BLACK CREEK INVESTMENT MANAGEMENT INC.

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Black Creek Investment Management is based out of Toronto. Black Creek Investment Management is a large advisory firm with 31 clients and discretionary assets under management (AUM) of $8,355,498,511 (Form ADV from 2019-02-01). Their last reported 13F filing for Q4 2018 included $2,763,282,000 in managed 13F securities and a top 10 holdings concentration of 75.34%. Black Creek Investment Management's largest holding is GlaxoSmithKline Plc ADR with shares held of 7,555,654. Black Creek Investment Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 24 13F filings, and 19 13G filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $2.763 Billion
  • Prior Market Value $3.286 Billion
  • New Purchases0 stocks
  • Additional Purchases12 stocks
  • Sold out of0 stocks
  • Reduced holdings in13 stocks
  • Top 10 Holdings % 75.34 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: 9.97 %
  • Time Held Top20:11.10 quarters
  • Time Held Top10:9.00 quarters
  • Time Held All:11.38 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 0.43%
Performance Last 4 Quarters: 5.9%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR/A (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BLACK CREEK INVESTMENT MANAGEMENT INC.
Classified as Hedge Fund
123 FRONT STREET WEST SUITE 1200
TORONTO    M5J 2M2
Country: Canada

Business Phone: 416-236-2424
Fax: 416-236-5117
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in:
Number of employees: 23
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 200,566,000
Total Number of Clients: 31
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (2),11.D (4)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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BLACK CREEK INVESTMENT MANAGEMENT INC.

ownership team - last updated 2017-12-11
Name Title Start Date Direct/Indirect % Ownership
JENKINS, RICHARD, LYLE CHAIRMAN AND TRUSTEE, JENKINS FAMILY TRUST, CULZEAN HOLDINGS INC. 12/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
BLACK CREEK INVESTMENT MANAGEMENT INC. CHAIRMAN AND TRUSTEE, JENKINS FAMILY TRUST direct 2008-12-01
BLACK CREEK INVESTMENT MANAGEMENT INC. TRUSTEE indirect 2008-12-01
BLACK CREEK INVESTMENT MANAGEMENT INC. CHAIRMAN AND TRUSTEE, JENKINS FAMILY TRUST, CULZEAN HOLDINGS INC. direct 2008-12-01
BLACK CREEK INVESTMENT MANAGEMENT INC. TRUSTEE indirect 2008-12-01
KANKO, WILLIAM, DAVID PRESIDENT; TRUSTEE, KANKO FAMILY TRUST, NANIBIJOU HOLDINGS [2008] INC. 12/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
BLACK CREEK INVESTMENT MANAGEMENT INC. PRESIDENT AND TRUSTEE, KANKO FAMILY TRUST direct 2008-12-01
BLACK CREEK INVESTMENT MANAGEMENT INC. TRUSTEE indirect 2008-12-01
BLACK CREEK INVESTMENT MANAGEMENT INC. PRESIDENT; TRUSTEE, KANKO FAMILY TRUST, NANIBIJOU HOLDINGS [2008] INC. direct 2008-12-01
BLACK CREEK INVESTMENT MANAGEMENT INC. CHIEF COMPLIANCE OFFICER AND PRESIDENT; TRUSTEE, KANKO FAMILY TRUST, NANIBIJOU HOLDINGS [2008] INC. direct 2008-12-01
BLACK CREEK INVESTMENT MANAGEMENT INC. TRUSTEE indirect 2008-12-01
BLACK CREEK INVESTMENT MANAGEMENT INC. CHIEF COMPLIANCE OFFICER AND PRESIDENT; TRUSTEE, KANKO FAMILY TRUST direct 2008-12-01
KAKABEKA HOLDINGS INC. SHAREHOLDER 05/01/2013 Direct 25 - 50%
SATTEL INVESTMENTS LIMITED SHAREHOLDER 05/01/2013 Direct 25 - 50%
LEE, MIRIAM, EUN-JOO CHIEF COMPLIANCE OFFICER 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BLACK CREEK INVESTMENT MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2013-10-01
ARGENT CANTRI INC. SHAREHOLDER 01/01/2014 Direct 5 - 10%
AMVIRENCE INC. SHAREHOLDER 05/01/2016 Direct 5 - 10%
LEILA'S PAJAMAS INC. SHAREHOLDER 05/01/2016 Direct 5 - 10%
HP-BLUESKIES HOLDINGS INC. SHAREHOLDER 05/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
RLJ SELECT INVESTMENTS, LLC INDIRECT OWNER indirect 2002-04-01
ALTIMA ADVISORS AMERICAS LP SHAREHOLDER indirect 2004-06-01
BLUEBAY ASSET MANAGEMENT LLP CORPORATE DESIGNATED MEMBER direct 2011-11-01
RIVER AND MERCANTILE ASSET MANAGEMENT LLP INDIRECT OWNER indirect 2014-02-01
BLACK CREEK INVESTMENT MANAGEMENT INC. SHAREHOLDER direct 2016-05-01
CELFIN CAPITAL SERVICIOS FINANCIEROS S.A. SHAREHOLDER direct 1989-03-01 2012-03-30
SHAPIRO CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2008-08-01 2013-03-21
SHAPIRO CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2008-08-01 2013-03-21
NGP ENERGY CAPITAL MANAGEMENT, LLC OWNER indirect 2006-10-01 2014-03-28
SHAPIRO CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 1975-12-01 2015-03-17
SHAPIRO CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 1982-03-01 2015-03-17
KANKO, WILLIAM, DAVID TRUSTEE KANKO FAMILY TRUST 12/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
BLACK CREEK INVESTMENT MANAGEMENT INC. PRESIDENT AND TRUSTEE, KANKO FAMILY TRUST direct 2008-12-01
BLACK CREEK INVESTMENT MANAGEMENT INC. TRUSTEE indirect 2008-12-01
BLACK CREEK INVESTMENT MANAGEMENT INC. PRESIDENT; TRUSTEE, KANKO FAMILY TRUST, NANIBIJOU HOLDINGS [2008] INC. direct 2008-12-01
BLACK CREEK INVESTMENT MANAGEMENT INC. CHIEF COMPLIANCE OFFICER AND PRESIDENT; TRUSTEE, KANKO FAMILY TRUST, NANIBIJOU HOLDINGS [2008] INC. direct 2008-12-01
BLACK CREEK INVESTMENT MANAGEMENT INC. TRUSTEE indirect 2008-12-01
BLACK CREEK INVESTMENT MANAGEMENT INC. CHIEF COMPLIANCE OFFICER AND PRESIDENT; TRUSTEE, KANKO FAMILY TRUST direct 2008-12-01
HARRISON, SUSAN TRUSTEE KANKO FAMILY TRUST 12/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
BLACK CREEK INVESTMENT MANAGEMENT INC. TRUSTEE, KANKO FAMILY TRUST direct 2008-12-01
BLACK CREEK INVESTMENT MANAGEMENT INC. TRUSTEE indirect 2008-12-01
QUINLAN, BRIAN TRUSTEE KANKO FAMILY TRUST 12/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
BLACK CREEK INVESTMENT MANAGEMENT INC. TRUSTEE, KANKO FAMILY TRUST direct 2008-12-01
BLACK CREEK INVESTMENT MANAGEMENT INC. TRUSTEE indirect 2008-12-01
JENKINS, RICHARD, LYLE TRUSTEE JENKINS FAMILY TRUST 12/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
BLACK CREEK INVESTMENT MANAGEMENT INC. CHAIRMAN AND TRUSTEE, JENKINS FAMILY TRUST direct 2008-12-01
BLACK CREEK INVESTMENT MANAGEMENT INC. TRUSTEE indirect 2008-12-01
BLACK CREEK INVESTMENT MANAGEMENT INC. CHAIRMAN AND TRUSTEE, JENKINS FAMILY TRUST, CULZEAN HOLDINGS INC. direct 2008-12-01
BLACK CREEK INVESTMENT MANAGEMENT INC. TRUSTEE indirect 2008-12-01
JENKINS, LORELEI TRUSTEE JENKINS FAMILY TRUST 12/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
BLACK CREEK INVESTMENT MANAGEMENT INC. TRUSTEE, JENKINS FAMILY TRUST direct 2008-12-01
BLACK CREEK INVESTMENT MANAGEMENT INC. TRUSTEE indirect 2008-12-01
KANKO FAMILY TRUST SHAREHOLDER KAKABEKA HOLDINGS INC. 05/01/2013 Indirect 75% or more
JENKINS FAMILY TRUST SHAREHOLDER SATTEL INVESTMENTS LIMITED 05/01/2013 Indirect 75% or more
THE GALARCE FAMILY TRUST (2013) SHAREHOLDER ARGENT CANTRI INC. 01/01/2014 Indirect 75% or more
GALARCE, MATIAS, MARIA TRUSTEE THE GALARCE FAMILY TRUST (2013) 01/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BLACK CREEK INVESTMENT MANAGEMENT INC. TRUSTEE indirect 2014-01-01
GALARCE, MARIA, DE LA PAZ TRUSTEE THE GALARCE FAMILY TRUST (2013) 01/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BLACK CREEK INVESTMENT MANAGEMENT INC. TRUSTEE indirect 2014-01-01
LOWRY, SCOTT, GRAHAM TRUSTEE THE GALARCE FAMILY TRUST (2013) 01/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BLACK CREEK INVESTMENT MANAGEMENT INC. TRUSTEE indirect 2014-01-01
Huang, Zhongyi SHAREHOLDER AMVIRENCE INC. 05/01/2016 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BLACK CREEK INVESTMENT MANAGEMENT INC. SHAREHOLDER indirect 2016-05-01
Jhaveri, Samir SHAREHOLDER LEILA'S PAJAMAS INC. 05/01/2016 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BLACK CREEK INVESTMENT MANAGEMENT INC. SHAREHOLDER indirect 2016-05-01
Peirce, Heather SHAREHOLDER HP-BLUESKIES HOLDINGS INC. 05/01/2016 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BLACK CREEK INVESTMENT MANAGEMENT INC. SHAREHOLDER indirect 2016-05-01

WhaleScore history for BLACK CREEK INVESTMENT MANAGEMENT INC.

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**EXPERIMENTAL** Current UK Positions

Updated daily

Contains transactions from January 1st, 2015 on.

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
BLACK CREEK INVESTMENT MANAGEMENT INC. MORGAN ADV 2016-09-28 14,246,065 4.99%
BLACK CREEK INVESTMENT MANAGEMENT INC. FBD HOLDS 2015-03-25 1,737,677 5.02%

Position History

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
BLACK CREEK INVESTMENT MANAGEMENT INC. MORGAN ADV 2016-08-17 17,032,522 5.97%
BLACK CREEK INVESTMENT MANAGEMENT INC. MORGAN ADV 2016-01-12 17,325,087 6.07%
BLACK CREEK INVESTMENT MANAGEMENT INC. MORGAN ADV 2015-12-11 14,320,390 5.02%
BLACK CREEK INVESTMENT MANAGEMENT INC. MORGAN ADV 2015-11-23 11,514,034 4.03%
BLACK CREEK INVESTMENT MANAGEMENT INC. FBD HOLDS 2014-12-04 1,066,690 3.08%
BLACK CREEK INVESTMENT MANAGEMENT INC. MORGAN ADV 8,632,766 3.03%

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