Q1 2025 · 13F-HR
Black Creek Investment Management Inc.holdings as filed
Filed 2025-05-13 · accession 0001821268-25-000104
$2.13B
Reported value
26
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 653656108 | NICE | NICE LTD | $253.2M | 11.9% | 1,642,518 | Common | SOLE |
| 28414H103 | ELAN | ELANCO ANIMAL HEALTH INC | $231.4M | 10.9% | 22,042,616 | Common | SOLE |
| 436440101 | HO1 | HOLOGIC INC | $197.4M | 9.26% | 3,195,385 | Common | SOLE |
| 056752108 | BIDU | BAIDU INC | $189.9M | 8.90% | 2,062,954 | Common | SOLE |
| 099502106 | BAH | BOOZ ALLEN HAMILTON HLDG COR | $188.6M | 8.85% | 1,803,825 | Common | SOLE |
| 67077M108 | NTR | NUTRIEN LTD | $180.0M | 8.44% | 3,627,123 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $177.7M | 8.34% | 2,724,053 | Common | SOLE |
| 741511109 | PSMT | PRICESMART INC | $167.0M | 7.83% | 1,900,680 | Common | SOLE |
| 302941109 | FCN | FTI CONSULTING INC | $136.0M | 6.38% | 829,163 | Common | SOLE |
| 344419106 | FMX | FOMENTO ECONOMICO MEXICANO S | $96.7M | 4.54% | 991,195 | Common | SOLE |
| 398438408 | GRFS | GRIFOLS S A | $90.2M | 4.23% | 12,690,887 | Common | SOLE |
| 12514G108 | CDW | CDW CORP | $50.2M | 2.35% | 312,963 | Common | SOLE |
| 115637209 | BF/B | BROWN FORMAN CORP | $44.0M | 2.06% | 1,296,119 | Common | SOLE |
| 03852U106 | ARMK | ARAMARK | $23.8M | 1.12% | 688,817 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $19.3M | 0.91% | 124,950 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $18.0M | 0.84% | 246,988 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $16.2M | 0.76% | 73,307 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LIMITED | $15.5M | 0.73% | 492,789 | Common | SOLE |
| 03073E105 | COR | CENCORA INC | $14.1M | 0.66% | 50,813 | Common | SOLE |
| 92214XAB2 | — | VAREX IMAGING CORP | $9.7M | 0.46% | 9,775,000 | Common | SOLE |
| 30260D103 | FIGS | FIGS INC | $5.5M | 0.26% | 1,192,995 | Common | SOLE |
| 099724106 | BWA | BORGWARNER INC | $2.2M | 0.10% | 76,000 | Common | SOLE |
| G0457F107 | ARCO | ARCOS DORADOS HOLDINGS INC | $2.2M | 0.10% | 270,000 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $1.9M | 0.09% | 25,781 | Common | SOLE |
| 226718104 | CRTO | CRITEO S A | $1.1M | 0.05% | 32,233 | Common | SOLE |
| 09857LAN8 | BKNG 0.75 05/01/25 | BOOKING HOLDINGS INC | $245,800 | 0.01% | 100,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.