Holders — by stockHoldings — by fund
Black Creek Investment Management Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001528593
$1.78B
disclosed book value
27
positions
18%
largest position share
Positions, as of 2026-06-30
top 27 of 27 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ELANELANCO ANIMAL HEALTH INC | 13.0M | $321.1M | 18% |
| 2 | FCNFTI CONSULTING INC | 1.3M | $198.9M | 11.2% |
| 3 | PSMTPRICESMART INC | 963,380 | $188.2M | 10.6% |
| 4 | EXPEAGLE MATLS INC | 825,833 | $185.8M | 10.4% |
| 5 | BAHBOOZ ALLEN HAMILTON HLDG COR | 2.9M | $173.8M | 9.8% |
| 6 | HDBHDFC BANK LTD | 3.9M | $102.0M | 5.7% |
| 7 | UBERUBER TECHNOLOGIES INC | 1.3M | $93.0M | 5.2% |
| 8 | ITGARTNER INC | 532,034 | $69.0M | 3.9% |
| 9 | FMXFOMENTO ECONOMICO MEXICANO S | 514,214 | $65.8M | 3.7% |
| 10 | BF/BBROWN FORMAN CORP | 2.5M | $65.5M | 3.7% |
| 11 | MRSHMARSH & MCLENNAN COS INC | 384,597 | $64.1M | 3.6% |
| 12 | NICENICE LTD | 644,786 | $58.6M | 3.3% |
| 13 | GRFSGRIFOLS S A | 7.7M | $54.4M | 3.1% |
| 14 | CXCEMEX SAB DE CV | 3.0M | $36.0M | 2% |
| 15 | ARMKARAMARK | 399,048 | $22.7M | 1.3% |
| 16 | CORCENCORA INC | 66,380 | $18.8M | 1.1% |
| 17 | GOOGLALPHABET INC | 46,231 | $16.5M | 0.9% |
| 18 | SUNBSUNBELT RENTALS HOLDINGS INC | 211,982 | $15.9M | 0.9% |
| 19 | FIGSFIGS INC | 1.1M | $11.0M | 0.6% |
| 20 | COMPCOMPASS INC | 794,860 | $9.8M | 0.6% |
| 21 | RUNSUNRUN INC | 174,715 | $2.3M | 0.1% |
| 22 | BWABORGWARNER INC | 28,000 | $1.9M | 0.1% |
| 23 | ARCOS DORADOS HOLDINGS INC | 230,000 | $1.9M | 0.1% |
| 24 | CRTOEURCRITEO S A | 85,733 | $1.6M | 0.1% |
| 25 | EQXEQUINOX GOLD CORP | 152,582 | $1.5M | 0.1% |
| 26 | LRCXLAM RESEARCH CORP | 2,669 | $1.2M | 0.1% |
| 27 | DNOWDNOW INC | 38,000 | $492,860 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.