Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2026-03-31
$43.81B
Positions
263
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 | MEDTRONIC PLC | $965.9M | 2.20% | 11,265,714 | +11,265,714 | 2020-12-31 | $86 | ~$87 | -1.12% | |||
| 2 | C H ROBINSON WORLDWIDE IN CHRW | $579.9M | 1.32% | 3,581,536 | +3,581,536 | 2024-09-30 | $166 | ~$179 | -9.77% | |||
| 3 | NOVARTIS AG NVS | $220.0M | 0.50% | 1,463,180 | +1,463,180 | 2026-03-31 | $153 | ~$155 | -2.98% | |||
| 4 | BROOKDALE SR LIVING INC BKD | $171.7M | 0.39% | 12,812,004 | +12,812,004 | 2026-03-31 | $14 | ~$14 | -5.69% | |||
| 5 | LLOYDS BANKING GROUP PLC LYG | $128.2M | 0.29% | 26,548,234 | +26,548,234 | 2026-03-31 | $5 | ~$5 | -11.30% | |||
| 6 | GDS HLDGS LTD GDS | $68.1M | 0.16% | 1,733,937 | +1,733,937 | 2026-03-31 | $40 | ~$43 | -8.33% | |||
| 7 | BUNGE GLOBAL SA | $41.2M | 0.09% | 326,216 | +326,216 | 2026-03-31 | $126 | ~$126 | +0.00% | |||
| 8 | COMPASS INC COMP | $41.1M | 0.09% | 6,014,373 | +6,014,373 | 2026-03-31 | $7 | ~$11 | -37.24% | |||
| 9 | CAMECO CORP CCJ | $35.3M | 0.08% | 343,656 | +343,656 | 2026-03-31 | $109 | ~$115 | -10.39% | |||
| 10 | KB FINL GROUP INC KB | $24.5M | 0.06% | 251,197 | +251,197 | 2026-03-31 | $100 | ~$102 | -4.08% | |||
| 11 | PAYPAY CORP PAYP | $24.2M | 0.06% | 1,173,183 | +1,173,183 | 2026-03-31 | $21 | ~$21 | +0.51% | |||
| 12 | FEDEX CORP FDX | $17.6M | 0.04% | 51,533 | +51,533 | 2026-03-31 | $356 | ~$347 | -1.52% | |||
| 13 | FORGENT POWER SOLUTIONS INC FPS | $17.5M | 0.04% | 625,078 | +625,078 | 2026-03-31 | $29 | ~$32 | -12.01% | |||
| 14 | SPROTT INC SII | $17.1M | 0.04% | 127,000 | +127,000 | 2026-03-31 | $143 | ~$134 | -0.08% | |||
| 15 | GLOBUS MED INC GMED | $17.0M | 0.04% | 203,145 | +203,145 | 2026-03-31 | $86 | ~$90 | -7.58% | |||
| 16 | PRIMORIS SVCS CORP PRIM | $16.7M | 0.04% | 124,224 | +124,224 | 2026-03-31 | $143 | ~$146 | -7.70% | |||
| 17 | HUNTINGTON INGALLS INDS INC HII | $16.3M | 0.04% | 44,140 | +44,140 | 2024-09-30 | $380 | ~$405 | -8.93% | |||
| 18 | DONALDSON INC DCI | $15.9M | 0.04% | 192,822 | +192,822 | 2026-03-31 | $85 | ~$96 | -14.37% | |||
| 19 | MDA SPACE LTD MDA | $15.6M | 0.04% | 661,720 | +661,720 | 2026-03-31 | $25 | ~$30 | -20.42% | |||
| 20 | FABRINET | $13.5M | 0.03% | 27,420 | +27,420 | 2022-06-30 | $492 | ~$163 | +201.16% | |||
| 21 | NEXTPOWER INC NXT | $10.6M | 0.02% | 93,922 | +93,922 | 2026-03-31 | $121 | ~$112 | +0.89% | |||
| 22 | OMNICELL COM OMCL | $9.8M | 0.02% | 302,411 | +302,411 | 2019-03-31 | $33 | ~$51 | -36.81% | |||
| 23 | POWER INTEGRATIONS INC POWI | $7.5M | 0.02% | 156,928 | +156,928 | 2022-12-31 | $51 | ~$71 | -32.97% | |||
| 24 | MIZUHO FINANCIAL GROUP INC MFG | $7.0M | 0.02% | 919,208 | +919,208 | 2026-03-31 | $8 | ~$9 | -10.44% | |||
| 25 | KLA CORP KLAC | $6.8M | 0.02% | 4,912 | +4,912 | 2026-03-31 | $1,472 | ~$1,462 | -5.44% | |||
| 26 | KADANT INC KAI | $6.6M | 0.02% | 23,085 | +23,085 | 2013-03-31 | $292 | ~$33 | +764.06% | |||
| 27 | VAXCYTE INC PCVX | $6.2M | 0.01% | 112,631 | +112,631 | 2024-06-30 | $58 | ~$73 | -25.15% | |||
| 28 | WHEATON PRECIOUS METALS CORP WPM | $6.1M | 0.01% | 49,498 | +49,498 | 2026-03-31 | $131 | ~$138 | -10.34% | |||
| 29 | LIMBACH HLDGS INC LMB | $6.1M | 0.01% | 78,381 | +78,381 | 2026-03-31 | $78 | ~$84 | -7.69% | |||
| 30 | APOGEE THERAPEUTICS INC APGE | $6.0M | 0.01% | 76,030 | +76,030 | 2026-03-31 | $84 | ~$73 | +7.98% |