Black Creek Investment Management Inc. Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$2.3T
Holdings
38
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IPGINTERPUBLIC GROUP COS INC | 11,362,432 | $378.5B | 16.14% | |
| 2 | BIDUNBAIDU INC | 2,505,001 | $286.5B | 12.22% | |
| 3 | SRCLSTERICYCLE INC | 5,151,576 | $257.0B | 10.96% | |
| 4 | PYPLPAYPAL HLDGS INC | 3,081,408 | $219.5B | 9.36% | |
| 5 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 737,785 | $189.2B | 8.07% | |
| 6 | NTRNUTRIEN LTD | 1,995,310 | $145.6B | 6.21% | |
| 7 | NSYNICE LTD | 705,604 | $135.7B | 5.79% | |
| 8 | BAHBOOZ ALLEN HAMILTON HLDG COR | 1,153,414 | $120.6B | 5.14% | |
| 9 | PSMTPRICESMART INC | 1,610,005 | $97.9B | 4.17% | |
| 10 | HAINHAIN CELESTIAL GROUP INC | 5,090,638 | $82.4B | 3.51% | |
| 11 | FMXFOMENTO ECONOMICO MEXICANO S | 1,051,384 | $82.1B | 3.50% | |
| 12 | FCNFTI CONSULTING INC | 466,895 | $74.1B | 3.16% | |
| 13 | GRFSGRIFOLS S A | 6,924,475 | $58.9B | 2.51% | |
| 14 | IBNICICI BANK LIMITED | 1,952,175 | $42.7B | 1.82% | |
| 15 | CCOCAMECO CORP | 1,231,000 | $27.9B | 1.19% | |
| 16 | IPGPIPG PHOTONICS CORP | 234,688 | $22.2B | 0.95% | |
| 17 | TMUST-MOBILE US INC | 158,000 | $22.1B | 0.94% | |
| 18 | ABXBARRICK GOLD CORP | 1,065,000 | $18.3B | 0.78% | |
| 19 | ALVAUTOLIV INC | 226,000 | $17.3B | 0.74% | |
| 20 | VREX 4 06/01/25VAREX IMAGING CORP | 9,775,000 | $11.4B | 0.49% | |
| 21 | BBDBANCO BRADESCO S A | 3,360,000 | $9.7B | 0.41% | |
| 22 | FTDRFRONTDOOR INC | 365,000 | $7.6B | 0.32% | |
| 23 | BABAALIBABA GROUP HLDG LTD | 73,000 | $6.4B | 0.27% | |
| 24 | ARMKARAMARK | 132,162 | $5.5B | 0.23% | |
| 25 | MRKMERCK & CO INC | 39,000 | $4.3B | 0.18% | |
| 26 | ABGAMERISOURCEBERGEN CORP | 21,364 | $3.5B | 0.15% | |
| 27 | DLTRDOLLAR TREE INC | 21,374 | $3.0B | 0.13% | |
| 28 | SABRSABRE CORP | 395,000 | $2.4B | 0.10% | |
| 29 | ARCOARCOS DORADOS HOLDINGS INC | 245,000 | $2.0B | 0.09% | |
| 30 | BWABORGWARNER INC | 48,000 | $1.9B | 0.08% | |
| 31 | —BANCO SANTANDER MEXICO SA | 275,000 | $1.7B | 0.07% | |
| 32 | GOOGLALPHABET INC | 15,000 | $1.3B | 0.06% | |
| 33 | WWDWOODWARD INC | 13,500 | $1.3B | 0.06% | |
| 34 | PBIPITNEY BOWES INC | 315,000 | $1.2B | 0.05% | |
| 35 | CRTOCRITEO S A | 45,233 | $1.2B | 0.05% | |
| 36 | MORNMORNINGSTAR INC | 5,000 | $1.1B | 0.05% | |
| 37 | PIIMPINJ INC | 7,000 | $764.3M | 0.03% | |
| 38 | BKNG 0.75 05/01/25BOOKING HOLDINGS INC | 100,000 | $133.2M | 0.01% |