WCM Investment Management 13F holdings, Q1 2008
Holdings as of March 31, 2008 · filings on SEC EDGAR · latest filing →
WCM Investment Management disclosed 79 US equity positions worth $1.5bn in its Q1 2008 13F filing. The largest position was EXPD at 8.8% of the reported book, followed by EA and WALGREEN CO. Against the Q4 2007 filing, it opened 12 new positions, added to 24 and reduced 12 among the top 50 holdings.
What did WCM Investment Management own in Q1 2008? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2007 |
|---|---|---|---|---|---|---|---|
| 1 | EXPD EXPEDITORS INTL OF WASH INC | Industrials | 8.8% | $134.4m | 2,967,506 | -11% | reduced |
| 2 | EA ELECTRONIC ARTS | Communication Services | 6.6% | $101.1m | 2,021,103 | -10% | reduced |
| 3 | WALGREEN CO | 6.3% | $96.9m | 2,542,402 | -15% | reduced | |
| 4 | MONSANTO CO | 5.8% | $88.1m | 789,555 | -22% | reduced | |
| 5 | TEVA TEVA PHARMACEUTICAL - SP (ADR) | Healthcare | 5.7% | $87.1m | 1,883,661 | -19% | reduced |
| 6 | WU WESTERN UNION CO | Financial Services | 5.5% | $84.5m | 3,969,267 | -11% | reduced |
| 7 | NVO NOVO-NORDISK A/S-SPONS | Healthcare | 5.5% | $84.0m | 1,213,632 | -1% | reduced |
| 8 | JNJ JOHNSON & JOHNSON | Healthcare | 5.1% | $77.7m | 1,196,960 | -11% | reduced |
| 9 | DELL INC | 5.0% | $76.9m | 3,854,737 | -10% | reduced | |
| 10 | PWR QUANTA SERVICES INC | Industrials | 4.9% | $74.6m | 3,210,239 | 690% | added |
| 11 | ADBE ADOBE SYSTEMS | Technology | 4.5% | $68.0m | 1,906,039 | 19% | added |
| 12 | INTL GAME TECHNOLOGY | 3.9% | $59.4m | 1,475,346 | -12% | reduced | |
| 13 | INTERCONTINENTALEXCHANGE INC | 2.3% | $34.8m | 265,489 | – | new | |
| 14 | V VISA INC | Financial Services | 2.1% | $32.5m | 521,234 | – | new |
| 15 | TNC TENNANT CO | Industrials | 1.4% | $20.7m | 519,970 | 1% | added |
| 16 | ATR APTARGROUP INC | Healthcare | 1.0% | $15.7m | 403,143 | – | new |
| 17 | OTTR OTTER TAIL CORP | Industrials | 1.0% | $15.4m | 435,639 | 5% | added |
| 18 | KMT KENNAMETAL INC | Industrials | 0.9% | $14.5m | 492,802 | 1% | added |
| 19 | SNA SNAP-ON INC | Industrials | 0.9% | $14.2m | 278,435 | -0% | held |
| 20 | AMCOL INTL | 0.9% | $13.7m | 438,897 | 1% | added | |
| 21 | TSAKOS ENERGY NAVIGATION LTD | 0.9% | $13.6m | 442,893 | -32% | reduced | |
| 22 | HMN HORACE MANN | Financial Services | 0.9% | $13.3m | 760,651 | 6% | added |
| 23 | T-3 ENERGY SERVICES | 0.8% | $13.0m | 305,020 | – | new | |
| 24 | FIX COMFORT SYS USA | Industrials | 0.8% | $12.9m | 994,343 | 9% | added |
| 25 | MLI MUELLER INDUSTRIES INC | Industrials | 0.8% | $12.3m | 425,211 | 8% | added |
| 26 | RES RPC INC | Energy | 0.8% | $11.8m | 779,033 | 159% | added |
| 27 | AVA AVISTA CORP | Utilities | 0.7% | $11.4m | 581,787 | 9% | added |
| 28 | SJM JM SMUCKER CO | Consumer Defensive | 0.7% | $11.3m | 222,715 | 59% | added |
| 29 | MKSI MKS INSTRUMENTS INC | Technology | 0.7% | $10.6m | 496,631 | 9% | added |
| 30 | BLUE COAT SYSTEMS INC | 0.7% | $10.1m | 457,459 | 85% | added | |
| 31 | CGI GROUP INC | 0.6% | $9.9m | 931,421 | -0% | held | |
| 32 | DCH AMERICAN AXLE & MFG HOLDINGS | Consumer Cyclical | 0.6% | $9.5m | 465,454 | – | new |
| 33 | MAX CAPITAL GROUP | 0.6% | $9.5m | 362,552 | 1% | added | |
| 34 | RUDDICK CORP | 0.6% | $9.4m | 254,132 | – | new | |
| 35 | LECO LINCOLN ELECTRIC HOLDINGS | Industrials | 0.6% | $9.4m | 145,106 | 1% | added |
| 36 | ACH OWENS & MINOR INC | Healthcare | 0.6% | $9.3m | 235,979 | -8% | reduced |
| 37 | REINSURANCE GROUP OF AMERICA | 0.6% | $9.2m | 168,542 | 2% | added | |
| 38 | THQ INC NEW | 0.6% | $9.1m | 418,981 | 5% | added | |
| 39 | WARNACO GROUP INC | 0.6% | $9.0m | 228,075 | – | new | |
| 40 | ABM ABM INDUSTRIES | Industrials | 0.6% | $8.9m | 397,629 | – | new |
| 41 | WST WEST PHARMACEUTICAL SERVICES | Healthcare | 0.6% | $8.9m | 200,965 | 6% | added |
| 42 | TG TREDEGAR CORP | Industrials | 0.6% | $8.8m | 481,781 | 11% | added |
| 43 | TG7 TRIUMPH GROUP | 0.6% | $8.6m | 150,616 | 1% | added | |
| 44 | JDA SOFTWARE GROUP | 0.5% | $8.2m | 451,442 | – | new | |
| 45 | ION GEOPHYSICAL CORP | 0.5% | $8.0m | 576,788 | 2% | added | |
| 46 | AEIS ADVANCED ENERGY INDUSTRIES | Industrials | 0.5% | $7.6m | 573,072 | – | new |
| 47 | MOG/A MOOG INC-CLASS A | 0.5% | $7.2m | 171,315 | 1% | added | |
| 48 | BKH BLACK HILLS CORP | Utilities | 0.5% | $7.2m | 200,692 | – | new |
| 49 | LAWSON SOFTWARE INC | 0.5% | $7.0m | 923,164 | 3% | added | |
| 50 | ATO ATMOS ENERGY | Utilities | 0.5% | $6.9m | 270,964 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.