Black Creek Investment Management Inc.

TORONTO, A6 · CIK 1528593 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2012 · corporation

Assets managed$7.1bn
Staff28 · 10 in investment roles
Main clients (by assets)Private funds 88%, Pension plans 8%, Charities 2%
Private funds1 · $99.4m gross assets
Form ADV · 2026-01-02SEC adviser record

Legal entityBLACK CREEK INVESTMENT MANAGEMENT INC. (CA)

$1.8bn reported value -4.4% vs Q1 2026

27positions

82.1%in top 10

6 new 10 added 11 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ELANCO ANIMAL HEALTH INC COM ELAN	ELAN	13,046,420	$321.1m18.02%	18.02%	Added +2.6m	+2,552,571 24.3%
2	FTI CONSULTING INC COM FCN	FCN	1,335,104	$198.9m11.17%	11.17%	Added +236.0k	+236,022 21.5%
3	PRICESMART INC COM PSMT	PSMT	963,380	$188.2m10.56%	10.56%	Reduced -201.5k	-201,454 -17.3%
4	EAGLE MATLS INC COM EXP	EXP	825,833	$185.8m10.43%	10.43%	Added +48.3k	+48,287 6.2%
5	BOOZ ALLEN HAMILTON HLDG COR CL A BAH	BAH	2,864,545	$173.8m9.76%	9.76%	Added +206.2k	+206,178 7.8%
6	HDFC BANK LTD SPONSORED ADS HDB	HDB	3,948,039	$102.0m5.72%	5.72%	New
7	UBER TECHNOLOGIES INC COM UBER	UBER	1,288,864	$93.0m5.22%	5.22%	Added +1.1m	+1,142,915 783.1%
8	GARTNER INC COM IT	IT	532,034	$69.0m3.87%	3.87%	Reduced -104.7k	-104,728 -16.4%
9	FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS FMX	FMX	514,214	$65.8m3.69%	3.69%	Reduced -75.6k	-75,587 -12.8%
10	BROWN FORMAN CORP CL B BF.B	BF.B	2,457,810	$65.5m3.68%	3.68%	Reduced -2.8m	-2,800,296 -53.3%
11	MARSH & MCLENNAN COS INC COM MRSH	MRSH	384,597	$64.1m3.60%	3.60%	New
12	NICE LTD SPONSORED ADR NICE	NICE	644,786	$58.6m3.29%	3.29%	Added +113.9k	+113,882 21.4%
13	GRIFOLS S A SP ADR REP B NVT GRFS	GRFS	7,682,055	$54.4m3.05%	3.05%	Reduced -704.4k	-704,397 -8.4%
14	CEMEX SAB DE CV SPON ADR NEW CX	CX	2,999,651	$36.0m2.02%	2.02%	Reduced -184.5k	-184,547 -5.8%
15	ARAMARK COM ARMK	ARMK	399,048	$22.7m1.27%	1.27%	Reduced -143.2k	-143,210 -26.4%
16	CENCORA INC COM COR	COR	66,380	$18.8m1.05%	1.05%	Added +16.0k	+15,959 31.6%
17	ALPHABET INC CAP STK CL A GOOGL	GOOGL	46,231	$16.5m0.93%	0.93%	Reduced -13.8k	-13,763 -22.9%
18	SUNBELT RENTALS HOLDINGS INC SHS SUNB	SUNB	211,982	$15.9m0.89%	0.89%	Reduced -11.8k	-11,810 -5.3%
19	FIGS INC CL A FIGS	FIGS	1,080,138	$11.0m0.62%	0.62%	Added +255.9k	+255,901 31.1%
20	COMPASS INC CL A COMP	COMP	794,860	$9.8m0.55%	0.55%	New
21	SUNRUN INC COM RUN	RUN	174,715	$2.3m0.13%	0.13%	New
22	BORGWARNER INC COM BWA	BWA	28,000	$1.9m0.10%	0.10%	Reduced -8.0k	-8,000 -22.2%
23	ARCOS DORADOS HOLDINGS INC SHS CLASS -A - ARCO	ARCO	230,000	$1.9m0.10%	0.10%	Added +24.0k	+24,000 11.7%
24	CRITEO S A SPONS ADS CRTO	CRTO	85,733	$1.6m0.09%	0.09%	Added +6.0k	+6,000 7.5%
25	EQUINOX GOLD CORP COM EQX	EQX	152,582	$1.5m0.08%	0.08%	New
26	LAM RESEARCH CORP COM NEW LRCX	LRCX	2,669	$1.2m0.06%	0.06%	Reduced -43.8k	-43,782 -94.2%
27	DNOW INC COM DNOW	DNOW	38,000	$492.9k0.03%	0.03%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PAYPAL HLDGS INC PYPL	PYPL	3,173,735	$143.5m3.2m shares
BAIDU INC BIDU	BIDU	931,956	$103.8m932.0k shares
NUTRIEN LTD NTR	NTR	867,438	$65.3m867.4k shares
ICICI BANK LIMITED IBN	IBN	34,683	$898.3k34.7k shares