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Black Creek Investment Management Inc.

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13F filer, CIK 1528593, TORONTO, Ontario, Canada

Black Creek Investment Management Inc. reported $2,132,171,529 across 26 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13. Its ten largest share positions make up 85.27% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001821268-25-000104

Period
2025-03-31
Reported value
$2.13B
Holdings
26
Top 10 weight
85.27%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BAHadded+836,634$87.5M
HOLXadded+874,795$54M
BF-Bnew+1,296,119$44M
CDWadded+180,663$29M
FCNadded+176,183$28.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NTRreduced-1,263,682-$62.7M
NICEreduced-148,110-$22.8M
BIDUreduced-223,906-$20.6M
TMUSexited-47,207-$10.4M
MTCHexited-225,000-$7.36M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001821268-25-000104, largest first. % of portfolio is the value over $2,132,171,529, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935,715 shares; 2024Q4: 1,790,628 shares; 2025Q1: 1,642,518 shares 1,642,518$253M11.88%-148,110Timeline
ELANELANCO ANIMAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,300,210 shares; 2024Q4: 20,434,653 shares; 2025Q1: 22,042,616 shares 22,042,616$231M10.86%+1,607,963Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660,241 shares; 2024Q4: 2,320,590 shares; 2025Q1: 3,195,385 shares 3,195,385$197M9.26%+874,795Timeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,064,305 shares; 2024Q4: 2,286,860 shares; 2025Q1: 2,062,954 shares 2,062,954$190M8.9%-223,906Timeline
BAHBOOZ ALLEN HAMILTON HLDG CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 676,138 shares; 2024Q4: 967,191 shares; 2025Q1: 1,803,825 shares 1,803,825$189M8.85%+836,634Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,290,859 shares; 2024Q4: 4,890,805 shares; 2025Q1: 3,627,123 shares 3,627,123$180M8.44%-1,263,682Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088,826 shares; 2024Q4: 2,777,205 shares; 2025Q1: 2,724,053 shares 2,724,053$178M8.34%-53,152Timeline
PSMTPRICESMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,836,987 shares; 2024Q4: 1,775,131 shares; 2025Q1: 1,900,680 shares 1,900,680$167M7.83%+125,549Timeline
FCNFTI CONSULTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,349 shares; 2024Q4: 652,980 shares; 2025Q1: 829,163 shares 829,163$136M6.38%+176,183Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013,560 shares; 2024Q4: 1,004,674 shares; 2025Q1: 991,195 shares 991,195$96.7M4.54%-13,479Timeline
GRFSGRIFOLS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,110,345 shares; 2024Q4: 11,251,960 shares; 2025Q1: 12,690,887 shares 12,690,887$90.2M4.23%+1,438,927Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 132,300 shares; 2025Q1: 312,963 shares 312,963$50.2M2.35%+180,663Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,296,119 shares 1,296,119$44M2.06%newTimeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587,803 shares; 2024Q4: 617,830 shares; 2025Q1: 688,817 shares 688,817$23.8M1.12%+70,987Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,364 shares; 2024Q4: 114,686 shares; 2025Q1: 124,950 shares 124,950$19.3M0.91%+10,264Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,575 shares; 2024Q4: 244,385 shares; 2025Q1: 246,988 shares 246,988$18M0.84%+2,603Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,038 shares; 2024Q4: 61,418 shares; 2025Q1: 73,307 shares 73,307$16.2M0.76%+11,889Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811,247 shares; 2024Q4: 681,967 shares; 2025Q1: 492,789 shares 492,789$15.5M0.73%-189,178Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,785 shares; 2024Q4: 35,225 shares; 2025Q1: 50,813 shares 50,813$14.1M0.66%+15,588Timeline
FIGSFIGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082,354 shares; 2024Q4: 1,175,097 shares; 2025Q1: 1,192,995 shares 1,192,995$5.48M0.26%+17,898Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 60,000 shares; 2025Q1: 76,000 shares 76,000$2.18M0.1%+16,000Timeline
ARCOARCOS DORADOS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,000 shares; 2024Q4: 185,000 shares; 2025Q1: 270,000 shares 270,000$2.18M0.1%+85,000Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,781 shares 25,781$1.87M0.09%newTimeline
CRTOCRITEO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,233 shares; 2024Q4: 32,233 shares; 2025Q1: 32,233 shares 32,233$1.14M0.05%0Timeline

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

SecurityTypeAmountValueChange
VAREX IMAGING CORPVAREX IMAGING CORP NOTE 4.000% 6/0principal9,775,000$9.73M0
BOOKING HOLDINGS INCBOOKING HOLDINGS INC NOTE 0.750% 5/0principal100,000$246K0

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TMUST-MOBILE US INC47,207$10.4Mshares
MTCHMATCH GROUP INC NEW225,000$7.36Mshares
DLTRDOLLAR TREE INC20,166$1.51Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001821268-25-000104 base2025-05-13acceptance time not in the bulk data set