0001061186-12-000005.txt : 20121113 0001061186-12-000005.hdr.sgml : 20121112 20121113133825 ACCESSION NUMBER: 0001061186-12-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120930 FILED AS OF DATE: 20121113 DATE AS OF CHANGE: 20121113 EFFECTIVENESS DATE: 20121113 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: 121197769 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 wcm09302012.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington DC 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 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 11/13/12 ------------------------------ -------------------- -------- 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: 153 Form 13F Information Table Value Total: $1,383,524 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 821 8886 SH SOLE 8886 ABBOTT LABORATORIES COMMON 002824100 275 4015 SH SOLE 4015 ACE LTD COMMON H0023R105 43749 575345 SH SOLE 575345 AMAZON.COM INC COMMON 023135106 3295 13040 SH SOLE 13040 AMERICAN CAPITAL COMMON 02503Y103 5543 488395 SH SOLE 488395 AMERICAN TOWER REIT (HLDG CO) SH COMMON 03027X100 1340 18776 SH SOLE 18776 AMERISAFE COMMON 03071H100 8092 298165 SH SOLE 298165 AON CORPORATION COMMON G0408V102 498 9521 SH SOLE 9521 APPLE INC COMMON 037833100 3971 5953 SH SOLE 5953 ARCOS DORADOS HOLDINGS INC COMMON G0457F107 48394 3261293 SH SOLE 3261293 ARM HOLDINGS ADR COMMON 042068106 37884 1305192 SH SOLE 1305192 ASML HOLDING ADR COMMON N07059186 29491 543646 SH SOLE 543646 AUTOMATIC DATA PROCESSING COMMON 053015103 217 3698 SH SOLE 3698 AVISTA CORP COMMON 05379B107 7314 284161 SH SOLE 284161 BAIDU, INC-SPON ADR COMMON 056752108 26881 234618 SH SOLE 234618 BARNES GROUP COMMON 067806109 4899 195900 SH SOLE 195900 BERKSHIRE HATHAWAY INC CL B COMMON 084670702 464 5265 SH SOLE 5265 BLUCORA INC COMMON 095229100 16205 909857 SH SOLE 909857 BRF BRASIL FOODS SA - ADR COMMON 10552T107 30516 1741000 SH SOLE 1741000 BRINKER INTERNATIONAL INC COMMON 109641100 13660 386978 SH SOLE 386978 BRISTOL-MYERS SQUIBB CO COMMON 110122108 260 7698 SH SOLE 7698 BROOKS AUTOMATION COMMON 114340102 4448 553537 SH SOLE 553537 BUCKLE INC (THE) COMMON 118440106 206 4524 SH SOLE 4524 CABELA`S INC COMMON 126804301 10034 183512 SH SOLE 183512 CAL MAINE FOODS COMMON 128030202 7648 170174 SH SOLE 170174 CANADIAN NATL RAILWAY CO COMMON 136375102 44463 504829 SH SOLE 504829 CASCADE COMMON 147195101 246 4485 SH SOLE 4485 CBL & ASSOCIATES PROPERTIES COMMON 124830100 15287 716335 SH SOLE 716335 CELESTICA COMMON 15101Q108 4356 610078 SH SOLE 610078 CELGENE CORP COMMON 151020104 1091 14279 SH SOLE 14279 CERADYNE INC COMMON 156710105 4429 181313 SH SOLE 181313 CHEVRON COMMON 166764100 967 8295 SH SOLE 8295 CNO FINANCIAL GROUP INC COMMON 12621E103 13661 1416272 SH SOLE 1416272 COCA-COLA COMPANY COMMON 191216100 381 10045 SH SOLE 10045 COCA-COLA ENTERPRISES COMMON 19122T109 46137 1475953 SH SOLE 1475953 COCA-COLA FEMSA SAB-SP ADR COMMON 191241108 21433 166335 SH SOLE 166335 COGNEX CORP COMMON 192422103 13761 397933 SH SOLE 397933 COMMONWEALTH REIT COMMON 203233101 3887 266934 SH SOLE 266934 COMPANHIA DE BEBIDAS DAS AMERICA COMMON 20441W203 29898 770202 SH SOLE 770202 CORE LABORATORIES N.V. COMMON N22717107 47888 407305 SH SOLE 407305 CORPORATE EXECUTIVE BOARD CO COMMON 21988R102 11633 216914 SH SOLE 216914 COSTCO WHOLESALE CORP COMMON 22160K105 395 3940 SH SOLE 3940 COTT CORPORATION COMMON 22163N106 5698 721219 SH SOLE 721219 CUBIC CORP COMMON 229669106 8347 166740 SH SOLE 166740 CVB FINANCIAL COMMON 126600105 2688 225128 SH SOLE 225128 DISH NETWORK COMMON 25470M109 218 7135 SH SOLE 7135 DISNEY (WALT) COMMON 254687106 357 6828 SH SOLE 6828 DOUGLAS EMMETT COMMON 25960P109 9147 396473 SH SOLE 396473 EAST WEST BANCORP COMMON 27579R104 12502 591960 SH SOLE 591960 EASTMAN CHEMICAL COMMON 277432100 255 4472 SH SOLE 4472 EBAY INC COMMON 278642103 612 12650 SH SOLE 12650 EBIX COMMON 278715206 5455 231040 SH SOLE 231040 ESSILOR INTERNATIONAL-UNSPON ADR COMMON 297284200 22152 472882 SH SOLE 472882 EXXON MOBIL CORPORATION COMMON 30231G102 761 8325 SH SOLE 8325 FANUC CORPORATION COMMON 307305102 20711 765174 SH SOLE 765174 FOOT LOCKER INC COMMON 344849104 8062 227100 SH SOLE 227100 FOREST LABORATORIES INC COMMON 345838106 210 5892 SH SOLE 5892 FREIGHTCAR AMERICA COMMON 357023100 4858 273088 SH SOLE 273088 GATX CORP COMMON 361448103 9727 229200 SH SOLE 229200 GENERAL ELECTRIC COMPANY COMMON 369604103 509 22393 SH SOLE 22393 GENERAL MILLS COMMON 370334104 257 6450 SH SOLE 6450 GENWORTH FINANCIAL COMMON 37247D106 4511 861032 SH SOLE 861032 GLACIER BANCORP COMMON 37637Q105 6166 395507 SH SOLE 395507 GLOBAL INDEMNITY PLC COMMON G39319101 4264 194897 SH SOLE 194897 GROUP 1 AUTOMOTIVE INC COMMON 398905109 12015 199480 SH SOLE 199480 HELEN OF TROY LTD COMMON G4388N106 7661 240698 SH SOLE 240698 HI-TECH PHARM COMMON 42840B101 5402 163142 SH SOLE 163142 HJ HEINZ CO COMMON 423074103 310 5535 SH SOLE 5535 HOME DEPOT INC COMMON 437076102 592 9800 SH SOLE 9800 HORNBECK OFFSHORE SERVICES COMMON 440543106 16297 444679 SH SOLE 444679 IMMUNOMEDICS COMMON 452907108 1873 533485 SH SOLE 533485 INSIGHT ENTERPRISES COMMON 45765U103 5996 343209 SH SOLE 343209 JABIL CIRCUIT INC COMMON 466313103 10495 560656 SH SOLE 560656 JERONIMO MARTINS SGPS SA - ADR COMMON 476493101 9139 266732 SH SOLE 266732 JOHNSON & JOHNSON COMMON 478160104 415 6027 SH SOLE 6027 KADANT INC COMMON 48282T104 4281 184625 SH SOLE 184625 KUEHNE & NAGEL INTERNATIONAL AG COMMON 501187108 9610 408276 SH SOLE 408276 L`OREAL - UNSPONS ADR COMMON 502117203 29680 1185605 SH SOLE 1185605 LACLEDE GROUP INC COMMON 505597104 11319 263238 SH SOLE 263238 LAZARD LTD-CL A COMMON G54050102 32995 1122700 SH SOLE 1122700 LVMH MOET HENNESSY-UNSP ADR COMMON 502441306 13033 416923 SH SOLE 416923 MCCLATCHY COMPANY (THE) COMMON 579489105 2609 1166087 SH SOLE 1166087 MCDONALD`S CORP COMMON 580135101 247 2687 SH SOLE 2687 MEAD JOHNSON NUTRITION CO COMMON 582839106 556 7591 SH SOLE 7591 MEDCATH CORP COMMON 58404W109 418 292009 SH SOLE 292009 MEN`S WEARHOUSE COMMON 587118100 11124 323095 SH SOLE 323095 MICROSOFT CORP COMMON 594918104 291 9794 SH SOLE 9794 MKS INSTRUMENTS INC COMMON 55306N104 8868 347895 SH SOLE 347895 MONSANTO CO COMMON 61166W101 1556 17097 SH SOLE 17097 MOOG INC-CLASS A COMMON 615394202 4710 124364 SH SOLE 124364 MSCI INC COMMON 55354G100 480 13403 SH SOLE 13403 MTS SYSTEMS CORP COMMON 553777103 253 4720 SH SOLE 4720 NATIONAL OILWELL VARCO INC COMMON 637071101 2077 25925 SH SOLE 25925 NESTLE SA - SPONS ADR FOR REG COMMON 641069406 25761 407960 SH SOLE 407960 NEWPORT CORP COMMON 651824104 3446 311535 SH SOLE 311535 NIKE INC B COMMON 654106103 593 6244 SH SOLE 6244 NOVATEL WIRELESS INC COMMON 66987M604 808 408293 SH SOLE 408293 NOVO-NORDISK A/S-SPONS ADR COMMON 670100205 46250 293859 SH SOLE 293859 NOVOZYMES A/S - ADR COMMON 670108109 22500 819018 SH SOLE 819018 OCWEN FINANCIAL COMMON 675746309 5442 198539 SH SOLE 198539 OLIN CORP COMMON 680665205 4117 189475 SH SOLE 189475 ORIENTAL FINANCIAL GROUP COMMON 68618W100 3058 290640 SH SOLE 290640 PAYCHEX INC COMMON 704326107 210 6305 SH SOLE 6305 PEPSICO INC COMMON 713448108 267 3768 SH SOLE 3768 PERRIGO CO COMMON 714290103 762 6562 SH SOLE 6562 PFIZER INC COMMON 717081103 960 38630 SH SOLE 38630 PHILIP MORRIS INTL COMMON 718172109 580 6446 SH SOLE 6446 POPULAR INC COMMON 733174700 3663 209960 SH SOLE 209960 PORTLAND GENERAL ELECTRIC COMMON 736508847 4900 181205 SH SOLE 181205 POTASH CORP OF SASKATCHEWAN COMMON 73755L107 48870 1141661 SH SOLE 1141661 PRICELINE.COM COMMON 741503403 212 343 SH SOLE 343 PROASSURANCE CORP COMMON 74267C106 10098 111654 SH SOLE 111654 PROCTER & GAMBLE CO COMMON 742718109 449 6469 SH SOLE 6469 REGAL-BELOIT COMMON 758750103 12824 181959 SH SOLE 181959 REGIS CORP COMMON 758932107 5489 298641 SH SOLE 298641 ROSS STORES COMMON 778296103 263 4075 SH SOLE 4075 RPC INC COMMON 749660106 214 17957 SH SOLE 17957 SAFETY INSURANCE GROUP INC COMMON 78648T100 6628 144472 SH SOLE 144472 SCHWAB (CHARLES) CORP COMMON 808513105 203 15915 SH SOLE 15915 SCHWAB (CHARLES) CORP COMMON 808513105 203 15915 SH SOLE 15915 SENSIENT TECHNOLOGIES COMMON 81725T100 4691 127610 SH SOLE 127610 SGS SA - ADR COMMON 818800104 26841 1285421 SH SOLE 1285421 SHANDONG WEIGAO GP ADR COMMON 81941W101 9171 1708003 SH SOLE 1708003 SHOPRITE HOLDINGS COMMON 82510E100 8117 198978 SH SOLE 198978 SNAP-ON INC COMMON 833034101 15391 213856 SH SOLE 213856 SOUTHERN COPPER COMMON 84265V105 204 5940 SH SOLE 5940 SOUTHERN COPPER CORP COMMON 84265V105 204 5940 SH SOLE 5940 STEC INC COMMON 784774101 4170 617768 SH SOLE 617768 SUSQUEHANNA BANCSHARES COMMON 869099101 7349 703250 SH SOLE 703250 SYKES ENTERPRIS COMMON 871237103 4430 329579 SH SOLE 329579 SYNTEL INC COMMON 87162H103 283 4540 SH SOLE 4540 SYSCO CORP COMMON 871829107 285 9128 SH SOLE 9128 SYSMEX CORP UNSPON ADR COMMON 87184P109 12061 506537 SH SOLE 506537 TAIWAN SEMICONDUCTOR-SP ADR COMMON 874039100 58203 3676463 SH SOLE 3676463 TD AMERITRADE HOLDINGS COMMON 87236Y108 341 22182 SH SOLE 22182 THE ANDERSONS INC COMMON 034164103 7038 186894 SH SOLE 186894 THE DOLAN COMPANY COMMON 25659P402 2968 551610 SH SOLE 551610 TITAN MACHINERY COMMON 88830R101 5649 278555 SH SOLE 278555 TRIPADVISOR INC COMMON 896945201 1046 31765 SH SOLE 31765 TUESDAY MORNING COMMON 899035505 6547 997521 SH SOLE 997521 USANA HEALTH SCIENCES INC COMMON 90328M107 208 4475 SH SOLE 4475 USEC INC COMMON 90333E108 880 1136440 SH SOLE 1136440 VAALCO ENERGY COMMON 91851C201 9370 1096210 SH SOLE 1096210 VALASSIS COMM COMMON 918866104 222 8988 SH SOLE 8988 VIROPHARMA INC COMMON 928241108 15262 505543 SH SOLE 505543 VIVENDI SA ADR COMMON 92852T201 311 15269 SH SOLE 15269 WALMART DE MEXICO-SPON ADR V COMMON 93114W107 17168 598816 SH SOLE 598816 WELLCARE HEALTH PLANS INC COMMON 94946T106 18840 333777 SH SOLE 333777 WERNER ENTERPRISES COMMON 950755108 9472 443449 SH SOLE 443449 WESTERN REFINING COMMON 959319104 27088 1035371 SH SOLE 1035371 WHOLE FOODS MARKET INC COMMON 966837106 205 2100 SH SOLE 2100 YUM! BRANDS INC COMMON 988498101 2059 31040 SH SOLE 31040 ZALICUS COMMON 98887C105 893 1210551 SH SOLE 1210551