Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2013-09-30
$1.91B
Positions
126
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 | LAZARD LTD-CL A | $56.7M | 2.96% | 1,571,530 | -34,605 | -2.15% | 2.79% | 2013-03-31 | $36 | ~$34 | +6.56% | |
| 2 | SGS SA - ADR SGSOY | $30.9M | 1.61% | 1,298,815 | -265,705 | -16.98% | 1.83% | 2013-03-31 | $24 | ~$24 | -0.91% | |
| 3 | NESTLE SA - SPONS ADR FOR REG NSRGY | $28.6M | 1.50% | 409,234 | -84,465 | -17.11% | 1.75% | 2013-03-31 | $70 | ~$71 | -1.67% | |
| 4 | TENCENT HOLDINGS LTD-UNS ADR TCEHY | $28.5M | 1.49% | 539,938 | -87,213 | -13.91% | 1.32% | 2013-03-31 | $53 | ~$34 | +55.35% | |
| 5 | NOVOZYMES A/S - ADR NVZMY | $23.3M | 1.22% | 602,645 | -115,217 | -16.05% | 1.25% | 2013-03-31 | $39 | ~$34 | +14.35% | |
| 6 | FANUC CORPORATION FANUY | $21.6M | 1.13% | 791,516 | -156,913 | -16.54% | 1.24% | 2013-03-31 | $27 | ~$25 | +7.50% | |
| 7 | SVENSKA CELLULOSA AB-SP ADR | $18.8M | 0.98% | 725,392 | -142,050 | -16.38% | 1.19% | 2013-03-31 | $26 | ~$26 | +0.45% | |
| 8 | ASOS PLC - UNSPONSORED ADR ASOMY | $17.6M | 0.92% | 204,272 | -28,760 | -12.34% | 0.79% | 2013-06-30 | $86 | ~$63 | +37.12% | |
| 9 | WALMART DE MEXICO-SPON ADR V WMMVY | $16.3M | 0.85% | 625,385 | -117,765 | -15.85% | 1.12% | 2013-03-31 | $26 | ~$32 | -18.15% | |
| 10 | LVMH MOET HENNESSY-UNSP ADR LVMUY | $16.2M | 0.85% | 413,350 | -94,955 | -18.68% | 0.91% | 2013-03-31 | $39 | ~$34 | +15.27% | |
| 11 | SYSMEX CORP UNSPON ADR SSMXY | $13.4M | 0.70% | 422,678 | -87,187 | -17.10% | 0.89% | 2013-03-31 | $32 | ~$31 | +2.90% | |
| 12 | SHOPRITE HOLDINGS | $13.2M | 0.69% | 388,915 | -77,243 | -16.57% | 0.93% | 2013-03-31 | $34 | ~$39 | -13.32% | |
| 13 | SNAP-ON INC SNA | $12.5M | 0.65% | 125,036 | -314 | -0.25% | 0.60% | 2013-03-31 | $100 | ~$83 | +20.69% | |
| 14 | CBL & ASSOCIATES PROPERTIES | $12.4M | 0.65% | 648,762 | -2,140 | -0.33% | 0.75% | 2013-03-31 | $19 | ~$24 | -19.07% | |
| 15 | JERONIMO MARTINS SGPS SA - ADR JRONY | $11.3M | 0.59% | 279,522 | -56,546 | -16.83% | 0.76% | 2013-03-31 | $40 | ~$40 | +1.41% | |
| 16 | DOUGLAS EMMETT DEI | $8.3M | 0.44% | 355,540 | -835 | -0.23% | 0.48% | 2013-03-31 | $23 | ~$25 | -5.85% | |
| 17 | AMAZON.COM INC AMZN | $3.8M | 0.20% | 12,071 | -101 | -0.83% | 0.18% | 2013-03-31 | $313 | ~$267 | +17.15% | |
| 18 | TITAN MACHINERY TITN | $2.5M | 0.13% | 156,768 | -94,405 | -37.59% | 0.27% | 2013-03-31 | $16 | ~$28 | -41.70% | |
| 19 | MONSANTO CO | $1.9M | 0.10% | 17,833 | -843 | -4.51% | 0.10% | 2013-03-31 | $104 | ~$106 | -1.21% | |
| 20 | CHEVRON CVX | $590K | 0.03% | 4,853 | -3,650 | -42.93% | 0.05% | 2013-03-31 | $122 | ~$119 | +2.27% | |
| 21 | GENERAL ELECTRIC COMPANY | $482K | 0.03% | 20,174 | -11,835 | -36.97% | 0.04% | 2013-03-31 | $24 | ~$23 | +3.36% | |
| 22 | YANDEX NV-A | $380K | 0.02% | 10,423 | -408 | -3.77% | 0.02% | 2013-06-30 | $36 | ~$28 | +32.07% | |
| 23 | PROCTER & GAMBLE CO PG | $374K | 0.02% | 4,945 | -1,775 | -26.41% | 0.03% | 2013-03-31 | $76 | ~$77 | -1.90% | |
| 24 | JOHNSON & JOHNSON JNJ | $373K | 0.02% | 4,307 | -2,187 | -33.68% | 0.03% | 2013-03-31 | $87 | ~$82 | +6.11% | |
| 25 | DISNEY (WALT) DIS | $364K | 0.02% | 5,643 | -890 | -13.62% | 0.02% | 2013-03-31 | $65 | ~$57 | +13.56% | |
| 26 | COCA-COLA COMPANY KO | $325K | 0.02% | 8,571 | -2,375 | -21.70% | 0.02% | 2013-03-31 | $38 | ~$40 | -6.15% | |
| 27 | APPLE INC AAPL | $209K | 0.01% | 439 | -707 | -61.69% | 0.02% | 2013-03-31 | $476 | ~$443 | +7.54% |