Kalmar Investments as of June 30, 2012
Portfolio Holdings for Kalmar Investments
Kalmar Investments holds 150 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cooper Companies | 3.5 | $144M | 1.8M | 79.76 | |
| Alliance Data Systems Corporation (BFH) | 3.5 | $143M | 1.1M | 135.00 | |
| Life Time Fitness | 2.3 | $95M | 2.0M | 46.51 | |
| Ihs | 2.2 | $93M | 865k | 107.73 | |
| MSC Industrial Direct (MSM) | 1.8 | $75M | 1.2M | 65.55 | |
| Gentex Corporation (GNTX) | 1.8 | $75M | 3.6M | 20.87 | |
| ResMed (RMD) | 1.6 | $69M | 2.2M | 31.20 | |
| United Natural Foods (UNFI) | 1.6 | $65M | 1.2M | 54.86 | |
| EnerSys (ENS) | 1.6 | $64M | 1.8M | 35.07 | |
| W.R. Grace & Co. | 1.5 | $63M | 1.2M | 50.45 | |
| Middleby Corporation (MIDD) | 1.5 | $62M | 627k | 99.61 | |
| Albemarle Corporation (ALB) | 1.5 | $62M | 1.0M | 59.64 | |
| Tractor Supply Company (TSCO) | 1.5 | $61M | 732k | 83.06 | |
| Ultimate Software | 1.4 | $60M | 671k | 88.93 | |
| Salix Pharmaceuticals | 1.4 | $58M | 1.1M | 54.44 | |
| CarMax (KMX) | 1.4 | $57M | 2.2M | 25.94 | |
| LKQ Corporation (LKQ) | 1.4 | $57M | 1.7M | 33.37 | |
| Affiliated Managers (AMG) | 1.3 | $55M | 500k | 109.45 | |
| Core Laboratories | 1.2 | $52M | 444k | 115.90 | |
| BE Aerospace | 1.2 | $50M | 1.2M | 43.66 | |
| Pentair | 1.2 | $50M | 1.3M | 38.28 | |
| Syntel | 1.2 | $50M | 821k | 60.70 | |
| Belden (BDC) | 1.2 | $48M | 1.5M | 33.35 | |
| Bankrate | 1.2 | $48M | 2.6M | 18.39 | |
| Chicago Bridge & Iron Company | 1.2 | $48M | 1.3M | 37.96 | |
| F5 Networks (FFIV) | 1.1 | $47M | 469k | 99.56 | |
| Sapient Corporation | 1.1 | $45M | 4.5M | 10.07 | |
| Kennametal (KMT) | 1.1 | $44M | 1.3M | 33.15 | |
| VeriFone Systems | 1.1 | $44M | 1.3M | 33.09 | |
| DeVry | 1.0 | $41M | 1.3M | 30.97 | |
| Trimble Navigation (TRMB) | 1.0 | $41M | 889k | 46.01 | |
| Progressive Waste Solutions | 1.0 | $41M | 2.2M | 18.92 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.9 | $39M | 999k | 39.40 | |
| Gen-Probe Incorporated | 0.9 | $39M | 477k | 82.20 | |
| Flowserve Corporation (FLS) | 0.9 | $40M | 344k | 114.75 | |
| Ariba | 0.9 | $39M | 867k | 44.76 | |
| Luminex Corporation | 0.9 | $39M | 1.6M | 24.49 | |
| Rovi Corporation | 0.9 | $38M | 1.9M | 19.62 | |
| Ametek (AME) | 0.9 | $38M | 755k | 49.91 | |
| Snap-on Incorporated (SNA) | 0.9 | $37M | 596k | 62.25 | |
| Herbalife Ltd Com Stk (HLF) | 0.9 | $37M | 756k | 48.33 | |
| Nice Systems (NICE) | 0.9 | $36M | 995k | 36.60 | |
| NCR Corporation (VYX) | 0.9 | $36M | 1.6M | 22.73 | |
| SBA Communications Corporation | 0.8 | $35M | 620k | 57.05 | |
| Superior Energy Services | 0.8 | $35M | 1.7M | 20.23 | |
| Urban Outfitters (URBN) | 0.8 | $35M | 1.3M | 27.59 | |
| Concur Technologies | 0.8 | $34M | 505k | 68.10 | |
| Watson Pharmaceuticals | 0.8 | $34M | 460k | 73.99 | |
| Volcano Corporation | 0.8 | $34M | 1.2M | 28.65 | |
| FMC Corporation (FMC) | 0.8 | $34M | 627k | 53.48 | |
| SandRidge Energy | 0.8 | $33M | 4.9M | 6.69 | |
| Acxiom Corporation | 0.8 | $33M | 2.2M | 15.11 | |
| Teradyne (TER) | 0.8 | $33M | 2.3M | 14.06 | |
| Adtran | 0.8 | $32M | 1.1M | 30.19 | |
| Service Corporation International (SCI) | 0.8 | $31M | 2.5M | 12.37 | |
| Live Nation Entertainment (LYV) | 0.8 | $32M | 3.4M | 9.18 | |
| Landstar System (LSTR) | 0.7 | $30M | 589k | 51.72 | |
| Polypore International | 0.7 | $30M | 742k | 40.39 | |
| Atwood Oceanics | 0.7 | $29M | 772k | 37.84 | |
| Texas Roadhouse (TXRH) | 0.7 | $28M | 1.5M | 18.40 | |
| Corrections Corporation of America | 0.7 | $28M | 959k | 29.45 | |
| Uti Worldwide | 0.7 | $27M | 1.8M | 14.61 | |
| Patterson Companies (PDCO) | 0.6 | $26M | 752k | 34.47 | |
| DealerTrack Holdings | 0.6 | $26M | 857k | 30.11 | |
| Stericycle (SRCL) | 0.6 | $25M | 274k | 91.67 | |
| MICROS Systems | 0.6 | $25M | 483k | 51.20 | |
| Nuance Communications | 0.6 | $24M | 1.0M | 23.82 | |
| McDermott International | 0.6 | $23M | 2.1M | 11.14 | |
| Atmel Corporation | 0.5 | $22M | 3.3M | 6.71 | |
| Icon | 0.5 | $22M | 988k | 22.53 | |
| Avago Technologies | 0.5 | $22M | 620k | 35.90 | |
| DSW | 0.5 | $22M | 400k | 54.40 | |
| Discovery Communications | 0.5 | $22M | 433k | 50.09 | |
| Finisar Corporation | 0.5 | $21M | 1.4M | 14.96 | |
| Oxford Industries (OXM) | 0.5 | $21M | 476k | 44.70 | |
| Fidelity National Information Services (FIS) | 0.5 | $20M | 595k | 34.08 | |
| Tennant Company (TNC) | 0.5 | $20M | 505k | 39.95 | |
| 3D Systems Corporation (DDD) | 0.5 | $20M | 597k | 34.14 | |
| Knight Transportation | 0.5 | $20M | 1.2M | 15.99 | |
| MasterCard Incorporated (MA) | 0.5 | $19M | 45k | 430.11 | |
| Southwestern Energy Company | 0.5 | $19M | 591k | 31.93 | |
| Deckers Outdoor Corporation (DECK) | 0.5 | $19M | 425k | 44.01 | |
| Cognizant Technology Solutions (CTSH) | 0.4 | $18M | 305k | 60.00 | |
| Rogers Corporation (ROG) | 0.4 | $18M | 456k | 39.61 | |
| Zumiez (ZUMZ) | 0.4 | $18M | 458k | 39.59 | |
| American Tower Reit (AMT) | 0.4 | $18M | 258k | 69.91 | |
| Rexnord | 0.4 | $18M | 915k | 20.04 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $17M | 187k | 93.38 | |
| Imax Corp Cad (IMAX) | 0.4 | $17M | 707k | 24.03 | |
| Express Scripts Holding | 0.4 | $17M | 298k | 55.83 | |
| T. Rowe Price (TROW) | 0.4 | $16M | 255k | 62.96 | |
| RF Micro Devices | 0.3 | $15M | 3.4M | 4.25 | |
| Comscore | 0.3 | $14M | 844k | 16.46 | |
| ON Semiconductor (ON) | 0.3 | $14M | 1.9M | 7.10 | |
| Autodesk (ADSK) | 0.3 | $13M | 384k | 34.99 | |
| Diodes Incorporated (DIOD) | 0.3 | $13M | 715k | 18.77 | |
| Nic | 0.3 | $13M | 1.1M | 12.70 | |
| Colfax Corporation | 0.3 | $13M | 484k | 27.57 | |
| American Public Education (APEI) | 0.3 | $13M | 401k | 32.00 | |
| Belo | 0.3 | $12M | 1.9M | 6.44 | |
| Elizabeth Arden | 0.3 | $12M | 319k | 38.81 | |
| Rex Energy Corporation | 0.3 | $13M | 1.1M | 11.21 | |
| Akorn | 0.3 | $13M | 793k | 15.77 | |
| Pegasystems (PEGA) | 0.3 | $12M | 368k | 32.98 | |
| Atmi | 0.3 | $12M | 567k | 20.57 | |
| Fastenal Company (FAST) | 0.3 | $11M | 278k | 40.31 | |
| Magnum Hunter Resources Corporation | 0.3 | $11M | 2.7M | 4.18 | |
| Hertz Global Holdings | 0.3 | $11M | 846k | 12.80 | |
| Power Integrations (POWI) | 0.2 | $11M | 281k | 37.30 | |
| Lam Research Corporation | 0.2 | $10M | 270k | 37.74 | |
| Integrated Device Technology | 0.2 | $10M | 1.8M | 5.62 | |
| Amphenol Corporation (APH) | 0.2 | $9.9M | 180k | 54.92 | |
| Altera Corporation | 0.2 | $10M | 295k | 33.84 | |
| Approach Resources | 0.2 | $9.9M | 386k | 25.54 | |
| Ens | 0.2 | $9.6M | 205k | 46.97 | |
| Atlas Air Worldwide Holdings | 0.2 | $9.6M | 221k | 43.51 | |
| Robbins & Myers | 0.2 | $9.4M | 224k | 41.82 | |
| BJ's Restaurants (BJRI) | 0.2 | $9.7M | 254k | 38.00 | |
| Cameron International Corporation | 0.2 | $9.5M | 221k | 42.71 | |
| Trex Company (TREX) | 0.2 | $8.9M | 296k | 30.09 | |
| Super Micro Computer | 0.2 | $8.5M | 537k | 15.86 | |
| NetApp (NTAP) | 0.2 | $8.1M | 256k | 31.82 | |
| Celadon (CGIP) | 0.2 | $8.1M | 497k | 16.38 | |
| Poly | 0.2 | $8.5M | 807k | 10.52 | |
| Expeditors International of Washington (EXPD) | 0.2 | $8.0M | 207k | 38.75 | |
| Praxair | 0.2 | $7.9M | 73k | 108.73 | |
| Informatica Corporation | 0.2 | $7.7M | 183k | 42.36 | |
| J.B. Hunt Transport Services (JBHT) | 0.2 | $7.5M | 127k | 59.60 | |
| InnerWorkings | 0.2 | $7.3M | 537k | 13.53 | |
| Compuware Corporation | 0.2 | $7.0M | 751k | 9.30 | |
| Weatherford International Lt reg | 0.2 | $7.0M | 558k | 12.63 | |
| Bravo Brio Restaurant | 0.2 | $6.9M | 387k | 17.83 | |
| Wageworks | 0.2 | $7.2M | 480k | 15.06 | |
| Spectranetics Corporation | 0.2 | $6.6M | 578k | 11.42 | |
| Pdc Energy | 0.2 | $6.7M | 275k | 24.52 | |
| Rush Enterprises (RUSHA) | 0.1 | $6.2M | 381k | 16.35 | |
| Constant Contact | 0.1 | $6.2M | 349k | 17.86 | |
| Financial Engines | 0.1 | $6.1M | 286k | 21.45 | |
| WNS | 0.1 | $6.0M | 614k | 9.73 | |
| FLIR Systems | 0.1 | $5.3M | 272k | 19.50 | |
| NCI Building Systems | 0.1 | $5.6M | 516k | 10.83 | |
| Niko Resources (NKO) | 0.1 | $4.9M | 373k | 13.16 | |
| Ruby Tuesday | 0.1 | $4.4M | 648k | 6.81 | |
| Mobile Mini | 0.1 | $4.3M | 299k | 14.40 | |
| Vocera Communications | 0.1 | $4.3M | 159k | 26.79 | |
| Riverbed Technology | 0.1 | $3.2M | 198k | 16.15 | |
| Ixia | 0.1 | $3.2M | 270k | 12.02 | |
| MaxLinear (MXL) | 0.1 | $3.2M | 651k | 4.96 | |
| Gse Holding | 0.1 | $2.8M | 261k | 10.57 | |
| Bottomline Technologies | 0.0 | $201k | 11k | 18.07 |
