Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2019-09-30
$16.67B
Positions
152
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 | SHOPIFY INC SHOP | $1.47B | 8.79% | 4,701,092 | -831,017 | -15.02% | 10.41% | 2018-03-31 | $312 | ~$137 | +126.78% | |
| 2 | METTLER TOLEDO INTERNATIONAL MTD | $826.8M | 4.96% | 1,173,731 | -374,968 | -24.21% | 8.16% | 2018-06-30 | $704 | ~$591 | +19.20% | |
| 3 | COSTCO WHSL CORP NEW COST | $179.4M | 1.08% | 622,563 | -180,482 | -22.47% | 1.33% | 2013-03-31 | $288 | ~$177 | +62.62% | |
| 4 | VERISK ANALYTICS INC VRSK | $136.9M | 0.82% | 865,928 | -322,618 | -27.14% | 1.09% | 2015-09-30 | $158 | ~$95 | +66.46% | |
| 5 | AMPHENOL CORP NEW APH | $133.9M | 0.80% | 1,387,947 | -240,133 | -14.75% | 0.98% | 2014-12-31 | $97 | ~$74 | +30.75% | |
| 6 | ALIBABA GROUP HLDG LTD BABA | $17.5M | 0.11% | 104,765 | -668,355 | -86.45% | 0.10% | 2016-12-31 | $167 | ~$103 | +61.97% | |
| 7 | SP PLUS CORP SPUSD | $17.2M | 0.10% | 464,314 | -31,462 | -6.35% | 0.10% | 2016-03-31 | $37 | ~$33 | +11.73% | |
| 8 | UNIFIRST CORP MASS UNF | $17.0M | 0.10% | 87,198 | -35,878 | -29.15% | 0.15% | 2016-09-30 | $195 | ~$155 | +26.16% | |
| 9 | CASS INFORMATION SYS INC CASS | $16.6M | 0.10% | 306,767 | -14,002 | -4.37% | 0.10% | 2016-03-31 | $54 | ~$49 | +9.46% | |
| 10 | AMERICAS CAR MART INC CRMT | $16.2M | 0.10% | 177,043 | -10,711 | -5.70% | 0.10% | 2016-03-31 | $92 | ~$59 | +55.07% | |
| 11 | CRANE CO CR1USD | $13.8M | 0.08% | 171,644 | -9,852 | -5.43% | 0.09% | 2018-06-30 | $81 | ~$82 | -2.19% | |
| 12 | ENSTAR GROUP LIMITED | $13.5M | 0.08% | 70,913 | -3,756 | -5.03% | 0.08% | 2018-06-30 | $190 | ~$190 | -0.02% | |
| 13 | ENERSYS ENS | $12.6M | 0.08% | 190,468 | -11,405 | -5.65% | 0.09% | 2016-09-30 | $66 | ~$72 | -8.13% | |
| 14 | VIRTUS INVT PARTNERS INC VRTS | $12.4M | 0.07% | 112,125 | -9,505 | -7.81% | 0.08% | 2016-09-30 | $111 | ~$100 | +10.75% | |
| 15 | DYCOM INDS INC DY | $12.0M | 0.07% | 235,587 | -12,890 | -5.19% | 0.09% | 2017-09-30 | $51 | ~$70 | -27.25% | |
| 16 | NATUS MEDICAL INC BABYEUR | $11.5M | 0.07% | 360,927 | -30,719 | -7.84% | 0.06% | 2016-12-31 | $32 | ~$34 | -6.29% | |
| 17 | BEACON ROOFING SUPPLY INC BECNUSD | $10.6M | 0.06% | 314,852 | -17,126 | -5.16% | 0.08% | 2018-09-30 | $34 | ~$34 | -1.31% | |
| 18 | MANHATTAN ASSOCS INC MANH | $10.2M | 0.06% | 126,105 | -144,236 | -53.35% | 0.12% | 2017-09-30 | $81 | ~$47 | +70.75% | |
| 19 | EMCOR GROUP INC EME | $9.9M | 0.06% | 114,513 | -9,911 | -7.97% | 0.07% | 2016-09-30 | $86 | ~$68 | +26.35% | |
| 20 | ADDUS HOMECARE CORP ADUS | $9.8M | 0.06% | 124,089 | -10,443 | -7.76% | 0.06% | 2016-03-31 | $79 | ~$48 | +65.31% | |
| 21 | WESCO INTL INC WCC | $8.7M | 0.05% | 181,788 | -15,524 | -7.87% | 0.06% | 2017-09-30 | $48 | ~$57 | -16.26% | |
| 22 | EMERALD EXPOSITIONS EVENTS I EEXEUR | $8.5M | 0.05% | 875,168 | -49,346 | -5.34% | 0.06% | 2018-09-30 | $10 | ~$14 | -32.65% | |
| 23 | DORMAN PRODUCTS INC DORM | $7.8M | 0.05% | 97,909 | -8,203 | -7.73% | 0.06% | 2016-09-30 | $80 | ~$78 | +2.52% | |
| 24 | AMERICAN WOODMARK CORPORATIO AMWD | $7.2M | 0.04% | 81,285 | -7,027 | -7.96% | 0.05% | 2018-12-31 | $89 | ~$61 | +44.92% | |
| 25 | HEMISPHERE MEDIA GROUP INC HMTVUSD | $7.0M | 0.04% | 575,766 | -48,695 | -7.80% | 0.05% | 2017-12-31 | $12 | ~$13 | -2.34% | |
| 26 | THERMON GROUP HLDGS INC THR | $6.1M | 0.04% | 265,592 | -89,383 | -25.18% | 0.06% | 2016-03-31 | $23 | ~$21 | +8.35% | |
| 27 | FLIR SYS INC FLIR | $5.3M | 0.03% | 100,744 | -8,669 | -7.92% | 0.04% | 2016-09-30 | $53 | ~$44 | +20.23% | |
| 28 | CHASE CORP CCFEUR | $4.0M | 0.02% | 36,844 | -2,966 | -7.45% | 0.03% | 2016-03-31 | $109 | ~$67 | +63.26% | |
| 29 | EMERGENT BIOSOLUTIONS INC EBS | $3.9M | 0.02% | 74,774 | -4,946 | -6.20% | 0.02% | 2019-06-30 | $52 | ~$48 | +8.22% | |
| 30 | NEENAH INC NPEUR | $3.7M | 0.02% | 56,690 | -3,070 | -5.14% | 0.03% | 2019-06-30 | $65 | ~$68 | -3.59% |