Kalmar Investments as of June 30, 2014
Portfolio Holdings for Kalmar Investments
Kalmar Investments holds 157 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Alliance Data Systems Corporation (BFH) | 2.9 | $166M | 589k | 281.25 | |
Cooper Companies | 2.2 | $130M | 956k | 135.53 | |
PolyOne Corporation | 1.9 | $109M | 2.6M | 42.14 | |
Life Time Fitness | 1.8 | $105M | 2.2M | 48.74 | |
MSC Industrial Direct (MSM) | 1.8 | $103M | 1.1M | 95.64 | |
Chicago Bridge & Iron Company | 1.7 | $101M | 1.5M | 68.20 | |
West Pharmaceutical Services (WST) | 1.7 | $97M | 2.3M | 42.18 | |
LKQ Corporation (LKQ) | 1.6 | $93M | 3.5M | 26.69 | |
Belden (BDC) | 1.5 | $89M | 1.1M | 78.16 | |
Ihs | 1.4 | $83M | 613k | 135.67 | |
CarMax (KMX) | 1.4 | $79M | 1.5M | 52.01 | |
EnerSys (ENS) | 1.4 | $79M | 1.1M | 68.79 | |
United Natural Foods (UNFI) | 1.4 | $78M | 1.2M | 65.10 | |
Pentair | 1.4 | $79M | 1.1M | 72.12 | |
A. O. Smith Corporation (AOS) | 1.3 | $78M | 1.6M | 49.58 | |
Conn's (CONN) | 1.3 | $77M | 1.6M | 49.39 | |
Middleby Corporation (MIDD) | 1.3 | $73M | 883k | 82.72 | |
Herbalife Ltd Com Stk (HLF) | 1.2 | $72M | 1.1M | 64.54 | |
Sapient Corporation | 1.2 | $71M | 4.4M | 16.25 | |
Atmel Corporation | 1.2 | $68M | 7.3M | 9.37 | |
Watsco, Incorporated (WSO) | 1.1 | $67M | 653k | 102.76 | |
Ultimate Software | 1.1 | $66M | 480k | 138.17 | |
Ashland | 1.1 | $66M | 610k | 108.74 | |
Live Nation Entertainment (LYV) | 1.1 | $65M | 2.6M | 24.69 | |
W.R. Grace & Co. | 1.1 | $65M | 692k | 94.53 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.1 | $64M | 704k | 91.41 | |
Teradyne (TER) | 1.1 | $64M | 3.2M | 19.60 | |
Tractor Supply Company (TSCO) | 1.1 | $62M | 1.0M | 60.40 | |
Affiliated Managers (AMG) | 1.1 | $61M | 298k | 205.40 | |
ResMed (RMD) | 1.0 | $60M | 1.2M | 50.63 | |
Salix Pharmaceuticals | 1.0 | $60M | 486k | 123.35 | |
Acxiom Corporation | 1.0 | $58M | 2.7M | 21.69 | |
Informatica Corporation | 1.0 | $58M | 1.6M | 35.65 | |
Worthington Industries (WOR) | 1.0 | $58M | 1.3M | 43.04 | |
Ametek (AME) | 1.0 | $56M | 1.1M | 52.28 | |
Electronics For Imaging | 1.0 | $56M | 1.2M | 45.20 | |
DealerTrack Holdings | 1.0 | $56M | 1.2M | 45.34 | |
Core Laboratories | 0.9 | $55M | 327k | 167.06 | |
Cyberonics | 0.9 | $55M | 874k | 62.46 | |
Bankrate | 0.9 | $54M | 3.1M | 17.54 | |
Service Corporation International (SCI) | 0.9 | $54M | 2.6M | 20.72 | |
Urban Outfitters (URBN) | 0.9 | $53M | 1.6M | 33.86 | |
Methode Electronics (MEI) | 0.9 | $52M | 1.4M | 38.21 | |
F5 Networks (FFIV) | 0.9 | $52M | 466k | 111.44 | |
Carpenter Technology Corporation (CRS) | 0.9 | $52M | 821k | 63.25 | |
Jarden Corporation | 0.8 | $50M | 838k | 59.35 | |
Actavis | 0.8 | $49M | 218k | 223.05 | |
Cabot Oil & Gas Corporation (CTRA) | 0.8 | $48M | 1.4M | 34.14 | |
SBA Communications Corporation | 0.8 | $47M | 461k | 102.30 | |
Flowserve Corporation (FLS) | 0.8 | $47M | 632k | 74.35 | |
Bonanza Creek Energy | 0.8 | $47M | 827k | 57.19 | |
DSW | 0.8 | $47M | 1.7M | 27.94 | |
FMC Corporation (FMC) | 0.8 | $45M | 633k | 71.19 | |
Quanta Services (PWR) | 0.7 | $43M | 1.2M | 34.58 | |
Dorman Products (DORM) | 0.7 | $42M | 860k | 49.32 | |
MICROS Systems | 0.7 | $42M | 613k | 67.90 | |
Trex Company (TREX) | 0.7 | $41M | 1.4M | 28.82 | |
Texas Roadhouse (TXRH) | 0.7 | $42M | 1.6M | 26.00 | |
Wolverine World Wide (WWW) | 0.7 | $39M | 1.5M | 26.06 | |
Atwood Oceanics | 0.7 | $39M | 740k | 52.48 | |
Rogers Corporation (ROG) | 0.7 | $39M | 589k | 66.35 | |
Halcon Resources | 0.7 | $39M | 5.4M | 7.29 | |
BE Aerospace | 0.7 | $38M | 410k | 92.49 | |
Carlisle Companies (CSL) | 0.7 | $38M | 439k | 86.62 | |
Trimble Navigation (TRMB) | 0.6 | $36M | 985k | 36.95 | |
United Rentals (URI) | 0.6 | $36M | 344k | 104.73 | |
Syntel | 0.6 | $36M | 417k | 85.96 | |
Polypore International | 0.6 | $36M | 752k | 47.73 | |
Superior Energy Services | 0.6 | $36M | 995k | 36.14 | |
Southwestern Energy Company (SWN) | 0.6 | $35M | 775k | 45.49 | |
Gulfport Energy Corporation | 0.6 | $32M | 514k | 62.80 | |
Vitamin Shoppe | 0.5 | $31M | 725k | 43.02 | |
Acuity Brands (AYI) | 0.5 | $31M | 224k | 138.25 | |
Icon (ICLR) | 0.5 | $30M | 636k | 47.11 | |
Luminex Corporation | 0.5 | $29M | 1.7M | 17.15 | |
Cognizant Technology Solutions (CTSH) | 0.5 | $28M | 577k | 48.91 | |
Finisar Corporation | 0.5 | $28M | 1.4M | 19.75 | |
Oxford Industries (OXM) | 0.5 | $29M | 430k | 66.67 | |
Tennant Company (TNC) | 0.5 | $29M | 374k | 76.32 | |
Magnum Hunter Resources Corporation | 0.5 | $29M | 3.5M | 8.20 | |
Bruker Corporation (BRKR) | 0.5 | $28M | 1.2M | 24.27 | |
3D Systems Corporation (DDD) | 0.5 | $28M | 465k | 59.80 | |
Mobile Mini | 0.5 | $28M | 575k | 47.89 | |
Encore Capital (ECPG) | 0.5 | $27M | 595k | 45.42 | |
Diodes Incorporated (DIOD) | 0.5 | $27M | 927k | 28.96 | |
MasterCard Incorporated (MA) | 0.4 | $25M | 341k | 73.47 | |
Dick's Sporting Goods (DKS) | 0.4 | $25M | 535k | 46.56 | |
Wageworks | 0.4 | $25M | 524k | 48.21 | |
Akorn | 0.4 | $24M | 722k | 33.25 | |
Pdc Energy | 0.4 | $24M | 375k | 63.15 | |
Integrated Device Technology | 0.4 | $23M | 1.5M | 15.46 | |
Bottomline Technologies | 0.4 | $23M | 780k | 29.92 | |
Concur Technologies | 0.4 | $23M | 245k | 93.34 | |
Hertz Global Holdings | 0.4 | $23M | 802k | 28.03 | |
Thermo Fisher Scientific (TMO) | 0.4 | $22M | 187k | 118.00 | |
Krispy Kreme Doughnuts | 0.4 | $22M | 1.4M | 15.98 | |
Align Technology (ALGN) | 0.4 | $22M | 394k | 56.04 | |
Del Friscos Restaurant | 0.4 | $22M | 802k | 27.56 | |
Stericycle (SRCL) | 0.4 | $21M | 181k | 118.42 | |
Discovery Communications | 0.4 | $22M | 299k | 72.59 | |
G-III Apparel (GIII) | 0.4 | $22M | 267k | 81.66 | |
T. Rowe Price (TROW) | 0.3 | $20M | 241k | 84.41 | |
Rex Energy Corporation | 0.3 | $21M | 1.2M | 17.71 | |
Conversant | 0.3 | $21M | 807k | 25.40 | |
Weatherford Intl Plc ord | 0.3 | $20M | 873k | 23.00 | |
Power Integrations (POWI) | 0.3 | $20M | 348k | 57.54 | |
Fidelity National Information Services (FIS) | 0.3 | $19M | 355k | 54.74 | |
Fastenal Company (FAST) | 0.3 | $18M | 363k | 49.49 | |
Spectranetics Corporation | 0.3 | $18M | 776k | 22.88 | |
Pegasystems (PEGA) | 0.3 | $18M | 837k | 21.12 | |
Imax Corp Cad (IMAX) | 0.3 | $17M | 603k | 28.48 | |
Amphenol Corporation (APH) | 0.3 | $16M | 170k | 96.34 | |
Stage Stores | 0.3 | $17M | 883k | 18.69 | |
O'reilly Automotive (ORLY) | 0.3 | $16M | 108k | 150.60 | |
Chemtura Corporation | 0.3 | $16M | 595k | 26.13 | |
Interxion Holding | 0.3 | $16M | 578k | 27.38 | |
American Tower Reit (AMT) | 0.3 | $15M | 172k | 89.98 | |
Ryder System (R) | 0.3 | $15M | 173k | 88.09 | |
Corporate Executive Board Company | 0.3 | $15M | 220k | 68.22 | |
Marchex (MCHX) | 0.2 | $15M | 1.2M | 12.02 | |
NCI Building Systems | 0.2 | $15M | 763k | 19.43 | |
Financial Engines | 0.2 | $14M | 316k | 45.28 | |
WNS | 0.2 | $13M | 684k | 19.18 | |
Xilinx | 0.2 | $13M | 277k | 47.31 | |
Starwood Hotels & Resorts Worldwide | 0.2 | $13M | 158k | 80.82 | |
Stein Mart | 0.2 | $13M | 929k | 13.89 | |
Monotype Imaging Holdings | 0.2 | $13M | 448k | 28.17 | |
Alexion Pharmaceuticals | 0.2 | $13M | 83k | 156.25 | |
8x8 (EGHT) | 0.2 | $12M | 1.5M | 8.08 | |
Autodesk (ADSK) | 0.2 | $12M | 206k | 56.38 | |
Harley-Davidson (HOG) | 0.2 | $12M | 169k | 69.85 | |
Zumiez (ZUMZ) | 0.2 | $12M | 432k | 27.59 | |
Perrigo Company | 0.2 | $11M | 78k | 145.76 | |
Cameron International Corporation | 0.2 | $11M | 165k | 67.71 | |
Zoetis Inc Cl A (ZTS) | 0.2 | $11M | 335k | 32.27 | |
InnerWorkings | 0.2 | $11M | 1.3M | 8.50 | |
Ruckus Wireless | 0.2 | $10M | 857k | 11.91 | |
Repligen Corporation (RGEN) | 0.2 | $9.7M | 428k | 22.79 | |
Praxair | 0.2 | $9.1M | 69k | 132.84 | |
Cambrex Corporation | 0.2 | $9.2M | 446k | 20.70 | |
Icg Group | 0.2 | $9.5M | 456k | 20.88 | |
Expeditors International of Washington (EXPD) | 0.1 | $8.7M | 197k | 44.16 | |
J.B. Hunt Transport Services (JBHT) | 0.1 | $8.8M | 120k | 73.78 | |
Callidus Software | 0.1 | $8.9M | 743k | 11.94 | |
Elizabeth Arden | 0.1 | $7.6M | 353k | 21.42 | |
Lam Research Corporation (LRCX) | 0.1 | $7.4M | 109k | 67.58 | |
MaxLinear (MXL) | 0.1 | $7.7M | 769k | 10.07 | |
SciQuest | 0.1 | $7.5M | 425k | 17.69 | |
Entravision Communication (EVC) | 0.1 | $6.7M | 1.1M | 6.22 | |
Catamaran | 0.1 | $7.2M | 163k | 44.16 | |
Monro Muffler Brake (MNRO) | 0.1 | $6.6M | 125k | 53.19 | |
Vascular Solutions | 0.1 | $5.1M | 231k | 22.19 | |
Verisk Analytics (VRSK) | 0.1 | $4.6M | 77k | 60.02 | |
Mix Telematics Ltd - | 0.1 | $4.8M | 478k | 10.05 | |
STAAR Surgical Company (STAA) | 0.1 | $4.0M | 236k | 16.80 | |
Fox Factory Hldg (FOXF) | 0.0 | $2.5M | 143k | 17.59 | |
Nic | 0.0 | $1.6M | 101k | 15.85 |