WaveMan
WaveMan · SEC 13F
Black Creek Investment Management Inc. 13F holdings
> Search tickers & screens ⌘K
LIVE

Black Creek Investment Management Inc. 13F holdings

Black Creek Investment Management Inc. reported 27 positions with a total reported value of $1.8B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-12. Top holdings by reported value: ELAN ELANCO ANIMAL HEALTH INC (18.0%), FCN FTI CONSULTING INC (11.2%), PSMT PRICESMART INC (10.6%), EAGLE MATLS INC (10.4%), BAH BOOZ ALLEN HAMILTON HLDG COR (9.8%). Against 2026-03-31 it opened 6 new positions and exited 4. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.

Email me when Black Creek Investment Management Inc. files its 13F

A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.

Top holdings

25 largest of 27 positions · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
ELAN ELANCO ANIMAL HEALTH INC13,046,420$321.1M18.0%
FCN FTI CONSULTING INC1,335,104$198.9M11.2%
PSMT PRICESMART INC963,380$188.2M10.6%
EAGLE MATLS INC825,833$185.8M10.4%
BAH BOOZ ALLEN HAMILTON HLDG COR2,864,545$173.8M9.8%
HDB HDFC BANK LTD3,948,039$102.0M5.7%
UBER UBER TECHNOLOGIES INC1,288,864$93.0M5.2%
IT GARTNER INC532,034$69.0M3.9%
FOMENTO ECONOMICO MEXICANO S514,214$65.8M3.7%
BF-B BROWN FORMAN CORP2,457,810$65.5M3.7%
MRSH MARSH & MCLENNAN COS INC384,597$64.1M3.6%
NICE NICE LTD644,786$58.6M3.3%
GRFS GRIFOLS S A7,682,055$54.4M3.1%
CEMEX SAB DE CV2,999,651$36.0M2.0%
ARMK ARAMARK399,048$22.7M1.3%
COR CENCORA INC66,380$18.8M1.1%
GOOGL ALPHABET INC46,231$16.5M0.9%
SUNB SUNBELT RENTALS HOLDINGS INC211,982$15.9M0.9%
FIGS FIGS INC1,080,138$11.0M0.6%
COMP COMPASS INC794,860$9.8M0.6%
RUN SUNRUN INC174,715$2.3M0.1%
BWA BORGWARNER INC28,000$1.9M0.1%
ARCO ARCOS DORADOS HOLDINGS INC230,000$1.9M0.1%
CRTO CRITEO S A85,733$1.6M<0.1%
EQX EQUINOX GOLD CORP152,582$1.5M<0.1%
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES

New positions this quarter

Held at 2026-06-30, not at 2026-03-31 · 6 in all · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
HDB HDFC BANK LTD3,948,039$102.0M5.7%
MRSH MARSH & MCLENNAN COS INC384,597$64.1M3.6%
COMP COMPASS INC794,860$9.8M0.6%
RUN SUNRUN INC174,715$2.3M0.1%
EQX EQUINOX GOLD CORP152,582$1.5M<0.1%
DNOW DNOW INC38,000$492.9K<0.1%

Sold out

Held at 2026-03-31, gone by 2026-06-30 · 4 in all · reported value as of 2026-03-31
HoldingShares 2026-03-31Reported value% of portfolio then
PYPL PAYPAL HLDGS INC3,173,735$143.5M7.7%
BIDU BAIDU INC931,956$103.8M5.6%
NTR NUTRIEN LTD867,438$65.3M3.5%
IBN ICICI BANK LIMITED34,683$898.3K<0.1%

Biggest increases and decreases

Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30

Increases

HoldingShares 2026-03-31Shares 2026-06-30ChangeReported value
UBER UBER TECHNOLOGIES INC145,9491,288,864+783.1%$93.0M
ELAN ELANCO ANIMAL HEALTH INC10,493,84913,046,420+24.3%$321.1M
FCN FTI CONSULTING INC1,099,0821,335,104+21.5%$198.9M
BAH BOOZ ALLEN HAMILTON HLDG COR2,658,3672,864,545+7.8%$173.8M
EAGLE MATLS INC777,546825,833+6.2%$185.8M
NICE NICE LTD530,904644,786+21.5%$58.6M
COR CENCORA INC50,42166,380+31.7%$18.8M
FIGS FIGS INC824,2371,080,138+31.0%$11.0M
ARCO ARCOS DORADOS HOLDINGS INC206,000230,000+11.7%$1.9M
CRTO CRITEO S A79,73385,733+7.5%$1.6M

Decreases

HoldingShares 2026-03-31Shares 2026-06-30ChangeReported value
BF-B BROWN FORMAN CORP5,258,1062,457,810-53.3%$65.5M
PSMT PRICESMART INC1,164,834963,380-17.3%$188.2M
LRCX LAM RESEARCH CORP46,4512,669-94.3%$1.2M
IT GARTNER INC636,762532,034-16.4%$69.0M
FOMENTO ECONOMICO MEXICANO S589,801514,214-12.8%$65.8M
ARMK ARAMARK542,258399,048-26.4%$22.7M
GRFS GRIFOLS S A8,386,4527,682,055-8.4%$54.4M
GOOGL ALPHABET INC59,99446,231-22.9%$16.5M
CEMEX SAB DE CV3,184,1982,999,651-5.8%$36.0M
SUNB SUNBELT RENTALS HOLDINGS INC223,792211,982-5.3%$15.9M
BWA BORGWARNER INC36,00028,000-22.2%$1.9M
CIK 1528593 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY

Source: U.S. Securities and Exchange Commission (EDGAR) and other official government data · Updated 2026-10-28 · For informational purposes only, not investment advice.
Privacy · Terms