WCM Investment Management 13F holdings, Q4 2008
Holdings as of December 31, 2008 · filings on SEC EDGAR · latest filing →
WCM Investment Management disclosed 76 US equity positions worth $785.5m in its Q4 2008 13F filing. The largest position was PWR at 5.2% of the reported book, followed by NVO and EXPD. Against the Q3 2008 filing, it opened 7 new positions, added to 2 and reduced 41 among the top 50 holdings.
What did WCM Investment Management own in Q4 2008? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2008 |
|---|---|---|---|---|---|---|---|
| 1 | PWR QUANTA SERVICES INC | Industrials | 5.2% | $40.6m | 2,048,041 | -16% | reduced |
| 2 | NVO NOVO-NORDISK A/S-SPONS | Healthcare | 5.0% | $38.9m | 756,608 | -17% | reduced |
| 3 | EXPD EXPEDITORS INTL OF WASH INC | Industrials | 4.9% | $38.2m | 1,146,465 | -34% | reduced |
| 4 | TEVA TEVA PHARMACEUTICAL - SP (ADR) | Healthcare | 4.7% | $37.3m | 876,380 | -38% | reduced |
| 5 | WU WESTERN UNION CO | Financial Services | 4.6% | $36.4m | 2,535,415 | -16% | reduced |
| 6 | JNJ JOHNSON & JOHNSON | Healthcare | 4.5% | $35.7m | 596,814 | -34% | reduced |
| 7 | WALGREEN CO | 4.3% | $33.7m | 1,364,502 | -29% | reduced | |
| 8 | AMZN AMAZON.COM INC | Consumer Cyclical | 4.2% | $32.8m | 638,855 | 19% | added |
| 9 | ABBNY ABB LTD-SPON | Industrials | 4.0% | $31.7m | 2,110,647 | 9% | added |
| 10 | MONSANTO CO | 3.8% | $29.8m | 423,199 | -16% | reduced | |
| 11 | ISHARES RUSSELL 2000 VALUE | 3.7% | $28.9m | 588,585 | – | new | |
| 12 | USB US BANCORP | Financial Services | 3.7% | $28.9m | 1,155,940 | – | new |
| 13 | V VISA INC | Financial Services | 3.3% | $25.8m | 492,402 | -4% | reduced |
| 14 | ADBE ADOBE SYSTEMS | Technology | 3.2% | $25.5m | 1,195,880 | -17% | reduced |
| 15 | KMB KIMBERLY CLARK CORP | Consumer Defensive | 3.1% | $24.4m | 462,106 | – | new |
| 16 | INTERCONTINENTALEXCHANGE INC | 2.8% | $21.9m | 265,572 | -18% | reduced | |
| 17 | KRE SPDR KBW REGIONAL BANKING ETF | 2.2% | $16.9m | 581,140 | – | new | |
| 18 | ATR APTARGROUP INC | Healthcare | 1.8% | $14.2m | 401,904 | -5% | reduced |
| 19 | AVA AVISTA CORP | Utilities | 1.4% | $11.0m | 565,906 | -7% | reduced |
| 20 | SNA SNAP-ON INC | Industrials | 1.4% | $11.0m | 278,090 | -6% | reduced |
| 21 | MLI MUELLER INDUSTRIES INC | Industrials | 1.4% | $10.7m | 425,025 | -5% | reduced |
| 22 | FIX COMFORT SYS USA | Industrials | 1.3% | $10.6m | 992,071 | -6% | reduced |
| 23 | OTTR OTTER TAIL CORP | Industrials | 1.2% | $9.8m | 418,866 | -8% | reduced |
| 24 | ACH OWENS & MINOR INC | Healthcare | 1.2% | $9.0m | 240,097 | -4% | reduced |
| 25 | LACLEDE GROUP INC | 1.1% | $8.9m | 190,375 | -8% | reduced | |
| 26 | TSAKOS ENERGY NAVIGATION LTD | 1.0% | $8.1m | 442,013 | -6% | reduced | |
| 27 | RES RPC INC | Energy | 1.0% | $7.9m | 810,861 | -5% | reduced |
| 28 | TEKELEC | 0.9% | $7.4m | 558,372 | -8% | reduced | |
| 29 | PLATINUM UNDERWRITERS HLDGS | 0.9% | $7.4m | 205,524 | -5% | reduced | |
| 30 | WST WEST PHARMACEUTICAL SERVICES | Healthcare | 0.9% | $7.4m | 195,371 | -7% | reduced |
| 31 | TOL TOLL BROTHERS | Consumer Cyclical | 0.9% | $7.3m | 338,375 | -15% | reduced |
| 32 | LECO LINCOLN ELECTRIC HOLDINGS | Industrials | 0.9% | $7.2m | 142,271 | -6% | reduced |
| 33 | MKSI MKS INSTRUMENTS INC | Technology | 0.9% | $7.0m | 474,224 | -8% | reduced |
| 34 | RUDDICK CORP | 0.9% | $6.9m | 249,390 | -7% | reduced | |
| 35 | TG7 TRIUMPH GROUP | 0.8% | $6.6m | 156,366 | -2% | reduced | |
| 36 | CGI GROUP INC | 0.8% | $6.4m | 821,993 | -14% | reduced | |
| 37 | MOG/A MOOG INC-CLASS A | 0.8% | $6.2m | 169,079 | -6% | reduced | |
| 38 | AMERICAN PHYSICIANS CAP INC | 0.8% | $5.9m | 122,760 | -6% | reduced | |
| 39 | UNF UNIFIRST CORP | Industrials | 0.7% | $5.7m | 192,388 | -6% | reduced |
| 40 | HELE HELEN OF TROY LTD | Consumer Defensive | 0.7% | $5.6m | 325,380 | -5% | reduced |
| 41 | EWBC EAST WEST BANCORP | Financial Services | 0.7% | $5.6m | 348,035 | – | new |
| 42 | AEIS ADVANCED ENERGY INDUSTRIES | Industrials | 0.7% | $5.5m | 552,439 | -8% | reduced |
| 43 | CGNX COGNEX CORP | Technology | 0.6% | $4.9m | 332,845 | -10% | reduced |
| 44 | AGO ASSURED GUARANTY LTD | Financial Services | 0.6% | $4.9m | 431,380 | – | new |
| 45 | WERN WERNER ENTERPRISES | Industrials | 0.6% | $4.7m | 273,236 | -6% | reduced |
| 46 | GEOEYE | 0.6% | $4.7m | 245,690 | -7% | reduced | |
| 47 | IWM ISHARES RUSSELL 2000 | 0.6% | $4.7m | 94,740 | – | new | |
| 48 | OLN OLIN CORP | Basic Materials | 0.6% | $4.6m | 253,232 | -6% | reduced |
| 49 | WARNACO GROUP INC | 0.5% | $4.3m | 219,056 | -8% | reduced | |
| 50 | LAWSON SOFTWARE INC | 0.5% | $4.3m | 906,600 | -7% | 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.