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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 $2,163,501,656 across 26 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-11. Its ten largest share positions make up 83.13% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001821268-25-000186

Period
2025-06-30
Reported value
$2.16B
Holdings
26
Top 10 weight
83.13%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BF-Badded+2,405,758$64.7M
HOLXadded+832,444$54.2M
CDWadded+53,152$9.49M
LRCXadded+92,488$9M
FISVadded+35,784$6.17M

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-2,122,366-$123M
ELANreduced-2,791,776-$39.9M
NICEreduced-235,222-$39.7M
PYPLreduced-398,422-$29.6M
BIDUreduced-270,520-$23.2M

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, Q2 2025

Share positions as resolved from 13F-HR 0001821268-25-000186, largest first. % of portfolio is the value over $2,163,501,656, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ELANELANCO ANIMAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,300,210 shares; 2024Q4: 20,434,653 shares; 2025Q1: 22,042,616 shares; 2025Q2: 19,250,840 shares 19,250,840$275M12.71%-2,791,776Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660,241 shares; 2024Q4: 2,320,590 shares; 2025Q1: 3,195,385 shares; 2025Q2: 4,027,829 shares 4,027,829$262M12.13%+832,444Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935,715 shares; 2024Q4: 1,790,628 shares; 2025Q1: 1,642,518 shares; 2025Q2: 1,407,296 shares 1,407,296$238M10.99%-235,222Timeline
BAHBOOZ ALLEN HAMILTON HLDG CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 676,138 shares; 2024Q4: 967,191 shares; 2025Q1: 1,803,825 shares; 2025Q2: 1,809,451 shares 1,809,451$188M8.71%+5,626Timeline
PSMTPRICESMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,836,987 shares; 2024Q4: 1,775,131 shares; 2025Q1: 1,900,680 shares; 2025Q2: 1,737,955 shares 1,737,955$183M8.44%-162,725Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088,826 shares; 2024Q4: 2,777,205 shares; 2025Q1: 2,724,053 shares; 2025Q2: 2,325,631 shares 2,325,631$173M7.99%-398,422Timeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,064,305 shares; 2024Q4: 2,286,860 shares; 2025Q1: 2,062,954 shares; 2025Q2: 1,792,434 shares 1,792,434$154M7.11%-270,520Timeline
GRFSGRIFOLS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,110,345 shares; 2024Q4: 11,251,960 shares; 2025Q1: 12,690,887 shares; 2025Q2: 12,569,638 shares 12,569,638$114M5.25%-121,249Timeline
FCNFTI CONSULTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,349 shares; 2024Q4: 652,980 shares; 2025Q1: 829,163 shares; 2025Q2: 697,890 shares 697,890$113M5.21%-131,273Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,296,119 shares; 2025Q2: 3,701,877 shares 3,701,877$99.6M4.6%+2,405,758Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,290,859 shares; 2024Q4: 4,890,805 shares; 2025Q1: 3,627,123 shares; 2025Q2: 1,504,757 shares 1,504,757$87.5M4.04%-2,122,366Timeline
FMXFOMENTO ECONOMICO MEXICANO SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013,560 shares; 2024Q4: 1,004,674 shares; 2025Q1: 991,195 shares; 2025Q2: 803,181 shares 803,181$82.7M3.82%-188,014Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 132,300 shares; 2025Q1: 312,963 shares; 2025Q2: 366,115 shares 366,115$65.4M3.02%+53,152Timeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587,803 shares; 2024Q4: 617,830 shares; 2025Q1: 688,817 shares; 2025Q2: 679,019 shares 679,019$28.4M1.31%-9,798Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,575 shares; 2024Q4: 244,385 shares; 2025Q1: 246,988 shares; 2025Q2: 228,608 shares 228,608$21.3M0.99%-18,380Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,364 shares; 2024Q4: 114,686 shares; 2025Q1: 124,950 shares; 2025Q2: 114,611 shares 114,611$20.2M0.93%-10,339Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,038 shares; 2024Q4: 61,418 shares; 2025Q1: 73,307 shares; 2025Q2: 109,091 shares 109,091$18.8M0.87%+35,784Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,781 shares; 2025Q2: 118,269 shares 118,269$11.5M0.53%+92,488Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,785 shares; 2024Q4: 35,225 shares; 2025Q1: 50,813 shares; 2025Q2: 37,140 shares 37,140$11.1M0.51%-13,673Timeline
FIGSFIGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082,354 shares; 2024Q4: 1,175,097 shares; 2025Q1: 1,192,995 shares; 2025Q2: 1,418,691 shares 1,418,691$8M0.37%+225,696Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811,247 shares; 2024Q4: 681,967 shares; 2025Q1: 492,789 shares; 2025Q2: 98,248 shares 98,248$3.31M0.15%-394,541Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 60,000 shares; 2025Q1: 76,000 shares; 2025Q2: 76,000 shares 76,000$2.54M0.12%0Timeline
ARCOARCOS DORADOS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,000 shares; 2024Q4: 185,000 shares; 2025Q1: 270,000 shares; 2025Q2: 270,000 shares 270,000$2.13M0.1%0Timeline
CRTOCRITEO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,233 shares; 2024Q4: 32,233 shares; 2025Q1: 32,233 shares; 2025Q2: 51,733 shares 51,733$1.24M0.06%+19,500Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,904 shares 2,904$603K0.03%newTimeline
CXCEMEX SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,859 shares 15,859$110K0.01%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
VAREX IMAGING CORPVAREX IMAGING CORP9,775,000$9.73Mprincipal
BOOKING HOLDINGS INCBOOKING HOLDINGS INC100,000$246Kprincipal

How Q2 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 0001821268-25-000186 base2025-08-11acceptance time not in the bulk data set