Black Creek Investment Management Inc. Q4 2019 Filing
Filed February 11, 2020
Portfolio Value
$3.2T
Holdings
32
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSKGLAXOSMITHKLINE PLC | 7,258,225 | $341.1B | 10.71% | |
| 2 | IPGINTERPUBLIC GROUP COS INC | 13,492,630 | $311.7B | 9.79% | |
| 3 | IBNICICI BK LTD | 19,871,524 | $299.9B | 9.42% | |
| 4 | NTRNUTRIEN LTD | 5,833,484 | $279.7B | 8.78% | |
| 5 | ORCLORACLE CORP | 5,241,366 | $277.7B | 8.72% | |
| 6 | —NIELSEN HLDGS PLC | 11,622,216 | $235.9B | 7.41% | |
| 7 | BWABORGWARNER INC | 5,215,107 | $226.2B | 7.11% | |
| 8 | BAHBOOZ ALLEN HAMILTON HLDG COR | 2,835,024 | $201.7B | 6.33% | |
| 9 | HAINHAIN CELESTIAL GROUP INC | 5,847,936 | $151.8B | 4.77% | |
| 10 | —INOVALON HLDGS INC | 5,482,423 | $103.2B | 3.24% | |
| 11 | GRFSGRIFOLS S A | 4,091,664 | $95.3B | 2.99% | |
| 12 | FMXFOMENTO ECONOMICO MEXICANO S | 966,381 | $91.3B | 2.87% | |
| 13 | BIDUNBAIDU INC | 708,500 | $89.6B | 2.81% | |
| 14 | CCLCARNIVAL CORP | 1,715,818 | $87.2B | 2.74% | |
| 15 | FCNFTI CONSULTING INC | 723,183 | $80.0B | 2.51% | |
| 16 | MRKMERCK & CO INC | 471,500 | $42.9B | 1.35% | |
| 17 | CRTOCRITEO S A | 2,414,488 | $41.8B | 1.31% | |
| 18 | EXPEEXPEDIA GROUP INC | 315,016 | $34.1B | 1.07% | |
| 19 | VREXVAREX IMAGING CORP | 1,087,000 | $32.4B | 1.02% | |
| 20 | ALVAUTOLIV INC | 381,800 | $32.2B | 1.01% | |
| 21 | CCOCAMECO CORP | 3,382,487 | $30.1B | 0.95% | |
| 22 | ABXBARRICK GOLD CORPORATION | 1,414,000 | $26.3B | 0.83% | |
| 23 | BABAALIBABA GROUP HLDG LTD | 107,696 | $22.8B | 0.72% | |
| 24 | DNOWNOW INC | 1,929,000 | $21.7B | 0.68% | |
| 25 | TLVGRUPO TELEVISA SA | 1,435,000 | $16.8B | 0.53% | |
| 26 | SABRSABRE CORP | 111,000 | $2.5B | 0.08% | |
| 27 | ARCOARCOS DORADOS HOLDINGS INC | 252,000 | $2.0B | 0.06% | |
| 28 | WWDWOODWARD INC | 14,600 | $1.7B | 0.05% | |
| 29 | MORNMORNINGSTAR INC | 8,500 | $1.3B | 0.04% | |
| 30 | PIIMPINJ INC | 42,000 | $1.1B | 0.03% | |
| 31 | —BANCO SANTANDER MEXICO S A | 150,000 | $1.0B | 0.03% | |
| 32 | PBIPITNEY BOWES INC | 235,000 | $947.0M | 0.03% |