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Fund detail

WCM Investment Management

growth, quality, international, active

Quarters 53
2022-09-30 $27.86B
Positions 195
Showing 10 of 10 rows (filtered from 212)

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 GALLAGHER ARTHUR J & CO AJG $435.9M 1.56% 2,547,103 +2,547,103 2022-09-30 $171 ~$171 +0.00%
2 MCKESSON CORP MCK $302.6M 1.09% 884,883 +884,883 2022-09-30 $342 ~$342 +0.00%
3 GRUPO AEROPORTUARIO DEL SURE $52.0M 0.19% 261,040 +261,040 2022-09-30 $199 ~$199 +0.00%
4 CONTROLADORA VUELA COMP DE A $19.2M 0.07% 2,614,359 +2,614,359 2022-09-30 $7 ~$7 +0.00%
5 HILLMAN SOLUTIONS CORP HLMN $14.4M 0.05% 1,892,114 +1,892,114 2022-09-30 $8 ~$8 +0.00%
6 THOUGHTWORKS HOLDING INC $11.3M 0.04% 1,055,807 +1,055,807 2022-09-30 $11 ~$11 +0.00%
7 IAC INC IAC $9.8M 0.04% 174,323 +174,323 2022-09-30 $56 ~$56 +0.00%
8 CORTEVA INC CTVA $7.6M 0.03% 132,521 +132,521 2022-09-30 $57 ~$57 +0.00%
9 SCHLUMBERGER LTD SLB $1.2M 0.00% 33,418 +33,418 2015-12-31 $36 ~$65 -44.32%
10 CANADIAN NAT RES LTD CNQ $1.1M 0.00% 24,027 +24,027 2022-09-30 $47 ~$47 +0.00%