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Fund detail

WCM Investment Management

growth, quality, international, active

Quarters 53
2013-09-30 $1.91B
Positions 126
Showing 30 of 89 rows (filtered from 147)

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 TAIWAN SEMICONDUCTOR MFG CO. TSM $90.3M 4.72% 5,293,322 +104,578 +2.02% 5.13% 2013-03-31 $17 ~$17 -1.60%
2 ACE LTD $78.1M 4.08% 833,538 +11,257 +1.37% 3.99% 2013-03-31 $94 ~$89 +5.15%
3 ASML HOLDING ADR $77.9M 4.07% 792,029 +15,414 +1.98% 3.35% 2013-03-31 $98 ~$70 +40.37%
4 CORE LABORATORIES N.V. $75.8M 3.96% 445,047 +6,522 +1.49% 3.60% 2013-03-31 $170 ~$138 +23.04%
5 CANADIAN NATL RAILWAY CO CNI $68.9M 3.60% 674,946 +2,048 +0.30% 3.54% 2013-03-31 $102 ~$100 +2.14%
6 COCA-COLA ENTERPRISES $65.7M 3.43% 1,629,884 +7,408 +0.46% 3.09% 2013-03-31 $40 ~$37 +9.27%
7 COVIDIEN LTD $65.4M 3.42% 1,069,883 +120,846 +12.73% 3.18% 2013-03-31 $61 ~$66 -8.01%
8 BRF SA - ADR P5Y $62.4M 3.26% 2,554,309 +50,095 +2.00% 2.92% 2013-03-31 $24 ~$22 +10.76%
9 PERRIGO CO $60.1M 3.14% 482,078 +474,829 +6550.27% 0.05% 2013-03-31 $125 ~$123 +1.53%
10 SENSATA TECHNOLOGIES HOLDING $59.0M 3.08% 1,544,555 +66,356 +4.49% 2.80% 2013-06-30 $38 ~$35 +8.73%
11 NOVO-NORDISK A/S-SPONS ADR NVO $51.5M 2.69% 304,842 +4,335 +1.44% 2.53% 2013-03-31 $169 ~$161 +4.99%
12 MERCADOLIBRE INC MELI $48.7M 2.55% 361,277 +20,102 +5.89% 1.99% 2013-03-31 $135 ~$103 +30.67%
13 ARM HOLDINGS ADR $47.8M 2.50% 995,621 +20,751 +2.13% 1.92% 2013-03-31 $48 ~$42 +13.31%
14 VIROPHARMA INC $26.0M 1.36% 662,263 +28,572 +4.51% 0.98% 2013-03-31 $39 ~$26 +50.96%
15 HORNBECK OFFSHORE SERVICES HOSEUR $24.6M 1.28% 429,844 +15,339 +3.70% 1.20% 2013-03-31 $57 ~$47 +22.25%
16 COGNEX CORP CGNX $24.1M 1.26% 769,954 +402,210 +109.37% 0.90% 2013-03-31 $31 ~$21 +46.46%
17 WELLCARE HEALTH PLANS INC WCGEUR $22.5M 1.18% 325,143 +12,992 +4.16% 0.94% 2013-03-31 $69 ~$58 +19.13%
18 INDITEX-UNSPON ADR IDEXY $22.2M 1.16% 711,715 +269,866 +61.08% 0.60% 2013-03-31 $31 ~$27 +15.78%
19 WESTERN REFINING $20.5M 1.07% 679,399 +24,484 +3.74% 0.99% 2013-03-31 $30 ~$35 -14.18%
20 BLUCORA INC BCOREUR $20.1M 1.05% 873,619 +31,192 +3.70% 0.84% 2013-03-31 $23 ~$16 +46.95%
21 CNO FINANCIAL GROUP INC CNO $19.5M 1.02% 1,344,316 +46,201 +3.56% 0.91% 2013-03-31 $14 ~$12 +25.60%
22 EAST WEST BANCORP EWBC $18.4M 0.96% 572,403 +23,332 +4.25% 0.82% 2013-03-31 $32 ~$26 +24.10%
23 REDWOOD TRUST RWT $17.6M 0.92% 896,256 +1,780 +0.20% 0.82% 2013-03-31 $20 ~$21 -7.24%
24 BRINKER INTERNATIONAL INC EAT $15.3M 0.80% 374,590 +14,903 +4.14% 0.77% 2013-03-31 $41 ~$38 +8.11%
25 CORPORATE EXECUTIVE BOARD CO $15.2M 0.80% 210,075 +7,324 +3.61% 0.69% 2013-03-31 $73 ~$59 +24.07%
26 BBCN BANCORP $15.2M 0.79% 1,100,609 +47,018 +4.46% 0.81% 2013-03-31 $14 ~$13 +3.68%
27 CVB FINANCIAL CVBF $15.0M 0.78% 1,107,166 +33,767 +3.15% 0.68% 2013-03-31 $14 ~$11 +19.95%
28 SHANDONG WEIGAO GP ADR SHWGY $15.0M 0.78% 3,826,852 +1,181,064 +44.64% 0.61% 2013-03-31 $4 ~$4 +0.95%
29 BARNES GROUP BUSD $14.9M 0.78% 425,709 +17,562 +4.30% 0.66% 2013-03-31 $35 ~$29 +19.01%
30 GROUP 1 AUTOMOTIVE INC GPI $14.8M 0.77% 192,783 +6,027 +3.23% 0.65% 2013-03-31 $77 ~$60 +27.13%