Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2014-03-31
$2.79B
Positions
138
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 | $91.2M | 3.26% | 1,935,737 | -130,089 | -6.30% | 3.38% | 2013-03-31 | $47 | ~$36 | +32.63% | |
| 2 | ARM HOLDINGS ADR | $79.3M | 2.84% | 1,556,333 | -1,413 | -0.09% | 3.07% | 2013-03-31 | $51 | ~$46 | +11.74% | |
| 3 | SGS SA - ADR SGSOY | $47.4M | 1.70% | 1,921,470 | -189,118 | -8.96% | 1.75% | 2013-03-31 | $25 | ~$24 | +3.76% | |
| 4 | NESTLE SA - SPONS ADR FOR REG NSRGY | $45.2M | 1.62% | 600,601 | -63,143 | -9.51% | 1.76% | 2013-03-31 | $75 | ~$71 | +5.47% | |
| 5 | TENCENT HOLDINGS LTD-UNS ADR TCEHY | $42.2M | 1.51% | 607,874 | -141,322 | -18.86% | 1.74% | 2013-03-31 | $69 | ~$41 | +69.55% | |
| 6 | NOVOZYMES A/S - ADR NVZMY | $39.8M | 1.43% | 905,722 | -92,838 | -9.30% | 1.52% | 2013-03-31 | $44 | ~$36 | +20.73% | |
| 7 | FANUC CORPORATION FANUY | $35.4M | 1.27% | 1,196,798 | -113,857 | -8.69% | 1.45% | 2013-03-31 | $30 | ~$27 | +10.09% | |
| 8 | INDITEX-UNSPON ADR IDEXY | $35.2M | 1.26% | 1,173,572 | -109,801 | -8.56% | 1.53% | 2013-03-31 | $30 | ~$29 | +2.81% | |
| 9 | SVENSKA CELLULOSA AB-SP ADR | $34.9M | 1.25% | 1,184,649 | -121,445 | -9.30% | 1.45% | 2013-03-31 | $29 | ~$27 | +9.22% | |
| 10 | SUN ART RETAIL GROUP-UNS ADR SURRY | $30.0M | 1.07% | 2,376,943 | -23,327 | -0.97% | 1.24% | 2013-09-30 | $13 | ~$14 | -12.29% | |
| 11 | ASOS PLC - UNSPONSORED ADR ASOMY | $28.4M | 1.02% | 323,255 | -30,553 | -8.64% | 1.34% | 2013-06-30 | $88 | ~$77 | +14.86% | |
| 12 | WESTERN REFINING | $23.0M | 0.82% | 595,778 | -19,980 | -3.24% | 0.94% | 2013-03-31 | $39 | ~$35 | +9.71% | |
| 13 | WALMART DE MEXICO-SPON ADR V WMMVY | $23.0M | 0.82% | 969,699 | -28,114 | -2.82% | 0.94% | 2013-03-31 | $24 | ~$30 | -20.17% | |
| 14 | COGNEX CORP CGNX | $22.9M | 0.82% | 674,912 | -26,136 | -3.73% | 0.96% | 2013-03-31 | $34 | ~$21 | +58.68% | |
| 15 | LVMH MOET HENNESSY-UNSP ADR LVMUY | $22.6M | 0.81% | 620,800 | -69,397 | -10.05% | 0.91% | 2013-03-31 | $36 | ~$36 | +2.57% | |
| 16 | CNO FINANCIAL GROUP INC CNO | $21.4M | 0.77% | 1,181,745 | -41,034 | -3.36% | 0.78% | 2013-03-31 | $18 | ~$12 | +57.00% | |
| 17 | GROUP 1 AUTOMOTIVE INC GPI | $18.6M | 0.67% | 283,818 | -9,295 | -3.17% | 0.75% | 2013-03-31 | $66 | ~$65 | +0.98% | |
| 18 | EAST WEST BANCORP EWBC | $18.4M | 0.66% | 504,685 | -17,221 | -3.30% | 0.66% | 2013-03-31 | $36 | ~$26 | +41.27% | |
| 19 | WELLCARE HEALTH PLANS INC WCGEUR | $18.3M | 0.66% | 288,394 | -8,856 | -2.98% | 0.75% | 2013-03-31 | $64 | ~$58 | +9.27% | |
| 20 | BRINKER INTERNATIONAL INC EAT | $17.2M | 0.62% | 328,278 | -13,303 | -3.89% | 0.57% | 2013-03-31 | $52 | ~$38 | +38.94% | |
| 21 | JERONIMO MARTINS SGPS SA - ADR JRONY | $16.9M | 0.61% | 504,077 | -600 | -0.12% | 0.71% | 2013-03-31 | $34 | ~$40 | -15.41% | |
| 22 | BBCN BANCORP | $16.7M | 0.60% | 973,811 | -29,684 | -2.96% | 0.60% | 2013-03-31 | $17 | ~$13 | +28.67% | |
| 23 | CVB FINANCIAL CVBF | $16.0M | 0.57% | 1,006,053 | -27,703 | -2.68% | 0.64% | 2013-03-31 | $16 | ~$11 | +40.56% | |
| 24 | REDWOOD TRUST RWT | $15.9M | 0.57% | 784,680 | -38,445 | -4.67% | 0.57% | 2013-03-31 | $20 | ~$21 | -4.46% | |
| 25 | HORNBECK OFFSHORE SERVICES HOSEUR | $15.8M | 0.57% | 378,224 | -12,636 | -3.23% | 0.69% | 2013-03-31 | $42 | ~$47 | -10.62% | |
| 26 | BLUCORA INC BCOREUR | $15.1M | 0.54% | 769,004 | -26,495 | -3.33% | 0.84% | 2013-03-31 | $20 | ~$16 | +25.66% | |
| 27 | DEVRY EDUCATION GROUP | $14.9M | 0.53% | 351,638 | -11,568 | -3.18% | 0.46% | 2013-12-31 | $42 | ~$36 | +19.41% | |
| 28 | COWEN GROUP | $14.8M | 0.53% | 3,365,065 | -108,835 | -3.13% | 0.49% | 2013-09-30 | $4 | ~$4 | +21.65% | |
| 29 | BARNES GROUP BUSD | $14.4M | 0.52% | 375,341 | -11,287 | -2.92% | 0.53% | 2013-03-31 | $38 | ~$29 | +30.96% | |
| 30 | HELEN OF TROY LTD | $14.1M | 0.51% | 204,031 | -7,475 | -3.53% | 0.38% | 2013-03-31 | $69 | ~$38 | +79.99% |