WCM INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VRRM | 1.61M | $39.76M |
 | ESI | 1.50M | $37.51M |
 | UNH | 1.25M | $433.12M |
 | SAP | 1.22M | $322.28M |
 | STE | 1.17M | $287.57M |
 | VRTX | 1.15M | $454.66M |
 | WWW | 1.01M | $27.50M |
 | MCK | 966K | $736.02M |
 | GRAB | 879K | $5.37M |
 | TPR | 815K | $90.84M |
 | FWRG | 737K | $11.70M |
 | CLS | 709K | $174.43M |
 | GEV | 682K | $410.66M |
 | SN | 662K | $70.27M |
 | FLY | 661K | $24.44M |
 | PNTG | 639K | $16.10M |
 | CWAN | 619K | $11.27M |
 | CDRE | 579K | $20.96M |
 | YETI | 564K | $19.24M |
 | SMTC | 512K | $31.74M |
Verra Mobility Corporation
VRRM
Shares Held
1.61M
Value
$39.76M
Element Solutions Inc
ESI
Shares Held
1.50M
Value
$37.51M
UnitedHealth Group Incorporated
UNH
Shares Held
1.25M
Value
$433.12M
SAP SE
SAP
Shares Held
1.22M
Value
$322.28M
STERIS plc
STE
Shares Held
1.17M
Value
$287.57M
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
1.15M
Value
$454.66M
Wolverine World Wide, Inc.
WWW
Shares Held
1.01M
Value
$27.50M
McKesson Corporation
MCK
Shares Held
966K
Value
$736.02M
Grab Holdings Limited
GRAB
Shares Held
879K
Value
$5.37M
Tapestry, Inc.
TPR
Shares Held
815K
Value
$90.84M
First Watch Restaurant Group, Inc.
FWRG
Shares Held
737K
Value
$11.70M
Celestica Inc.
CLS
Shares Held
709K
Value
$174.43M
GE Vernova Inc.
GEV
Shares Held
682K
Value
$410.66M
SharkNinja, Inc.
SN
Shares Held
662K
Value
$70.27M
Firefly Aerospace Inc.
FLY
Shares Held
661K
Value
$24.44M
The Pennant Group, Inc.
PNTG
Shares Held
639K
Value
$16.10M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
619K
Value
$11.27M
Cadre Holdings, Inc.
CDRE
Shares Held
579K
Value
$20.96M
YETI Holdings, Inc.
YETI
Shares Held
564K
Value
$19.24M
Semtech Corporation
SMTC
Shares Held
512K
Value
$31.74M