Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2013-06-30
$1.85B
Positions
141
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 | ARM HOLDINGS ADR | $35.6M | 1.92% | 974,870 | -17,583 | -1.77% | 3.01% | 2013-03-31 | $37 | ~$42 | -13.69% | |
| 2 | HORNBECK OFFSHORE SERVICES HOSEUR | $22.2M | 1.20% | 414,505 | -1,429 | -0.34% | 1.38% | 2013-03-31 | $54 | ~$46 | +15.34% | |
| 3 | L`OREAL - UNSPONS ADR LRLCY | $19.7M | 1.06% | 596,340 | -39,479 | -6.21% | 1.44% | 2013-03-31 | $33 | ~$32 | +4.18% | |
| 4 | WESTERN REFINING | $18.4M | 0.99% | 654,915 | -4,332 | -0.66% | 1.67% | 2013-03-31 | $28 | ~$35 | -20.83% | |
| 5 | CNO FINANCIAL GROUP INC CNO | $16.9M | 0.91% | 1,298,115 | -21,288 | -1.61% | 1.08% | 2013-03-31 | $13 | ~$11 | +13.52% | |
| 6 | COGNEX CORP CGNX | $16.7M | 0.90% | 367,744 | -2,709 | -0.73% | 1.12% | 2013-03-31 | $45 | ~$42 | +7.62% | |
| 7 | BLUCORA INC BCOREUR | $15.7M | 0.84% | 842,427 | -7,855 | -0.92% | 0.94% | 2013-03-31 | $19 | ~$15 | +20.03% | |
| 8 | EAST WEST BANCORP EWBC | $15.1M | 0.82% | 549,071 | -614 | -0.11% | 1.01% | 2013-03-31 | $28 | ~$26 | +7.26% | |
| 9 | BRINKER INTERNATIONAL INC EAT | $14.2M | 0.77% | 359,687 | -121 | -0.03% | 0.97% | 2013-03-31 | $39 | ~$38 | +4.88% | |
| 10 | CBL & ASSOCIATES PROPERTIES | $13.9M | 0.75% | 650,902 | -30,378 | -4.46% | 1.15% | 2013-03-31 | $21 | ~$24 | -9.24% | |
| 11 | CORPORATE EXECUTIVE BOARD CO | $12.8M | 0.69% | 202,751 | -88 | -0.04% | 0.85% | 2013-03-31 | $63 | ~$58 | +8.83% | |
| 12 | CVB FINANCIAL CVBF | $12.6M | 0.68% | 1,073,399 | -2,138 | -0.20% | 0.87% | 2013-03-31 | $12 | ~$11 | +4.51% | |
| 13 | GROUP 1 AUTOMOTIVE INC GPI | $12.0M | 0.65% | 186,756 | -3,919 | -2.06% | 0.82% | 2013-03-31 | $64 | ~$60 | +7.25% | |
| 14 | SNAP-ON INC SNA | $11.2M | 0.60% | 125,350 | -71,896 | -36.45% | 1.17% | 2013-03-31 | $89 | ~$83 | +8.17% | |
| 15 | LACLEDE GROUP INC | $11.2M | 0.60% | 244,971 | -6,567 | -2.61% | 0.77% | 2013-03-31 | $46 | ~$43 | +6.95% | |
| 16 | MONTPELIER RE HOLDINGS LTD | $10.7M | 0.58% | 428,854 | -2,731 | -0.63% | 0.81% | 2013-03-31 | $25 | ~$26 | -3.89% | |
| 17 | WERNER ENTERPRISES WERN | $10.0M | 0.54% | 414,153 | -879 | -0.21% | 0.72% | 2013-03-31 | $24 | ~$24 | +0.18% | |
| 18 | TUESDAY MORNING TUESUSD | $9.5M | 0.51% | 911,125 | -5,021 | -0.55% | 0.51% | 2013-03-31 | $10 | ~$8 | +33.95% | |
| 19 | AMERISAFE AMSF | $9.0M | 0.49% | 277,945 | -2,080 | -0.74% | 0.71% | 2013-03-31 | $33 | ~$36 | -8.42% | |
| 20 | DOUGLAS EMMETT DEI | $8.9M | 0.48% | 356,375 | -14,023 | -3.79% | 0.66% | 2013-03-31 | $25 | ~$25 | +0.09% | |
| 21 | MERITAGE HOMES CORP MTH | $8.8M | 0.48% | 203,341 | -26 | -0.01% | 0.68% | 2013-03-31 | $43 | ~$47 | -7.52% | |
| 22 | HELEN OF TROY LTD | $8.6M | 0.47% | 224,224 | -1,764 | -0.78% | 0.62% | 2013-03-31 | $39 | ~$38 | +0.41% | |
| 23 | SUSQUEHANNA BANCSHARES | $8.5M | 0.46% | 656,764 | -251 | -0.04% | 0.59% | 2013-03-31 | $13 | ~$12 | +3.57% | |
| 24 | SHFL ENTERTAINMENT | $8.1M | 0.44% | 458,281 | -16,659 | -3.51% | 0.56% | 2013-03-31 | $18 | ~$17 | +6.98% | |
| 25 | GLACIER BANCORP GBCI | $7.9M | 0.42% | 354,550 | -13,602 | -3.69% | 0.50% | 2013-03-31 | $22 | ~$19 | +16.90% | |
| 26 | FOOT LOCKER INC WOO | $7.4M | 0.40% | 211,722 | -186 | -0.09% | 0.52% | 2013-03-31 | $35 | ~$34 | +2.74% | |
| 27 | LINDSAY CORPORATION LNN | $7.3M | 0.39% | 97,420 | -2,305 | -2.31% | 0.63% | 2013-03-31 | $75 | ~$88 | -14.87% | |
| 28 | CUBIC CORP CUBUSD | $7.3M | 0.39% | 151,007 | -4,113 | -2.65% | 0.47% | 2013-03-31 | $48 | ~$43 | +12.77% | |
| 29 | AVISTA CORP AVA | $7.0M | 0.38% | 260,884 | -5,952 | -2.23% | 0.52% | 2013-03-31 | $27 | ~$27 | -1.38% | |
| 30 | SAFETY INSURANCE GROUP INC SAFT | $6.5M | 0.35% | 133,147 | -1,085 | -0.81% | 0.47% | 2013-03-31 | $49 | ~$49 | -1.09% |