WCM Investment Management 13F holdings, Q2 2008
Holdings as of June 30, 2008 · filings on SEC EDGAR · latest filing →
WCM Investment Management disclosed 83 US equity positions worth $1.3bn in its Q2 2008 13F filing. The largest position was PWR at 6.3% of the reported book, followed by EXPD and WU. Against the Q1 2008 filing, it opened 7 new positions, added to 2 and reduced 39 among the top 50 holdings.
What did WCM Investment Management own in Q2 2008? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2008 |
|---|---|---|---|---|---|---|---|
| 1 | PWR QUANTA SERVICES INC | Industrials | 6.3% | $84.6m | 2,543,635 | -21% | reduced |
| 2 | EXPD EXPEDITORS INTL OF WASH INC | Industrials | 5.8% | $78.1m | 1,815,800 | -39% | reduced |
| 3 | WU WESTERN UNION CO | Financial Services | 5.8% | $77.9m | 3,150,475 | -21% | reduced |
| 4 | EA ELECTRONIC ARTS | Communication Services | 5.3% | $71.5m | 1,608,262 | -20% | reduced |
| 5 | TEVA TEVA PHARMACEUTICAL - SP (ADR) | Healthcare | 5.0% | $67.9m | 1,482,616 | -21% | reduced |
| 6 | DELL INC | 5.0% | $66.7m | 3,049,893 | -21% | reduced | |
| 7 | MONSANTO CO | 5.0% | $66.7m | 527,675 | -33% | reduced | |
| 8 | WALGREEN CO | 4.9% | $65.3m | 2,008,060 | -21% | reduced | |
| 9 | NVO NOVO-NORDISK A/S-SPONS | Healthcare | 4.7% | $63.4m | 959,844 | -21% | reduced |
| 10 | JNJ JOHNSON & JOHNSON | Healthcare | 4.5% | $61.1m | 950,342 | -21% | reduced |
| 11 | ADBE ADOBE SYSTEMS | Technology | 4.4% | $59.5m | 1,510,575 | -21% | reduced |
| 12 | LENOVO GROUP LTD-ADR | 3.6% | $48.8m | 3,606,381 | 11401% | added | |
| 13 | ABBNY ABB LTD-SPON | Industrials | 3.3% | $44.6m | 1,575,734 | – | new |
| 14 | INTL GAME TECHNOLOGY | 2.6% | $35.3m | 1,411,459 | -4% | reduced | |
| 15 | INTERCONTINENTALEXCHANGE INC | 1.9% | $25.8m | 226,454 | -15% | reduced | |
| 16 | T-3 ENERGY SERVICES | 1.8% | $24.0m | 301,400 | -1% | reduced | |
| 17 | OTTR OTTER TAIL CORP | Industrials | 1.2% | $16.8m | 431,969 | -1% | reduced |
| 18 | ATR APTARGROUP INC | Healthcare | 1.2% | $16.8m | 399,518 | -1% | reduced |
| 19 | TSAKOS ENERGY NAVIGATION LTD | 1.2% | $16.3m | 440,488 | -1% | reduced | |
| 20 | KMT KENNAMETAL INC | Industrials | 1.2% | $15.9m | 488,117 | -1% | reduced |
| 21 | TNC TENNANT CO | Industrials | 1.2% | $15.5m | 515,045 | -1% | reduced |
| 22 | SNA SNAP-ON INC | Industrials | 1.1% | $14.4m | 276,270 | -1% | reduced |
| 23 | MLI MUELLER INDUSTRIES INC | Industrials | 1.0% | $13.6m | 422,191 | -1% | reduced |
| 24 | RES RPC INC | Energy | 1.0% | $13.4m | 794,983 | 2% | added |
| 25 | FIX COMFORT SYS USA | Industrials | 1.0% | $13.3m | 987,262 | -1% | reduced |
| 26 | AVA AVISTA CORP | Utilities | 0.9% | $12.4m | 576,809 | -1% | reduced |
| 27 | AMCOL INTL | 0.9% | $12.4m | 434,697 | -1% | reduced | |
| 28 | LECO LINCOLN ELECTRIC HOLDINGS | Industrials | 0.8% | $11.3m | 143,536 | -1% | reduced |
| 29 | MKSI MKS INSTRUMENTS INC | Technology | 0.8% | $10.8m | 491,891 | -1% | reduced |
| 30 | ACH OWENS & MINOR INC | Healthcare | 0.8% | $10.7m | 235,144 | -0% | held |
| 31 | SWIFT ENERGY | 0.8% | $10.3m | 155,439 | – | new | |
| 32 | ION GEOPHYSICAL CORP | 0.7% | $10.0m | 571,873 | -1% | reduced | |
| 33 | WARNACO GROUP INC | 0.7% | $10.0m | 226,345 | -1% | reduced | |
| 34 | CGI GROUP INC | 0.7% | $9.1m | 917,136 | -2% | reduced | |
| 35 | ABM ABM INDUSTRIES | Industrials | 0.7% | $8.8m | 395,494 | -1% | reduced |
| 36 | RUDDICK CORP | 0.6% | $8.7m | 252,297 | -1% | reduced | |
| 37 | WST WEST PHARMACEUTICAL SERVICES | Healthcare | 0.6% | $8.6m | 198,870 | -1% | reduced |
| 38 | JDA SOFTWARE GROUP | 0.6% | $8.1m | 448,647 | -1% | reduced | |
| 39 | AEIS ADVANCED ENERGY INDUSTRIES | Industrials | 0.6% | $7.8m | 568,642 | -1% | reduced |
| 40 | UNF UNIFIRST CORP | Industrials | 0.6% | $7.5m | 168,495 | – | new |
| 41 | ATO ATMOS ENERGY | Utilities | 0.6% | $7.4m | 269,156 | -1% | reduced |
| 42 | TEKELEC | 0.5% | $7.3m | 497,475 | – | new | |
| 43 | TG TREDEGAR CORP | Industrials | 0.5% | $7.0m | 478,421 | -1% | reduced |
| 44 | TG7 TRIUMPH GROUP | 0.5% | $7.0m | 149,081 | -1% | reduced | |
| 45 | LACLEDE GROUP INC | 0.5% | $7.0m | 172,285 | – | new | |
| 46 | TKR TIMKEN COMPANY | Industrials | 0.5% | $6.7m | 202,943 | – | new |
| 47 | LAWSON SOFTWARE INC | 0.5% | $6.7m | 916,734 | -1% | reduced | |
| 48 | TOL TOLL BROTHERS | Consumer Cyclical | 0.5% | $6.6m | 350,050 | – | new |
| 49 | BLUE COAT SYSTEMS INC | 0.5% | $6.4m | 455,629 | -0% | held | |
| 50 | FUL H.B. FULLER CO | Basic Materials | 0.5% | $6.4m | 284,068 | -1% | reduced |
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.