Black Creek Investment Management Inc. Q3 2019 Filing
Filed November 12, 2019
Portfolio Value
$2.9T
Holdings
32
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSKGLAXOSMITHKLINE PLC | 7,361,309 | $314.2B | 10.99% | |
| 2 | ORCLORACLE CORP | 4,896,367 | $269.4B | 9.42% | |
| 3 | IPGINTERPUBLIC GROUP COS INC | 12,026,231 | $259.3B | 9.07% | |
| 4 | IBNICICI BK LTD | 19,958,044 | $243.1B | 8.50% | |
| 5 | —NIELSEN HLDGS PLC | 11,019,926 | $234.2B | 8.19% | |
| 6 | BWABORGWARNER INC | 6,332,075 | $232.3B | 8.12% | |
| 7 | NTRNUTRIEN LTD | 4,451,867 | $221.9B | 7.76% | |
| 8 | BAHBOOZ ALLEN HAMILTON HLDG COR | 2,691,334 | $191.1B | 6.69% | |
| 9 | HAINHAIN CELESTIAL GROUP INC | 6,287,408 | $135.0B | 4.72% | |
| 10 | —INOVALON HLDGS INC | 7,309,010 | $119.8B | 4.19% | |
| 11 | CCLCARNIVAL CORP | 1,802,189 | $78.8B | 2.76% | |
| 12 | GRFSGRIFOLS S A | 3,876,935 | $77.7B | 2.72% | |
| 13 | FCNFTI CONSULTING INC | 709,280 | $75.2B | 2.63% | |
| 14 | FMXFOMENTO ECONOMICO MEXICANO S | 793,960 | $72.7B | 2.54% | |
| 15 | BIDUNBAIDU INC | 588,593 | $60.5B | 2.12% | |
| 16 | CRTOCRITEO S A | 3,115,830 | $58.2B | 2.04% | |
| 17 | MRKMERCK & CO INC | 471,100 | $39.7B | 1.39% | |
| 18 | VREXVAREX IMAGING CORP | 1,251,000 | $35.7B | 1.25% | |
| 19 | ALVAUTOLIV INC | 426,800 | $33.7B | 1.18% | |
| 20 | CCOCAMECO CORP | 3,464,691 | $32.9B | 1.15% | |
| 21 | TLVGRUPO TELEVISA SA | 2,261,700 | $22.1B | 0.77% | |
| 22 | DNOWNOW INC | 1,851,000 | $21.2B | 0.74% | |
| 23 | ABXBARRICK GOLD CORPORATION | 935,000 | $16.2B | 0.57% | |
| 24 | BABAALIBABA GROUP HLDG LTD | 16,584 | $2.8B | 0.10% | |
| 25 | SABRSABRE CORP | 104,000 | $2.3B | 0.08% | |
| 26 | ARCOARCOS DORADOS HOLDINGS INC | 267,000 | $1.8B | 0.06% | |
| 27 | WWDWOODWARD INC | 14,600 | $1.6B | 0.06% | |
| 28 | MORNMORNINGSTAR INC | 9,300 | $1.4B | 0.05% | |
| 29 | PBIPITNEY BOWES INC | 276,000 | $1.3B | 0.04% | |
| 30 | PIIMPINJ INC | 38,000 | $1.2B | 0.04% | |
| 31 | SANBANCO SANTANDER SA | 257,616 | $1.0B | 0.04% | |
| 32 | —BANCO SANTANDER MEXICO S A | 150,000 | $945.0M | 0.03% |