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WCM Investment Management, LLC

Quarter-over-quarter position changes

286 changes

ActionCompanyQuarterΔ sharesΔ %Held afterFlowImpact
AddedH42097107Mar 31, 2026+639,111+12%5,850,200$23.44Mmedium
AddedJoint Stock Co Kaspi.kzKSPIMar 31, 2026+323,326+130%571,412$23.35Mmedium
AddedChubb LtdMar 31, 2026+71,486+332%93,010$23.26Mmedium
ExitedWOLVERINE WORLD WIDE INCMar 31, 2026-1,224,125-100%0$22.07Mmedium
ExitedCHARLES RIVER LABS INTL INCMar 31, 2026-102,234-100%0$20.65Mmedium
TrimmedLINDE PLCMar 31, 2026-39,064-1.2%3,234,984$19.50Mmedium
TrimmedL8681T102Mar 31, 2026-40,649-1.7%2,415,077$19.31Mmedium
TrimmedEnsign Group Inc/TheMar 31, 2026-91,540-46%107,358$18.35Mmedium
NewFedEx CorpMar 31, 2026+51,533New51,533$17.61Mmedium
NewForgent Power Solutions, Inc.FPSMar 31, 2026+625,078New625,078$17.48Mmedium
Trimmed13646K108Mar 31, 2026-222,618-1.4%16,084,320$17.26Mmedium
New852066208Mar 31, 2026+127,000New127,000$17.07Mmedium
NewGlobus Medical IncMar 31, 2026+203,145New203,145$16.96Mmedium
NewPrimoris Services CorpMar 31, 2026+124,224New124,224$16.70Mmedium
AddedREINSURANCE GROUP OF AMERICA INCMar 31, 2026+82,681+3.0%2,830,620$16.56Mmedium
AddedCARPENTER TECHNOLOGY CORPMar 31, 2026+44,400+10%478,314$16.46Mmedium
NewHUNTINGTON INGALLS INDUSTRIES, INC.Mar 31, 2026+44,140New44,140$16.29Mmedium
ExitedWYNDHAM HOTELS & RESORTS, INC.Mar 31, 2026-211,065-100%0$16.17Mmedium
AddedKanzhun LtdMar 31, 2026+1,207,553+375%1,529,841$16.11Mmedium
NewDONALDSON Co INCMar 31, 2026+192,822New192,822$15.93Mmedium
ExitedCASELLA WASTE SYSTEMS INCMar 31, 2026-156,949-100%0$15.74Mmedium
New55293N109Mar 31, 2026+661,720New661,720$15.62Mmedium
ExitedCommvault Systems IncMar 31, 2026-120,362-100%0$15.26Mmedium
TrimmedCORNING INC /NYMar 31, 2026-117,901-1.4%8,106,869$15.16Mmedium
TrimmedG6683N103Mar 31, 2026-1,101,400-1.5%72,837,195$14.88Mmedium
TrimmedAddus HomeCare CorpMar 31, 2026-155,315-49%159,754$14.66Mmedium
ExitedVIRTUS INVESTMENT PARTNERS, INC.Mar 31, 2026-87,812-100%0$14.41Mmedium
TrimmedElement Solutions IncMar 31, 2026-436,362-42%597,018$14.12Mmedium
NewFabrinetMar 31, 2026+27,420New27,420$13.49Mmedium
ExitedPenumbra IncMar 31, 2026-41,053-100%0$12.90Mmedium
TrimmedFerguson Enterprises Inc. /DEMar 31, 2026-57,678-1.3%4,348,417$12.90Mmedium
TrimmedChurchill Downs IncMar 31, 2026-130,995-85%23,643$11.25Mmedium
AddedPDD Holdings Inc.PDDMar 31, 2026+113,300+50%341,815$11.15Mmedium
TrimmedSTERLING INFRASTRUCTURE, INC.Mar 31, 2026-28,996-56%23,160$11.09Mmedium
TrimmedAon plcMar 31, 2026-33,749-1.7%1,952,379$10.94Mmedium
ExitedREPLIGEN CORPMar 31, 2026-63,604-100%0$10.60Mmedium
NewNextpower Inc.Mar 31, 2026+93,922New93,922$10.57Mmedium
TrimmedePlus IncMar 31, 2026-142,693-45%176,750$10.51Mmedium
ExitedClearwater Analytics Holdings, Inc.Mar 31, 2026-432,025-100%0$10.41Mmedium
AddedGenius Sports LtdMar 31, 2026+2,439,890+511%2,917,437$10.35Mmedium
TrimmedWHITE MOUNTAINS INSURANCE GROUP LTDMar 31, 2026-4,687-44%5,995$10.28Mmedium
TrimmedMCKESSON CORPMar 31, 2026-11,950-1.3%932,121$10.28Mmedium
TrimmedPennant Group, Inc.Mar 31, 2026-327,483-50%327,927$9.87Mmedium
NewOMNICELL, INC.Mar 31, 2026+302,411New302,411$9.78Mmedium
ExitedVaronis Systems IncMar 31, 2026-289,128-100%0$9.57Mmedium
ExitedASHLAND INC.Mar 31, 2026-159,149-100%0$9.41Mmedium
Trimmed464288257Mar 31, 2026-69,433-50%70,462$9.32Mmedium
ExitedTrane Technologies plcMar 31, 2026-23,716-100%0$9.29Mmedium
TrimmedICU MEDICAL INC/DEMar 31, 2026-73,227-44%91,996$9.18Mmedium
TrimmedLANDSTAR SYSTEM INCMar 31, 2026-55,571-48%60,207$8.72Mmedium
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