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 | 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 | 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 | 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 |
