Wcm Investment Management, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 278
Total Value: 38905997059
Accession Number: 0001062993-25-008104
Form Type: 13F-HR
CIK: 0001061186
Manager Name: Wcm Investment Management, LLC

Data Enrichment

96% identified

268 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

278 positions • $38,905,997.059K total value

278 positions

Manager:

SEC FilingSEC DataHachi Filing

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LINCOLN ELECTRIC HOLDINGS INC

LECO|533900106

1926(-2.5%)

Value:

$366.5M(-1.4%)

OMNICOM GROUP INC.

OMC|681919106

4470(-2.0%)

Value:

$358.7M(-8.4%)

STANLEY BLACK & DECKER, INC.

SWK|854502101

4619(-2.9%)

Value:

$353.0M(-7.0%)

Full Truck Alliance Co. Ltd.

YMM|35969L108

27035(+39.2%)

Value:

$348.8M(+65.9%)

Apple Inc.

AAPL|037833100

1592

Value:

$346.8M

CHEMED CORP

CHE|16359R103

571

Value:

$345.9M

CARLISLE COMPANIES INC

CSL|142339100

980(+58.3%)

Value:

$335.8M(+47.1%)

COMERICA INC /NEW/

CMA|200340107

5403(-9.0%)

Value:

$317.2M(-13.0%)

WHIRLPOOL CORP /DE/

WHR|963320106

3373(-15.1%)

Value:

$301.9M(-33.2%)

HORMEL FOODS CORP /DE/

HRL|440452100

9806(-4.0%)

Value:

$297.7M(-6.6%)

IDEX CORP /DE/

IEX|45167R104

1623(+57.6%)

Value:

$293.6M(+36.5%)

HUNTINGTON INGALLS INDUSTRIES, INC.

HII|446413106

1274(-5.0%)

Value:

$261.6M(+3.5%)

TREX CO INC

TREX|89531P105

4236

Value:

$242.8M

Snap-on Inc

SNA|833034101

695(-4.4%)

Value:

$228.9M(-7.4%)

Allison Transmission Holdings Inc

ALSN|01973R101

2355(-4.6%)

Value:

$226.2M(-15.2%)

BALL Corp

BALL|058498106

4349

Value:

$223.8M

CommScope Holding Company, Inc.

COMM|20337X109

16100

Value:

$86.5M

46434V423

1406(+0.0%)

Value:

$57.7M(+1.3%)

Instrument	Shares		Other Manager	Value
Lincoln Electric Holdings Inc(LECOcusip533900106)	1.9K	QoQ -2.48% (-49) YoY NEW(+1.9K)	All Managers (Combined)	$366.5K	QoQ -1.41% (-$5.3K) YoY NEW(+$366.5K)
Omnicom Group Inc.(OMCcusip681919106)	4.5K	QoQ -1.99% (-91) YoY NEW(+4.5K)	All Managers (Combined)	$358.7K	QoQ -8.36% (-$32.8K) YoY NEW(+$358.7K)
Stanley Black & Decker, Inc.(SWKcusip854502101)	4.6K	QoQ -2.92% (-139) YoY NEW(+4.6K)	All Managers (Combined)	$353.0K	QoQ -7.05% (-$26.8K) YoY NEW(+$353.0K)
Full Truck Alliance Co. Ltd.(YMMcusip35969L108)	27.0K	QoQ +39.17% (+7.6K) YoY NEW(+27.0K)	All Managers (Combined)	$348.8K	QoQ +65.93% (+$138.6K) YoY NEW(+$348.8K)
Apple Inc.(AAPLcusip037833100)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$346.8K	QoQ NEW(+$346.8K) YoY NEW(+$346.8K)
Chemed Corp(CHEcusip16359R103)	571	QoQ NEW(+571) YoY NEW(+571)	All Managers (Combined)	$345.9K	QoQ NEW(+$345.9K) YoY NEW(+$345.9K)
Carlisle Companies Inc(CSLcusip142339100)	980	QoQ +58.31% (+361) YoY +42.64% (+293)	All Managers (Combined)	$335.8K	QoQ +47.12% (+$107.6K) YoY +24.72% (+$66.6K)
Comerica Inc /New/(CMAcusip200340107)	5.4K	QoQ -9.00% (-535) YoY NEW(+5.4K)	All Managers (Combined)	$317.2K	QoQ -13.04% (-$47.6K) YoY NEW(+$317.2K)
Whirlpool Corp /De/(WHRcusip963320106)	3.4K	QoQ -15.08% (-599) YoY NEW(+3.4K)	All Managers (Combined)	$301.9K	QoQ -33.22% (-$150.2K) YoY NEW(+$301.9K)
Hormel Foods Corp /De/(HRLcusip440452100)	9.8K	QoQ -4.00% (-409) YoY NEW(+9.8K)	All Managers (Combined)	$297.7K	QoQ -6.58% (-$21.0K) YoY NEW(+$297.7K)
Idex Corp /De/(IEXcusip45167R104)	1.6K	QoQ +57.57% (+593) YoY NEW(+1.6K)	All Managers (Combined)	$293.6K	QoQ +36.50% (+$78.5K) YoY NEW(+$293.6K)
Huntington Ingalls Industries, Inc.(HIIcusip446413106)	1.3K	QoQ -4.99% (-67) YoY NEW(+1.3K)	All Managers (Combined)	$261.6K	QoQ +3.53% (-$8.9K) YoY NEW(+$261.6K)
Trex Co Inc(TREXcusip89531P105)	4.2K	QoQ NEW(+4.2K) YoY -97.91% (-199.4K)	All Managers (Combined)	$242.8K	QoQ NEW(+$242.8K) YoY -98.80% (-$20.1M)
Snap-On Inc(SNAcusip833034101)	695	QoQ -4.40% (-32) YoY NEW(+695)	All Managers (Combined)	$228.9K	QoQ -7.39% (-$18.3K) YoY NEW(+$228.9K)
Allison Transmission Holdings Inc(ALSNcusip01973R101)	2.4K	QoQ -4.61% (-114) YoY NEW(+2.4K)	All Managers (Combined)	$226.2K	QoQ -15.18% (-$40.5K) YoY NEW(+$226.2K)
Ball Corp(BALLcusip058498106)	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$223.8K	QoQ NEW(+$223.8K) YoY NEW(+$223.8K)
Commscope Holding Company, Inc.(COMMcusip20337X109)	16.1K	QoQ NEW(+16.1K) YoY NEW(+16.1K)	All Managers (Combined)	$86.5K	QoQ NEW(+$86.5K) YoY NEW(+$86.5K)
(cusip46434V423)✕	1.4K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$57.7K	QoQ +1.28% (+$731) YoY -6.99% (-$4.3K)