Kalmar Investments as of March 31, 2012
Portfolio Holdings for Kalmar Investments
Kalmar Investments holds 150 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cooper Companies | 3.2 | $148M | 1.8M | 81.71 | |
| Alliance Data Systems Corporation (BFH) | 2.9 | $134M | 1.1M | 125.96 | |
| Life Time Fitness | 2.2 | $103M | 2.0M | 50.57 | |
| MSC Industrial Direct (MSM) | 2.1 | $96M | 1.2M | 83.28 | |
| Gentex Corporation (GNTX) | 1.9 | $88M | 3.6M | 24.50 | |
| Ariba | 1.8 | $81M | 2.5M | 32.71 | |
| Ihs | 1.8 | $81M | 865k | 93.65 | |
| CarMax (KMX) | 1.7 | $77M | 2.2M | 34.65 | |
| W.R. Grace & Co. | 1.6 | $72M | 1.2M | 57.80 | |
| BE Aerospace | 1.6 | $71M | 1.5M | 46.47 | |
| VeriFone Systems | 1.5 | $69M | 1.3M | 51.87 | |
| Corrections Corporation of America | 1.5 | $68M | 2.5M | 27.31 | |
| ResMed (RMD) | 1.5 | $68M | 2.2M | 30.91 | |
| Tractor Supply Company (TSCO) | 1.4 | $66M | 733k | 90.56 | |
| Albemarle Corporation (ALB) | 1.4 | $67M | 1.0M | 63.92 | |
| EnerSys (ENS) | 1.4 | $64M | 1.8M | 34.65 | |
| Middleby Corporation (MIDD) | 1.4 | $63M | 627k | 101.18 | |
| F5 Networks (FFIV) | 1.4 | $63M | 469k | 134.96 | |
| Rovi Corporation | 1.4 | $63M | 1.9M | 32.55 | |
| FMC Corporation (FMC) | 1.4 | $62M | 587k | 105.86 | |
| Pentair | 1.4 | $62M | 1.3M | 47.61 | |
| Kennametal (KMT) | 1.3 | $60M | 1.3M | 44.53 | |
| Core Laboratories | 1.3 | $58M | 444k | 131.57 | |
| Affiliated Managers (AMG) | 1.2 | $56M | 500k | 111.81 | |
| Sapient Corporation | 1.2 | $56M | 4.5M | 12.45 | |
| Salix Pharmaceuticals | 1.2 | $55M | 1.1M | 52.50 | |
| Belden (BDC) | 1.2 | $55M | 1.5M | 37.91 | |
| United Natural Foods (UNFI) | 1.2 | $55M | 1.2M | 46.66 | |
| Chicago Bridge & Iron Company | 1.2 | $55M | 1.3M | 43.19 | |
| LKQ Corporation (LKQ) | 1.2 | $53M | 1.7M | 31.17 | |
| Ultimate Software | 1.1 | $52M | 713k | 73.28 | |
| Herbalife Ltd Com Stk (HLF) | 1.1 | $52M | 756k | 68.82 | |
| MICROS Systems | 1.1 | $50M | 900k | 55.29 | |
| Trimble Navigation (TRMB) | 1.1 | $48M | 889k | 54.42 | |
| Watson Pharmaceuticals | 1.1 | $48M | 718k | 67.06 | |
| Progressive Waste Solutions | 1.0 | $47M | 2.2M | 21.68 | |
| Syntel | 1.0 | $46M | 822k | 56.00 | |
| Superior Energy Services | 1.0 | $46M | 1.7M | 26.36 | |
| DeVry | 1.0 | $46M | 1.3M | 33.87 | |
| Gen-Probe Incorporated | 1.0 | $44M | 664k | 66.41 | |
| Flowserve Corporation (FLS) | 0.9 | $40M | 344k | 115.51 | |
| Teradyne (TER) | 0.9 | $40M | 2.3M | 16.89 | |
| SandRidge Energy | 0.8 | $39M | 4.9M | 7.83 | |
| Allscripts Healthcare Solutions (MDRX) | 0.8 | $39M | 2.4M | 16.60 | |
| Nice Systems (NICE) | 0.8 | $39M | 996k | 39.30 | |
| Concur Technologies | 0.8 | $38M | 656k | 57.38 | |
| Luminex Corporation | 0.8 | $37M | 1.6M | 23.35 | |
| Urban Outfitters (URBN) | 0.8 | $37M | 1.3M | 29.11 | |
| Ametek (AME) | 0.8 | $37M | 755k | 48.51 | |
| Snap-on Incorporated (SNA) | 0.8 | $36M | 596k | 60.97 | |
| Atwood Oceanics | 0.8 | $35M | 771k | 44.89 | |
| Landstar System (LSTR) | 0.7 | $34M | 589k | 57.72 | |
| Adtran | 0.7 | $33M | 1.1M | 31.19 | |
| Volcano Corporation | 0.7 | $34M | 1.2M | 28.38 | |
| Atmel Corporation | 0.7 | $33M | 3.3M | 9.86 | |
| Live Nation Entertainment (LYV) | 0.7 | $32M | 3.4M | 9.40 | |
| Uti Worldwide | 0.7 | $32M | 1.8M | 17.23 | |
| SBA Communications Corporation | 0.7 | $32M | 620k | 50.81 | |
| Acxiom Corporation | 0.7 | $31M | 2.1M | 14.68 | |
| Service Corporation International (SCI) | 0.6 | $29M | 2.5M | 11.26 | |
| Finisar Corporation | 0.6 | $28M | 1.4M | 20.15 | |
| Deckers Outdoor Corporation (DECK) | 0.6 | $27M | 425k | 63.05 | |
| McDermott International | 0.6 | $27M | 2.1M | 12.81 | |
| Nuance Communications | 0.6 | $26M | 1.0M | 25.58 | |
| DealerTrack Holdings | 0.6 | $26M | 859k | 30.26 | |
| Texas Roadhouse (TXRH) | 0.6 | $26M | 1.5M | 16.64 | |
| Patterson Companies (PDCO) | 0.6 | $25M | 752k | 33.40 | |
| Oxford Industries (OXM) | 0.5 | $24M | 476k | 50.82 | |
| Avago Technologies | 0.5 | $24M | 620k | 38.97 | |
| Cognizant Technology Solutions (CTSH) | 0.5 | $23M | 305k | 76.95 | |
| Stericycle (SRCL) | 0.5 | $23M | 274k | 83.64 | |
| Polypore International | 0.5 | $22M | 635k | 35.16 | |
| Knight Transportation | 0.5 | $22M | 1.2M | 17.66 | |
| DSW | 0.5 | $22M | 400k | 54.77 | |
| Icon | 0.5 | $21M | 988k | 21.22 | |
| Discovery Communications | 0.4 | $20M | 433k | 46.88 | |
| Bankrate | 0.4 | $20M | 811k | 24.75 | |
| Fidelity National Information Services (FIS) | 0.4 | $20M | 595k | 33.12 | |
| MasterCard Incorporated (MA) | 0.4 | $19M | 45k | 420.53 | |
| Comscore | 0.4 | $18M | 847k | 21.39 | |
| Southwestern Energy Company | 0.4 | $18M | 591k | 30.60 | |
| ON Semiconductor (ON) | 0.4 | $18M | 1.9M | 9.01 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $17M | 187k | 92.89 | |
| Tennant Company (TNC) | 0.4 | $18M | 399k | 44.00 | |
| RF Micro Devices | 0.4 | $17M | 3.4M | 4.98 | |
| Rogers Corporation (ROG) | 0.4 | $17M | 438k | 38.75 | |
| Colfax Corporation | 0.4 | $17M | 484k | 35.24 | |
| T. Rowe Price (TROW) | 0.4 | $17M | 255k | 65.30 | |
| Diodes Incorporated (DIOD) | 0.4 | $17M | 716k | 23.18 | |
| Zumiez (ZUMZ) | 0.4 | $17M | 459k | 36.11 | |
| Autodesk (ADSK) | 0.3 | $16M | 384k | 42.32 | |
| American Tower Reit (AMT) | 0.3 | $16M | 258k | 63.02 | |
| Express Scripts Holding | 0.3 | $16M | 298k | 54.18 | |
| American Public Education (APEI) | 0.3 | $16M | 412k | 38.00 | |
| Poly | 0.3 | $15M | 808k | 19.07 | |
| Nordstrom | 0.3 | $15M | 275k | 55.72 | |
| Fastenal Company (FAST) | 0.3 | $15M | 278k | 54.10 | |
| FLIR Systems | 0.3 | $14M | 553k | 25.31 | |
| Pegasystems (PEGA) | 0.3 | $14M | 370k | 38.16 | |
| Approach Resources | 0.3 | $14M | 387k | 36.95 | |
| 3D Systems Corporation (DDD) | 0.3 | $14M | 595k | 23.54 | |
| Belo | 0.3 | $14M | 1.9M | 7.17 | |
| Atmi | 0.3 | $13M | 566k | 23.30 | |
| Niko Resources (NKO) | 0.3 | $13M | 377k | 35.11 | |
| Hertz Global Holdings | 0.3 | $13M | 846k | 15.04 | |
| Nic | 0.3 | $13M | 1.1M | 12.15 | |
| BJ's Restaurants (BJRI) | 0.3 | $13M | 255k | 50.35 | |
| Lam Research Corporation | 0.3 | $12M | 270k | 44.62 | |
| Rex Energy Corporation | 0.3 | $12M | 1.1M | 10.68 | |
| Altera Corporation | 0.3 | $12M | 295k | 39.82 | |
| Robbins & Myers | 0.3 | $12M | 225k | 52.05 | |
| Imax Corp Cad (IMAX) | 0.3 | $12M | 496k | 24.44 | |
| Cameron International Corporation | 0.3 | $12M | 221k | 52.83 | |
| Magnum Hunter Resources Corporation | 0.3 | $12M | 1.9M | 6.41 | |
| NetApp (NTAP) | 0.2 | $11M | 256k | 44.77 | |
| Ens | 0.2 | $11M | 205k | 52.93 | |
| Elizabeth Arden | 0.2 | $11M | 319k | 34.98 | |
| Atlas Air Worldwide Holdings | 0.2 | $11M | 222k | 49.21 | |
| Power Integrations (POWI) | 0.2 | $11M | 282k | 37.12 | |
| Ruby Tuesday | 0.2 | $11M | 1.2M | 9.13 | |
| Amphenol Corporation (APH) | 0.2 | $11M | 180k | 59.77 | |
| Ixia | 0.2 | $11M | 860k | 12.51 | |
| Constant Contact | 0.2 | $10M | 351k | 29.79 | |
| Swift Transportation Company | 0.2 | $10M | 864k | 11.54 | |
| Expeditors International of Washington (EXPD) | 0.2 | $9.6M | 207k | 46.51 | |
| Informatica Corporation | 0.2 | $9.7M | 183k | 52.90 | |
| Rexnord | 0.2 | $9.5M | 450k | 21.10 | |
| Akorn | 0.2 | $9.2M | 786k | 11.70 | |
| Integrated Device Technology | 0.2 | $8.9M | 1.2M | 7.15 | |
| Praxair | 0.2 | $8.3M | 73k | 114.63 | |
| American Vanguard (AVD) | 0.2 | $8.4M | 388k | 21.69 | |
| Weatherford International Lt reg | 0.2 | $8.4M | 558k | 15.09 | |
| Celadon (CGIP) | 0.2 | $7.8M | 504k | 15.55 | |
| Bravo Brio Restaurant | 0.2 | $7.7M | 388k | 19.96 | |
| Rush Enterprises (RUSHA) | 0.2 | $7.4M | 349k | 21.22 | |
| J.B. Hunt Transport Services (JBHT) | 0.1 | $6.9M | 127k | 54.37 | |
| Compuware Corporation | 0.1 | $6.9M | 751k | 9.19 | |
| Petroleum Development Corporation | 0.1 | $6.4M | 173k | 37.09 | |
| InnerWorkings | 0.1 | $6.3M | 539k | 11.65 | |
| Trex Company (TREX) | 0.1 | $6.6M | 207k | 32.08 | |
| Mobile Mini | 0.1 | $6.4M | 301k | 21.12 | |
| Super Micro Computer | 0.1 | $5.9M | 338k | 17.46 | |
| Riverbed Technology | 0.1 | $5.6M | 198k | 28.08 | |
| WNS | 0.1 | $4.0M | 332k | 12.05 | |
| MaxLinear (MXL) | 0.1 | $3.6M | 653k | 5.57 | |
| NCI Building Systems | 0.1 | $2.4M | 207k | 11.51 | |
| Gse Holding | 0.1 | $2.5M | 189k | 13.13 | |
| Intermec | 0.0 | $2.1M | 266k | 7.73 | |
| Vocera Communications | 0.0 | $702k | 30k | 23.40 | |
| Bottomline Technologies | 0.0 | $311k | 11k | 27.96 |
