WCM Investment Management 13F holdings, Q1 2009
Holdings as of March 31, 2009 · filings on SEC EDGAR · latest filing →
WCM Investment Management disclosed 75 US equity positions worth $709.8m in its Q1 2009 13F filing. The largest position was AMZN at 5.2% of the reported book, followed by TEVA and PWR. Against the Q4 2008 filing, it opened 4 new positions, added to 7 and reduced 33 among the top 50 holdings.
What did WCM Investment Management own in Q1 2009? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2008 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON.COM INC | Consumer Cyclical | 5.2% | $36.8m | 500,976 | -22% | reduced |
| 2 | TEVA TEVA PHARMACEUTICAL - SP (ADR) | Healthcare | 5.2% | $36.7m | 814,519 | -7% | reduced |
| 3 | PWR QUANTA SERVICES INC | Industrials | 5.1% | $36.2m | 1,687,857 | -18% | reduced |
| 4 | NVO NOVO-NORDISK A/S-SPONS | Healthcare | 4.7% | $33.6m | 699,929 | -7% | reduced |
| 5 | MONSANTO CO | 4.6% | $32.8m | 394,857 | -7% | reduced | |
| 6 | INTERCONTINENTALEXCHANGE INC | 4.6% | $32.7m | 438,850 | 65% | added | |
| 7 | V VISA INC | Financial Services | 4.5% | $31.6m | 568,058 | 15% | added |
| 8 | EXPD EXPEDITORS INTL OF WASH INC | Industrials | 4.3% | $30.4m | 1,069,607 | -7% | reduced |
| 9 | WU WESTERN UNION CO | Financial Services | 4.3% | $30.2m | 2,388,448 | -6% | reduced |
| 10 | ADBE ADOBE SYSTEMS | Technology | 4.1% | $29.1m | 1,355,683 | 13% | added |
| 11 | NATIONAL OILWELL VARCO INC | 4.0% | $28.2m | 981,254 | – | new | |
| 12 | ABBNY ABB LTD-SPON | Industrials | 3.9% | $27.5m | 1,969,407 | -7% | reduced |
| 13 | USB US BANCORP | Financial Services | 3.7% | $26.4m | 1,802,841 | 56% | added |
| 14 | WALGREEN CO | 3.3% | $23.5m | 900,937 | -34% | reduced | |
| 15 | KMB KIMBERLY CLARK CORP | Consumer Defensive | 2.7% | $19.5m | 422,294 | -9% | reduced |
| 16 | RALCORP HOLDINGS | 2.6% | $18.7m | 346,554 | – | new | |
| 17 | ISHARES RUSSELL 2000 VALUE | 2.6% | $18.6m | 471,983 | -20% | reduced | |
| 18 | FIX COMFORT SYS USA | Industrials | 1.4% | $10.1m | 973,513 | -2% | reduced |
| 19 | OTTR OTTER TAIL CORP | Industrials | 1.3% | $9.2m | 415,424 | -1% | reduced |
| 20 | MLI MUELLER INDUSTRIES INC | Industrials | 1.3% | $9.1m | 417,521 | -2% | reduced |
| 21 | ACH OWENS & MINOR INC | Healthcare | 1.1% | $7.7m | 232,636 | -3% | reduced |
| 22 | AVA AVISTA CORP | Utilities | 1.1% | $7.6m | 553,402 | -2% | reduced |
| 23 | TEKELEC | 1.0% | $7.3m | 549,407 | -2% | reduced | |
| 24 | LACLEDE GROUP INC | 1.0% | $7.1m | 181,858 | -4% | reduced | |
| 25 | MKSI MKS INSTRUMENTS INC | Technology | 1.0% | $7.0m | 476,501 | 0% | held |
| 26 | SNA SNAP-ON INC | Industrials | 1.0% | $6.9m | 275,388 | -1% | reduced |
| 27 | CGI GROUP INC | 0.9% | $6.5m | 816,623 | -1% | reduced | |
| 28 | WST WEST PHARMACEUTICAL SERVICES | Healthcare | 0.9% | $6.3m | 190,784 | -2% | reduced |
| 29 | TSAKOS ENERGY NAVIGATION LTD | 0.9% | $6.1m | 433,959 | -2% | reduced | |
| 30 | TOL TOLL BROTHERS | Consumer Cyclical | 0.9% | $6.1m | 333,933 | -1% | reduced |
| 31 | TG7 TRIUMPH GROUP | 0.8% | $6.0m | 156,403 | 0% | held | |
| 32 | PLATINUM UNDERWRITERS HLDGS | 0.8% | $5.7m | 201,674 | -2% | reduced | |
| 33 | BLUE COAT SYSTEMS INC | 0.8% | $5.6m | 467,214 | 1% | added | |
| 34 | RUDDICK CORP | 0.8% | $5.6m | 249,056 | -0% | held | |
| 35 | WARNACO GROUP INC | 0.7% | $5.3m | 220,739 | 1% | added | |
| 36 | UNF UNIFIRST CORP | Industrials | 0.7% | $5.3m | 189,443 | -2% | reduced |
| 37 | RES RPC INC | Energy | 0.7% | $5.3m | 795,333 | -2% | reduced |
| 38 | GEOEYE | 0.7% | $5.2m | 262,550 | 7% | added | |
| 39 | AMERICAN PHYSICIANS CAP INC | 0.7% | $5.0m | 122,562 | -0% | held | |
| 40 | CGNX COGNEX CORP | Technology | 0.6% | $4.4m | 331,785 | -0% | held |
| 41 | LECO LINCOLN ELECTRIC HOLDINGS | Industrials | 0.6% | $4.4m | 139,367 | -2% | reduced |
| 42 | HELE HELEN OF TROY LTD | Consumer Defensive | 0.6% | $4.4m | 318,390 | -2% | reduced |
| 43 | MATRIX SERVICE | 0.6% | $4.2m | 510,860 | – | new | |
| 44 | KRE SPDR KBW REGIONAL BANKING ETF | 0.6% | $4.2m | 216,591 | -63% | reduced | |
| 45 | AEIS ADVANCED ENERGY INDUSTRIES | Industrials | 0.6% | $4.2m | 552,699 | 0% | held |
| 46 | WERN WERNER ENTERPRISES | Industrials | 0.6% | $4.1m | 270,917 | -1% | reduced |
| 47 | LAWSON SOFTWARE INC | 0.5% | $3.8m | 898,247 | -1% | reduced | |
| 48 | MOG/A MOOG INC-CLASS A | 0.5% | $3.8m | 164,541 | -3% | reduced | |
| 49 | OLN OLIN CORP | Basic Materials | 0.5% | $3.6m | 251,401 | -1% | reduced |
| 50 | USEC INC | 0.5% | $3.4m | 711,223 | – | 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.