Black Creek Investment Management Inc. Q4 2018 Filing

Filed February 12, 2019

Portfolio Value

$2.8B

Holdings

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (26 positions)

#	Stock	Shares	Value	% Portfolio
1	GSKGLAXOSMITHKLINE PLC	7,555,654	$288.7M	10.45%
2	—BANCO SANTANDER S A	38,712,344	$238.5M	8.63%
3	IBNICICI BK LTD	22,823,988	$234.9M	8.50%
4	—NIELSEN HLDGS PLC	9,824,060	$229.2M	8.29%
5	ORCLORACLE CORP	5,073,078	$229.0M	8.29%
6	BAHBOOZ ALLEN HAMILTON HLDG COR	5,012,628	$225.9M	8.18%
7	CCLCARNIVAL CORP	4,146,533	$204.4M	7.40%
8	BWABORGWARNER INC	5,115,914	$177.7M	6.43%
9	—INOVALON HLDGS INC	9,123,186	$129.4M	4.68%
10	HSICSCHEIN HENRY INC	1,580,028	$124.1M	4.49%
11	HAINHAIN CELESTIAL GROUP INC	7,625,893	$120.9M	4.38%
12	FCNFTI CONSULTING INC	1,587,380	$105.8M	3.83%
13	WWDWOODWARD INC	1,278,992	$95.0M	3.44%
14	TLVGRUPO TELEVISA SA	6,801,420	$85.6M	3.10%
15	GRFSGRIFOLS S A	3,221,846	$59.2M	2.14%
16	NTRNUTRIEN LTD	974,672	$45.8M	1.66%
17	VREXVAREX IMAGING CORP	1,856,500	$44.0M	1.59%
18	CCOCAMECO CORP	3,083,888	$35.0M	1.26%
19	MRKMERCK & CO INC	445,800	$34.1M	1.23%
20	CRTOCRITEO S A	1,172,699	$26.6M	0.96%
21	DNOWNOW INC	1,933,059	$22.5M	0.81%
22	SABRSABRE CORP	95,000	$2.1M	0.07%
23	ARCOARCOS DORADOS HOLDINGS INC	210,000	$1.7M	0.06%
24	MORNMORNINGSTAR INC	11,000	$1.2M	0.04%
25	PIIMPINJ INC	83,000	$1.2M	0.04%
26	PBIPITNEY BOWES INC	175,000	$1.0M	0.04%