Kalmar Investments as of March 31, 2013
Portfolio Holdings for Kalmar Investments
Kalmar Investments holds 149 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alliance Data Systems Corporation (BFH) | 3.3 | $155M | 955k | 161.89 | |
| Cooper Companies | 3.0 | $139M | 1.3M | 107.88 | |
| MSC Industrial Direct (MSM) | 2.1 | $98M | 1.1M | 85.78 | |
| Life Time Fitness | 1.9 | $90M | 2.1M | 42.78 | |
| Chicago Bridge & Iron Company | 1.7 | $81M | 1.3M | 62.10 | |
| PolyOne Corporation | 1.7 | $78M | 3.2M | 24.41 | |
| Belden (BDC) | 1.7 | $78M | 1.5M | 51.65 | |
| BE Aerospace | 1.4 | $68M | 1.1M | 60.28 | |
| Pentair | 1.4 | $68M | 1.3M | 52.75 | |
| Cabot Oil & Gas Corporation (CTRA) | 1.4 | $67M | 984k | 67.61 | |
| ResMed (RMD) | 1.4 | $67M | 1.4M | 46.36 | |
| Albemarle Corporation (ALB) | 1.4 | $67M | 1.1M | 62.52 | |
| Middleby Corporation (MIDD) | 1.4 | $64M | 418k | 152.15 | |
| Core Laboratories | 1.3 | $62M | 451k | 137.92 | |
| Tractor Supply Company (TSCO) | 1.3 | $60M | 575k | 104.13 | |
| Trimble Navigation (TRMB) | 1.3 | $60M | 2.0M | 29.98 | |
| Urban Outfitters (URBN) | 1.3 | $60M | 1.5M | 38.74 | |
| United Natural Foods (UNFI) | 1.2 | $59M | 1.2M | 49.20 | |
| Ultimate Software | 1.2 | $58M | 557k | 104.16 | |
| Acxiom Corporation | 1.2 | $57M | 2.8M | 20.40 | |
| A. O. Smith Corporation (AOS) | 1.2 | $57M | 778k | 73.57 | |
| Sapient Corporation | 1.2 | $57M | 4.7M | 12.19 | |
| Ihs | 1.2 | $56M | 538k | 104.72 | |
| Affiliated Managers (AMG) | 1.1 | $54M | 352k | 153.57 | |
| W.R. Grace & Co. | 1.1 | $54M | 695k | 77.51 | |
| CarMax (KMX) | 1.1 | $53M | 1.3M | 41.70 | |
| EnerSys (ENS) | 1.1 | $52M | 1.1M | 45.58 | |
| Ashland | 1.1 | $50M | 678k | 74.30 | |
| LKQ Corporation (LKQ) | 1.1 | $50M | 2.3M | 21.76 | |
| Salix Pharmaceuticals | 1.0 | $49M | 950k | 51.18 | |
| Flowserve Corporation (FLS) | 1.0 | $46M | 271k | 167.71 | |
| Superior Energy Services | 0.9 | $45M | 1.7M | 25.97 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.9 | $44M | 542k | 81.29 | |
| West Pharmaceutical Services (WST) | 0.9 | $44M | 683k | 64.94 | |
| Live Nation Entertainment (LYV) | 0.9 | $44M | 3.5M | 12.37 | |
| Gentex Corporation (GNTX) | 0.9 | $43M | 2.2M | 20.01 | |
| Rovi Corporation | 0.9 | $43M | 2.0M | 21.41 | |
| NCR Corporation (VYX) | 0.9 | $42M | 1.5M | 27.56 | |
| Service Corporation International (SCI) | 0.9 | $42M | 2.5M | 16.73 | |
| Atwood Oceanics | 0.9 | $42M | 801k | 52.54 | |
| Clean Harbors (CLH) | 0.9 | $41M | 712k | 58.09 | |
| Herbalife Ltd Com Stk (HLF) | 0.9 | $41M | 1.1M | 37.45 | |
| F5 Networks (FFIV) | 0.9 | $41M | 461k | 89.08 | |
| Carpenter Technology Corporation (CRS) | 0.9 | $41M | 832k | 49.29 | |
| Kennametal (KMT) | 0.8 | $40M | 1.0M | 39.04 | |
| Teradyne (TER) | 0.8 | $39M | 2.4M | 16.22 | |
| Actavis | 0.8 | $38M | 417k | 92.11 | |
| Dick's Sporting Goods (DKS) | 0.8 | $38M | 806k | 47.30 | |
| Southwestern Energy Company (SWN) | 0.8 | $38M | 1.0M | 37.26 | |
| Nice Systems (NICE) | 0.8 | $38M | 1.0M | 36.83 | |
| MICROS Systems | 0.8 | $37M | 819k | 45.51 | |
| Polypore International | 0.8 | $37M | 925k | 40.18 | |
| Informatica Corporation | 0.8 | $37M | 1.1M | 34.47 | |
| Ametek (AME) | 0.8 | $37M | 846k | 43.36 | |
| Catamaran | 0.8 | $36M | 681k | 53.03 | |
| FMC Corporation (FMC) | 0.8 | $35M | 617k | 57.03 | |
| Nuance Communications | 0.7 | $34M | 1.7M | 20.18 | |
| Landstar System (LSTR) | 0.7 | $33M | 580k | 57.09 | |
| SBA Communications Corporation | 0.7 | $33M | 456k | 72.00 | |
| Concur Technologies | 0.7 | $32M | 469k | 68.66 | |
| DSW | 0.7 | $32M | 509k | 63.80 | |
| Bankrate | 0.7 | $33M | 2.7M | 11.94 | |
| Icon (ICLR) | 0.7 | $32M | 991k | 32.29 | |
| Mobile Mini | 0.7 | $31M | 1.1M | 29.43 | |
| Atmel Corporation | 0.7 | $31M | 4.5M | 6.96 | |
| Texas Roadhouse (TXRH) | 0.7 | $31M | 1.5M | 20.19 | |
| Oxford Industries (OXM) | 0.6 | $30M | 561k | 53.10 | |
| Uti Worldwide | 0.6 | $29M | 2.0M | 14.48 | |
| Stericycle (SRCL) | 0.6 | $29M | 269k | 106.18 | |
| Syntel | 0.6 | $29M | 425k | 67.52 | |
| Cyberonics | 0.6 | $28M | 606k | 46.80 | |
| Rogers Corporation (ROG) | 0.6 | $28M | 581k | 47.62 | |
| Luminex Corporation | 0.6 | $28M | 1.7M | 16.52 | |
| DealerTrack Holdings | 0.6 | $27M | 925k | 29.38 | |
| United Rentals (URI) | 0.6 | $27M | 488k | 54.97 | |
| Quanta Services (PWR) | 0.5 | $25M | 884k | 28.58 | |
| Rex Energy Corporation | 0.5 | $25M | 1.5M | 16.49 | |
| Nic | 0.5 | $25M | 1.3M | 19.16 | |
| Imax Corp Cad (IMAX) | 0.5 | $24M | 901k | 26.73 | |
| Bottomline Technologies | 0.5 | $24M | 830k | 28.51 | |
| Fidelity National Information Services (FIS) | 0.5 | $22M | 564k | 39.62 | |
| Akorn | 0.5 | $23M | 1.6M | 13.83 | |
| Wageworks | 0.5 | $22M | 896k | 25.03 | |
| Cognizant Technology Solutions (CTSH) | 0.5 | $22M | 289k | 76.62 | |
| Avago Technologies | 0.5 | $22M | 611k | 35.90 | |
| Tennant Company (TNC) | 0.5 | $21M | 441k | 48.56 | |
| Integrated Device Technology | 0.5 | $21M | 2.9M | 7.47 | |
| Finisar Corporation | 0.5 | $21M | 1.6M | 13.19 | |
| Discovery Communications | 0.4 | $21M | 299k | 69.54 | |
| Trex Company (TREX) | 0.4 | $21M | 421k | 49.18 | |
| Diodes Incorporated (DIOD) | 0.4 | $20M | 968k | 20.98 | |
| Elizabeth Arden | 0.4 | $19M | 479k | 40.25 | |
| MasterCard Incorporated (MA) | 0.4 | $18M | 34k | 541.13 | |
| Acuity Brands (AYI) | 0.4 | $19M | 267k | 69.35 | |
| Pdc Energy | 0.4 | $18M | 368k | 49.57 | |
| T. Rowe Price (TROW) | 0.4 | $18M | 241k | 74.87 | |
| Hertz Global Holdings | 0.4 | $18M | 802k | 22.26 | |
| McDermott International | 0.4 | $17M | 1.6M | 10.99 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $16M | 213k | 76.49 | |
| Financial Engines | 0.3 | $16M | 435k | 36.22 | |
| O'reilly Automotive (ORLY) | 0.3 | $16M | 156k | 102.44 | |
| Magnum Hunter Resources Corporation | 0.3 | $15M | 3.8M | 4.01 | |
| Autodesk (ADSK) | 0.3 | $15M | 364k | 41.25 | |
| Stage Stores | 0.3 | $15M | 582k | 25.88 | |
| Interxion Holding | 0.3 | $15M | 616k | 24.22 | |
| Power Integrations (POWI) | 0.3 | $15M | 336k | 43.41 | |
| NCI Building Systems | 0.3 | $15M | 833k | 17.37 | |
| Spectranetics Corporation | 0.3 | $15M | 795k | 18.53 | |
| Atmi | 0.3 | $14M | 639k | 22.43 | |
| 3D Systems Corporation (DDD) | 0.3 | $14M | 436k | 32.24 | |
| Corporate Executive Board Company | 0.3 | $13M | 231k | 58.16 | |
| Fastenal Company (FAST) | 0.3 | $14M | 264k | 51.33 | |
| Cameron International Corporation | 0.3 | $14M | 210k | 65.20 | |
| Chemtura Corporation | 0.3 | $14M | 628k | 21.61 | |
| Lam Research Corporation (LRCX) | 0.3 | $13M | 314k | 41.46 | |
| Pegasystems (PEGA) | 0.3 | $13M | 464k | 28.08 | |
| BJ's Restaurants (BJRI) | 0.3 | $13M | 389k | 33.28 | |
| American Tower Reit (AMT) | 0.3 | $13M | 172k | 76.92 | |
| Vocera Communications | 0.3 | $13M | 566k | 23.00 | |
| Amphenol Corporation (APH) | 0.3 | $13M | 170k | 74.65 | |
| Monro Muffler Brake (MNRO) | 0.2 | $12M | 299k | 39.71 | |
| Ensco Plc Shs Class A | 0.2 | $12M | 195k | 60.00 | |
| WNS | 0.2 | $11M | 765k | 14.74 | |
| Atlas Air Worldwide Holdings | 0.2 | $11M | 273k | 40.76 | |
| Zumiez (ZUMZ) | 0.2 | $11M | 482k | 22.90 | |
| Xilinx | 0.2 | $11M | 277k | 38.17 | |
| Starwood Hotels & Resorts Worldwide | 0.2 | $10M | 158k | 63.73 | |
| Celadon (CGIP) | 0.2 | $9.8M | 468k | 20.86 | |
| J.B. Hunt Transport Services (JBHT) | 0.2 | $8.9M | 120k | 74.48 | |
| SandRidge Energy | 0.2 | $9.2M | 1.7M | 5.27 | |
| Conn's (CONN) | 0.2 | $8.3M | 231k | 35.94 | |
| Knight Transportation | 0.2 | $7.9M | 491k | 16.10 | |
| Praxair | 0.2 | $7.7M | 69k | 111.54 | |
| Alexion Pharmaceuticals | 0.2 | $7.6M | 83k | 92.14 | |
| Approach Resources | 0.2 | $7.5M | 306k | 24.61 | |
| Express Scripts Holding | 0.2 | $7.7M | 134k | 57.62 | |
| Expeditors International of Washington (EXPD) | 0.1 | $7.0M | 197k | 35.73 | |
| LivePerson (LPSN) | 0.1 | $7.3M | 536k | 13.58 | |
| SciQuest | 0.1 | $6.9M | 286k | 24.04 | |
| Weatherford International Lt reg | 0.1 | $6.4M | 528k | 12.14 | |
| W.W. Grainger (GWW) | 0.1 | $5.0M | 22k | 224.97 | |
| MaxLinear (MXL) | 0.1 | $5.2M | 846k | 6.20 | |
| Equinix | 0.1 | $4.9M | 23k | 216.30 | |
| Gse Holding | 0.1 | $3.8M | 460k | 8.26 | |
| Painted Pony Petro class a | 0.1 | $3.5M | 356k | 9.86 | |
| ValueClick | 0.1 | $3.0M | 100k | 29.56 | |
| InnerWorkings | 0.0 | $1.8M | 119k | 15.14 | |
| Team | 0.0 | $2.1M | 51k | 41.08 | |
| Tile Shop Hldgs (TTSH) | 0.0 | $1.7M | 81k | 21.01 |
