Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2013-12-31
$2.77B
Positions
133
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 | COGNEX CORP CGNX | $26.8M | 0.96% | 701,048 | -68,906 | -8.95% | 1.26% | 2013-03-31 | $38 | ~$21 | +78.92% | |
| 2 | WESTERN REFINING | $26.1M | 0.94% | 615,758 | -63,641 | -9.37% | 1.07% | 2013-03-31 | $42 | ~$35 | +20.54% | |
| 3 | BLUCORA INC BCOREUR | $23.2M | 0.84% | 795,499 | -78,120 | -8.94% | 1.05% | 2013-03-31 | $29 | ~$16 | +86.09% | |
| 4 | CNO FINANCIAL GROUP INC CNO | $21.6M | 0.78% | 1,222,779 | -121,537 | -9.04% | 1.02% | 2013-03-31 | $18 | ~$12 | +53.45% | |
| 5 | WELLCARE HEALTH PLANS INC WCGEUR | $20.9M | 0.75% | 297,250 | -27,893 | -8.58% | 1.18% | 2013-03-31 | $70 | ~$58 | +21.13% | |
| 6 | HORNBECK OFFSHORE SERVICES HOSEUR | $19.2M | 0.69% | 390,860 | -38,984 | -9.07% | 1.28% | 2013-03-31 | $49 | ~$47 | +5.24% | |
| 7 | EAST WEST BANCORP EWBC | $18.3M | 0.66% | 521,906 | -50,497 | -8.82% | 0.96% | 2013-03-31 | $35 | ~$26 | +35.35% | |
| 8 | CVB FINANCIAL CVBF | $17.6M | 0.64% | 1,033,756 | -73,410 | -6.63% | 0.78% | 2013-03-31 | $17 | ~$11 | +50.89% | |
| 9 | BBCN BANCORP | $16.6M | 0.60% | 1,003,495 | -97,114 | -8.82% | 0.79% | 2013-03-31 | $17 | ~$13 | +24.55% | |
| 10 | REDWOOD TRUST RWT | $15.9M | 0.57% | 823,125 | -73,131 | -8.16% | 0.92% | 2013-03-31 | $19 | ~$21 | -8.75% | |
| 11 | BRINKER INTERNATIONAL INC EAT | $15.8M | 0.57% | 341,581 | -33,009 | -8.81% | 0.80% | 2013-03-31 | $46 | ~$38 | +22.76% | |
| 12 | CORPORATE EXECUTIVE BOARD CO | $14.8M | 0.53% | 191,519 | -18,556 | -8.83% | 0.80% | 2013-03-31 | $77 | ~$59 | +32.36% | |
| 13 | BARNES GROUP BUSD | $14.8M | 0.53% | 386,628 | -39,081 | -9.18% | 0.78% | 2013-03-31 | $38 | ~$29 | +30.42% | |
| 14 | TUESDAY MORNING TUESUSD | $13.7M | 0.50% | 860,529 | -83,828 | -8.88% | 0.75% | 2013-03-31 | $16 | ~$8 | +101.11% | |
| 15 | SNAP-ON INC SNA | $12.5M | 0.45% | 113,995 | -11,041 | -8.83% | 0.65% | 2013-03-31 | $110 | ~$83 | +32.44% | |
| 16 | GRAN TIERRA ENERGY GTE2EUR | $12.5M | 0.45% | 1,705,229 | -158,428 | -8.50% | 0.69% | 2013-06-30 | $7 | ~$6 | +21.11% | |
| 17 | REGAL-BELOIT RRX | $11.9M | 0.43% | 161,839 | -15,390 | -8.68% | 0.63% | 2013-03-31 | $74 | ~$81 | -8.99% | |
| 18 | MONTPELIER RE HOLDINGS LTD | $11.8M | 0.43% | 407,145 | -38,146 | -8.57% | 0.61% | 2013-03-31 | $29 | ~$26 | +11.78% | |
| 19 | AMERISAFE AMSF | $11.1M | 0.40% | 263,921 | -24,787 | -8.59% | 0.54% | 2013-03-31 | $42 | ~$35 | +19.02% | |
| 20 | CABELA`S INC | $10.8M | 0.39% | 162,245 | -15,699 | -8.82% | 0.58% | 2013-03-31 | $67 | ~$61 | +9.46% | |
| 21 | CBL & ASSOCIATES PROPERTIES | $10.7M | 0.39% | 596,515 | -52,247 | -8.05% | 0.65% | 2013-03-31 | $18 | ~$24 | -23.90% | |
| 22 | OFG BANCORP OFG | $10.7M | 0.38% | 614,925 | -54,907 | -8.20% | 0.56% | 2013-06-30 | $17 | ~$18 | -3.53% | |
| 23 | GATX CORP GATX | $10.6M | 0.38% | 203,732 | -19,257 | -8.64% | 0.56% | 2013-03-31 | $52 | ~$52 | +0.68% | |
| 24 | LACLEDE GROUP INC | $10.5M | 0.38% | 231,473 | -21,817 | -8.61% | 0.60% | 2013-03-31 | $46 | ~$43 | +6.43% | |
| 25 | HELEN OF TROY LTD | $10.4M | 0.38% | 211,506 | -20,531 | -8.85% | 0.54% | 2013-03-31 | $49 | ~$38 | +28.38% | |
| 26 | GLACIER BANCORP GBCI | $10.3M | 0.37% | 345,714 | -33,915 | -8.93% | 0.49% | 2013-03-31 | $30 | ~$19 | +54.50% | |
| 27 | THE ANDERSONS INC ANDE | $10.0M | 0.36% | 168,433 | -15,798 | -8.58% | 0.68% | 2013-03-31 | $59 | ~$54 | +10.36% | |
| 28 | PROASSURANCE CORP PRA | $9.7M | 0.35% | 200,467 | -18,799 | -8.57% | 0.52% | 2013-03-31 | $48 | ~$47 | +2.29% | |
| 29 | WERNER ENTERPRISES WERN | $9.7M | 0.35% | 392,222 | -37,170 | -8.66% | 0.52% | 2013-03-31 | $25 | ~$24 | +2.50% | |
| 30 | SAIA SAIA | $9.3M | 0.34% | 291,142 | -27,944 | -8.76% | 0.52% | 2013-03-31 | $32 | ~$24 | +31.41% |