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Fund detail

WCM Investment Management

growth, quality, international, active

Quarters 53
2024-09-30 $44.12B
Positions 289
Showing 30 of 34 rows (filtered from 301)

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 FERGUSON ENTERPRISES INC FERG $162.8M 0.37% 806,311 +806,311 2024-09-30 $202 ~$202 +0.00%
2 SHARKNINJA INC $23.9M 0.05% 225,225 +225,225 2024-09-30 $106 ~$106 +0.00%
3 CARPENTER TECHNOLOGY CORP CRS $18.9M 0.04% 118,659 +118,659 2024-09-30 $159 ~$159 +0.00%
4 VARONIS SYS INC VRNS $17.4M 0.04% 309,790 +309,790 2024-09-30 $56 ~$56 +0.00%
5 INSTALLED BLDG PRODS INC IBP $15.3M 0.03% 61,051 +61,051 2024-09-30 $250 ~$250 +0.00%
6 CHURCHILL DOWNS INC CHDN $15.2M 0.03% 113,644 +113,644 2024-09-30 $134 ~$134 +0.00%
7 SIMPSON MFG INC SSD $13.4M 0.03% 70,065 +70,065 2024-09-30 $191 ~$191 +0.00%
8 SENTINELONE INC S $13.3M 0.03% 554,087 +554,087 2024-09-30 $24 ~$24 +0.00%
9 QUAKER HOUGHTON KWR $9.3M 0.02% 54,149 +54,149 2016-09-30 $172 ~$137 +25.46%
10 TRANSMEDICS GROUP INC TMDX $8.7M 0.02% 54,795 +54,795 2024-09-30 $159 ~$159 +0.00%
11 CHEFS WHSE INC CHEF $7.7M 0.02% 183,733 +183,733 2024-09-30 $42 ~$42 +0.00%
12 WIX COM LTD $5.0M 0.01% 29,869 +29,869 2019-03-31 $168 ~$161 +4.40%
13 COMPANHIA DE SANEAMENTO BASI SBS $1.8M 0.00% 109,627 +109,627 2024-09-30 $17 ~$17 +0.00%
14 MEDTRONIC PLC $1.7M 0.00% 19,467 +19,467 2020-12-31 $89 ~$105 -14.85%
15 CME GROUP INC CME $1.5M 0.00% 6,916 +6,916 2013-09-30 $218 ~$75 +192.36%
16 BLACK HILLS CORP BKH $1.4M 0.00% 23,539 +23,539 2024-09-30 $61 ~$61 +0.00%
17 TEVA PHARMACEUTICAL INDS LTD TEVA $1.1M 0.00% 60,170 +60,170 2024-09-30 $17 ~$17 +0.00%
18 EASTMAN CHEM CO EMN $374K 0.00% 3,330 +3,330 2024-09-30 $112 ~$112 +0.00%
19 HUYA INC HUYA $322K 0.00% 63,475 +63,475 2018-06-30 $5 ~$28 -81.69%
20 HENRY JACK & ASSOC INC JKHY $321K 0.00% 1,824 +1,824 2024-09-30 $176 ~$176 +0.00%
21 PAYCHEX INC PAYX $315K 0.00% 2,372 +2,372 2013-03-31 $133 ~$36 +272.96%
22 C H ROBINSON WORLDWIDE INC CHRW $311K 0.00% 2,874 +2,874 2024-09-30 $108 ~$108 +0.00%
23 INGREDION INC INGR $303K 0.00% 2,208 +2,208 2024-09-30 $137 ~$137 +0.00%
24 QUEST DIAGNOSTICS INC DGX $293K 0.00% 1,895 +1,895 2024-09-30 $155 ~$155 +0.00%
25 PRINCIPAL FINANCIAL GROUP IN PFG $265K 0.00% 3,081 +3,081 2024-09-30 $86 ~$86 +0.00%
26 ALLISON TRANSMISSION HLDGS I ALSN $253K 0.00% 2,621 +2,621 2024-09-30 $97 ~$97 +0.00%
27 HUNTINGTON INGALLS INDS INC HII $249K 0.00% 945 +945 2024-09-30 $263 ~$263 +0.00%
28 CENCORA INC COR $239K 0.00% 1,063 +1,063 2024-09-30 $225 ~$225 +0.00%
29 HORMEL FOODS CORP HRL $226K 0.00% 7,140 +7,140 2024-09-30 $32 ~$32 +0.00%
30 CBRE GROUP INC CBRE $220K 0.00% 1,784 +1,784 2024-09-30 $123 ~$123 +0.00%