Filed: 11/12/2025ACC: 0001821268-25-000233
📋 What this filing means
BLACK CREEK INVESTMENT MANAGEMENT INC. filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $2.12B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$2.12B
Total AUM (reported)
46.98M
Total Shares
Allocation by class
COM$1.33B62.7%
CL A$218.34M10.3%
CL B$123.85M5.8%
SPONSORED ADR$123.83M5.8%
SPON ADR REP A$104.59M4.9%
SP ADR REP B NVT$100.06M4.7%
SPON ADR UNITS$75.43M3.6%
Portfolio Concentration
Top 3$712.78M33.6%
4–10$993.19M46.8%
11–25$413.08M19.5%
Rest$1.59M0.1%
Top 3 weight
33.6%
Top 10 weight
80.4%
Voting Authority Distribution
Total shares with voting rights: 46.98M
Sole
Full voting authority
46.98M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
HOLOGIC INC
SOLEShares3.74M
TypeSH
Market value$252.64M
11.91%
Sole
3.74M
Shared
0.00
None
0.00
ELANCO ANIMAL HEALTH INC
SOLEShares12.48M
TypeSH
Market value$251.40M
11.85%
Sole
12.48M
Shared
0.00
None
0.00
BOOZ ALLEN HAMILTON HLDG COR
SOLEShares2.09M
TypeSH
Market value$208.74M
9.84%
Sole
2.09M
Shared
0.00
None
0.00
PRICESMART INC
SOLEShares1.71M
TypeSH
Market value$206.72M
9.75%
Sole
1.71M
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares2.75M
TypeSH
Market value$184.63M
8.71%
Sole
2.75M
Shared
0.00
None
0.00
NUTRIEN LTD
SOLEShares2.37M
TypeSH
Market value$139.05M
6.56%
Sole
2.37M
Shared
0.00
None
0.00
BROWN FORMAN CORP
SOLEShares4.57M
TypeSH
Market value$123.85M
5.84%
Sole
4.57M
Shared
0.00
None
0.00
NICE LTD
SOLEShares855.28K
TypeSH
Market value$123.83M
5.84%
Sole
855.28K
Shared
0.00
None
0.00
FTI CONSULTING INC
SOLEShares670.24K
TypeSH
Market value$108.34M
5.11%
Sole
670.24K
Shared
0.00
None
0.00
CDW CORP
SOLEShares670.25K
TypeSH
Market value$106.76M
5.03%
Sole
670.25K
Shared
0.00
None
0.00
BAIDU INC
SOLEShares793.72K
TypeSH
Market value$104.59M
4.93%
Sole
793.72K
Shared
0.00
None
0.00
GRIFOLS S A
SOLEShares10.05M
TypeSH
Market value$100.06M
4.72%
Sole
10.05M
Shared
0.00
None
0.00
FOMENTO ECONOMICO MEXICANO S
SOLEShares764.75K
TypeSH
Market value$75.43M
3.56%
Sole
764.75K
Shared
0.00
None
0.00
ARAMARK
SOLEShares662.72K
TypeSH
Market value$25.45M
1.20%
Sole
662.72K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares90.53K
TypeSH
Market value$22.01M
1.04%
Sole
90.53K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares200.53K
TypeSH
Market value$19.65M
0.93%
Sole
200.53K
Shared
0.00
None
0.00
FISERV INC
SOLEShares139.16K
TypeSH
Market value$17.94M
0.85%
Sole
139.16K
Shared
0.00
None
0.00
CENCORA INC
SOLEShares42.99K
TypeSH
Market value$13.44M
0.63%
Sole
42.99K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares100.11K
TypeSH
Market value$13.40M
0.63%
Sole
100.11K
Shared
0.00
None
0.00
FIGS INC
SOLEShares1.43M
TypeSH
Market value$9.60M
0.45%
Sole
1.43M
Shared
0.00
None
0.00
BORGWARNER INC
SOLEShares70K
TypeSH
Market value$3.08M
0.15%
Sole
70K
Shared
0.00
None
0.00
ICICI BANK LIMITED
SOLEShares84.77K
TypeSH
Market value$2.56M
0.12%
Sole
84.77K
Shared
0.00
None
0.00
CEMEX SAB DE CV
SOLEShares270.74K
TypeSH
Market value$2.43M
0.11%
Sole
270.74K
Shared
0.00
None
0.00
ARCOS DORADOS HOLDINGS INC
SOLEShares295K
TypeSH
Market value$1.99M
0.09%
Sole
295K
Shared
0.00
None
0.00
CRITEO S A
SOLEShares64.73K
TypeSH
Market value$1.46M
0.07%
Sole
64.73K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HOLOGIC INCSOLE | COM | 3.74M | SH | $252.64M 11.91% | 3.74M | 0.00 | 0.00 |
ELANCO ANIMAL HEALTH INCSOLE | COM | 12.48M | SH | $251.40M 11.85% | 12.48M | 0.00 | 0.00 |
BOOZ ALLEN HAMILTON HLDG CORSOLE | CL A | 2.09M | SH | $208.74M 9.84% | 2.09M | 0.00 | 0.00 |
PRICESMART INCSOLE | COM | 1.71M | SH | $206.72M 9.75% | 1.71M | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 2.75M | SH | $184.63M 8.71% | 2.75M | 0.00 | 0.00 |
NUTRIEN LTDSOLE | COM | 2.37M | SH | $139.05M 6.56% | 2.37M | 0.00 | 0.00 |
BROWN FORMAN CORPSOLE | CL B | 4.57M | SH | $123.85M 5.84% | 4.57M | 0.00 | 0.00 |
NICE LTDSOLE | SPONSORED ADR | 855.28K | SH | $123.83M 5.84% | 855.28K | 0.00 | 0.00 |
FTI CONSULTING INCSOLE | COM | 670.24K | SH | $108.34M 5.11% | 670.24K | 0.00 | 0.00 |
CDW CORPSOLE | COM | 670.25K | SH | $106.76M 5.03% | 670.25K | 0.00 | 0.00 |
BAIDU INCSOLE | SPON ADR REP A | 793.72K | SH | $104.59M 4.93% | 793.72K | 0.00 | 0.00 |
GRIFOLS S ASOLE | SP ADR REP B NVT | 10.05M | SH | $100.06M 4.72% | 10.05M | 0.00 | 0.00 |
FOMENTO ECONOMICO MEXICANO SSOLE | SPON ADR UNITS | 764.75K | SH | $75.43M 3.56% | 764.75K | 0.00 | 0.00 |
ARAMARKSOLE | COM | 662.72K | SH | $25.45M 1.20% | 662.72K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 90.53K | SH | $22.01M 1.04% | 90.53K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 200.53K | SH | $19.65M 0.93% | 200.53K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 139.16K | SH | $17.94M 0.85% | 139.16K | 0.00 | 0.00 |
CENCORA INCSOLE | COM | 42.99K | SH | $13.44M 0.63% | 42.99K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 100.11K | SH | $13.40M 0.63% | 100.11K | 0.00 | 0.00 |
FIGS INCSOLE | CL A | 1.43M | SH | $9.60M 0.45% | 1.43M | 0.00 | 0.00 |
BORGWARNER INCSOLE | COM | 70K | SH | $3.08M 0.15% | 70K | 0.00 | 0.00 |
ICICI BANK LIMITEDSOLE | ADR | 84.77K | SH | $2.56M 0.12% | 84.77K | 0.00 | 0.00 |
CEMEX SAB DE CVSOLE | SPON ADR NEW | 270.74K | SH | $2.43M 0.11% | 270.74K | 0.00 | 0.00 |
ARCOS DORADOS HOLDINGS INCSOLE | SHS CLASS -A - | 295K | SH | $1.99M 0.09% | 295K | 0.00 | 0.00 |
CRITEO S ASOLE | SPONS ADS | 64.73K | SH | $1.46M 0.07% | 64.73K | 0.00 | 0.00 |
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