARCOS DORADOS HOLDINGS INC	270,000	$2.1M	0.10%
24	CRTOCRITEO S A	51,733	$1.2M	0.06%
25	TXNTEXAS INSTRS INC	2,904	$603K	0.03%
26	CXCEMEX SAB DE CV	15,859	$110K	0.01%