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Fund detail

WCM Investment Management

growth, quality, international, active

Quarters 53
2014-09-30 $3.24B
Positions 113
Showing 28 of 28 rows (filtered from 145)

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 $256.1M 7.89% 12,689,684 +1,282,804 +11.25% 6.08% 2013-03-31 $20 ~$19 +8.85%
2 CANADIAN PACIFIC RAILWAY $245.1M 7.56% 1,181,437 +139,083 +13.34% 4.70% 2013-09-30 $207 ~$145 +43.44%
3 CANADIAN NATL RAILWAY CO CNI $221.6M 6.83% 3,122,304 +355,241 +12.84% 4.48% 2013-03-31 $71 ~$55 +28.17%
4 ACE LTD $204.5M 6.30% 1,949,909 +199,154 +11.38% 4.52% 2013-03-31 $105 ~$96 +9.42%
5 PERRIGO CO Plc $181.8M 5.60% 1,210,147 +116,716 +10.67% 3.97% 2013-12-31 $150 ~$158 -5.16%
6 SENSATA TECHNOLOGIES HOLDING $171.1M 5.27% 3,841,410 +370,746 +10.68% 4.04% 2013-06-30 $45 ~$40 +12.39%
7 ASML HOLDING ADR $168.9M 5.21% 1,708,824 +208,002 +13.86% 3.49% 2013-03-31 $99 ~$83 +18.56%
8 COCA-COLA ENTERPRISES $154.1M 4.75% 3,474,663 +403,889 +13.15% 3.66% 2013-03-31 $44 ~$41 +6.97%
9 CORE LABORATORIES N.V. $150.5M 4.64% 1,028,606 +289,556 +39.18% 3.08% 2013-03-31 $146 ~$156 -6.37%
10 LAZARD LTD-CL A $143.3M 4.42% 2,825,505 +245,138 +9.50% 3.31% 2013-03-31 $51 ~$40 +26.71%
11 ARM HOLDINGS ADR $107.7M 3.32% 2,464,271 +251,734 +11.38% 2.49% 2013-03-31 $44 ~$46 -5.35%
12 YANDEX NV-A $100.3M 3.09% 3,609,381 +432,360 +13.61% 2.82% 2013-06-30 $28 ~$33 -15.34%
13 CVB FINANCIAL CVBF $19.4M 0.60% 1,353,810 +350,939 +34.99% 0.40% 2013-03-31 $14 ~$12 +16.50%
14 YUM! BRANDS INC YUM $18.6M 0.57% 258,864 +1,488 +0.58% 0.52% 2013-03-31 $72 ~$75 -4.63%
15 BROOKS AUTOMATION AZTA $16.6M 0.51% 1,581,936 +538,121 +51.55% 0.28% 2013-03-31 $11 ~$11 -0.04%
16 CAL MAINE FOODS CALM $13.2M 0.41% 147,957 +6,562 +4.64% 0.26% 2013-03-31 $89 ~$44 +100.91%
17 KADANT INC KAI $11.5M 0.36% 295,660 +140,544 +90.61% 0.15% 2013-03-31 $39 ~$32 +22.90%
18 TEEKAY TANKERS $9.9M 0.31% 2,653,048 +1,146,554 +76.11% 0.16% 2014-06-30 $4 ~$4 -10.53%
19 CONSOLIDATED COMMUNICATIONS HOLD CNSLEUR $6.9M 0.21% 276,370 +1,004 +0.36% 0.15% 2014-06-30 $25 ~$22 +12.61%
20 GRUPO TELEVISA SA TV $4.1M 0.13% 120,452 +9,545 +8.61% 0.09% 2013-03-31 $34 ~$32 +6.96%
21 MERCADOLIBRE INC MELI $3.5M 0.11% 32,034 +2,807 +9.60% 0.07% 2013-03-31 $109 ~$107 +1.72%
22 DR REDDYS LABS LTD RDY $3.3M 0.10% 63,066 +1,090 +1.76% 0.07% 2013-12-31 $53 ~$43 +23.46%
23 EMBRAER SA-ADR EMBJ $3.3M 0.10% 84,086 +6,084 +7.80% 0.07% 2013-06-30 $39 ~$35 +13.32%
24 PRICESMART INC PSMT $3.0M 0.09% 35,240 +5,752 +19.51% 0.06% 2013-03-31 $86 ~$98 -12.34%
25 BRF SA - ADR P5Y $2.9M 0.09% 122,480 +8,365 +7.33% 0.07% 2013-03-31 $24 ~$22 +6.47%
26 CTRIP.COM INT`L ADR CTRPUSD $2.6M 0.08% 45,508 +3,394 +8.06% 0.07% 2014-06-30 $57 ~$64 -10.99%
27 INTEL CORP INTC $595K 0.02% 17,098 +845 +5.20% 0.01% 2013-03-31 $35 ~$23 +54.46%
28 COCA-COLA COMPANY KO $473K 0.01% 11,086 +30 +0.27% 0.01% 2013-03-31 $43 ~$40 +5.54%