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, MSM, LTM, CBI. These five stock positions account for 11.96% of KALMAR INVESTMENTS INC /DE/'s total stock portfolio.
- Added to shares of WST (+$44.34M), Actavis (+$38.37M), DKS (+$38.12M), Icon (+$31.99M), TRMB (+$29.30M), CYBX (+$28.35M), AOS (+$27.45M), ULTA (+$27.16M), CLH (+$23.99M), IHS (+$20.10M).
- Started new stock positions in Actavis, WST, SSI, DKS, AYI, CYBX, INWK, Icon, MNRO, Painted Pony Petro class a, CHMT, SQI, VCLK, TISI, Ensco Plc Shs Class A.
- Reduced shares in these stocks: WPI (-$36.33M), MIDD (-$36.03M), VOLC (-$27.78M), ICLR (-$27.51M), PDCO (-$25.77M), GNTX (-$23.71M), SNA (-$23.59M), PPO (-$22.01M), LKQX (-$20.72M), Pentair (-$20.61M).
- Sold out of its positions in ADTN, BBRG, CFX, CTCT, ESV, ICLR, PDCO, PLCM, Progressive Waste Solutions, Rexnord, SNA, VOLC, WPI.
- As of March 31, 2013, KALMAR INVESTMENTS INC /DE/ has $4.70B in assets under management (AUM). Assets under management grew from a total value of $4.33B to $4.70B.
- Independent of market fluctuations, KALMAR INVESTMENTS INC /DE/ was a net seller by $8.66M worth of stocks in the most recent quarter.
KALMAR INVESTMENTS INC /DE/ portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| ADS | Alliance Data Systems Corporation | 3.29 | -5.00% | 954723 | 161.89 | 180.20 |
| COO | Cooper Companies | 2.95 | 1283912 | 107.88 | 111.61 | |
| MSM | MSC Industrial Direct | 2.08 | -6.00% | 1142546 | 85.78 | 83.67 |
| LTM | Life Time Fitness | 1.91 | 2103849 | 42.78 | 50.01 | |
| CBI | Chicago Bridge & Iron Company N.V. | 1.73 | 1310634 | 62.10 | 63.17 | |
| POL | PolyOne Corporation | 1.66 | -4.00% | 3204600 | 24.41 | 25.52 |
| BDC | Belden | 1.66 | -9.00% | 1511211 | 51.65 | 55.11 |
| BEAV | BE Aerospace | 1.45 | 1134300 | 60.28 | 63.56 | |
| Pentair | 1.45 | -23.00% | 1289200 | 52.75 | 0.00 | |
| COG | Cabot Oil & Gas Corporation | 1.42 | 984300 | 67.61 | 71.91 | |
| RMD | ResMed | 1.41 | 1433407 | 46.36 | 49.95 | |
| ALB | Albemarle Corporation | 1.41 | 1063146 | 62.52 | 66.84 | |
| MIDD | Middleby Corporation | 1.35 | -36.00% | 417599 | 152.15 | 167.89 |
| CLB | Core Laboratories N.V. | 1.32 | 450816 | 137.92 | 146.18 | |
| TSCO | Tractor Supply Company | 1.27 | -21.00% | 574766 | 104.13 | 112.60 |
| TRMB | Trimble Navigation | 1.27 | +96.00% | 1986995 | 29.98 | 28.99 |
| URBN | Urban Outfitters | 1.27 | 1536040 | 38.74 | 44.54 | |
| UNFI | United Natural Foods | 1.25 | +2.00% | 1199385 | 49.20 | 53.92 |
| ULTI | Ultimate Software | 1.23 | -6.00% | 556639 | 104.16 | 115.79 |
| ACXM | Acxiom Corporation | 1.22 | -5.00% | 2807605 | 20.40 | 21.70 |
| AOS | A. O. Smith Corporation | 1.22 | +92.00% | 778285 | 73.57 | 39.95 |
| SAPE | Sapient Corporation | 1.21 | 4653781 | 12.19 | 11.49 | |
| IHS | IHS | 1.20 | +55.00% | 537555 | 104.72 | 104.28 |
| AMG | Affiliated Managers | 1.15 | 352340 | 153.57 | 167.75 | |
| GRA | W.R. Grace & Co. | 1.15 | -20.00% | 695325 | 77.51 | 80.00 |
| KMX | CarMax | 1.13 | -9.00% | 1278260 | 41.70 | 48.01 |
| ENS | EnerSys | 1.11 | +8.00% | 1148880 | 45.58 | 49.68 |
| ASH | Ashland | 1.07 | 678335 | 74.30 | 90.37 | |
| LKQX | LKQ Corporation | 1.06 | -29.00% | 2291915 | 21.76 | 0.00 |
| SLXP | Salix Pharmaceuticals | 1.03 | 950030 | 51.18 | 59.05 | |
| FLS | Flowserve Corporation | 0.97 | -15.00% | 271205 | 167.71 | 171.90 |
| SPN | Superior Energy Services | 0.95 | 1717624 | 25.97 | 28.89 | |
| ULTA | Ulta Salon, Cosmetics & Fragrance | 0.94 | +160.00% | 542118 | 81.29 | 93.97 |
| WST | West Pharmaceutical Services | 0.94 | NEW | 682735 | 64.94 | 68.42 |
| LYV | Live Nation Entertainment | 0.93 | +2.00% | 3541168 | 12.37 | 13.70 |
| GNTX | Gentex Corporation | 0.92 | -35.00% | 2160869 | 20.01 | 25.18 |
| ROVI | Rovi Corporation | 0.91 | +2.00% | 1997813 | 21.41 | 25.09 |
| NCR | NCR Corporation | 0.90 | 1539220 | 27.56 | 31.87 | |
| SCI | Service Corporation International | 0.89 | 2505540 | 16.73 | 17.32 | |
| ATW | Atwood Oceanics | 0.89 | 800650 | 52.54 | 55.73 | |
| CLH | Clean Harbors | 0.88 | +138.00% | 711945 | 58.09 | 58.91 |
| Herbalife Ltd Com Stk | 0.87 | 1090351 | 37.45 | 0.00 | ||
| FFIV | F5 Networks | 0.87 | 460831 | 89.08 | 82.88 | |
| CRS | Carpenter Technology Corporation | 0.87 | +20.00% | 832248 | 49.29 | 48.50 |
| KMT | Kennametal | 0.85 | -23.00% | 1024780 | 39.04 | 42.83 |
| TER | Teradyne | 0.83 | 2405280 | 16.22 | 17.87 | |
| Actavis | 0.82 | NEW | 416570 | 92.11 | 0.00 | |
| DKS | Dick's Sporting Goods | 0.81 | NEW | 805835 | 47.30 | 53.28 |
| SWN | Southwestern Energy Company | 0.81 | +72.00% | 1019348 | 37.26 | 40.04 |
| NICE | Nice Systems | 0.81 | 1032903 | 36.83 | 36.77 | |
| MCRS | MICROS Systems | 0.79 | +32.00% | 818740 | 45.51 | 43.61 |
| PPO | Polypore International | 0.79 | -37.00% | 925409 | 40.18 | 41.50 |
| INFA | Informatica Corporation | 0.78 | 1068105 | 34.47 | 35.98 | |
| AME | AMETEK | 0.78 | 845950 | 43.36 | 43.30 | |
| Catamaran | 0.77 | 680925 | 53.03 | 0.00 | ||
| FMC | FMC Corporation | 0.75 | 616885 | 57.03 | 63.20 | |
| NUAN | Nuance Communications | 0.72 | +28.00% | 1687395 | 20.18 | 19.21 |
| LSTR | Landstar System | 0.70 | 579545 | 57.09 | 55.81 | |
| SBAC | SBA Communications Corporation | 0.70 | -26.00% | 456430 | 72.00 | 80.53 |
| CNQR | Concur Technologies | 0.69 | 469185 | 68.66 | 83.88 | |
| DSW | DSW | 0.69 | +14.00% | 508514 | 63.80 | 69.19 |
| Bankrate | 0.69 | 2719368 | 11.94 | 0.00 | ||
| Icon | 0.68 | NEW | 990555 | 32.29 | 0.00 | |
| MINI | Mobile Mini | 0.67 | 1065180 | 29.43 | 33.92 | |
| ATML | Atmel Corporation | 0.66 | 4485270 | 6.96 | 7.43 | |
| TXRH | Texas Roadhouse | 0.66 | 1540410 | 20.19 | 24.20 | |
| OXM | Oxford Industries | 0.63 | +7.00% | 560720 | 53.10 | 64.75 |
| Uti Worldwide | 0.61 | +2.00% | 1969088 | 14.48 | 0.00 | |
| SRCL | Stericycle | 0.61 | 269170 | 106.18 | 111.90 | |
| SYNT | Syntel | 0.61 | -3.00% | 424495 | 67.52 | 66.13 |
| CYBX | Cyberonics | 0.60 | NEW | 605745 | 46.80 | 49.21 |
| ROG | Rogers Corporation | 0.59 | 580856 | 47.62 | 47.08 | |
| LMNX | Luminex Corporation | 0.59 | 1679884 | 16.52 | 18.70 | |
| TRAK | DealerTrack Holdings | 0.58 | -3.00% | 925255 | 29.38 | 32.29 |
| URI | United Rentals | 0.57 | 488175 | 54.97 | 58.68 | |
| PWR | Quanta Services | 0.54 | 884150 | 28.58 | 30.17 | |
| REXX | Rex Energy Corporation | 0.52 | +17.00% | 1495837 | 16.49 | 17.12 |
| EGOV | NIC | 0.52 | +8.00% | 1276701 | 19.16 | 16.74 |
| Imax Corp Cad | 0.51 | +6.00% | 900578 | 26.73 | 0.00 | |
| EPAY | Bottomline Technologies | 0.50 | +449.00% | 830270 | 28.51 | 28.07 |
| FIS | Fidelity National Information Services | 0.48 | -5.00% | 564070 | 39.62 | 45.46 |
| AKRX | Akorn | 0.48 | +7.00% | 1640671 | 13.83 | 14.82 |
| Wageworks | 0.48 | +8.00% | 895500 | 25.03 | 0.00 | |
| CTSH | Cognizant Technology Solutions | 0.47 | -5.00% | 288715 | 76.62 | 64.25 |
| Avago Technologies | 0.47 | 610630 | 35.90 | 0.00 | ||
| TNC | Tennant Company | 0.46 | -21.00% | 440834 | 48.56 | 51.08 |
| IDTI | Integrated Device Technology | 0.45 | +8.00% | 2854400 | 7.47 | 8.09 |
| FNSR | Finisar Corporation | 0.45 | +14.00% | 1601274 | 13.19 | 12.97 |
| DISCK | Discovery Communications | 0.44 | -5.00% | 298610 | 69.54 | 70.39 |
| TREX | Trex Company | 0.44 | +27.00% | 420483 | 49.18 | 56.99 |
| DIOD | Diodes Incorporated | 0.43 | +12.00% | 967852 | 20.98 | 24.21 |
| RDEN | Elizabeth Arden | 0.41 | +6.00% | 479108 | 40.25 | 48.42 |
| MA | MasterCard Incorporated | 0.39 | -24.00% | 34060 | 541.13 | 585.29 |
| AYI | Acuity Brands | 0.39 | NEW | 267190 | 69.35 | 77.42 |
| Pdc Energy | 0.39 | -21.00% | 368160 | 49.57 | 0.00 | |
| TROW | T. Rowe Price | 0.38 | -5.00% | 241205 | 74.87 | 78.36 |
| HTZ | Hertz Global Holdings | 0.38 | -5.00% | 801785 | 22.26 | 25.56 |
| MDR | McDermott International | 0.36 | 1559140 | 10.99 | 9.12 | |
| TMO | Thermo Fisher Scientific | 0.35 | -5.00% | 213310 | 76.49 | 87.50 |
| FNGN | Financial Engines | 0.34 | +9.00% | 435183 | 36.22 | 43.60 |
| O'reilly Automotive | 0.34 | -5.00% | 155700 | 102.44 | 0.00 | |
| MHR | Magnum Hunter Resources Corporation | 0.33 | +27.00% | 3836006 | 4.01 | 3.52 |
| ADSK | Autodesk | 0.32 | -5.00% | 363490 | 41.25 | 37.27 |
| SSI | Stage Stores | 0.32 | NEW | 582310 | 25.88 | 23.65 |
| Interxion Holding N.v shs | 0.32 | +6.00% | 615644 | 24.22 | 0.00 | |
| POWI | Power Integrations | 0.31 | +7.00% | 336251 | 43.41 | 44.96 |
| NCS | NCI Building Systems | 0.31 | 832459 | 17.37 | 16.72 | |
| SPNC | Spectranetics Corporation | 0.31 | -14.00% | 794718 | 18.53 | 19.71 |
| ATMI | ATMI | 0.30 | 638546 | 22.43 | 23.54 | |
| TDSC | 3D Systems Corporation | 0.30 | +15.00% | 435585 | 32.24 | 0.00 |
| EXBD | Corporate Executive Board Company | 0.29 | +7.00% | 230665 | 58.16 | 0.00 |
| FAST | Fastenal Company | 0.29 | -5.00% | 263720 | 51.33 | 51.01 |
| CAM | Cameron International Corporation | 0.29 | -5.00% | 209780 | 65.20 | 64.46 |
| CHMT | Chemtura Corporation | 0.29 | NEW | 627885 | 21.61 | 23.75 |
| LRCX | Lam Research Corporation | 0.28 | -5.00% | 314265 | 41.46 | 47.78 |
| PEGA | Pegasystems | 0.28 | +8.00% | 463980 | 28.08 | 32.21 |
| BJRI | BJ's Restaurants | 0.28 | +7.00% | 389390 | 33.28 | 38.59 |
| American Tower Reit | 0.28 | -5.00% | 171685 | 76.92 | 0.00 | |
| Vocera Communications | 0.28 | +50.00% | 565870 | 23.00 | 0.00 | |
| APH | Amphenol Corporation | 0.27 | -5.00% | 170090 | 74.65 | 81.68 |
| MNRO | Monro Muffler Brake | 0.25 | NEW | 298720 | 39.71 | 48.20 |
| Ensco Plc Shs Class A | 0.25 | NEW | 194510 | 60.00 | 0.00 | |
| WNS | WNS | 0.24 | +6.00% | 765058 | 14.74 | 16.05 |
| AAWW | Atlas Air Worldwide Holdings | 0.24 | +10.00% | 272582 | 40.76 | 46.35 |
| ZUMZ | Zumiez | 0.23 | +6.00% | 481923 | 22.90 | 32.48 |
| XLNX | Xilinx | 0.22 | -5.00% | 276570 | 38.17 | 39.22 |
| HOT | Starwood Hotels & Resorts Worldwide | 0.21 | -5.00% | 158315 | 63.73 | 67.80 |
| CGI | Celadon | 0.21 | -16.00% | 467833 | 20.86 | 19.40 |
| JBHT | J.B. Hunt Transport Services | 0.19 | -5.00% | 119940 | 74.48 | 76.39 |
| SD | SandRidge Energy | 0.19 | -64.00% | 1738554 | 5.27 | 5.21 |
| CONN | CONN'S | 0.18 | 231005 | 35.94 | 47.87 | |
| KNX | Knight Transportation | 0.17 | +6.00% | 490627 | 16.10 | 17.32 |
| PX | Praxair | 0.16 | -5.00% | 68655 | 111.54 | 115.55 |
| ALXN | Alexion Pharmaceuticals | 0.16 | -5.00% | 82715 | 92.14 | 102.06 |
| AREX | Approach Resources | 0.16 | -29.00% | 306049 | 24.61 | 27.30 |
| Express Scripts Holding | 0.16 | -5.00% | 133965 | 57.62 | 0.00 | |
| EXPD | Expeditors International of Washington | 0.15 | -5.00% | 196520 | 35.73 | 38.55 |
| LPSN | LivePerson | 0.15 | +144.00% | 535552 | 13.58 | 9.44 |
| SQI | SciQuest | 0.15 | NEW | 286378 | 24.04 | 22.98 |
| Weatherford International Lt reg | 0.14 | -5.00% | 528305 | 12.14 | 0.00 | |
| GWW | W.W. Grainger | 0.11 | -5.00% | 22310 | 224.97 | 264.49 |
| MXL | MaxLinear | 0.11 | +20.00% | 845718 | 6.20 | 6.64 |
| EQIX | Equinix | 0.10 | -5.00% | 22510 | 216.30 | 224.00 |
| Gse Holding | 0.08 | +78.00% | 460177 | 8.26 | 0.00 | |
| Painted Pony Petro class a | 0.07 | NEW | 355530 | 9.86 | 0.00 | |
| VCLK | ValueClick | 0.06 | NEW | 99930 | 29.56 | 26.57 |
| INWK | InnerWorkings | 0.04 | NEW | 118857 | 15.14 | 11.00 |
| TISI | Team | 0.04 | NEW | 50784 | 41.08 | 34.95 |
| Tile Shop Hldgs | 0.04 | +251.00% | 80895 | 21.01 | 0.00 |
Past 13F-HR SEC Filings for KALMAR INVESTMENTS INC /DE/
- KALMAR INVESTMENTS INC /DE/ 2012 Q4 - filed Jan. 28, 2013
- KALMAR INVESTMENTS INC /DE/ 2012 Q3 - filed Oct. 31, 2012
- KALMAR INVESTMENTS INC /DE/ 2012 Q2 - filed July 25, 2012
- KALMAR INVESTMENTS INC /DE/ 2012 Q1 - filed April 25, 2012
- KALMAR INVESTMENTS INC /DE/ 2011 Q4 - filed Jan. 25, 2012
- KALMAR INVESTMENTS INC /DE/ 2011 Q3 - filed Oct. 26, 2011
- KALMAR INVESTMENTS INC /DE/ 2011 Q2 - filed July 28, 2011
- KALMAR INVESTMENTS INC /DE/ 2011 Q1 - filed April 27, 2011