Kalmar Investments as of Sept. 30, 2011
Portfolio Holdings for Kalmar Investments
Kalmar Investments holds 142 positions in its portfolio as reported in the September 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Cooper Companies | 4.0 | $143M | 1.8M | 79.15 | |
Alliance Data Systems Corporation (BFH) | 3.2 | $117M | 1.3M | 92.70 | |
Life Time Fitness | 2.1 | $75M | 2.0M | 36.85 | |
Corrections Corporation of America | 2.0 | $73M | 3.2M | 22.69 | |
LKQ Corporation (LKQ) | 1.9 | $69M | 2.9M | 24.16 | |
Ariba | 1.9 | $69M | 2.5M | 27.71 | |
Gentex Corporation (GNTX) | 1.8 | $67M | 2.8M | 24.05 | |
Ihs | 1.8 | $65M | 862k | 74.81 | |
MSC Industrial Direct (MSM) | 1.8 | $64M | 1.1M | 56.46 | |
ResMed (RMD) | 1.8 | $63M | 2.2M | 28.79 | |
Tractor Supply Company (TSCO) | 1.7 | $62M | 994k | 62.53 | |
Brigham Exploration Company | 1.5 | $55M | 2.2M | 25.27 | |
CarMax (KMX) | 1.5 | $53M | 2.2M | 23.85 | |
Albemarle Corporation (ALB) | 1.4 | $51M | 1.3M | 40.40 | |
BE Aerospace | 1.4 | $51M | 1.5M | 33.11 | |
DeVry | 1.4 | $50M | 1.3M | 36.96 | |
Rovi Corporation | 1.3 | $47M | 1.1M | 42.98 | |
Chicago Bridge & Iron Company | 1.3 | $47M | 1.6M | 28.63 | |
VeriFone Systems | 1.3 | $47M | 1.3M | 35.02 | |
Progressive Waste Solutions | 1.2 | $45M | 2.2M | 20.58 | |
Sapient Corporation | 1.2 | $44M | 4.4M | 10.14 | |
Kennametal (KMT) | 1.2 | $44M | 1.3M | 32.74 | |
United Natural Foods (UNFI) | 1.2 | $44M | 1.2M | 37.04 | |
Middleby Corporation (MIDD) | 1.2 | $43M | 615k | 70.46 | |
Allscripts Healthcare Solutions (MDRX) | 1.2 | $42M | 2.4M | 18.02 | |
Pentair | 1.2 | $42M | 1.3M | 32.01 | |
W.R. Grace & Co. | 1.1 | $41M | 1.2M | 33.30 | |
Herbalife Ltd Com Stk (HLF) | 1.1 | $40M | 754k | 53.60 | |
Core Laboratories | 1.1 | $39M | 437k | 89.83 | |
Affiliated Managers (AMG) | 1.1 | $39M | 498k | 78.05 | |
MICROS Systems | 1.1 | $39M | 886k | 43.93 | |
EnerSys (ENS) | 1.0 | $36M | 1.8M | 20.02 | |
Belden (BDC) | 1.0 | $36M | 1.4M | 25.79 | |
Syntel | 1.0 | $35M | 815k | 43.19 | |
Nuance Communications | 1.0 | $35M | 1.7M | 20.34 | |
Volcano Corporation | 1.0 | $35M | 1.2M | 29.63 | |
Luminex Corporation | 0.9 | $34M | 1.5M | 22.17 | |
F5 Networks (FFIV) | 0.9 | $33M | 468k | 71.05 | |
Avago Technologies | 0.9 | $32M | 975k | 32.77 | |
Williams-Sonoma (WSM) | 0.8 | $30M | 989k | 30.79 | |
Nice Systems (NICE) | 0.8 | $30M | 993k | 30.35 | |
Trimble Navigation (TRMB) | 0.8 | $30M | 887k | 33.55 | |
Atmel Corporation | 0.8 | $28M | 3.5M | 8.07 | |
Salix Pharmaceuticals | 0.8 | $28M | 933k | 29.60 | |
Service Corporation International (SCI) | 0.8 | $27M | 3.0M | 9.16 | |
Live Nation Entertainment (LYV) | 0.8 | $28M | 3.4M | 8.01 | |
SandRidge Energy | 0.8 | $27M | 4.9M | 5.56 | |
Poly | 0.8 | $28M | 1.5M | 18.37 | |
Digital River | 0.7 | $27M | 1.3M | 20.73 | |
Hospira | 0.7 | $26M | 699k | 37.00 | |
Ultimate Software | 0.7 | $26M | 554k | 46.72 | |
Atwood Oceanics | 0.7 | $26M | 751k | 34.36 | |
Teradyne (TER) | 0.7 | $26M | 2.3M | 11.01 | |
Flowserve Corporation (FLS) | 0.7 | $25M | 343k | 74.00 | |
Microsemi Corporation | 0.7 | $25M | 1.6M | 15.98 | |
Ametek (AME) | 0.7 | $25M | 753k | 32.97 | |
Concur Technologies | 0.7 | $24M | 656k | 37.23 | |
Uti Worldwide | 0.7 | $24M | 1.8M | 13.04 | |
Gen-Probe Incorporated | 0.7 | $23M | 408k | 57.25 | |
Cadence Design Systems (CDNS) | 0.7 | $24M | 2.5M | 9.24 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.7 | $23M | 375k | 62.23 | |
Navistar International Corporation | 0.7 | $24M | 733k | 32.12 | |
Landstar System (LSTR) | 0.6 | $23M | 587k | 39.56 | |
Icon | 0.6 | $23M | 1.4M | 16.08 | |
Acxiom Corporation | 0.6 | $23M | 2.1M | 10.64 | |
McDermott International | 0.6 | $23M | 2.1M | 10.76 | |
Stericycle (SRCL) | 0.6 | $22M | 273k | 80.72 | |
Patterson Companies (PDCO) | 0.6 | $22M | 750k | 28.63 | |
RF Micro Devices | 0.6 | $22M | 3.4M | 6.34 | |
SBA Communications Corporation | 0.6 | $21M | 618k | 34.48 | |
Fastenal Company (FAST) | 0.6 | $21M | 616k | 33.28 | |
Covance | 0.6 | $21M | 456k | 45.45 | |
Texas Roadhouse (TXRH) | 0.6 | $20M | 1.5M | 13.22 | |
Southwestern Energy Company | 0.5 | $20M | 590k | 33.33 | |
Cognizant Technology Solutions (CTSH) | 0.5 | $19M | 305k | 62.70 | |
DSW | 0.5 | $18M | 397k | 46.18 | |
Adtran | 0.5 | $18M | 676k | 26.46 | |
Polypore International | 0.5 | $18M | 310k | 56.52 | |
Rogers Corporation (ROG) | 0.5 | $17M | 438k | 39.13 | |
Knight Transportation | 0.5 | $17M | 1.3M | 13.31 | |
FLIR Systems | 0.5 | $16M | 656k | 25.05 | |
Nordstrom (JWN) | 0.4 | $16M | 347k | 45.68 | |
RightNow Technologies | 0.4 | $16M | 480k | 33.05 | |
Oxford Industries (OXM) | 0.4 | $16M | 453k | 34.30 | |
Niko Resources (NKO) | 0.4 | $15M | 371k | 41.43 | |
Discovery Communications | 0.4 | $15M | 433k | 35.15 | |
Donaldson Company (DCI) | 0.4 | $15M | 274k | 54.80 | |
MasterCard Incorporated (MA) | 0.4 | $14M | 45k | 317.16 | |
Fidelity National Information Services (FIS) | 0.4 | $15M | 595k | 24.32 | |
American Tower Corporation | 0.4 | $14M | 258k | 53.80 | |
Nic | 0.4 | $14M | 1.2M | 11.45 | |
Rex Energy Corporation | 0.4 | $13M | 1.1M | 12.65 | |
American Public Education (APEI) | 0.4 | $13M | 391k | 34.00 | |
Tennant Company (TNC) | 0.4 | $13M | 373k | 35.37 | |
DealerTrack Holdings | 0.4 | $13M | 857k | 15.67 | |
Cameron International Corporation | 0.4 | $14M | 324k | 41.54 | |
Robbins & Myers | 0.3 | $13M | 365k | 34.71 | |
T. Rowe Price (TROW) | 0.3 | $12M | 255k | 47.77 | |
SonoSite | 0.3 | $12M | 404k | 30.34 | |
Pegasystems (PEGA) | 0.3 | $12M | 376k | 30.61 | |
BJ's Restaurants (BJRI) | 0.3 | $11M | 258k | 44.11 | |
Express Scripts | 0.3 | $11M | 298k | 37.07 | |
Autodesk (ADSK) | 0.3 | $11M | 384k | 27.79 | |
Amphenol Corporation (APH) | 0.3 | $11M | 265k | 40.77 | |
Diodes Incorporated (DIOD) | 0.3 | $9.9M | 553k | 17.92 | |
Ruby Tuesday | 0.3 | $9.5M | 1.3M | 7.16 | |
Belo | 0.3 | $9.2M | 1.9M | 4.89 | |
Altera Corporation | 0.3 | $9.3M | 295k | 31.53 | |
Praxair | 0.2 | $8.9M | 95k | 93.48 | |
InnerWorkings | 0.2 | $8.9M | 1.1M | 7.84 | |
Elizabeth Arden | 0.2 | $9.0M | 316k | 28.44 | |
Ens | 0.2 | $8.3M | 205k | 40.43 | |
Expeditors International of Washington (EXPD) | 0.2 | $8.4M | 207k | 40.55 | |
AES Corporation (AES) | 0.2 | $8.2M | 839k | 9.76 | |
Power Integrations (POWI) | 0.2 | $8.5M | 276k | 30.61 | |
Urban Outfitters (URBN) | 0.2 | $8.4M | 376k | 22.31 | |
Atmi | 0.2 | $8.2M | 516k | 15.82 | |
Constant Contact | 0.2 | $8.4M | 488k | 17.29 | |
3D Systems Corporation (DDD) | 0.2 | $8.1M | 581k | 13.99 | |
J.B. Hunt Transport Services (JBHT) | 0.2 | $8.1M | 224k | 36.12 | |
Lam Research Corporation (LRCX) | 0.2 | $8.0M | 210k | 37.98 | |
Zumiez (ZUMZ) | 0.2 | $8.0M | 456k | 17.51 | |
Hertz Global Holdings | 0.2 | $7.5M | 846k | 8.90 | |
Foster Wheeler Ltd Com Stk | 0.2 | $7.5M | 419k | 17.79 | |
Atlas Air Worldwide Holdings | 0.2 | $7.4M | 221k | 33.29 | |
NetApp (NTAP) | 0.2 | $6.8M | 199k | 33.93 | |
Weatherford International Lt reg | 0.2 | $6.8M | 558k | 12.21 | |
Agilent Technologies Inc C ommon (A) | 0.2 | $6.4M | 205k | 31.25 | |
Ixia | 0.2 | $6.6M | 861k | 7.67 | |
Bravo Brio Restaurant | 0.2 | $6.6M | 395k | 16.64 | |
Rush Enterprises (RUSHA) | 0.2 | $6.0M | 427k | 14.16 | |
Imax Corp Cad (IMAX) | 0.2 | $6.1M | 423k | 14.48 | |
Bankrate | 0.2 | $6.1M | 400k | 15.21 | |
Swift Transportation Company | 0.1 | $5.6M | 864k | 6.44 | |
Celadon (CGIP) | 0.1 | $5.0M | 565k | 8.88 | |
Mobile Mini | 0.1 | $4.9M | 301k | 16.44 | |
San Gold Corp (SGRCF) | 0.1 | $5.0M | 2.4M | 2.09 | |
Intermec | 0.1 | $4.4M | 674k | 6.52 | |
MaxLinear (MXL) | 0.1 | $4.2M | 654k | 6.46 | |
Super Micro Computer (SMCI) | 0.1 | $4.1M | 328k | 12.53 | |
Magnum Hunter Resources Corporation | 0.1 | $3.9M | 1.2M | 3.31 | |
Juniper Networks (JNPR) | 0.1 | $3.4M | 197k | 17.26 |