Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2020-06-30
$26.06B
Positions
180
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 | AMAZON COM INC AMZN | $2.9M | 0.01% | 1,062 | +0 | +0.00% | 0.01% | 2013-03-31 | $2,759 | ~$873 | +216.00% | |
| 2 | BROWN & BROWN INC BRO | $783K | 0.00% | 19,215 | +0 | +0.00% | 0.00% | 2016-09-30 | $41 | ~$25 | +60.72% | |
| 3 | SMITH A O CORP AOS | $675K | 0.00% | 14,315 | +0 | +0.00% | 0.00% | 2020-03-31 | $47 | ~$38 | +24.77% | |
| 4 | WORKDAY INC WDAY | $656K | 0.00% | 3,500 | +0 | +0.00% | 0.00% | 2015-06-30 | $187 | ~$77 | +143.91% | |
| 5 | CARMAX INC KMX | $583K | 0.00% | 6,505 | +0 | +0.00% | 0.00% | 2020-03-31 | $90 | ~$54 | +66.57% | |
| 6 | ZEBRA TECHNOLOGIES CORPORATI ZBRA | $580K | 0.00% | 2,265 | +0 | +0.00% | 0.00% | 2020-03-31 | $256 | ~$184 | +39.42% | |
| 7 | GODADDY INC GDDY | $515K | 0.00% | 7,017 | +0 | +0.00% | 0.00% | 2020-03-31 | $73 | ~$57 | +28.43% | |
| 8 | GRAPHIC PACKAGING HLDG CO GPK | $448K | 0.00% | 32,040 | +0 | +0.00% | 0.00% | 2020-03-31 | $14 | ~$12 | +14.58% | |
| 9 | AFFILIATED MANAGERS GROUP IN AMG | $436K | 0.00% | 5,850 | +0 | +0.00% | 0.00% | 2020-03-31 | $75 | ~$59 | +26.01% | |
| 10 | GLOBE LIFE INC GL | $434K | 0.00% | 5,842 | +0 | +0.00% | 0.00% | 2020-03-31 | $74 | ~$72 | +3.33% | |
| 11 | WATSCO INC WSO | $423K | 0.00% | 2,382 | +0 | +0.00% | 0.00% | 2020-03-31 | $178 | ~$158 | +12.50% | |
| 12 | ARAMARK ARMK | $415K | 0.00% | 18,378 | +0 | +0.00% | 0.00% | 2020-03-31 | $23 | ~$20 | +13.08% | |
| 13 | LINCOLN ELEC HLDGS INC LECO | $407K | 0.00% | 4,833 | +0 | +0.00% | 0.00% | 2020-03-31 | $84 | ~$69 | +22.22% | |
| 14 | SEI INVTS CO SEIC | $369K | 0.00% | 6,716 | +0 | +0.00% | 0.00% | 2020-03-31 | $55 | ~$46 | +18.65% | |
| 15 | F M C CORP FMC | $343K | 0.00% | 3,442 | +0 | +0.00% | 0.00% | 2020-03-31 | $100 | ~$82 | +22.06% | |
| 16 | PTC INC PTC | $321K | 0.00% | 4,126 | +0 | +0.00% | 0.00% | 2020-03-31 | $78 | ~$61 | +26.88% | |
| 17 | MARKEL CORP MKL | $317K | 0.00% | 343 | +0 | +0.00% | 0.00% | 2020-03-31 | $924 | ~$927 | -0.31% | |
| 18 | IDEX CORP IEX | $272K | 0.00% | 1,723 | +0 | +0.00% | 0.00% | 2020-03-31 | $158 | ~$138 | +14.29% | |
| 19 | CARLISLE COS INC CSL | $247K | 0.00% | 2,062 | +0 | +0.00% | 0.00% | 2020-03-31 | $120 | ~$125 | -4.26% |