-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, APZOAANURKqHeQcvCv/VuNtjOAGdTGsfcyhlnxYa/vIxhQ1Gp7M9LxboKWoxc7Fa CuMEgMhSSoEiekqMEUiY7g== 0001061186-09-000002.txt : 20090507 0001061186-09-000002.hdr.sgml : 20090507 20090506173907 ACCESSION NUMBER: 0001061186-09-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090331 FILED AS OF DATE: 20090507 DATE AS OF CHANGE: 20090506 EFFECTIVENESS DATE: 20090507 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WCM INVESTMENT MANAGEMENT/CA CENTRAL INDEX KEY: 0001061186 IRS NUMBER: 953046237 STATE OF INCORPORATION: CA FISCAL YEAR END: 1130 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-07104 FILM NUMBER: 09802734 BUSINESS ADDRESS: STREET 1: 281 BROOKS STREET CITY: LAGUNA BEACH STATE: CA ZIP: 92651 BUSINESS PHONE: 9493800200 MAIL ADDRESS: STREET 1: 281 BROOKS STREET CITY: LAGUNA BEACH STATE: CA ZIP: 92651 13F-HR 1 wcm033109.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington DC 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2009 Check here if Amendment [ ]; Amendment Number: This Amendment: [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: WCM Investment Management Address: 281 Brooks Street Laguna Beach, CA 92651 Form 13F File Number: 28-7104 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Tom Rydzeski Title: Vice President, Systems Manager Phone: 949 380-0200 Signature, Place, and Date of Signing: Tom Rydzeski Laguna Beach, CA 5/05/09 - ------------------------------ -------------------- -------- Signature City, State Date Report Type: [X] 13F HOLDINGS REPORT [ ] 13F NOTICE [ ] 13F COMBINATION REPORT FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 100 Form 13F Information Table Value Total: $917,974 List of Other Included Managers: NONE
FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - -------------------------------- -------- --------- -------- ---------------------- -------- ------------ -------------------------- TITLE CUSIP VALUE SHARES / SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER OF CLASS NUMBER (x$1000) PRINCIPAL AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - -------------------------------- -------- --------- -------- ------------- --- ---- -------- ------------ -------- -------- -------- ABB LTD-SPON ADR COMMON 000375204 27456 1969407 SH SOLE 1969407 ADOBE SYSTEMS COMMON 00724F101 29120 1355683 SH SOLE 1355683 ADVANCED ENERGY INDUSTRIES COMMON 007973100 4162 552699 SH SOLE 552699 ALEXANDER & BALDWIN INC COMMON 014482103 1971 103558 SH SOLE 103558 AMAZON.COM INC COMMON 023135106 36773 500976 SH SOLE 500976 AMERCO INC COMMON 023586100 3318 98970 SH SOLE 98970 AMERICAN PHYSICIANS CAP INC COMMON 028884104 5015 122562 SH SOLE 122562 AMERISAFE COMMON 03071H100 6023 393163 SH SOLE 393163 AMTRUST FINANCIAL COMMON 032359309 4790 501534 SH SOLE 501534 ASSURED GUARANTY LTD COMMON G0585R106 2787 411667 SH SOLE 411667 AVISTA CORP COMMON 05379B107 7626 553402 SH SOLE 553402 BERKSHIRE HATHAWAY INC CL B COMMON 084670207 32379 11466 SH SOLE 11466 BLUE COAT SYSTEMS INC COMMON 09534T508 5611 467214 SH SOLE 467214 BROWN & BROWN INC COMMON 115236101 398 21038 SH SOLE 21038 CELESTICA COMMON 15101Q108 2897 813651 SH SOLE 813651 CGI GROUP INC - CL A COMMON 39945C109 6533 816623 SH SOLE 816623 CHEVRONTEXACO CORP COMMON 166764100 251 3735 SH SOLE 3735 COGNEX CORP COMMON 192422103 4426 331785 SH SOLE 331785 COMFORT SYS USA COMMON 199908104 10095 973513 SH SOLE 973513 COSTCO WHOLESALE CORP COMMON 22160K105 32989 712232 SH SOLE 712232 EAST WEST BANCORP COMMON 27579R104 1517 331917 SH SOLE 331917 EXPEDIA INC COMMON 30212P105 212 23337 SH SOLE 23337 EXPEDITORS INTL OF WASH INC COMMON 302130109 30375 1069607 SH SOLE 1069607 EXXON MOBIL CORPORATION COMMON 30231G102 596 8753 SH SOLE 8753 FASTENAL CO COMMON 311900104 203 6327 SH SOLE 6327 FIRST NIAGRA FINANCIAL COMMON 33582V108 5205 477919 SH SOLE 477919 FPIC INSURANCE GROUP INC COMMON 302563101 4545 122747 SH SOLE 122747 GAMCO INVESTORS INC - A COMMON 361438104 4588 140510 SH SOLE 140510 GEOEYE COMMON 37250W108 5185 262550 SH SOLE 262550 GLOBAL IND COMMON 379336100 3412 888627 SH SOLE 888627 GOOGLE INC COMMON 38259P508 32871 94290 SH SOLE 94290 HELEN OF TROY LTD COMMON G4388N106 4378 318390 SH SOLE 318390 HORSEHEAD HOLDING COMMON 440694305 1628 296082 SH SOLE 296082 INTERCONTINENTALEXCHANGE INC COMMON 45865V100 32714 438850 SH SOLE 438850 INTUIT INC COMMON 461202103 233 9870 SH SOLE 9870 ION GEOPHYSICAL CORP COMMON 462044108 850 544682 SH SOLE 544682 ISHARES MSCI ACWI EX US INDX COMMON 464288240 205 7710 SH SOLE 7710 ISHARES MSCI EAFE SMALL CAP COMMON 464288273 206 9115 SH SOLE 9115 ISHARES RUSSELL 1000 INDEX COMMON 464287622 316 7300 SH SOLE 7300 ISHARES RUSSELL 2000 COMMON 464287655 3270 77755 SH SOLE 77755 ISHARES RUSSELL 2000 VALUE COMMON 464287630 18624 471983 SH SOLE 471983 JOHNSON & JOHNSON COMMON 478160104 250 4316 SH SOLE 4316 KIMBERLY CLARK CORP COMMON 494368103 19486 422294 SH SOLE 422294 KNIGHT TRANSPORTATION INC COMMON 499064103 220 14521 SH SOLE 14521 LACLEDE GROUP INC COMMON 505597104 7089 181858 SH SOLE 181858 LAWSON SOFTWARE INC COMMON 52078P102 3818 898247 SH SOLE 898247 LI & FUNG LTD COMMON G5485F144 210 91221 SH SOLE 91221 LINCOLN ELECTRIC HOLDINGS COMMON 533900106 4417 139367 SH SOLE 139367 MATRIX SERVICE COMMON 576853105 4199 510860 SH SOLE 510860 MAXYGEN COMMON 577776107 2594 381537 SH SOLE 381537 MEDCATH CORP COMMON 58404W109 2821 388085 SH SOLE 388085 MKS INSTRUMENTS INC COMMON 55306N104 6990 476501 SH SOLE 476501 MONSANTO CO COMMON 61166W101 32815 394857 SH SOLE 394857 MOOG INC-CLASS A COMMON 615394202 3763 164541 SH SOLE 164541 MUELLER INDUSTRIES INC COMMON 624756102 9056 417521 SH SOLE 417521 NATIONAL OILWELL VARCO INC COMMON 637071101 28171 981254 SH SOLE 981254 NOVATEL WIRELESS INC COMMON 66987M604 3226 573980 SH SOLE 573980 NOVO-NORDISK A/S-SPONS ADR COMMON 670100205 33612 699929 SH SOLE 699929 OCWEN FINANCIAL COMMON 675746309 6691 585355 SH SOLE 585355 OLIN CORP COMMON 680665205 3587 251401 SH SOLE 251401 O'REILLY AUTO INC COMMON 686091109 246 7014 SH SOLE 7014 ORIENTAL FINANCIAL GROUP COMMON 68618W100 1881 385525 SH SOLE 385525 OTTER TAIL CORP COMMON 689648103 9160 415424 SH SOLE 415424 OWENS & MINOR INC COMMON 690732102 7707 232636 SH SOLE 232636 PATTERSON-UTI ENERGY COMMON 703481101 3339 372647 SH SOLE 372647 PETSMART COMMON 716768106 282 13466 SH SOLE 13466 PFIZER INC COMMON 717081103 900 66081 SH SOLE 66081 PLATINUM UNDERWRITERS HLDGS COMMON G7127P100 5719 201674 SH SOLE 201674 PROCTER & GAMBLE CO COMMON 742718109 516 10956 SH SOLE 10956 QUANTA SERVICES INC COMMON 74762E102 36242 1687857 SH SOLE 1687857 RALCORP HOLDINGS COMMON 751028101 18672 346554 SH SOLE 346554 RPC INC COMMON 749660106 5273 795333 SH SOLE 795333 RUDDICK CORP COMMON 781258108 5591 249056 SH SOLE 249056 SAFETY INSURANCE GROUP INC COMMON 78648T100 6375 205125 SH SOLE 205125 SNAP-ON INC COMMON 833034101 6912 275388 SH SOLE 275388 SOUTHWEST GAS COMMON 844895102 9095 431657 SH SOLE 431657 SPDR KBW REGIONAL BANKING ETF COMMON 78464A698 4163 216591 SH SOLE 216591 SVB FINANCIAL GROUP COMMON 78486Q101 2562 128016 SH SOLE 128016 SWIFT ENERGY COMMON 870738101 1142 156404 SH SOLE 156404 SYKES ENTERPRIS COMMON 871237103 9793 588863 SH SOLE 588863 T-3 ENERGY SERVICES COMMON 87306E107 1608 136521 SH SOLE 136521 TEKELEC COMMON 879101103 7269 549407 SH SOLE 549407 TEVA PHARMACEUTICAL - SP (ADR) COMMON 881624209 36663 814519 SH SOLE 814519 TIMKEN COMPANY COMMON 887389104 2813 201498 SH SOLE 201498 TOLL BROTHERS COMMON 889478103 6064 333933 SH SOLE 333933 TRIUMPH GROUP COMMON 896818101 5975 156403 SH SOLE 156403 TSAKOS ENERGY NAVIGATION LTD COMMON G9108L108 6114 433959 SH SOLE 433959 UMB FINANCIAL COMMON 902788108 5473 128800 SH SOLE 128800 UNIFIRST CORP COMMON 904708104 5274 189443 SH SOLE 189443 UNITED AMERICA INDEMNITY, LTD COMMON 90933T109 2091 520179 SH SOLE 520179 US BANCORP COMMON 902973304 26440 1802841 SH SOLE 1802841 USEC INC COMMON 90333E108 3414 711223 SH SOLE 711223 VANGUARD VALUE ETF COMMON 922908744 294 8690 SH SOLE 8690 VISA INC - CLASS A SHRS COMMON 92826C839 31645 568058 SH SOLE 568058 WALGREEN CO COMMON 931422109 23478 900937 SH SOLE 900937 WAL-MART STORES INC COMMON 931142103 23150 445097 SH SOLE 445097 WARNACO GROUP INC COMMON 934390402 5298 220739 SH SOLE 220739 WERNER ENTERPRISES COMMON 950755108 4096 270917 SH SOLE 270917 WEST PHARMACEUTICAL SERVICES COMMON 955306105 6260 190784 SH SOLE 190784 WESTERN UNION CO COMMON 959802109 30217 2388448 SH SOLE 2388448
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