-----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, FboPBFZLMRk/gqsKCYXKEBBEtocZb5gG98jTLCrSM7ksDfJBc2LW/JAUbP8Ow3zw 33cQPnymGUKl2AV8fdyR5w== 0001061186-09-000001.txt : 20090206 0001061186-09-000001.hdr.sgml : 20090206 20090205182615 ACCESSION NUMBER: 0001061186-09-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20081231 FILED AS OF DATE: 20090206 DATE AS OF CHANGE: 20090205 EFFECTIVENESS DATE: 20090206 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: 09574274 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 wcm12312008.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, 2008 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 2/05/09 - ------------------------------ -------------------- -------- 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: 103 Form 13F Information Table Value Total: $1,084,651 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 31690 2110647 SH SOLE 2110647 ADOBE SYSTEMS COMMON 00724F101 25495 1195880 SH SOLE 1195880 ADVANCED ENERGY INDUSTRIES COMMON 007973100 5497 552439 SH SOLE 552439 AFLAC INC COMMON 001055102 207 4510 SH SOLE 4510 ALEXANDER & BALDWIN INC COMMON 014482103 2665 106334 SH SOLE 106334 AMAZON.COM INC COMMON 023135106 32792 638855 SH SOLE 638855 AMERCO INC COMMON 023586100 3429 99305 SH SOLE 99305 AMERICAN PHYSICIANS CAP INC COMMON 028884104 5905 122760 SH SOLE 122760 AMERISAFE COMMON 03071H100 8454 411765 SH SOLE 411765 AMTRUST FINANCIAL COMMON 032359309 6083 524425 SH SOLE 524425 AON CORPORATION COMMON 037389103 693 15172 SH SOLE 15172 APTARGROUP INC COMMON 038336103 14163 401904 SH SOLE 401904 ASSURED GUARANTY LTD COMMON G0585R106 4918 431380 SH SOLE 431380 AVISTA CORP COMMON 05379B107 10967 565906 SH SOLE 565906 BERKSHIRE HATHAWAY INC CL B COMMON 084670207 32382 10071 SH SOLE 10071 BLUE COAT SYSTEMS INC COMMON 09534T508 3881 461965 SH SOLE 461965 BROWN & BROWN INC COMMON 115236101 495 23668 SH SOLE 23668 BUCKLE INC (THE) COMMON 118440106 9964 456659 SH SOLE 456659 CELESTICA COMMON 15101Q108 3758 815163 SH SOLE 815163 CGI GROUP INC - CL A COMMON 39945C109 6412 821993 SH SOLE 821993 CHEVRONTEXACO CORP COMMON 166764100 473 6395 SH SOLE 6395 COGNEX CORP COMMON 192422103 4926 332845 SH SOLE 332845 COMFORT SYS USA COMMON 199908104 10575 992071 SH SOLE 992071 COSTCO WHOLESALE CORP COMMON 22160K105 40165 764823 SH SOLE 764823 CVB FINANCIAL COMMON 126600105 2508 210716 SH SOLE 210716 EAST WEST BANCORP COMMON 27579R104 5558 348035 SH SOLE 348035 EXPEDIA INC COMMON 30212P105 247 29956 SH SOLE 29956 EXPEDITORS INTL OF WASH INC COMMON 302130109 38165 1146465 SH SOLE 1146465 EXXON MOBIL CORPORATION COMMON 30231G102 733 9183 SH SOLE 9183 FIRST NIAGRA FINANCIAL COMMON 33582V108 8082 499795 SH SOLE 499795 FPIC INSURANCE GROUP INC COMMON 302563101 5502 125685 SH SOLE 125685 GAMCO INVESTORS INC - A COMMON 361438104 3890 142370 SH SOLE 142370 GENERAL ELECTRIC COMPANY COMMON 369604103 404 24950 SH SOLE 24950 GEOEYE COMMON 37250W108 4725 245690 SH SOLE 245690 GLOBAL IND COMMON 379336100 3093 886124 SH SOLE 886124 GOOGLE INC COMMON 38259P508 31083 100965 SH SOLE 100965 HELEN OF TROY LTD COMMON G4388N106 5649 325380 SH SOLE 325380 INTERCONTINENTALEXCHANGE INC COMMON 45865V100 21902 265572 SH SOLE 265572 INTUIT INC COMMON 461202103 33240 1396682 SH SOLE 1396682 ION GEOPHYSICAL CORP COMMON 462044108 1912 557575 SH SOLE 557575 ISHARES MSCI ACWI EX US INDX COMMON 464288240 237 7710 SH SOLE 7710 ISHARES MSCI EAFE INDEX FUND COMMON 464287465 531 11830 SH SOLE 11830 ISHARES MSCI EAFE SMALL CAP COMMON 464288273 234 9115 SH SOLE 9115 ISHARES RUSSELL 1000 GROWTH COMMON 464287614 624 16340 SH SOLE 16340 ISHARES RUSSELL 1000 INDEX COMMON 464287622 357 7300 SH SOLE 7300 ISHARES RUSSELL 2000 COMMON 464287655 4665 94740 SH SOLE 94740 ISHARES RUSSELL 2000 VALUE COMMON 464287630 28941 588585 SH SOLE 588585 JOHNSON & JOHNSON COMMON 478160104 35716 596814 SH SOLE 596814 KIMBERLY CLARK CORP COMMON 494368103 24379 462106 SH SOLE 462106 KNIGHT TRANSPORTATION INC COMMON 499064103 262 16226 SH SOLE 16226 LACLEDE GROUP INC COMMON 505597104 8917 190375 SH SOLE 190375 LAWSON SOFTWARE INC COMMON 52078P102 4297 906600 SH SOLE 906600 LENOVO GROUP LTD-ADR COMMON 526250105 246 45237 SH SOLE 45237 LINCOLN ELECTRIC HOLDINGS COMMON 533900106 7246 142271 SH SOLE 142271 MKS INSTRUMENTS INC COMMON 55306N104 7014 474224 SH SOLE 474224 MOHAWK INDUSTRIES INC COMMON 608190104 210 4898 SH SOLE 4898 MONSANTO CO COMMON 61166W101 29794 423199 SH SOLE 423199 MOOG INC-CLASS A COMMON 615394202 6183 169079 SH SOLE 169079 MUELLER INDUSTRIES INC COMMON 624756102 10660 425025 SH SOLE 425025 NOVO-NORDISK A/S-SPONS ADR COMMON 670100205 38900 756608 SH SOLE 756608 OCWEN FINANCIAL COMMON 675746309 5615 611605 SH SOLE 611605 OLIN CORP COMMON 680665205 4578 253232 SH SOLE 253232 O'REILLY AUTO INC COMMON 686091109 330 10725 SH SOLE 10725 ORIENTAL FINANCIAL GROUP COMMON 68618W100 2684 443640 SH SOLE 443640 OTTER TAIL CORP COMMON 689648103 9772 418866 SH SOLE 418866 OWENS & MINOR INC COMMON 690732102 9040 240097 SH SOLE 240097 PATTERSON-UTI ENERGY COMMON 703481101 3886 337635 SH SOLE 337635 PETSMART COMMON 716768106 264 14327 SH SOLE 14327 PFIZER INC COMMON 717081103 1258 71020 SH SOLE 71020 PLATINUM UNDERWRITERS HLDGS COMMON G7127P100 7415 205524 SH SOLE 205524 PROCTER & GAMBLE CO COMMON 742718109 664 10736 SH SOLE 10736 QUANTA SERVICES INC COMMON 74762E102 40588 2048041 SH SOLE 2048041 RPC INC COMMON 749660106 7914 810861 SH SOLE 810861 RUDDICK CORP COMMON 781258108 6896 249390 SH SOLE 249390 SAFETY INSURANCE GROUP INC COMMON 78648T100 7493 196880 SH SOLE 196880 SANOFI-AVENTIS-ADR COMMON 80105N105 201 6260 SH SOLE 6260 SNAP-ON INC COMMON 833034101 10951 278090 SH SOLE 278090 SOUTHWEST GAS COMMON 844895102 11080 439336 SH SOLE 439336 SPDR KBW REGIONAL BANKING ETF COMMON 78464A698 16946 581140 SH SOLE 581140 SVB FINANCIAL GROUP COMMON 78486Q101 3384 129030 SH SOLE 129030 SWIFT ENERGY COMMON 870738101 2619 155821 SH SOLE 155821 SYKES ENTERPRIS COMMON 871237103 20530 1073759 SH SOLE 1073759 T-3 ENERGY SERVICES COMMON 87306E107 1283 135915 SH SOLE 135915 TEKELEC COMMON 879101103 7449 558372 SH SOLE 558372 TEVA PHARMACEUTICAL - SP (ADR) COMMON 881624209 37309 876380 SH SOLE 876380 TIMKEN COMPANY COMMON 887389104 3960 201728 SH SOLE 201728 TOLL BROTHERS COMMON 889478103 7251 338375 SH SOLE 338375 TRIUMPH GROUP COMMON 896818101 6639 156366 SH SOLE 156366 TSAKOS ENERGY NAVIGATION LTD COMMON G9108L108 8098 442013 SH SOLE 442013 UMB FINANCIAL COMMON 902788108 6434 130930 SH SOLE 130930 UNIFIRST CORP COMMON 904708104 5712 192388 SH SOLE 192388 UNITED AMERICA INDEMNITY, LTD COMMON 90933T109 6715 524192 SH SOLE 524192 US BANCORP COMMON 902973304 28915 1155940 SH SOLE 1155940 VANGUARD REIT ETF COMMON 922908553 248 6805 SH SOLE 6805 VANGUARD VALUE ETF COMMON 922908744 358 8690 SH SOLE 8690 VISA INC - CLASS A SHRS COMMON 92826C839 25834 492402 SH SOLE 492402 WALGREEN CO COMMON 931422109 33681 1364502 SH SOLE 1364502 WAL-MART STORES INC COMMON 931142103 35398 631203 SH SOLE 631203 WARNACO GROUP INC COMMON 934390402 4300 219056 SH SOLE 219056 WELLPOINT INC COMMON 94973V107 354 8400 SH SOLE 8400 WERNER ENTERPRISES COMMON 950755108 4738 273236 SH SOLE 273236 WEST PHARMACEUTICAL SERVICES COMMON 955306105 7379 195371 SH SOLE 195371 WESTERN UNION CO COMMON 959802109 36393 2535415 SH SOLE 2535415
-----END PRIVACY-ENHANCED MESSAGE-----