Kalmar Investments as of March 31, 2011
Portfolio Holdings for Kalmar Investments
Kalmar Investments holds 145 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cooper Companies | 3.5 | $159M | 2.3M | 69.45 | |
| Alliance Data Systems Corporation (BFH) | 2.5 | $116M | 1.3M | 85.89 | |
| Albemarle Corporation (ALB) | 1.9 | $89M | 1.5M | 59.77 | |
| Ariba | 1.9 | $86M | 2.5M | 34.14 | |
| Chicago Bridge & Iron Company | 1.7 | $79M | 1.9M | 40.66 | |
| MSC Industrial Direct (MSM) | 1.7 | $79M | 1.2M | 68.47 | |
| DeVry | 1.6 | $75M | 1.4M | 55.07 | |
| Herbalife Ltd Com Stk (HLF) | 1.6 | $75M | 920k | 81.36 | |
| Gentex Corporation (GNTX) | 1.6 | $75M | 2.5M | 30.25 | |
| EnerSys (ENS) | 1.6 | $73M | 1.8M | 39.75 | |
| LKQ Corporation (LKQ) | 1.5 | $70M | 2.9M | 24.10 | |
| VeriFone Systems | 1.5 | $67M | 1.2M | 54.95 | |
| ResMed (RMD) | 1.4 | $66M | 2.2M | 30.00 | |
| Flowserve Corporation (FLS) | 1.4 | $63M | 486k | 128.80 | |
| United Natural Foods (UNFI) | 1.4 | $63M | 1.4M | 44.82 | |
| Life Time Fitness | 1.3 | $61M | 1.6M | 37.31 | |
| Atmel Corporation | 1.3 | $61M | 4.5M | 13.63 | |
| Tractor Supply Company (TSCO) | 1.3 | $60M | 1.0M | 59.86 | |
| Rovi Corporation | 1.3 | $59M | 1.1M | 53.65 | |
| Brigham Exploration Company | 1.3 | $58M | 1.6M | 37.18 | |
| Ihs | 1.3 | $58M | 657k | 88.75 | |
| Middleby Corporation (MIDD) | 1.3 | $58M | 620k | 93.12 | |
| CarMax (KMX) | 1.2 | $57M | 1.8M | 32.10 | |
| Trimble Navigation (TRMB) | 1.2 | $56M | 1.1M | 50.54 | |
| Affiliated Managers (AMG) | 1.2 | $55M | 499k | 109.37 | |
| BE Aerospace | 1.2 | $54M | 1.5M | 35.53 | |
| Belden (BDC) | 1.2 | $53M | 1.4M | 37.55 | |
| Avago Technologies | 1.2 | $53M | 1.7M | 31.10 | |
| Kennametal (KMT) | 1.1 | $53M | 1.3M | 39.00 | |
| Allscripts Healthcare Solutions (MDRX) | 1.1 | $50M | 2.4M | 20.99 | |
| Poly | 1.1 | $50M | 954k | 51.85 | |
| Lazard Ltd-cl A shs a | 1.1 | $48M | 1.2M | 41.58 | |
| Digital River | 1.1 | $49M | 1.3M | 37.43 | |
| F5 Networks (FFIV) | 1.1 | $48M | 468k | 102.57 | |
| Core Laboratories | 1.0 | $45M | 439k | 102.17 | |
| Microsemi Corporation | 1.0 | $44M | 2.1M | 20.71 | |
| MICROS Systems | 1.0 | $44M | 891k | 49.43 | |
| Corrections Corporation of America | 1.0 | $44M | 1.8M | 24.40 | |
| Sapient Corporation | 0.9 | $43M | 3.8M | 11.45 | |
| Nice Systems (NICE) | 0.9 | $43M | 1.2M | 36.94 | |
| Teradyne (TER) | 0.9 | $42M | 2.4M | 17.81 | |
| Cadence Design Systems (CDNS) | 0.9 | $42M | 4.3M | 9.75 | |
| Williams-Sonoma (WSM) | 0.9 | $40M | 990k | 40.50 | |
| SandRidge Energy | 0.9 | $40M | 3.1M | 12.80 | |
| Uti Worldwide | 0.8 | $37M | 1.9M | 20.17 | |
| Concur Technologies | 0.8 | $37M | 661k | 55.45 | |
| Alpha Natural Resources | 0.8 | $37M | 616k | 59.37 | |
| Niko Resources (NKO) | 0.8 | $36M | 376k | 95.61 | |
| Ametek (AME) | 0.8 | $36M | 812k | 43.87 | |
| Atwood Oceanics | 0.8 | $35M | 757k | 46.43 | |
| Stericycle (SRCL) | 0.8 | $35M | 393k | 88.67 | |
| Iesi Bfc | 0.8 | $34M | 1.4M | 25.37 | |
| Acxiom Corporation | 0.7 | $34M | 2.4M | 14.35 | |
| Nuance Communications | 0.7 | $34M | 1.7M | 19.55 | |
| Service Corporation International (SCI) | 0.7 | $33M | 3.0M | 11.06 | |
| Petrohawk Energy Corporation | 0.7 | $33M | 1.4M | 24.54 | |
| Volcano Corporation | 0.7 | $33M | 1.3M | 25.60 | |
| Darden Restaurants (DRI) | 0.7 | $31M | 628k | 49.13 | |
| Icon | 0.7 | $31M | 1.4M | 21.59 | |
| Varian Medical Systems | 0.7 | $31M | 452k | 67.64 | |
| Fastenal Company (FAST) | 0.7 | $30M | 457k | 64.83 | |
| Adtran | 0.6 | $29M | 677k | 42.46 | |
| Navistar International Corporation | 0.6 | $28M | 404k | 69.33 | |
| Landstar System (LSTR) | 0.6 | $27M | 588k | 45.68 | |
| Hospira | 0.6 | $27M | 481k | 55.20 | |
| Donaldson Company (DCI) | 0.6 | $26M | 428k | 61.29 | |
| Syntel | 0.6 | $26M | 499k | 52.23 | |
| Texas Roadhouse (TXRH) | 0.6 | $26M | 1.5M | 16.99 | |
| Southwestern Energy Company | 0.6 | $25M | 590k | 42.97 | |
| Covance | 0.6 | $25M | 457k | 54.72 | |
| Cognizant Technology Solutions (CTSH) | 0.5 | $25M | 305k | 81.40 | |
| Patterson Companies (PDCO) | 0.5 | $24M | 751k | 32.19 | |
| Knight Transportation | 0.5 | $24M | 1.3M | 19.25 | |
| DSW | 0.5 | $24M | 603k | 39.96 | |
| FEI Company | 0.5 | $24M | 712k | 33.72 | |
| FLIR Systems | 0.5 | $23M | 657k | 34.61 | |
| Foster Wheeler Ltd Com Stk | 0.5 | $22M | 592k | 37.62 | |
| RF Micro Devices | 0.5 | $22M | 3.4M | 6.41 | |
| Urban Outfitters (URBN) | 0.5 | $21M | 718k | 29.83 | |
| Ultimate Software | 0.5 | $21M | 356k | 58.75 | |
| Rogers Corporation (ROG) | 0.4 | $20M | 446k | 45.06 | |
| DealerTrack Holdings | 0.4 | $20M | 871k | 22.92 | |
| Fidelity National Information Services (FIS) | 0.4 | $20M | 595k | 32.69 | |
| Diodes Incorporated (DIOD) | 0.4 | $19M | 558k | 34.06 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $19M | 387k | 48.13 | |
| Cameron International Corporation | 0.4 | $19M | 324k | 57.10 | |
| Ruby Tuesday | 0.4 | $18M | 1.4M | 13.11 | |
| Polypore International | 0.4 | $18M | 306k | 57.58 | |
| TransDigm Group Incorporated (TDG) | 0.4 | $18M | 210k | 83.83 | |
| Constant Contact | 0.4 | $17M | 499k | 34.90 | |
| Autodesk (ADSK) | 0.4 | $17M | 384k | 44.11 | |
| T. Rowe Price (TROW) | 0.4 | $17M | 255k | 66.42 | |
| Live Nation Entertainment (LYV) | 0.4 | $17M | 1.7M | 10.00 | |
| Express Scripts | 0.4 | $17M | 298k | 55.61 | |
| SFN | 0.4 | $16M | 1.2M | 14.09 | |
| Elizabeth Arden | 0.4 | $16M | 542k | 30.01 | |
| Atlas Air Worldwide Holdings | 0.3 | $16M | 227k | 69.72 | |
| Tennant Company (TNC) | 0.3 | $16M | 379k | 42.04 | |
| Nordstrom | 0.3 | $16M | 347k | 44.88 | |
| RightNow Technologies | 0.3 | $16M | 497k | 31.32 | |
| Discovery Communications | 0.3 | $15M | 433k | 35.21 | |
| Nic | 0.3 | $15M | 1.2M | 12.46 | |
| MasterCard Incorporated (MA) | 0.3 | $15M | 59k | 251.71 | |
| Praxair | 0.3 | $15M | 144k | 101.60 | |
| Amphenol Corporation (APH) | 0.3 | $14M | 265k | 54.39 | |
| Pegasystems (PEGA) | 0.3 | $15M | 382k | 37.97 | |
| Wabash National Corporation (WNC) | 0.3 | $14M | 1.2M | 11.58 | |
| Imax Corp Cad (IMAX) | 0.3 | $14M | 440k | 31.98 | |
| Radiant Systems | 0.3 | $14M | 770k | 17.68 | |
| Luminex Corporation | 0.3 | $14M | 719k | 18.76 | |
| American Tower Corporation | 0.3 | $13M | 258k | 51.82 | |
| Hertz Global Holdings | 0.3 | $13M | 846k | 15.63 | |
| Mobile Mini | 0.3 | $13M | 553k | 24.02 | |
| Rex Energy Corporation | 0.3 | $13M | 1.1M | 11.64 | |
| Altera Corporation | 0.3 | $13M | 295k | 44.02 | |
| NetScout Systems (NTCT) | 0.3 | $13M | 472k | 27.32 | |
| Swift Transportation Company | 0.3 | $13M | 864k | 14.70 | |
| Pride International | 0.3 | $12M | 288k | 42.95 | |
| Zumiez (ZUMZ) | 0.3 | $12M | 463k | 26.43 | |
| Lam Research Corporation | 0.3 | $12M | 210k | 56.66 | |
| Healthcare Services (HCSG) | 0.3 | $12M | 667k | 17.57 | |
| AES Corporation (AES) | 0.2 | $11M | 839k | 13.00 | |
| Power Integrations (POWI) | 0.2 | $11M | 283k | 38.33 | |
| American Public Education (APEI) | 0.2 | $11M | 266k | 40.45 | |
| Millicom Intl Cellular S.a. S hs (TIGO) | 0.2 | $11M | 110k | 96.17 | |
| C.H. Robinson Worldwide (CHRW) | 0.2 | $10M | 139k | 74.13 | |
| BJ's Restaurants (BJRI) | 0.2 | $11M | 267k | 39.33 | |
| J.B. Hunt Transport Services (JBHT) | 0.2 | $10M | 224k | 45.42 | |
| Atmi | 0.2 | $9.9M | 525k | 18.89 | |
| SonoSite | 0.2 | $9.7M | 291k | 33.32 | |
| Celadon (CGIP) | 0.2 | $9.3M | 574k | 16.24 | |
| Rush Enterprises (RUSHA) | 0.2 | $8.7M | 439k | 19.80 | |
| MedAssets | 0.2 | $8.6M | 562k | 15.24 | |
| Juniper Networks (JNPR) | 0.2 | $8.3M | 197k | 42.08 | |
| Ixia | 0.2 | $7.9M | 496k | 15.88 | |
| Meridian Bioscience | 0.2 | $7.8M | 326k | 23.99 | |
| Robbins & Myers | 0.1 | $7.1M | 154k | 45.99 | |
| Weatherford International Lt reg | 0.1 | $6.6M | 291k | 22.60 | |
| San Gold Corp (SGRCF) | 0.1 | $6.3M | 2.4M | 2.63 | |
| InnerWorkings | 0.1 | $5.3M | 716k | 7.38 | |
| Super Micro Computer | 0.1 | $5.4M | 335k | 16.04 | |
| Bravo Brio Restaurant | 0.1 | $4.9M | 276k | 17.69 | |
| Evercore Partners (EVR) | 0.1 | $4.5M | 132k | 34.29 | |
| eResearch Technology | 0.1 | $2.5M | 372k | 6.77 | |
| GameStop (GME) | 0.1 | $2.7M | 119k | 22.52 |
