Kalmar Investments as of March 31, 2014
Portfolio Holdings for Kalmar Investments
Kalmar Investments holds 156 positions in its portfolio as reported in the March 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Alliance Data Systems Corporation (BFH) | 2.7 | $161M | 592k | 272.45 | |
Cooper Companies (COO) | 2.3 | $135M | 986k | 137.36 | |
Chicago Bridge & Iron Company | 2.2 | $128M | 1.5M | 87.15 | |
PolyOne Corporation | 2.0 | $117M | 3.2M | 36.66 | |
Life Time Fitness | 1.7 | $103M | 2.1M | 48.10 | |
Pentair | 1.6 | $96M | 1.2M | 79.34 | |
Belden (BDC) | 1.6 | $95M | 1.4M | 69.60 | |
Acxiom Corporation | 1.6 | $93M | 2.7M | 34.40 | |
MSC Industrial Direct (MSM) | 1.6 | $93M | 1.1M | 86.52 | |
LKQ Corporation (LKQ) | 1.5 | $90M | 3.4M | 26.35 | |
West Pharmaceutical Services (WST) | 1.4 | $86M | 2.0M | 44.05 | |
United Natural Foods (UNFI) | 1.4 | $86M | 1.2M | 70.92 | |
EnerSys (ENS) | 1.4 | $82M | 1.2M | 69.29 | |
Sapient Corporation | 1.3 | $79M | 4.6M | 17.06 | |
Middleby Corporation (MIDD) | 1.3 | $77M | 293k | 264.21 | |
BE Aerospace | 1.3 | $75M | 867k | 86.79 | |
Ihs | 1.2 | $73M | 604k | 121.50 | |
Tractor Supply Company (TSCO) | 1.2 | $72M | 1.0M | 70.63 | |
A. O. Smith Corporation (AOS) | 1.2 | $71M | 1.5M | 46.02 | |
CarMax (KMX) | 1.2 | $70M | 1.5M | 46.80 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.1 | $68M | 697k | 97.44 | |
W.R. Grace & Co. | 1.1 | $68M | 682k | 99.17 | |
Ultimate Software | 1.1 | $66M | 479k | 137.00 | |
Core Laboratories | 1.1 | $64M | 323k | 198.44 | |
Watsco, Incorporated (WSO) | 1.1 | $64M | 643k | 99.91 | |
Flowserve Corporation (FLS) | 1.1 | $64M | 820k | 78.34 | |
Teradyne (TER) | 1.1 | $64M | 3.2M | 19.89 | |
Trimble Navigation (TRMB) | 1.1 | $63M | 1.6M | 38.87 | |
Herbalife Ltd Com Stk (HLF) | 1.1 | $63M | 1.1M | 57.27 | |
Ashland | 1.1 | $62M | 627k | 99.48 | |
Informatica Corporation | 1.0 | $61M | 1.6M | 37.78 | |
Atmel Corporation | 1.0 | $60M | 7.2M | 8.36 | |
DSW | 1.0 | $60M | 1.7M | 35.86 | |
Affiliated Managers (AMG) | 1.0 | $59M | 293k | 200.05 | |
Live Nation Entertainment (LYV) | 1.0 | $58M | 2.6M | 21.75 | |
NCR Corporation (VYX) | 1.0 | $57M | 1.6M | 36.55 | |
Cyberonics | 1.0 | $57M | 873k | 65.26 | |
Urban Outfitters (URBN) | 0.9 | $57M | 1.5M | 36.47 | |
Ametek (AME) | 0.9 | $55M | 1.1M | 51.49 | |
Carpenter Technology Corporation (CRS) | 0.9 | $54M | 819k | 66.04 | |
ResMed (RMD) | 0.9 | $53M | 1.2M | 44.69 | |
Bankrate | 0.9 | $53M | 3.1M | 16.94 | |
Service Corporation International (SCI) | 0.8 | $50M | 2.5M | 19.88 | |
Salix Pharmaceuticals | 0.8 | $50M | 479k | 103.61 | |
F5 Networks (FFIV) | 0.8 | $49M | 460k | 106.63 | |
Jarden Corporation | 0.8 | $49M | 815k | 59.83 | |
Icon (ICLR) | 0.8 | $48M | 1.0M | 47.55 | |
Cabot Oil & Gas Corporation (CTRA) | 0.8 | $48M | 1.4M | 33.88 | |
Southwestern Energy Company (SWN) | 0.8 | $47M | 1.0M | 46.01 | |
FMC Corporation (FMC) | 0.8 | $48M | 623k | 76.56 | |
United Rentals (URI) | 0.8 | $47M | 492k | 94.94 | |
Dorman Products (DORM) | 0.8 | $47M | 795k | 59.06 | |
Quanta Services (PWR) | 0.8 | $45M | 1.2M | 36.90 | |
Actavis | 0.8 | $45M | 218k | 205.85 | |
DealerTrack Holdings | 0.7 | $44M | 892k | 49.19 | |
MICROS Systems | 0.7 | $43M | 802k | 52.93 | |
SBA Communications Corporation | 0.7 | $42M | 461k | 90.96 | |
Nice Systems (NICE) | 0.7 | $42M | 941k | 44.66 | |
Texas Roadhouse (TXRH) | 0.7 | $41M | 1.6M | 26.08 | |
Wolverine World Wide (WWW) | 0.7 | $38M | 1.3M | 28.55 | |
Rogers Corporation (ROG) | 0.6 | $38M | 605k | 62.42 | |
Electronics For Imaging | 0.6 | $37M | 861k | 43.31 | |
Syntel | 0.6 | $37M | 415k | 89.90 | |
Conn's (CONN) | 0.6 | $38M | 968k | 38.85 | |
Atwood Oceanics | 0.6 | $37M | 735k | 50.39 | |
Bonanza Creek Energy | 0.6 | $37M | 831k | 44.40 | |
Gulfport Energy Corporation | 0.6 | $36M | 506k | 71.18 | |
Worthington Industries (WOR) | 0.6 | $37M | 953k | 38.25 | |
Mobile Mini | 0.6 | $35M | 817k | 43.36 | |
Pier 1 Imports | 0.6 | $35M | 1.9M | 18.88 | |
Oxford Industries (OXM) | 0.6 | $35M | 442k | 78.20 | |
Vitamin Shoppe | 0.6 | $34M | 720k | 47.52 | |
Integrated Device Technology | 0.6 | $33M | 2.7M | 12.23 | |
Finisar Corporation | 0.5 | $31M | 1.2M | 26.51 | |
Carlisle Companies (CSL) | 0.5 | $31M | 391k | 79.34 | |
Luminex Corporation | 0.5 | $31M | 1.7M | 18.11 | |
Superior Energy Services | 0.5 | $30M | 975k | 30.76 | |
Magnum Hunter Resources Corporation | 0.5 | $31M | 3.6M | 8.50 | |
Wageworks | 0.5 | $30M | 539k | 56.11 | |
Cognizant Technology Solutions (CTSH) | 0.5 | $29M | 577k | 50.60 | |
Dick's Sporting Goods (DKS) | 0.5 | $29M | 527k | 54.61 | |
Acuity Brands (AYI) | 0.5 | $29M | 221k | 132.57 | |
Catamaran | 0.5 | $28M | 630k | 44.76 | |
Encore Capital (ECPG) | 0.5 | $28M | 612k | 45.70 | |
Bottomline Technologies | 0.5 | $28M | 799k | 35.15 | |
3D Systems Corporation (DDD) | 0.5 | $28M | 466k | 59.15 | |
MasterCard Incorporated (MA) | 0.4 | $25M | 341k | 74.70 | |
Krispy Kreme Doughnuts | 0.4 | $25M | 1.4M | 17.73 | |
Polypore International | 0.4 | $26M | 752k | 34.21 | |
Tennant Company (TNC) | 0.4 | $25M | 384k | 65.62 | |
Diodes Incorporated (DIOD) | 0.4 | $24M | 929k | 26.12 | |
Concur Technologies | 0.4 | $24M | 241k | 99.07 | |
Discovery Communications | 0.4 | $23M | 299k | 77.06 | |
Pdc Energy | 0.4 | $23M | 371k | 62.26 | |
Del Friscos Restaurant | 0.4 | $23M | 822k | 27.89 | |
Thermo Fisher Scientific (TMO) | 0.4 | $23M | 187k | 120.24 | |
Stage Stores | 0.4 | $22M | 912k | 24.45 | |
Rex Energy Corporation | 0.4 | $22M | 1.2M | 18.71 | |
Trex Company (TREX) | 0.4 | $22M | 300k | 73.16 | |
Hertz Global Holdings | 0.4 | $21M | 802k | 26.64 | |
Uti Worldwide | 0.3 | $21M | 2.0M | 10.59 | |
Stericycle (SRCL) | 0.3 | $20M | 175k | 113.62 | |
T. Rowe Price (TROW) | 0.3 | $20M | 241k | 82.35 | |
Fidelity National Information Services (FIS) | 0.3 | $19M | 355k | 53.45 | |
Methode Electronics (MEI) | 0.3 | $19M | 628k | 30.66 | |
Albemarle Corporation (ALB) | 0.3 | $19M | 289k | 66.42 | |
Conversant | 0.3 | $18M | 650k | 28.15 | |
Power Integrations (POWI) | 0.3 | $18M | 268k | 65.78 | |
Fastenal Company (FAST) | 0.3 | $18M | 363k | 49.30 | |
G-III Apparel (GIII) | 0.3 | $18M | 249k | 71.58 | |
Nic | 0.3 | $18M | 919k | 19.31 | |
Imax Corp Cad (IMAX) | 0.3 | $17M | 623k | 27.33 | |
Corporate Executive Board Company | 0.3 | $17M | 225k | 74.23 | |
Akorn | 0.3 | $16M | 739k | 22.00 | |
Financial Engines | 0.3 | $16M | 313k | 50.78 | |
O'reilly Automotive (ORLY) | 0.3 | $16M | 108k | 148.39 | |
Amphenol Corporation (APH) | 0.3 | $16M | 170k | 91.65 | |
Pegasystems (PEGA) | 0.3 | $15M | 429k | 35.32 | |
Weatherford International Lt reg | 0.3 | $15M | 873k | 17.36 | |
Chemtura Corporation | 0.3 | $15M | 610k | 25.29 | |
Xilinx | 0.2 | $15M | 277k | 54.27 | |
Spectranetics Corporation | 0.2 | $15M | 483k | 30.31 | |
8x8 (EGHT) | 0.2 | $15M | 1.4M | 10.81 | |
Interxion Holding | 0.2 | $14M | 593k | 23.98 | |
American Tower Reit (AMT) | 0.2 | $14M | 172k | 81.87 | |
Stein Mart | 0.2 | $13M | 952k | 14.01 | |
NCI Building Systems | 0.2 | $13M | 760k | 17.46 | |
WNS (WNS) | 0.2 | $13M | 702k | 18.00 | |
Starwood Hotels & Resorts Worldwide | 0.2 | $13M | 158k | 79.60 | |
Alexion Pharmaceuticals | 0.2 | $13M | 83k | 152.12 | |
Perrigo Company | 0.2 | $12M | 78k | 154.66 | |
SciQuest | 0.2 | $12M | 438k | 27.02 | |
Harley-Davidson (HOG) | 0.2 | $11M | 169k | 66.61 | |
Servicesource | 0.2 | $11M | 1.3M | 8.44 | |
Elizabeth Arden | 0.2 | $11M | 368k | 29.51 | |
Zumiez (ZUMZ) | 0.2 | $11M | 442k | 24.24 | |
Ruckus Wireless | 0.2 | $11M | 883k | 12.16 | |
Autodesk (ADSK) | 0.2 | $10M | 206k | 49.18 | |
InnerWorkings | 0.2 | $9.9M | 1.3M | 7.66 | |
Cameron International Corporation | 0.2 | $10M | 165k | 61.77 | |
Monotype Imaging Holdings | 0.2 | $9.8M | 324k | 30.14 | |
Callidus Software | 0.2 | $9.2M | 736k | 12.52 | |
Zoetis Inc Cl A (ZTS) | 0.2 | $9.7M | 335k | 28.94 | |
J.B. Hunt Transport Services (JBHT) | 0.1 | $8.6M | 120k | 71.92 | |
Praxair | 0.1 | $9.0M | 69k | 130.97 | |
Cambrex Corporation | 0.1 | $8.6M | 456k | 18.87 | |
Marchex (MCHX) | 0.1 | $8.9M | 843k | 10.51 | |
Expeditors International of Washington (EXPD) | 0.1 | $7.8M | 197k | 39.63 | |
MaxLinear (MXL) | 0.1 | $7.5M | 788k | 9.48 | |
Monro Muffler Brake (MNRO) | 0.1 | $7.3M | 129k | 56.88 | |
Repligen Corporation (RGEN) | 0.1 | $7.2M | 564k | 12.86 | |
Lam Research Corporation (LRCX) | 0.1 | $6.0M | 109k | 55.00 | |
Vascular Solutions | 0.1 | $6.2M | 237k | 26.19 | |
Mix Telematics Ltd - (MIXT) | 0.1 | $5.3M | 493k | 10.78 | |
Verisk Analytics (VRSK) | 0.1 | $4.6M | 77k | 59.96 | |
Fox Factory Hldg (FOXF) | 0.1 | $2.9M | 152k | 18.90 |