Kalmar Investments as of June 30, 2011
Portfolio Holdings for Kalmar Investments
Kalmar Investments holds 147 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cooper Companies | 3.1 | $144M | 1.8M | 79.24 | |
| Alliance Data Systems Corporation (BFH) | 2.8 | $126M | 1.3M | 94.07 | |
| Albemarle Corporation (ALB) | 1.9 | $87M | 1.3M | 69.20 | |
| Ariba | 1.9 | $86M | 2.5M | 34.47 | |
| Herbalife Ltd Com Stk (HLF) | 1.8 | $82M | 1.4M | 57.64 | |
| DeVry | 1.8 | $80M | 1.4M | 59.13 | |
| MSC Industrial Direct (MSM) | 1.7 | $76M | 1.1M | 66.31 | |
| LKQ Corporation (LKQ) | 1.6 | $75M | 2.9M | 26.09 | |
| Gentex Corporation (GNTX) | 1.6 | $75M | 2.5M | 30.23 | |
| Chicago Bridge & Iron Company | 1.5 | $70M | 1.8M | 38.90 | |
| ResMed (RMD) | 1.5 | $68M | 2.2M | 30.95 | |
| Tractor Supply Company (TSCO) | 1.5 | $67M | 998k | 66.88 | |
| Life Time Fitness | 1.4 | $65M | 1.6M | 39.91 | |
| EnerSys (ENS) | 1.4 | $63M | 1.8M | 34.42 | |
| Rovi Corporation | 1.4 | $63M | 1.1M | 57.36 | |
| BE Aerospace | 1.4 | $62M | 1.5M | 40.81 | |
| Poly | 1.3 | $61M | 952k | 64.30 | |
| VeriFone Systems | 1.3 | $59M | 1.3M | 44.35 | |
| Corrections Corporation of America | 1.3 | $59M | 2.7M | 21.65 | |
| CarMax (KMX) | 1.3 | $58M | 1.8M | 33.07 | |
| Middleby Corporation (MIDD) | 1.3 | $58M | 617k | 94.04 | |
| Kennametal (KMT) | 1.2 | $57M | 1.3M | 42.21 | |
| Sapient Corporation | 1.2 | $56M | 3.7M | 15.03 | |
| Ihs | 1.2 | $55M | 657k | 83.42 | |
| SandRidge Energy | 1.1 | $53M | 4.9M | 10.66 | |
| W.R. Grace & Co. | 1.1 | $53M | 1.2M | 45.63 | |
| Pentair | 1.1 | $53M | 1.3M | 40.36 | |
| F5 Networks (FFIV) | 1.1 | $52M | 468k | 110.25 | |
| Affiliated Managers (AMG) | 1.1 | $51M | 499k | 101.45 | |
| United Natural Foods (UNFI) | 1.1 | $50M | 1.2M | 42.67 | |
| Atmel Corporation | 1.1 | $50M | 3.5M | 14.07 | |
| Belden (BDC) | 1.1 | $50M | 1.4M | 34.86 | |
| Core Laboratories | 1.1 | $49M | 438k | 111.54 | |
| Brigham Exploration Company | 1.0 | $47M | 1.6M | 29.93 | |
| Allscripts Healthcare Solutions (MDRX) | 1.0 | $46M | 2.4M | 19.42 | |
| Cadence Design Systems (CDNS) | 1.0 | $45M | 4.3M | 10.56 | |
| MICROS Systems | 1.0 | $44M | 889k | 49.71 | |
| Trimble Navigation (TRMB) | 1.0 | $44M | 1.1M | 39.64 | |
| Lazard Ltd-cl A shs a | 0.9 | $43M | 1.2M | 37.10 | |
| Petrohawk Energy Corporation | 0.9 | $43M | 1.7M | 24.67 | |
| Nice Systems (NICE) | 0.9 | $42M | 1.2M | 36.36 | |
| Volcano Corporation | 0.9 | $42M | 1.3M | 32.29 | |
| Digital River | 0.9 | $42M | 1.3M | 32.16 | |
| Navistar International Corporation | 0.9 | $41M | 733k | 56.46 | |
| Hospira | 0.9 | $40M | 699k | 56.66 | |
| Live Nation Entertainment (LYV) | 0.9 | $39M | 3.4M | 11.47 | |
| Flowserve Corporation (FLS) | 0.8 | $38M | 343k | 109.89 | |
| Nuance Communications | 0.8 | $37M | 1.7M | 21.47 | |
| Salix Pharmaceuticals | 0.8 | $37M | 933k | 39.83 | |
| Avago Technologies | 0.8 | $37M | 975k | 38.00 | |
| Uti Worldwide | 0.8 | $36M | 1.8M | 19.69 | |
| Williams-Sonoma (WSM) | 0.8 | $36M | 989k | 36.49 | |
| Service Corporation International (SCI) | 0.8 | $35M | 3.0M | 11.68 | |
| Teradyne (TER) | 0.8 | $35M | 2.4M | 14.80 | |
| Icon | 0.7 | $34M | 1.4M | 23.56 | |
| Ametek (AME) | 0.7 | $34M | 753k | 44.90 | |
| Progressive Waste Solutions | 0.7 | $34M | 1.4M | 24.90 | |
| Atwood Oceanics | 0.7 | $33M | 754k | 44.13 | |
| Concur Technologies | 0.7 | $33M | 659k | 50.07 | |
| Fastenal Company (FAST) | 0.7 | $33M | 913k | 35.99 | |
| Microsemi Corporation | 0.7 | $32M | 1.6M | 20.50 | |
| Syntel | 0.6 | $29M | 497k | 59.12 | |
| Acxiom Corporation | 0.6 | $28M | 2.1M | 13.11 | |
| Alpha Natural Resources | 0.6 | $28M | 615k | 45.44 | |
| Landstar System (LSTR) | 0.6 | $27M | 587k | 46.48 | |
| Texas Roadhouse (TXRH) | 0.6 | $27M | 1.5M | 17.54 | |
| Covance | 0.6 | $27M | 456k | 59.37 | |
| Adtran | 0.6 | $26M | 676k | 38.71 | |
| Southwestern Energy Company (SWN) | 0.6 | $25M | 590k | 42.88 | |
| Patterson Companies (PDCO) | 0.5 | $25M | 750k | 32.89 | |
| Stericycle (SRCL) | 0.5 | $24M | 273k | 89.12 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.5 | $24M | 378k | 64.58 | |
| SBA Communications Corporation | 0.5 | $24M | 618k | 38.19 | |
| Niko Resources (NKO) | 0.5 | $23M | 373k | 62.39 | |
| Cognizant Technology Solutions (CTSH) | 0.5 | $22M | 305k | 73.34 | |
| FLIR Systems | 0.5 | $22M | 657k | 33.71 | |
| Knight Transportation | 0.5 | $21M | 1.3M | 16.99 | |
| Polypore International | 0.5 | $21M | 312k | 67.84 | |
| RF Micro Devices | 0.5 | $21M | 3.4M | 6.12 | |
| Rogers Corporation (ROG) | 0.5 | $20M | 441k | 46.20 | |
| DSW | 0.4 | $20M | 401k | 50.61 | |
| DealerTrack Holdings | 0.4 | $20M | 867k | 22.95 | |
| Robbins & Myers | 0.4 | $20M | 369k | 52.85 | |
| Ultimate Software | 0.4 | $19M | 348k | 54.43 | |
| Fidelity National Information Services (FIS) | 0.4 | $18M | 595k | 30.79 | |
| MasterCard Incorporated (MA) | 0.4 | $18M | 59k | 301.34 | |
| Pegasystems (PEGA) | 0.4 | $18M | 380k | 46.55 | |
| Foster Wheeler Ltd Com Stk | 0.4 | $18M | 592k | 30.38 | |
| Nordstrom (JWN) | 0.4 | $16M | 347k | 46.94 | |
| Donaldson Company (DCI) | 0.4 | $17M | 274k | 60.68 | |
| Nic | 0.4 | $16M | 1.2M | 13.46 | |
| Cameron International Corporation | 0.4 | $16M | 324k | 50.29 | |
| Discovery Communications | 0.3 | $16M | 433k | 36.55 | |
| Express Scripts | 0.3 | $16M | 298k | 53.98 | |
| Radiant Systems | 0.3 | $16M | 761k | 20.90 | |
| T. Rowe Price (TROW) | 0.3 | $15M | 255k | 60.34 | |
| Praxair | 0.3 | $16M | 144k | 108.39 | |
| Elizabeth Arden | 0.3 | $16M | 539k | 29.03 | |
| RightNow Technologies | 0.3 | $16M | 485k | 32.40 | |
| Tennant Company (TNC) | 0.3 | $15M | 377k | 39.93 | |
| Luminex Corporation | 0.3 | $15M | 714k | 20.90 | |
| Autodesk (ADSK) | 0.3 | $15M | 384k | 38.60 | |
| Ruby Tuesday | 0.3 | $14M | 1.3M | 10.78 | |
| Diodes Incorporated (DIOD) | 0.3 | $15M | 555k | 26.10 | |
| Amphenol Corporation (APH) | 0.3 | $14M | 265k | 53.99 | |
| American Tower Corporation | 0.3 | $14M | 258k | 52.33 | |
| Altera Corporation | 0.3 | $14M | 295k | 46.35 | |
| BJ's Restaurants (BJRI) | 0.3 | $14M | 260k | 52.36 | |
| Imax Corp Cad (IMAX) | 0.3 | $14M | 429k | 32.43 | |
| Hertz Global Holdings | 0.3 | $13M | 846k | 15.88 | |
| Atlas Air Worldwide Holdings | 0.3 | $13M | 223k | 59.51 | |
| Constant Contact | 0.3 | $13M | 494k | 25.38 | |
| American Public Education (APEI) | 0.3 | $12M | 265k | 44.51 | |
| Swift Transportation Company | 0.3 | $12M | 864k | 13.55 | |
| Wabash National Corporation (WNC) | 0.2 | $11M | 1.2M | 9.37 | |
| Oxford Industries (OXM) | 0.2 | $11M | 332k | 33.76 | |
| Zumiez (ZUMZ) | 0.2 | $12M | 462k | 24.97 | |
| Ens | 0.2 | $11M | 205k | 53.30 | |
| Rex Energy Corporation | 0.2 | $11M | 1.1M | 10.27 | |
| Expeditors International of Washington (EXPD) | 0.2 | $11M | 207k | 51.19 | |
| AES Corporation (AES) | 0.2 | $11M | 839k | 12.74 | |
| J.B. Hunt Transport Services (JBHT) | 0.2 | $11M | 224k | 47.09 | |
| NetApp (NTAP) | 0.2 | $11M | 199k | 52.78 | |
| Power Integrations (POWI) | 0.2 | $11M | 279k | 38.43 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $11M | 205k | 51.11 | |
| Urban Outfitters (URBN) | 0.2 | $11M | 376k | 28.15 | |
| Atmi | 0.2 | $11M | 520k | 20.43 | |
| Healthcare Services (HCSG) | 0.2 | $11M | 653k | 16.25 | |
| SonoSite | 0.2 | $10M | 291k | 35.17 | |
| NetScout Systems (NTCT) | 0.2 | $9.8M | 467k | 20.89 | |
| Lam Research Corporation (LRCX) | 0.2 | $9.3M | 210k | 44.28 | |
| Rush Enterprises (RUSHA) | 0.2 | $8.2M | 432k | 19.03 | |
| San Gold Corp | 0.2 | $8.1M | 2.4M | 3.38 | |
| Celadon (CGIP) | 0.2 | $8.0M | 571k | 13.96 | |
| Meridian Bioscience | 0.2 | $7.9M | 326k | 24.11 | |
| InnerWorkings | 0.2 | $7.2M | 858k | 8.34 | |
| MedAssets | 0.1 | $6.7M | 500k | 13.36 | |
| Bankrate | 0.1 | $6.7M | 402k | 16.58 | |
| Juniper Networks (JNPR) | 0.1 | $6.2M | 197k | 31.50 | |
| Mobile Mini | 0.1 | $6.4M | 304k | 21.19 | |
| Ixia | 0.1 | $6.3M | 493k | 12.80 | |
| Bravo Brio Restaurant | 0.1 | $6.6M | 269k | 24.43 | |
| Super Micro Computer (SMCI) | 0.1 | $5.3M | 331k | 16.09 | |
| Weatherford International Lt reg | 0.1 | $5.5M | 291k | 18.75 | |
| MaxLinear (MXL) | 0.1 | $5.7M | 660k | 8.66 | |
| Evercore Partners (EVR) | 0.1 | $4.3M | 130k | 33.32 | |
| eResearch Technology | 0.0 | $1.3M | 200k | 6.37 |
