0001061186-13-000001.txt : 20130212 0001061186-13-000001.hdr.sgml : 20130212 20130212145931 ACCESSION NUMBER: 0001061186-13-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130212 DATE AS OF CHANGE: 20130212 EFFECTIVENESS DATE: 20130212 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: 13596667 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 wcm12312012.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington DC 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 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 01/12/13 ------------------------------ -------------------- -------- 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: 137 Form 13F Information Table Value Total: $1,448,542 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 969 10436 SH SOLE 10436 ACE LTD COMMON H0023R105 55249 685751 SH SOLE 685751 AMAZON.COM INC COMMON 023135106 2940 11721 SH SOLE 11721 AMERICAN CAPITAL COMMON 02503Y103 5696 473835 SH SOLE 473835 AMERICAN TOWER REIT (HLDG CO) SH COMMON 03027X100 1391 17999 SH SOLE 17999 AMERISAFE COMMON 03071H100 7963 292225 SH SOLE 292225 AON CORPORATION COMMON G0408V102 502 9021 SH SOLE 9021 APPLE INC COMMON 037833100 3022 5678 SH SOLE 5678 ARCOS DORADOS HOLDINGS INC COMMON G0457F107 47273 3849222 SH SOLE 3849222 ARM HOLDINGS ADR COMMON 042068106 55023 1427934 SH SOLE 1427934 ASML HOLDING ADR COMMON N07059210 30303 455797 SH SOLE 455797 AUTOMATIC DATA PROCESSING COMMON 053015103 215 3779 SH SOLE 3779 AVISTA CORP COMMON 05379B107 6718 278621 SH SOLE 278621 BARNES GROUP COMMON 067806109 4293 191160 SH SOLE 191160 BBCN BANCORP COMMON 073295107 7693 664945 SH SOLE 664945 BERKSHIRE HATHAWAY INC CL B COMMON 084670702 480 5350 SH SOLE 5350 BLUCORA INC COMMON 095229100 13970 889252 SH SOLE 889252 BRF BRASIL FOODS SA - ADR COMMON 10552T107 44110 2082769 SH SOLE 2082769 BRINKER INTERNATIONAL INC COMMON 109641100 11674 376708 SH SOLE 376708 BRISTOL-MYERS SQUIBB CO COMMON 110122108 256 7841 SH SOLE 7841 BROOKS AUTOMATION COMMON 114340102 4338 538897 SH SOLE 538897 CABELA`S INC COMMON 126804301 7462 178727 SH SOLE 178727 CAL MAINE FOODS COMMON 128030202 6688 166274 SH SOLE 166274 CANADIAN NATL RAILWAY CO COMMON 136375102 50770 553169 SH SOLE 553169 CASCADE COMMON 147195101 243 3775 SH SOLE 3775 CBL & ASSOCIATES PROPERTIES COMMON 124830100 14909 702930 SH SOLE 702930 CELESTICA COMMON 15101Q108 4832 592843 SH SOLE 592843 CELGENE CORP COMMON 151020104 1067 13597 SH SOLE 13597 CHEVRON COMMON 166764100 928 8582 SH SOLE 8582 COCA-COLA COMPANY COMMON 191216100 369 10179 SH SOLE 10179 COCA-COLA ENTERPRISES COMMON 19122T109 56965 1768048 SH SOLE 1768048 COGNEX CORP COMMON 192422103 14326 389408 SH SOLE 389408 COLGATE-PALMOLIVE COMPANY COMMON 194162103 209 1999 SH SOLE 1999 CORE LABORATORIES N.V. COMMON N22717107 54397 480592 SH SOLE 480592 CORPORATE EXECUTIVE BOARD CO COMMON 21988R102 10056 211879 SH SOLE 211879 COSTCO WHOLESALE CORP COMMON 22160K105 389 3940 SH SOLE 3940 COTT CORPORATION COMMON 22163N106 5653 702532 SH SOLE 702532 COVIDIEN LTD COMMON G2554F113 15737 272552 SH SOLE 272552 CUBIC CORP COMMON 229669106 7785 162290 SH SOLE 162290 CVB FINANCIAL COMMON 126600105 11657 1120184 SH SOLE 1120184 DISH NETWORK COMMON 25470M109 225 6190 SH SOLE 6190 DISNEY (WALT) COMMON 254687106 340 6828 SH SOLE 6828 DOUGLAS EMMETT COMMON 25960P109 9013 386838 SH SOLE 386838 EAST WEST BANCORP COMMON 27579R104 12459 579765 SH SOLE 579765 EASTMAN CHEMICAL COMMON 277432100 261 3837 SH SOLE 3837 EBAY INC COMMON 278642103 1094 21457 SH SOLE 21457 EBIX COMMON 278715206 3597 223110 SH SOLE 223110 EMC CORPORATION COMMON 268648102 1054 41648 SH SOLE 41648 EMERSON ELECTRIC COMPANY COMMON 291011104 337 6366 SH SOLE 6366 ESSILOR INTERNATIONAL-UNSPON ADR COMMON 297284200 25198 497222 SH SOLE 497222 EXXON MOBIL CORPORATION COMMON 30231G102 707 8165 SH SOLE 8165 FANUC CORPORATION COMMON 307305102 23294 795874 SH SOLE 795874 FOOT LOCKER INC COMMON 344849104 7123 221755 SH SOLE 221755 FREIGHTCAR AMERICA COMMON 357023100 5992 267273 SH SOLE 267273 GATX CORP COMMON 361448103 9741 224970 SH SOLE 224970 GENERAL ELECTRIC COMPANY COMMON 369604103 672 32012 SH SOLE 32012 GENERAL MILLS COMMON 370334104 287 7093 SH SOLE 7093 GENWORTH FINANCIAL COMMON 37247D106 6277 833183 SH SOLE 833183 GLACIER BANCORP COMMON 37637Q105 5657 384547 SH SOLE 384547 GLOBAL INDEMNITY PLC COMMON G39319101 4218 190608 SH SOLE 190608 GROUP 1 AUTOMOTIVE INC COMMON 398905109 12131 195695 SH SOLE 195695 HELEN OF TROY LTD COMMON G4388N106 7893 236168 SH SOLE 236168 HI-TECH PHARM COMMON 42840B101 5530 158102 SH SOLE 158102 HJ HEINZ CO COMMON 423074103 328 5692 SH SOLE 5692 HOME DEPOT INC COMMON 437076102 606 9800 SH SOLE 9800 HORNBECK OFFSHORE SERVICES COMMON 440543106 15156 440642 SH SOLE 440642 IMMUNOMEDICS COMMON 452907108 1514 518570 SH SOLE 518570 INSIGHT ENTERPRISES COMMON 45765U103 5805 334214 SH SOLE 334214 INTEL CORP COMMON 458140100 255 12358 SH SOLE 12358 ISHARES MSCI EAFE INDEX FUND COMMON 464287465 1352 23167 SH SOLE 23167 JABIL CIRCUIT INC COMMON 466313103 10568 547856 SH SOLE 547856 JERONIMO MARTINS SGPS SA - ADR COMMON 476493101 11537 283057 SH SOLE 283057 JOHNSON & JOHNSON COMMON 478160104 452 6441 SH SOLE 6441 KADANT INC COMMON 48282T104 4710 177685 SH SOLE 177685 KUEHNE & NAGEL INTERNATIONAL AG COMMON 501187108 10280 425882 SH SOLE 425882 L`OREAL - UNSPONS ADR COMMON 502117203 34977 1228219 SH SOLE 1228219 LACLEDE GROUP INC COMMON 505597104 9953 257778 SH SOLE 257778 LAZARD LTD-CL A COMMON G54050102 41070 1332490 SH SOLE 1332490 LVMH MOET HENNESSY-UNSP ADR COMMON 502441306 16089 432486 SH SOLE 432486 MCCLATCHY COMPANY (THE) COMMON 579489105 3692 1130153 SH SOLE 1130153 MCDONALD`S CORP COMMON 580135101 311 3524 SH SOLE 3524 MEDCATH CORP COMMON 58404W109 414 289839 SH SOLE 289839 MEN`S WEARHOUSE COMMON 587118100 9840 315800 SH SOLE 315800 MERITAGE HOMES CORP COMMON 59001A102 7940 212582 SH SOLE 212582 MONSANTO CO COMMON 61166W101 1814 19162 SH SOLE 19162 MONTPELIER RE HOLDINGS LTD COMMON G62185106 10248 448300 SH SOLE 448300 MOOG INC-CLASS A COMMON 615394202 4979 121349 SH SOLE 121349 MTS SYSTEMS CORP COMMON 553777103 201 3955 SH SOLE 3955 NATIONAL OILWELL VARCO INC COMMON 637071101 1810 26479 SH SOLE 26479 NESTLE SA - SPONS ADR FOR REG COMMON 641069406 28209 423580 SH SOLE 423580 NEWPORT CORP COMMON 651824104 4035 300015 SH SOLE 300015 NIKE INC B COMMON 654106103 777 15058 SH SOLE 15058 NOVO-NORDISK A/S-SPONS ADR COMMON 670100205 54323 323399 SH SOLE 323399 NOVOZYMES A/S - ADR COMMON 670108109 25978 857606 SH SOLE 857606 OLIN CORP COMMON 680665205 3999 185240 SH SOLE 185240 ORIENTAL FINANCIAL GROUP COMMON 68618W100 3782 283290 SH SOLE 283290 PAYCHEX INC COMMON 704326107 240 7723 SH SOLE 7723 PEPSICO INC COMMON 713448108 289 4220 SH SOLE 4220 PERRIGO CO COMMON 714290103 772 7419 SH SOLE 7419 PFIZER INC COMMON 717081103 981 39100 SH SOLE 39100 PHILIP MORRIS INTL COMMON 718172109 917 10963 SH SOLE 10963 POPULAR INC COMMON 733174700 4196 201840 SH SOLE 201840 PORTLAND GENERAL ELECTRIC COMMON 736508847 4836 176760 SH SOLE 176760 POTASH CORP OF SASKATCHEWAN COMMON 73755L107 55212 1347997 SH SOLE 1347997 PROASSURANCE CORP COMMON 74267C106 9225 218647 SH SOLE 218647 PROCTER & GAMBLE CO COMMON 742718109 461 6793 SH SOLE 6793 REGAL-BELOIT COMMON 758750103 12530 177804 SH SOLE 177804 SAFETY INSURANCE GROUP INC COMMON 78648T100 6469 140117 SH SOLE 140117 SAIA COMMON 78709Y105 8416 364000 SH SOLE 364000 SAUER-DANFOSS COMMON 804137107 222 4160 SH SOLE 4160 SCHWAB (CHARLES) CORP COMMON 808513105 229 15915 SH SOLE 15915 SENSIENT TECHNOLOGIES COMMON 81725T100 4431 124595 SH SOLE 124595 SGS SA - ADR COMMON 818800104 30699 1333762 SH SOLE 1333762 SHANDONG WEIGAO GP ADR COMMON 81941W101 8799 2230619 SH SOLE 2230619 SNAP-ON INC COMMON 833034101 16576 209782 SH SOLE 209782 SUSQUEHANNA BANCSHARES COMMON 869099101 7189 686000 SH SOLE 686000 SVENSKA CELLULOSA AB-SP ADR COMMON 869587402 11445 501157 SH SOLE 501157 SYKES ENTERPRIS COMMON 871237103 4823 316877 SH SOLE 316877 SYNTEL INC COMMON 87162H103 205 3821 SH SOLE 3821 SYSCO CORP COMMON 871829107 297 9367 SH SOLE 9367 SYSMEX CORP UNSPON ADR COMMON 87184P109 12166 523750 SH SOLE 523750 TAIWAN SEMICONDUCTOR-SP ADR COMMON 874039100 75386 4361929 SH SOLE 4361929 TD AMERITRADE HOLDINGS COMMON 87236Y108 434 25819 SH SOLE 25819 TENCENT HOLDINGS LTD-UNS ADR COMMON 88032Q109 11195 336467 SH SOLE 336467 THE ANDERSONS INC COMMON 034164103 7867 183379 SH SOLE 183379 THE DOLAN COMPANY COMMON 25659P402 2110 542395 SH SOLE 542395 TITAN MACHINERY COMMON 88830R101 6673 270145 SH SOLE 270145 TUESDAY MORNING COMMON 899035505 6099 970657 SH SOLE 970657 VAALCO ENERGY COMMON 91851C201 9236 1068312 SH SOLE 1068312 VIROPHARMA INC COMMON 928241108 11155 490118 SH SOLE 490118 WALMART DE MEXICO-SPON ADR V COMMON 93114W107 20791 633450 SH SOLE 633450 WANT WANT CHINA - UNSPON ADR COMMON 93370R107 9789 141705 SH SOLE 141705 WELLCARE HEALTH PLANS INC COMMON 94946T106 15975 327826 SH SOLE 327826 WERNER ENTERPRISES COMMON 950755108 9395 433569 SH SOLE 433569 WESTERN REFINING COMMON 959319104 20135 711927 SH SOLE 711927 WHITE MOUNTAIN INSURANCE GP COMMON G9618E107 209 405 SH SOLE 405 YUM! BRANDS INC COMMON 988498101 1844 27774 SH SOLE 27774