0001061186-12-000003.txt : 20120507 0001061186-12-000003.hdr.sgml : 20120507 20120507161953 ACCESSION NUMBER: 0001061186-12-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120331 FILED AS OF DATE: 20120507 DATE AS OF CHANGE: 20120507 EFFECTIVENESS DATE: 20120507 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: 12818091 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 wcm03312012.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, 2012 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 05/07/12 ------------------------------ -------------------- -------- 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: 158 Form 13F Information Table Value Total: $1,150,691 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 -------------------------------- -------- --------- -------- ------------- --- ---- -------- ------------ -------- -------- -------- 3M COMPANY COMMON 88579Y101 587 6578 SH SOLE 6578 ABB LTD-SPON ADR COMMON 000375204 23888 1170417 SH SOLE 1170417 ACE LTD COMMON H0023R105 27071 369830 SH SOLE 369830 ADVANCED AUTO PARTS INC COMMON 00751Y106 259 2925 SH SOLE 2925 ADVANCED ENERGY INDUSTRIES COMMON 007973100 5826 444021 SH SOLE 444021 ALLETE INC. COMMON 018522300 222 5344 SH SOLE 5344 AMAZON.COM INC COMMON 023135106 2427 11987 SH SOLE 11987 AMERICAN CAPITAL COMMON 02503Y103 4509 519521 SH SOLE 519521 AMERICAN TOWER REIT (HLDG CO) SH COMMON 03027X100 1220 19353 SH SOLE 19353 AMERISAFE COMMON 03071H100 7800 315293 SH SOLE 315293 APPLE INC COMMON 037833100 3578 5968 SH SOLE 5968 ARCOS DORADOS HOLDINGS INC COMMON G0457F107 30859 1705848 SH SOLE 1705848 ARM HOLDINGS ADR COMMON 042068106 16379 578958 SH SOLE 578958 AVISTA CORP COMMON 05379B107 7682 300323 SH SOLE 300323 BAIDU, INC-SPON ADR COMMON 056752108 29667 203523 SH SOLE 203523 BARNES GROUP COMMON 067806109 5466 207741 SH SOLE 207741 BERKSHIRE HATHAWAY INC CL B COMMON 084670702 436 5365 SH SOLE 5365 BP PRUDHOE BAY ROYALTY TRUST COMMON 055630107 210 1681 SH SOLE 1681 BRF BRASIL FOODS SA - ADR COMMON 10552T107 13427 671047 SH SOLE 671047 BRINKER INTERNATIONAL INC COMMON 109641100 11347 411877 SH SOLE 411877 BRISTOL-MYERS SQUIBB CO COMMON 110122108 289 8549 SH SOLE 8549 BROOKS AUTOMATION COMMON 114340102 6573 533092 SH SOLE 533092 BUCKLE INC (THE) COMMON 118440106 222 4642 SH SOLE 4642 CABELA`S INC COMMON 126804301 13928 365083 SH SOLE 365083 CAL MAINE FOODS COMMON 128030202 6914 180702 SH SOLE 180702 CANADIAN NATL RAILWAY CO COMMON 136375102 25959 326840 SH SOLE 326840 CBL & ASSOCIATES PROPERTIES COMMON 124830100 14303 755960 SH SOLE 755960 CELESTICA COMMON 15101Q108 6209 648849 SH SOLE 648849 CELGENE CORP COMMON 151020104 1284 16563 SH SOLE 16563 CERADYNE INC COMMON 156710105 6240 191654 SH SOLE 191654 CGI GROUP INC - CL A COMMON 39945C109 8168 366440 SH SOLE 366440 CHEVRON COMMON 166764100 738 6880 SH SOLE 6880 CIE FINANCIERE RICH-UNSP ADR COMMON 204319107 10630 1708804 SH SOLE 1708804 CITRIX SYSTEMS INC COMMON 177376100 821 10397 SH SOLE 10397 CNO FINANCIAL GROUP INC COMMON 12621E103 11612 1492561 SH SOLE 1492561 COCA-COLA COMPANY COMMON 191216100 244 3295 SH SOLE 3295 COCA-COLA ENTERPRISES COMMON 19122T109 20619 720926 SH SOLE 720926 COCA-COLA FEMSA SAB-SP ADR COMMON 191241108 18169 171543 SH SOLE 171543 COGNEX CORP COMMON 192422103 11253 265646 SH SOLE 265646 COMMONWEALTH REIT COMMON 203233101 5217 280178 SH SOLE 280178 COMPANHIA DE BEBIDAS DAS AMERICA COMMON 20441W203 20198 488814 SH SOLE 488814 CORE LABORATORIES N.V. COMMON N22717107 34913 265361 SH SOLE 265361 CORPORATE EXECUTIVE BOARD CO COMMON 21988R102 9912 230454 SH SOLE 230454 COSTCO WHOLESALE CORP COMMON 22160K105 536 5900 SH SOLE 5900 COTT CORPORATION COMMON 22163N106 5023 762111 SH SOLE 762111 CVB FINANCIAL COMMON 126600105 2624 223473 SH SOLE 223473 DISH NETWORK COMMON 25470M109 213 6460 SH SOLE 6460 DISNEY (WALT) COMMON 254687106 386 8828 SH SOLE 8828 DOUGLAS EMMETT COMMON 25960P109 9511 416988 SH SOLE 416988 EAST WEST BANCORP COMMON 27579R104 14544 629885 SH SOLE 629885 EBIX COMMON 278715206 5715 246749 SH SOLE 246749 ESSILOR INTERNATIONAL-UNSPON ADR COMMON 297284200 11113 249779 SH SOLE 249779 EXXON MOBIL CORPORATION COMMON 30231G102 757 8725 SH SOLE 8725 FACTSET RESEARCH SYS COMMON 303075105 220 2224 SH SOLE 2224 FANUC CORPORATION COMMON 307305102 10787 361783 SH SOLE 361783 FASTENAL CO COMMON 311900104 206 3800 SH SOLE 3800 FIRST IND RLTY COMMON 32054K103 10867 879946 SH SOLE 879946 FOOT LOCKER INC COMMON 344849104 16860 542986 SH SOLE 542986 FOREST LABORATORIES INC COMMON 345838106 210 6052 SH SOLE 6052 FREIGHTCAR AMERICA COMMON 357023100 6444 286492 SH SOLE 286492 GENERAL ELECTRIC COMPANY COMMON 369604103 633 31518 SH SOLE 31518 GENWORTH FINANCIAL COMMON 37247D106 7577 910693 SH SOLE 910693 GILEAD SCIENCES COMMON 375558103 213 4350 SH SOLE 4350 GLACIER BANCORP COMMON 37637Q105 6283 420493 SH SOLE 420493 GLOBAL INDEMNITY PLC COMMON G39319101 4009 205687 SH SOLE 205687 GREEN MOUNTAIN COFFEE COMMON 393122106 918 19592 SH SOLE 19592 HALLIBURTON COMMON 406216101 619 18628 SH SOLE 18628 HECKMANN CORPORATION COMMON 422680108 4957 1150078 SH SOLE 1150078 HELEN OF TROY LTD COMMON G4388N106 8684 255328 SH SOLE 255328 HI-TECH PHARM COMMON 42840B101 6289 175054 SH SOLE 175054 HJ HEINZ CO COMMON 423074103 675 12596 SH SOLE 12596 HOME DEPOT INC COMMON 437076102 709 14100 SH SOLE 14100 HORNBECK OFFSHORE SERVICES COMMON 440543106 13347 317558 SH SOLE 317558 IMMUNOMEDICS COMMON 452907108 2091 576014 SH SOLE 576014 INFOSPACE COMMON 45678T300 6962 543517 SH SOLE 543517 INFOSYS LIMITED - SP ADR COMMON 456788108 21053 369154 SH SOLE 369154 INSIGHT ENTERPRISES COMMON 45765U103 8025 365940 SH SOLE 365940 JABIL CIRCUIT INC COMMON 466313103 14918 593867 SH SOLE 593867 JOHNSON & JOHNSON COMMON 478160104 311 4717 SH SOLE 4717 KADANT INC COMMON 48282T104 4659 195596 SH SOLE 195596 KLA-TENCOR CORP COMMON 482480100 208 3829 SH SOLE 3829 L`OREAL - UNSPONS ADR COMMON 502117203 18305 743212 SH SOLE 743212 LACLEDE GROUP INC COMMON 505597104 5831 149436 SH SOLE 149436 LAM RESEARCH CORP COMMON 512807108 220 4932 SH SOLE 4932 LAZARD LTD-CL A COMMON G54050102 20228 708238 SH SOLE 708238 LI & FUNG LTD-UNSP ADR COMMON 501897102 26726 5847638 SH SOLE 5847638 LORILLARD COMMON 544147101 266 2058 SH SOLE 2058 LVMH MOET HENNESSY-UNSP ADR COMMON 502441306 8889 259065 SH SOLE 259065 MCCLATCHY COMPANY (THE) COMMON 579489105 3514 1215897 SH SOLE 1215897 MEAD JOHNSON NUTRITION CO COMMON 582839106 498 6041 SH SOLE 6041 MEDCATH CORP COMMON 58404W109 2406 306164 SH SOLE 306164 MEDICIS PHARM COMMON 584690309 13846 368359 SH SOLE 368359 MEN`S WEARHOUSE COMMON 587118100 6322 163060 SH SOLE 163060 MKS INSTRUMENTS INC COMMON 55306N104 10894 368900 SH SOLE 368900 MONSANTO CO COMMON 61166W101 673 8442 SH SOLE 8442 MONSTER BEVERAGE CORP COMMON 611740101 228 3672 SH SOLE 3672 MOOG INC-CLASS A COMMON 615394202 5695 130988 SH SOLE 130988 MSC INDUSTRIAL DIRECT COMMON 553530106 206 2476 SH SOLE 2476 MSCI INC COMMON 55354G100 389 10575 SH SOLE 10575 NATIONAL OILWELL VARCO INC COMMON 637071101 1985 24979 SH SOLE 24979 NESTLE SA - SPONS ADR FOR REG COMMON 641069406 15709 249362 SH SOLE 249362 NEWPORT CORP COMMON 651824104 5856 330437 SH SOLE 330437 NIKE INC B COMMON 654106103 527 4862 SH SOLE 4862 NOVATEL WIRELESS INC COMMON 66987M604 1537 458758 SH SOLE 458758 NOVO-NORDISK A/S-SPONS ADR COMMON 670100205 33733 243193 SH SOLE 243193 NOVOZYMES A/S - ADR COMMON 670108109 15351 524711 SH SOLE 524711 NVIDIA CORP COMMON 67066G104 465 30250 SH SOLE 30250 OCCIDENTAL PETROLEUM COMMON 674599105 227 2379 SH SOLE 2379 OCWEN FINANCIAL COMMON 675746309 3335 213405 SH SOLE 213405 OLIN CORP COMMON 680665205 4395 202065 SH SOLE 202065 ORIENTAL FINANCIAL GROUP COMMON 68618W100 3703 306093 SH SOLE 306093 OWENS-ILLINOIS INC COMMON 690768403 208 8900 SH SOLE 8900 PERRIGO CO COMMON 714290103 323 3125 SH SOLE 3125 PFIZER INC COMMON 717081103 1168 51575 SH SOLE 51575 POPULAR INC COMMON 733174106 4503 2196758 SH SOLE 2196758 PORTLAND GENERAL ELECTRIC COMMON 736508847 4816 192778 SH SOLE 192778 POTASH CORP OF SASKATCHEWAN COMMON 73755L107 33528 733931 SH SOLE 733931 PRICELINE.COM COMMON 741503403 251 350 SH SOLE 350 PROASSURANCE CORP COMMON 74267C106 10405 118084 SH SOLE 118084 PROCTER & GAMBLE CO COMMON 742718109 271 4039 SH SOLE 4039 QUALCOMM INC COMMON 747525103 969 14231 SH SOLE 14231 RADIOSHACK CORP COMMON 750438103 368 59250 SH SOLE 59250 REGAL-BELOIT COMMON 758750103 12642 192860 SH SOLE 192860 REGIS CORP COMMON 758932107 5858 317873 SH SOLE 317873 ROSS STORES COMMON 778296103 242 4170 SH SOLE 4170 SAFETY INSURANCE GROUP INC COMMON 78648T100 6417 154100 SH SOLE 154100 SALESFORCE.COM INC COMMON 79466L302 641 4150 SH SOLE 4150 SCHWAB (CHARLES) CORP COMMON 808513105 315 21915 SH SOLE 21915 SCHWAB (CHARLES) CORP COMMON 808513105 315 21915 SH SOLE 21915 SCOTTS MIRACLE-GRO COMMON 810186106 8635 159449 SH SOLE 159449 SENSIENT TECHNOLOGIES COMMON 81725T100 5091 133991 SH SOLE 133991 SGS SA - ADR COMMON 818800104 15606 803131 SH SOLE 803131 SNAP-ON INC COMMON 833034101 13636 223656 SH SOLE 223656 STEC INC COMMON 784774101 6157 652229 SH SOLE 652229 SUSQUEHANNA BANCSHARES COMMON 869099101 7385 747429 SH SOLE 747429 SYKES ENTERPRIS COMMON 871237103 5549 351241 SH SOLE 351241 SYNTEL INC COMMON 87162H103 261 4659 SH SOLE 4659 TAIWAN SEMICONDUCTOR-SP ADR COMMON 874039100 35371 2314874 SH SOLE 2314874 TEJON RANCH COMMON 879080109 265 9243 SH SOLE 9243 TERRA NITROGEN COMPANY LP COMMON 881005201 241 959 SH SOLE 959 TESORO CORP COMMON 881609101 6659 248094 SH SOLE 248094 THE ANDERSONS INC COMMON 034164103 9645 198082 SH SOLE 198082 THE DOLAN COMPANY COMMON 25659P402 5293 581016 SH SOLE 581016 TRIPADVISOR INC COMMON 896945201 1585 44435 SH SOLE 44435 TRIQUINT SEMICONDUCTOR COMMON 89674K103 266 38590 SH SOLE 38590 TUESDAY MORNING COMMON 899035505 4047 1053929 SH SOLE 1053929 UMPQUA HOLDINGS CORP COMMON 904214103 7090 522892 SH SOLE 522892 USEC INC COMMON 90333E108 1329 1253260 SH SOLE 1253260 VALASSIS COMM COMMON 918866104 213 9240 SH SOLE 9240 VIROPHARMA INC COMMON 928241108 16259 540727 SH SOLE 540727 WALMART DE MEXICO-SPON ADR V COMMON 93114W107 12664 377251 SH SOLE 377251 WELLCARE HEALTH PLANS INC COMMON 94946T106 25000 347800 SH SOLE 347800 WERNER ENTERPRISES COMMON 950755108 5576 224313 SH SOLE 224313 WESTERN REFINING COMMON 959319104 20832 1106914 SH SOLE 1106914 WHITE MOUNTAIN INSURANCE GP COMMON G9618E107 288 575 SH SOLE 575 WHOLE FOODS MARKET INC COMMON 966837106 341 4100 SH SOLE 4100 YUM! BRANDS INC COMMON 988498101 2274 31940 SH SOLE 31940 ZALICUS COMMON 98887C105 1503 1252874 SH SOLE 1252874