WCM Investment Management 13F holdings, Q3 2008
Holdings as of September 30, 2008 · filings on SEC EDGAR · latest filing →
WCM Investment Management disclosed 75 US equity positions worth $1.1bn in its Q3 2008 13F filing. The largest position was WU at 6.6% of the reported book, followed by PWR and TEVA. Against the Q2 2008 filing, it opened 4 new positions, added to 34 and reduced 12 among the top 50 holdings.
What did WCM Investment Management own in Q3 2008? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2008 |
|---|---|---|---|---|---|---|---|
| 1 | WU WESTERN UNION CO | Financial Services | 6.6% | $73.7m | 3,004,784 | -5% | reduced |
| 2 | PWR QUANTA SERVICES INC | Industrials | 5.9% | $65.2m | 2,427,267 | -5% | reduced |
| 3 | TEVA TEVA PHARMACEUTICAL - SP (ADR) | Healthcare | 5.8% | $64.6m | 1,411,725 | -5% | reduced |
| 4 | JNJ JOHNSON & JOHNSON | Healthcare | 5.7% | $62.7m | 906,303 | -5% | reduced |
| 5 | EXPD EXPEDITORS INTL OF WASH INC | Industrials | 5.4% | $60.4m | 1,736,088 | -4% | reduced |
| 6 | WALGREEN CO | 5.3% | $59.1m | 1,915,205 | -5% | reduced | |
| 7 | ADBE ADOBE SYSTEMS | Technology | 5.1% | $56.3m | 1,434,712 | -5% | reduced |
| 8 | MONSANTO CO | 4.5% | $49.8m | 504,345 | -4% | reduced | |
| 9 | EA ELECTRONIC ARTS | Communication Services | 4.3% | $47.2m | 1,280,630 | -20% | reduced |
| 10 | NVO NOVO-NORDISK A/S-SPONS | Healthcare | 4.2% | $46.8m | 913,407 | -5% | reduced |
| 11 | AMZN AMAZON.COM INC | Consumer Cyclical | 3.5% | $39.0m | 537,871 | 11344% | added |
| 12 | ABBNY ABB LTD-SPON | Industrials | 3.4% | $37.5m | 1,941,257 | 23% | added |
| 13 | V VISA INC | Financial Services | 2.8% | $31.5m | 514,079 | – | new |
| 14 | LENOVO GROUP LTD-ADR | 2.7% | $29.9m | 3,470,285 | -4% | reduced | |
| 15 | INTERCONTINENTALEXCHANGE INC | 2.4% | $26.1m | 323,086 | 43% | added | |
| 16 | ATR APTARGROUP INC | Healthcare | 1.5% | $16.6m | 424,708 | 6% | added |
| 17 | SNA SNAP-ON INC | Industrials | 1.4% | $15.6m | 295,890 | 7% | added |
| 18 | FIX COMFORT SYS USA | Industrials | 1.3% | $14.0m | 1,051,327 | 6% | added |
| 19 | OTTR OTTER TAIL CORP | Industrials | 1.3% | $14.0m | 455,444 | 5% | added |
| 20 | TSAKOS ENERGY NAVIGATION LTD | 1.3% | $13.9m | 470,283 | 7% | added | |
| 21 | AVA AVISTA CORP | Utilities | 1.2% | $13.2m | 608,329 | 5% | added |
| 22 | ACH OWENS & MINOR INC | Healthcare | 1.1% | $12.2m | 250,514 | 7% | added |
| 23 | RES RPC INC | Energy | 1.1% | $11.9m | 849,108 | 7% | added |
| 24 | VITAL SIGNS | 1.1% | $11.9m | 161,210 | 50% | added | |
| 25 | WARNACO GROUP INC | 1.0% | $10.8m | 239,065 | 6% | added | |
| 26 | MLI MUELLER INDUSTRIES INC | Industrials | 0.9% | $10.3m | 449,441 | 6% | added |
| 27 | MKSI MKS INSTRUMENTS INC | Technology | 0.9% | $10.3m | 518,071 | 5% | added |
| 28 | WST WEST PHARMACEUTICAL SERVICES | Healthcare | 0.9% | $10.2m | 209,475 | 5% | added |
| 29 | LACLEDE GROUP INC | 0.9% | $10.0m | 207,230 | 20% | added | |
| 30 | TOL TOLL BROTHERS | Consumer Cyclical | 0.9% | $10.0m | 398,010 | 14% | added |
| 31 | LECO LINCOLN ELECTRIC HOLDINGS | Industrials | 0.9% | $9.7m | 151,211 | 5% | added |
| 32 | UNF UNIFIRST CORP | Industrials | 0.8% | $8.8m | 204,951 | 22% | added |
| 33 | RUDDICK CORP | 0.8% | $8.7m | 267,612 | 6% | added | |
| 34 | ION GEOPHYSICAL CORP | 0.8% | $8.6m | 605,433 | 6% | added | |
| 35 | TEKELEC | 0.8% | $8.5m | 609,704 | 23% | added | |
| 36 | CGI GROUP INC | 0.8% | $8.4m | 954,441 | 4% | added | |
| 37 | AEIS ADVANCED ENERGY INDUSTRIES | Industrials | 0.7% | $8.2m | 600,872 | 6% | added |
| 38 | HELE HELEN OF TROY LTD | Consumer Defensive | 0.7% | $7.8m | 340,732 | – | new |
| 39 | MOG/A MOOG INC-CLASS A | 0.7% | $7.7m | 179,059 | 5% | added | |
| 40 | PLATINUM UNDERWRITERS HLDGS | 0.7% | $7.7m | 216,300 | – | new | |
| 41 | CGNX COGNEX CORP | Technology | 0.7% | $7.5m | 371,681 | 37% | added |
| 42 | TG7 TRIUMPH GROUP | 0.7% | $7.3m | 158,846 | 7% | added | |
| 43 | JDA SOFTWARE GROUP | 0.7% | $7.3m | 477,017 | 6% | added | |
| 44 | BLUE COAT SYSTEMS INC | 0.6% | $7.0m | 491,699 | 8% | added | |
| 45 | LAWSON SOFTWARE INC | 0.6% | $6.8m | 975,109 | 6% | added | |
| 46 | SWIFT ENERGY | 0.6% | $6.4m | 166,420 | 7% | added | |
| 47 | WERN WERNER ENTERPRISES | Industrials | 0.6% | $6.3m | 291,915 | – | new |
| 48 | TKR TIMKEN COMPANY | Industrials | 0.6% | $6.1m | 216,823 | 7% | added |
| 49 | GEOEYE | 0.5% | $5.9m | 265,558 | 6% | added | |
| 50 | T-3 ENERGY SERVICES | 0.5% | $5.7m | 153,933 | -49% | 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.