-----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, C7r1t+RT7VbtDJtoJwgwt8yCOmQIL2ER1/lwTe9OmGLzG0Vkg6y/r/JaRaLUchZZ SGgxUKKTOK99+i5Dm7NZ+A== 0001061186-99-000011.txt : 19990809 0001061186-99-000011.hdr.sgml : 19990809 ACCESSION NUMBER: 0001061186-99-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 19990731 FILED AS OF DATE: 19990802 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WCM INVESTMENT MANAGEMENT/CA CENTRAL INDEX KEY: 0001061186 STANDARD INDUSTRIAL CLASSIFICATION: [] IRS NUMBER: 953046237 STATE OF INCORPORATION: CA FISCAL YEAR END: 1130 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: SEC FILE NUMBER: 028-07104 FILM NUMBER: 99676039 BUSINESS ADDRESS: STREET 1: 23702 BIRTCHER DR CITY: LAKE FOREST STATE: CA ZIP: 92630 BUSINESS PHONE: 9493800200 MAIL ADDRESS: STREET 1: 23702 BIRTCHER DRIVE CITY: LAKE FORST STATE: CA ZIP: 92630 13F-HR 1 FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington DC 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: July 31, 1999 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: 23702 Birtcher Dr. Lake Forest, CA 92630 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, Operations Phone: 949 380-0200 Signature, Place, and Date of Signing: Tom Rydzeski Lake Forest, CA 8/01/99 - ------------------------------ -------------------- -------- 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: 93 Form 13F Information Table Value Total: $187,281 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 - -------------------------------- -------- --------- -------- ------------- --- ---- -------- ------------ -------- -------- -------- AT&T CORP COMMON 001957109 6829 131018 SH SOLE AL 131018 ALLSTATE CORP. COMMON 020002101 517 14513 SH SOLE AL 14513 AMERICAN CAPITAL STRATEGIES COMMON 024937104 441 23500 SH SOLE AL 23500 AMERICAN EXPRESS CO COMMON 025816109 298 2265 SH SOLE AL 2265 AMERICAN HOME PRODUCTS CORP COMMON 026609107 550 10787 SH SOLE AL 10787 AMERICAN INTERNATIONAL GROUP INC COMMON 026874107 1034 8902 SH SOLE AL 8902 AMGEN INC COMMON 031162100 743 9660 SH SOLE AL 9660 ANHEUSER-BUSCH COMPANIES INC COMMON 035229103 5772 73115 SH SOLE AL 73115 BANK OF AMERICA CORP. COMMON 060505104 5836 87925 SH SOLE AL 87925 BANK OF NEW YORK COMPANY, INC. COMMON 064057102 403 10913 SH SOLE AL 10913 BANK ONE CORPORATION COMMON 06423A103 6169 113060 SH SOLE AL 113060 BERKSHIRE HATHAWAY CLASS B COMMON 084670207 510 240 SH SOLE AL 240 BESTFOODS COMMON 08658U101 210 4300 SH SOLE AL 4300 BOEING CO COMMON 097023105 468 10325 SH SOLE AL 10325 CARLISLE COMPANIES, INC. COMMON 142339100 397 8675 SH SOLE AL 8675 CARNIVAL CORP COMMON 143658102 220 4730 SH SOLE AL 4730 CATERPILLAR INC COMMON 149123101 11562 197211 SH SOLE AL 197211 CENDANT CORP COMMON 151313103 282 14000 SH SOLE AL 14000 CHASE MANHATTAN CORP COMMON 16161A108 7352 95407 SH SOLE AL 95407 CHEVRON CORP COMMON 166751107 921 10095 SH SOLE AL 10095 CHIRON CORP. COMMON 170040109 433 17275 SH SOLE AL 17275 CISCO SYSTEMS INC COMMON 17275R102 1521 24486 SH SOLE AL 24486 CITIGROUP, INC COMMON 172967101 929 20854 SH SOLE AL 20854 CLEAR CHANNEL COMMUNICATIONS INC COMMON 184502102 736 10575 SH SOLE AL 10575 COSTCO COMPANIES INC COMMON 22160Q102 602 8050 SH SOLE AL 8050 DELPHI AUTOMOTIVE SYSTEMS COMMON 247126105 2045 113603 SH SOLE AL 113603 THE WALT DISNEY COMPANY COMMON 254687106 348 12625 SH SOLE AL 12625 DOVER CORPORATION COMMON 260003108 473 11975 SH SOLE AL 11975 E I DUPONT DE NEMOURS & CO COMMON 263534109 11975 166034 SH SOLE AL 166034 EMC CORPORATION COMMON 268648102 558 9225 SH SOLE AL 9225 EASTMAN KODAK CO COMMON 277461109 797 11530 SH SOLE AL 11530 ELECTRONIC DATA SYSTEMS CORP COMMON 285661104 876 14525 SH SOLE AL 14525 EMERSON ELECTRIC COMPANY COMMON 291011104 4751 79603 SH SOLE AL 79603 ENRON CORP COMMON 293561106 863 10125 SH SOLE AL 10125 EXXON CORPORATION COMMON 302290101 5411 68165 SH SOLE AL 68165 FREDDIE MAC COMMON 313400301 689 12010 SH SOLE AL 12010 FANNIE MAE COMMON 313586109 243 3522 SH SOLE AL 3522 FIRST UNION CORP COMMON 337358105 4680 101741 SH SOLE AL 101741 FIRSTAR CORP COMMON 33763V109 597 22925 SH SOLE AL 22925 FLEET FINANCIAL GROUP COMMON 338915101 385 9510 SH SOLE AL 9510 FORD MOTOR COMPANY COMMON 345370100 5372 110768 SH SOLE AL 110768 GTE CORP COMMON 362320103 5370 72820 SH SOLE AL 72820 GANNETT COMPANY INC COMMON 364730101 539 7460 SH SOLE AL 7460 GAP INC COMMON 364760108 1519 32483 SH SOLE AL 32483 GENERAL ELECTRIC COMPANY COMMON 369604103 1370 12566 SH SOLE AL 12566 GENERAL MOTORS CORPORATION COMMON 370442105 9746 159440 SH SOLE AL 159440 GILLETTE COMPANY COMMON 375766102 919 21077 SH SOLE AL 21077 GOODYEAR TIRE & RUBBER CO COMMON 382550101 9490 179485 SH SOLE AL 179485 HEINZ (H.J.) CO COMMON 423074103 3398 72115 SH SOLE AL 72115 HOME DEPOT INC COMMON 437076102 1261 19756 SH SOLE AL 19756 INTEL CORP COMMON 458140100 1067 15465 SH SOLE AL 15465 INTERNATIONAL BUSINESS MACHINES COMMON 459200101 915 7278 SH SOLE AL 7278 INTERNATIONAL PAPER CO COMMON 460146103 523 10250 SH SOLE AL 10250 JOHNSON & JOHNSON COMMON 478160104 537 5900 SH SOLE AL 5900 KIMBERLY CLARK CORP COMMON 494368103 1097 17980 SH SOLE AL 17980 LOWE'S COMPANIES COMMON 548661107 630 11950 SH SOLE AL 11950 LUCENT TECHNOLOGIES INC COMMON 549463107 1110 16901 SH SOLE AL 16901 MCGRATH RENTCORP COMMON 580589109 3091 167060 SH SOLE AL 167060 MERCK & COMPANY INCORPORATED COMMON 589331107 1156 17100 SH SOLE AL 17100 MICROSOFT CORP COMMON 594918104 2080 24240 SH SOLE AL 24240 MINNESOTA MINING & MANUFACTURING COMMON 604059105 1519 17275 SH SOLE AL 17275 J. P. MORGAN & CO INC COMMON 616880100 1141 8925 SH SOLE AL 8925 NCT GROUP INC COMMON 62888Q109 7 32500 SH SOLE AL 32500 NATIONAL CITY CORP COMMON 635405103 3694 124172 SH SOLE AL 124172 NAVIGANT CONSULTING CO. COMMON 63935N107 238 5650 SH SOLE AL 5650 NIKE INC COMMON 654106103 764 14695 SH SOLE AL 14695 NUCOR CORP COMMON 670346105 504 10400 SH SOLE AL 10400 OMNICOM GROUP COMMON 681919106 668 9425 SH SOLE AL 9425 ORACLE CORPORATION COMMON 68389X105 949 24935 SH SOLE AL 24935 PEPSICO INC COMMON 713448108 331 8490 SH SOLE AL 8490 PHARMACIA & UPJOHN INC COMMON 716941109 4963 92230 SH SOLE AL 92230 PFIZER INC COMMON 717081103 622 18356 SH SOLE AL 18356 PHILIP MORRIS COMPANIES INC COMMON 718154107 6785 182155 SH SOLE AL 182155 PIXAR INC COMMON 725811103 354 9175 SH SOLE AL 9175 ROYAL DUTCH PETRO-NY SHARES COMMON 780257804 5707 93550 SH SOLE AL 93550 SPDR TRUST COMMON 78462F103 4620 34800 SH SOLE AL 34800 SAFEWAY INC COMMON 786514208 535 9935 SH SOLE AL 9935 SARA LEE CORPORATION COMMON 803111103 341 15500 SH SOLE AL 15500 SCHERING-PLOUGH CORP COMMON 806605101 626 12776 SH SOLE AL 12776 SCHLUMBERGER LIMITED COMMON 806857108 519 8575 SH SOLE AL 8575 SEARS, ROEBUCK AND CO COMMON 812387108 270 6675 SH SOLE AL 6675 SEITEL INC COMMON 816074306 328 25000 SH SOLE AL 25000 TEXACO INC COMMON 881694103 5023 80608 SH SOLE AL 80608 TOSCO CORP COMMON 891490302 469 17800 SH SOLE AL 17800 TYCO INTERNATIONAL LTD COMMON 902124106 720 7375 SH SOLE AL 7375 U.S. BANCORP COMMON 902973106 366 11750 SH SOLE AL 11750 VANGUARD INDEX 500 FUND COMMON 922908108 1374 11187 SH SOLE AL 11187 WAL-MART STORES INC COMMON 931142103 502 11885 SH SOLE AL 11885 WALGREEN CO COMMON 931422109 794 28039 SH SOLE AL 28039 WASHINGTON MUTUAL INC COMMON 939322103 428 12485 SH SOLE AL 12485 WELLS FARGO COMPANY COMMON 949746101 532 13653 SH SOLE AL 13653 ZIONS BANCORPORATION COMMON 989701107 525 9050 SH SOLE AL 9050 HELEN OF TROY LTD COMMON G4388N106 447 26775 SH SOLE AL 26775
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