Black Creek Investment Management Inc. Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$2.0B

Holdings

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (27 positions)

#	Stock	Shares	Value	% Portfolio
1	ELANELANCO ANIMAL HEALTH INC	11,061,216	$250.3M	12.42%
2	BAHBOOZ ALLEN HAMILTON HLDG COR	2,505,178	$211.3M	10.48%
3	PSMTPRICESMART INC	1,638,619	$201.0M	9.97%
4	PYPLPAYPAL HLDGS INC	3,212,706	$187.6M	9.30%
5	FCNFTI CONSULTING INC	1,072,250	$183.2M	9.09%
6	NTRNUTRIEN LTD	2,553,108	$157.8M	7.83%
7	BF/BBROWN FORMAN CORP	5,087,952	$132.6M	6.58%
8	BIDUNBAIDU INC	892,555	$116.6M	5.78%
9	EXPEAGLE MATLS INC	502,120	$103.8M	5.15%
10	CDWCDW CORP	670,434	$91.3M	4.53%
11	GRFSGRIFOLS S A	9,257,127	$86.6M	4.29%
12	FMXFOMENTO ECONOMICO MEXICANO S	717,562	$72.5M	3.60%
13	NSYNICE LTD	584,209	$66.0M	3.28%
14	CXCEMEX SAB DE CV	2,798,783	$32.2M	1.60%
15	ARMKARAMARK	657,185	$24.2M	1.20%
16	GOOGLALPHABET INC	70,595	$22.1M	1.10%
17	ABGCENCORA INC	46,725	$15.8M	0.78%
18	UBERUBER TECHNOLOGIES INC	187,689	$15.3M	0.76%
19	FIGSFIGS INC	1,195,961	$13.6M	0.67%
20	LRCXLAM RESEARCH CORP	77,574	$13.3M	0.66%
21	FISVFISERV INC	140,299	$9.4M	0.47%
22	BWABORGWARNER INC	57,000	$2.6M	0.13%
23	ITGARTNER INC	9,904	$2.5M	0.12%
24	ARCOARCOS DORADOS HOLDINGS INC	210,000	$1.5M	0.08%
25	CRTOCRITEO S A	72,733	$1.5M	0.07%
26	IBNICICI BANK LIMITED	34,683	$1.0M	0.05%
27	TMOTHERMO FISHER SCIENTIFIC INC	600	$347K	0.02%