Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2020-06-30
$26.06B
Positions
180
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
2014-12-31
2014-09-30
2014-06-30
2014-03-31
2013-12-31
2013-09-30
2013-06-30
2013-03-31
Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.
| # | Issuer | Value ↑ | Weight | Shares | Share Δ | Share Δ % | Prev Weight | First Held | Price | Est. Cost | Unrealized % | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BRINKS CO | $0 | 0 | -121,386 | -100.00% | 0.03% | ||||||
| 2 | CDK GLOBAL INC | $0 | 0 | -10,142 | -100.00% | 0.00% | ||||||
| 3 | CHUBB LIMITED | $0 | 0 | -8,554,031 | -100.00% | 5.28% | ||||||
| 4 | CYBERARK SOFTWARE LTD | $0 | 0 | -55,869 | -100.00% | 0.03% | ||||||
| 5 | ELDORADO RESORTS INC | $0 | 0 | -169,321 | -100.00% | 0.01% | ||||||
| 6 | EMERALD HOLDING INC | $0 | 0 | -215,197 | -100.00% | 0.00% | ||||||
| 7 | ETSY INC | $0 | 0 | -150,098 | -100.00% | 0.03% | ||||||
| 8 | EXACT SCIENCES CORP | $0 | 0 | -100,723 | -100.00% | 0.03% | ||||||
| 9 | FAR PT ACQUISITION CORP | $0 | 0 | -249,095 | -100.00% | 0.01% | ||||||
| 10 | INSPIRE MED SYS INC | $0 | 0 | -89,935 | -100.00% | 0.03% | ||||||
| 11 | PAYLOCITY HLDG CORP | $0 | 0 | -54,972 | -100.00% | 0.03% | ||||||
| 12 | PROS HOLDINGS INC | $0 | 0 | -112,794 | -100.00% | 0.02% | ||||||
| 13 | TELADOC HEALTH INC | $0 | 0 | -25,438 | -100.00% | 0.02% | ||||||
| 14 | TEXAS ROADHOUSE INC | $0 | 0 | -136,610 | -100.00% | 0.03% | ||||||
| 15 | UNIVERSAL FST PRODS INC | $0 | 0 | -170,130 | -100.00% | 0.03% | ||||||
| 16 | WIX COM LTD | $0 | 0 | -42,278 | -100.00% | 0.02% | ||||||
| 17 | NETEASE INC NTES | $217K | 0.00% | 506 | +506 | 2020-06-30 | $429 | ~$429 | +0.00% | |||
| 18 | EVO PMTS INC EVOP1EUR | $233K | 0.00% | 10,212 | -249,594 | -96.07% | 0.02% | 2019-03-31 | $23 | ~$26 | -11.56% | |
| 19 | CARLISLE COS INC CSL | $247K | 0.00% | 2,062 | +0 | +0.00% | 0.00% | 2020-03-31 | $120 | ~$125 | -4.26% | |
| 20 | ISHARES TR EFA | $268K | 0.00% | 4,408 | -189,358 | -97.73% | 0.06% | 2013-12-31 | $61 | ~$67 | -9.57% | |
| 21 | IDEX CORP IEX | $272K | 0.00% | 1,723 | +0 | +0.00% | 0.00% | 2020-03-31 | $158 | ~$138 | +14.29% | |
| 22 | NICE LTD NICE | $277K | 0.00% | 1,465 | +55 | +3.90% | 0.00% | 2019-03-31 | $189 | ~$124 | +52.10% | |
| 23 | HELEN OF TROY CORP LTD | $298K | 0.00% | 1,580 | +149 | +10.41% | 0.00% | 2013-03-31 | $189 | ~$51 | +273.35% | |
| 24 | MARKEL CORP MKL | $317K | 0.00% | 343 | +0 | +0.00% | 0.00% | 2020-03-31 | $924 | ~$927 | -0.31% | |
| 25 | PTC INC PTC | $321K | 0.00% | 4,126 | +0 | +0.00% | 0.00% | 2020-03-31 | $78 | ~$61 | +26.88% | |
| 26 | SONY CORP SONY | $328K | 0.00% | 4,748 | +220 | +4.86% | 0.00% | 2018-06-30 | $69 | ~$54 | +28.97% | |
| 27 | F M C CORP FMC | $343K | 0.00% | 3,442 | +0 | +0.00% | 0.00% | 2020-03-31 | $100 | ~$82 | +22.06% | |
| 28 | SEI INVTS CO SEIC | $369K | 0.00% | 6,716 | +0 | +0.00% | 0.00% | 2020-03-31 | $55 | ~$46 | +18.65% | |
| 29 | VAIL RESORTS INC MTN | $403K | 0.00% | 2,210 | +79 | +3.71% | 0.00% | 2020-03-31 | $182 | ~$148 | +22.85% | |
| 30 | LINCOLN ELEC HLDGS INC LECO | $407K | 0.00% | 4,833 | +0 | +0.00% | 0.00% | 2020-03-31 | $84 | ~$69 | +22.22% |