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Fund detail

WCM Investment Management

growth, quality, international, active

Quarters 53
2020-06-30 $26.06B
Positions 180
Showing 19 of 19 rows (filtered from 196)

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%