KALMAR INVESTMENTS INC /DE/

Latest statistics and disclosures from KALMAR INVESTMENTS INC /DE/'s latest quarterly 13F-HR filing:

  • Top 5 stock holdings are ADS, COO, CBI, POL, LTM. These five stock positions account for 10.88% of KALMAR INVESTMENTS INC /DE/'s total stock portfolio.
  • Added to shares of these 10 stocks: DORM (+$46.96M), WWW (+$38.38M), LKQX (+$30.09M), JAH (+$29.89M), Del Friscos Restaurant (+$22.93M), MA (+$22.90M), KMX (+$21.15M), IHS (+$20.27M), ULTA (+$18.62M), Conversant (+$18.29M).
  • Started 9 new stock positions in CBM, MCHX, DORM, Conversant, TYPE, GIII, CALD, WWW, Del Friscos Restaurant.
  • Reduced shares in these 10 stocks: BRO (-$50.80M), CLH (-$43.05M), HAE (-$41.80M), DKS (-$28.74M), ADS (-$20.30M), SPN (-$19.85M), BEAV (-$19.00M), (-$15.47M), (-$13.96M), Actavis (-$13.34M).
  • Sold out of its positions in ATMI, BRO, CLH, HAE, VCLK.
  • As of March 31, 2014, KALMAR INVESTMENTS INC /DE/ has $5.93B in assets under management (AUM). Assets under management dropped from a total value of $5.99B to $5.93B.
  • Independent of market fluctuations, KALMAR INVESTMENTS INC /DE/ was a net buyer by $56.59M worth of stocks in the most recent quarter.

KALMAR INVESTMENTS INC /DE/ portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
ADS Alliance Data Systems Corporation 2.72 -11.00% 592399 272.45 240.18
COO Cooper Companies 2.28 985711 137.36 128.98
CBI Chicago Bridge & Iron Company N.V. 2.16 1471920 87.15 81.87
POL PolyOne Corporation 1.97 3188352 36.66 37.32
LTM Life Time Fitness 1.74 2148052 48.10 49.31
Pentair 1.62 1210080 79.34 0.00
BDC Belden 1.60 1363686 69.60 74.83
ACXM Acxiom Corporation 1.57 -2.00% 2712718 34.40 31.05
MSM MSC Industrial Direct 1.56 1071523 86.52 89.59
LKQX LKQ Corporation 1.52 +50.00% 3425680 26.35 0.00
WST West Pharmaceutical Services 1.45 1955603 44.05 42.41
UNFI United Natural Foods 1.44 1206513 70.92 69.24
ENS EnerSys 1.39 1185680 69.29 67.72
SAPE Sapient Corporation 1.33 4630188 17.06 16.37
MIDD Middleby Corporation 1.30 292742 264.21 257.22
BEAV BE Aerospace 1.27 -20.00% 866990 86.79 86.65
IHS IHS 1.24 +38.00% 603980 121.50 120.67
TSCO Tractor Supply Company 1.22 1024633 70.63 65.62
AOS A. O. Smith Corporation 1.20 1549520 46.02 47.15
KMX CarMax 1.18 +43.00% 1493880 46.80 43.35
ULTA Ulta Salon, Cosmetics & Fragrance 1.15 +37.00% 697230 97.44 89.24
GRA W.R. Grace & Co. 1.14 682285 99.17 96.20
ULTI Ultimate Software 1.11 -14.00% 479029 137.00 122.51
CLB Core Laboratories N.V. 1.08 322455 198.44 195.00
WSO Watsco, Incorporated 1.08 642705 99.91 103.25
FLS Flowserve Corporation 1.08 819975 78.34 74.90
TER Teradyne 1.07 3204488 19.89 18.73
TRMB Trimble Navigation 1.06 -13.00% 1623985 38.87 39.23
Herbalife Ltd Com Stk 1.06 1098851 57.27 0.00
ASH Ashland 1.05 627285 99.48 96.97
INFA Informatica Corporation 1.03 1613395 37.78 37.67
ATML Atmel Corporation 1.01 +11.00% 7172650 8.36 8.00
DSW DSW 1.01 -2.00% 1669733 35.86 33.98
AMG Affiliated Managers 0.99 293310 200.05 185.83
LYV Live Nation Entertainment 0.97 2643942 21.75 21.41
NCR NCR Corporation 0.96 1554630 36.55 34.34
CYBX Cyberonics 0.96 872476 65.26 62.05
URBN Urban Outfitters 0.95 1548045 36.47 35.98
AME AMETEK 0.93 -15.00% 1074409 51.49 51.54
CRS Carpenter Technology Corporation 0.91 818686 66.04 61.76
RMD ResMed 0.89 -13.00% 1183159 44.69 47.07
Bankrate 0.88 3097448 16.94 0.00
SCI Service Corporation International 0.85 2535080 19.88 19.70
SLXP Salix Pharmaceuticals 0.84 479040 103.61 110.52
FFIV F5 Networks 0.83 459570 106.63 108.14
JAH Jarden Corporation 0.82 +158.00% 815190 59.83 56.02
Icon 0.81 1005260 47.55 0.00
COG Cabot Oil & Gas Corporation 0.80 1408485 33.88 37.85
SWN Southwestern Energy Company 0.80 1027198 46.01 48.59
FMC FMC Corporation 0.80 623125 76.56 76.36
URI United Rentals 0.79 492088 94.94 95.36
DORM Dorman Products 0.79 NEW 795100 59.06 58.02
PWR Quanta Services 0.76 +37.00% 1223645 36.90 35.84
Actavis 0.76 -22.00% 218055 205.85 0.00
TRAK DealerTrack Holdings 0.74 -3.00% 892291 49.19 45.97
MCRS MICROS Systems 0.72 802406 52.93 51.34
SBAC SBA Communications Corporation 0.71 461400 90.96 90.88
NICE Nice Systems 0.71 940773 44.66 44.12
TXRH Texas Roadhouse 0.69 1562305 26.08 24.59
WWW Wolverine World Wide 0.65 NEW 1344385 28.55 27.19
ROG Rogers Corporation 0.64 -3.00% 604941 62.42 61.44
EFII Electronics For Imaging 0.63 +33.00% 861375 43.31 39.11
SYNT Syntel 0.63 415161 89.90 81.11
CONN CONN'S 0.63 968387 38.85 45.70
ATW Atwood Oceanics 0.62 735416 50.39 49.31
Bonanza Creek Energy 0.62 +24.00% 831251 44.40 0.00
GPOR Gulfport Energy Corporation 0.61 505630 71.18 73.57
WOR Worthington Industries 0.61 953420 38.25 37.58
MINI Mobile Mini 0.60 -3.00% 816676 43.36 42.57
PIR Pier 1 Imports 0.59 1866195 18.88 17.80
OXM Oxford Industries 0.58 -3.00% 441841 78.20 68.40
Vitamin Shoppe 0.58 719648 47.52 0.00
IDTI Integrated Device Technology 0.56 -3.00% 2729014 12.23 12.02
FNSR Finisar Corporation 0.53 1179644 26.51 28.60
CSL Carlisle Companies 0.52 +35.00% 391185 79.34 81.70
LMNX Luminex Corporation 0.52 1701367 18.11 16.95
SPN Superior Energy Services 0.51 -39.00% 974784 30.76 32.71
MHR Magnum Hunter Resources Corporation 0.51 -3.00% 3592042 8.50 8.40
Wageworks 0.51 -3.00% 539360 56.11 0.00
CTSH Cognizant Technology Solutions 0.49 +100.00% 577430 50.60 49.27
DKS Dick's Sporting Goods 0.49 -49.00% 527045 54.61 52.72
AYI Acuity Brands 0.49 220795 132.57 125.37
Catamaran 0.48 630370 44.76 0.00
ECPG Encore Capital 0.47 -3.00% 611546 45.70 45.35
EPAY Bottomline Technologies 0.47 -3.00% 799196 35.15 31.73
TDSC 3D Systems Corporation 0.46 +80.00% 465632 59.15 0.00
MA MasterCard Incorporated 0.43 +900.00% 340600 74.70 74.07
KKD Krispy Kreme Doughnuts 0.43 -3.00% 1426036 17.73 17.65
PPO Polypore International 0.43 751623 34.21 36.20
TNC Tennant Company 0.43 -3.00% 384253 65.62 63.90
DIOD Diodes Incorporated 0.41 928976 26.12 27.48
CNQR Concur Technologies 0.40 241335 99.07 89.97
DISCK Discovery Communications 0.39 298610 77.06 72.29
Pdc Energy 0.39 +31.00% 370748 62.26 0.00
Del Friscos Restaurant 0.39 NEW 822203 27.89 0.00
TMO Thermo Fisher Scientific 0.38 187335 120.24 115.75
SSI Stage Stores 0.38 -3.00% 911992 24.45 22.55
REXX Rex Energy Corporation 0.38 -3.00% 1196386 18.71 21.57
TREX Trex Company 0.37 -3.00% 299530 73.16 80.47
HTZ Hertz Global Holdings 0.36 801785 26.64 28.30
Uti Worldwide 0.35 1955861 10.59 0.00
SRCL Stericycle 0.34 175160 113.62 113.48
TROW T. Rowe Price 0.33 241205 82.35 82.85
FIS Fidelity National Information Services 0.32 355125 53.45 52.77
MEI Methode Electronics 0.32 +54.00% 628015 30.66 30.04
ALB Albemarle Corporation 0.32 -3.00% 289040 66.42 66.99
Conversant 0.31 NEW 649704 28.15 0.00
POWI Power Integrations 0.30 -3.00% 267762 65.78 63.68
FAST Fastenal Company 0.30 362545 49.30 49.76
GIII G-III Apparel 0.30 NEW 249215 71.58 72.03
EGOV NIC 0.30 -3.00% 918680 19.31 18.66
Imax Corp Cad 0.29 -3.00% 622684 27.33 0.00
EXBD Corporate Executive Board Company 0.28 -3.00% 225437 74.23 0.00
AKRX Akorn 0.27 -3.00% 738912 22.00 23.69
FNGN Financial Engines 0.27 -3.00% 312857 50.78 45.95
O'reilly Automotive 0.27 107585 148.39 0.00
APH Amphenol Corporation 0.26 170090 91.65 95.88
PEGA Pegasystems 0.26 -3.00% 429218 35.32 17.11
Weatherford International Lt reg 0.26 873145 17.36 0.00
CHMT Chemtura Corporation 0.26 -3.00% 609784 25.29 22.67
XLNX Xilinx 0.25 276570 54.27 47.84
SPNC Spectranetics Corporation 0.25 -36.00% 482906 30.31 23.61
EGHT 8x8 0.25 +10.00% 1388115 10.81 10.87
Interxion Holding N.v shs 0.24 -3.00% 592810 23.98 0.00
American Tower Reit 0.24 171685 81.87 0.00
SMRT Stein Mart 0.22 +40.00% 952216 14.01 12.79
NCS NCI Building Systems 0.22 +23.00% 759494 17.46 16.26
WNS WNS 0.21 -3.00% 701887 18.00 19.03
HOT Starwood Hotels & Resorts Worldwide 0.21 158315 79.60 77.36
ALXN Alexion Pharmaceuticals 0.21 82715 152.12 151.27
PRGO Perrigo Company 0.20 77495 154.66 148.11
SQI SciQuest 0.20 -3.00% 437750 27.02 26.10
HOG Harley-Davidson 0.19 168955 66.61 70.94
Servicesource 0.19 +75.00% 1314119 8.44 0.00
RDEN Elizabeth Arden 0.18 -4.00% 367650 29.51 32.40
ZUMZ Zumiez 0.18 -3.00% 442369 24.24 24.14
Ruckus Wireless 0.18 +76.00% 882456 12.16 0.00
ADSK Autodesk 0.17 205830 49.18 48.17
INWK InnerWorkings 0.17 +115.00% 1293165 7.66 7.74
CAM Cameron International Corporation 0.17 165315 61.77 65.28
TYPE Monotype Imaging Holdings 0.16 NEW 324085 30.14 28.57
CALD Callidus Software 0.16 NEW 735720 12.52 10.18
Zoetis Inc Cl A 0.16 +114.00% 334585 28.94 0.00
JBHT J.B. Hunt Transport Services 0.15 119940 71.92 75.63
PX Praxair 0.15 68655 130.97 131.19
CBM Cambrex Corporation 0.15 NEW 456154 18.87 21.51
MCHX Marchex 0.15 NEW 842845 10.51 10.04
EXPD Expeditors International of Washington 0.13 196520 39.63 40.47
MXL MaxLinear 0.13 -3.00% 788236 9.48 8.81
MNRO Monro Muffler Brake 0.12 -32.00% 129161 56.88 56.57
RGEN Repligen Corporation 0.12 -37.00% 563686 12.86 15.78
LRCX Lam Research Corporation 0.10 -47.00% 109090 55.00 57.39
VASC Vascular Solutions 0.10 +132.00% 237287 26.19 23.02
Mix Telematics Ltd - 0.09 -3.00% 493205 10.78 0.00
VRSK Verisk Analytics 0.08 76945 59.96 58.28
Fox Factory Hldg 0.05 151469 18.90 0.00

Past 13F-HR SEC Filings for KALMAR INVESTMENTS INC /DE/