Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2025-12-31
$48.57B
Positions
241
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 | WELLTOWER INC WELL | $616.9M | 1.27% | 3,281,537 | +3,139,923 | +2217.24% | 0.05% | 2025-06-30 | $188 | ~$181 | +3.98% | |
| 2 | REINSURANCE GRP OF AMERICA I RGA | $562.9M | 1.16% | 2,747,939 | +13,481 | +0.49% | 1.08% | 2024-06-30 | $205 | ~$209 | -2.07% | |
| 3 | TEVA PHARMACEUTICAL INDS LTD TEVA | $439.0M | 0.90% | 14,007,078 | +13,756,631 | +5492.83% | 0.01% | 2024-09-30 | $31 | ~$25 | +24.65% | |
| 4 | ISHARES TR EFA | $147.2M | 0.30% | 1,526,607 | +1,512,625 | +10818.37% | 0.00% | 2013-12-31 | $96 | ~$95 | +1.92% | |
| 5 | CARPENTER TECHNOLOGY CORP CRS | $138.2M | 0.28% | 433,914 | +76,416 | +21.38% | 0.18% | 2024-09-30 | $319 | ~$224 | +42.15% | |
| 6 | TAPESTRY INC TPR | $121.6M | 0.25% | 939,143 | +124,106 | +15.23% | 0.19% | 2025-03-31 | $130 | ~$85 | +52.37% | |
| 7 | INTER & CO INC | $93.9M | 0.19% | 11,049,508 | +463,159 | +4.38% | 0.20% | 2024-03-31 | $8 | ~$7 | +27.50% | |
| 8 | COMFORT SYS USA INC FIX | $88.7M | 0.18% | 93,706 | +12,883 | +15.94% | 0.13% | 2024-06-30 | $947 | ~$520 | +82.18% | |
| 9 | SHARKNINJA INC | $86.5M | 0.18% | 760,539 | +99,002 | +14.97% | 0.15% | 2024-09-30 | $114 | ~$98 | +16.41% | |
| 10 | CREDICORP LTD | $82.9M | 0.17% | 285,999 | +28,505 | +11.07% | 0.14% | 2017-03-31 | $290 | ~$156 | +85.54% | |
| 11 | FTAI AVIATION LTD | $76.6M | 0.16% | 387,646 | +66,114 | +20.56% | 0.11% | 2024-06-30 | $198 | ~$123 | +60.32% | |
| 12 | ARGAN INC AGX | $71.3M | 0.15% | 226,173 | +25,688 | +12.81% | 0.11% | 2024-12-31 | $315 | ~$217 | +45.58% | |
| 13 | CEMEX SAB DE CV CX | $70.1M | 0.14% | 6,037,845 | +656,737 | +12.20% | 0.10% | 2025-09-30 | $12 | ~$9 | +26.34% | |
| 14 | ENSIGN GROUP INC ENSG | $35.1M | 0.07% | 198,898 | +29,489 | +17.41% | 0.06% | 2023-09-30 | $177 | ~$105 | +67.58% | |
| 15 | MELCO RESORTS AND ENTMNT LTD MLCO | $31.0M | 0.06% | 4,073,099 | +448,644 | +12.38% | 0.07% | 2025-09-30 | $8 | ~$10 | -21.69% | |
| 16 | PDD HOLDINGS INC PDD | $26.0M | 0.05% | 228,515 | +34,730 | +17.92% | 0.05% | 2023-12-31 | $114 | ~$110 | +3.50% | |
| 17 | NOVANTA INC NOVT | $23.8M | 0.05% | 196,496 | +40,768 | +26.18% | 0.03% | 2021-06-30 | $121 | ~$132 | -8.09% | |
| 18 | TOPBUILD CORP BLD | $23.0M | 0.05% | 54,165 | +9,000 | +19.93% | 0.04% | 2020-06-30 | $425 | ~$179 | +137.99% | |
| 19 | TOWER SEMICONDUCTOR LTD | $22.4M | 0.05% | 185,982 | +103,675 | +125.96% | 0.01% | 2025-09-30 | $121 | ~$84 | +42.82% | |
| 20 | WOLVERINE WORLD WIDE INC WWW | $22.1M | 0.05% | 1,224,125 | +215,730 | +21.39% | 0.06% | 2025-03-31 | $18 | ~$19 | -3.66% | |
| 21 | KRATOS DEFENSE & SEC SOLUTIO KTOS | $21.8M | 0.04% | 287,182 | +83,703 | +41.14% | 0.04% | 2025-09-30 | $76 | ~$86 | -11.98% | |
| 22 | UMB FINL CORP UMBF | $21.6M | 0.04% | 185,085 | +1,285 | +0.70% | 0.05% | 2025-09-30 | $117 | ~$118 | -1.52% | |
| 23 | ACI WORLDWIDE INC ACIW | $21.3M | 0.04% | 442,257 | +102,724 | +30.25% | 0.04% | 2019-09-30 | $48 | ~$35 | +36.12% | |
| 24 | TEXAS ROADHOUSE INC TXRH | $21.3M | 0.04% | 127,100 | +30,950 | +32.19% | 0.03% | 2019-03-31 | $167 | ~$98 | +70.20% | |
| 25 | KASPI KZ JSC KSPI | $19.6M | 0.04% | 248,086 | +47,210 | +23.50% | 0.03% | 2024-03-31 | $79 | ~$120 | -33.98% | |
| 26 | PENNANT GROUP INC PNTG | $18.9M | 0.04% | 655,410 | +16,026 | +2.51% | 0.03% | 2025-09-30 | $29 | ~$25 | +14.18% | |
| 27 | PRIMERICA INC PRI | $16.5M | 0.03% | 63,400 | +2,209 | +3.61% | 0.04% | 2019-03-31 | $260 | ~$148 | +76.58% | |
| 28 | META PLATFORMS INC META | $15.5M | 0.03% | 23,270 | +350 | +1.53% | 0.04% | 2015-09-30 | $666 | ~$388 | +71.62% | |
| 29 | FIREFLY AEROSPACE INC FLY | $15.5M | 0.03% | 681,341 | +20,144 | +3.05% | 0.05% | 2025-09-30 | $23 | ~$37 | -38.18% | |
| 30 | ATRICURE INC ATRC | $15.0M | 0.03% | 372,682 | +46,961 | +14.42% | 0.02% | 2019-03-31 | $40 | ~$40 | +1.52% |