Kalmar Investments as of Dec. 31, 2012
Portfolio Holdings for Kalmar Investments
Kalmar Investments holds 147 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alliance Data Systems Corporation (BFH) | 3.4 | $146M | 1.0M | 144.76 | |
| Cooper Companies | 2.8 | $120M | 1.3M | 92.48 | |
| Life Time Fitness | 2.4 | $104M | 2.1M | 49.21 | |
| MSC Industrial Direct (MSM) | 2.1 | $92M | 1.2M | 75.38 | |
| Middleby Corporation (MIDD) | 1.9 | $84M | 654k | 128.21 | |
| Pentair | 1.9 | $83M | 1.7M | 49.15 | |
| Belden (BDC) | 1.7 | $75M | 1.7M | 44.99 | |
| PolyOne Corporation | 1.6 | $69M | 3.4M | 20.42 | |
| LKQ Corporation (LKQ) | 1.6 | $69M | 3.2M | 21.10 | |
| Polypore International | 1.6 | $69M | 1.5M | 46.50 | |
| Albemarle Corporation (ALB) | 1.6 | $67M | 1.1M | 62.12 | |
| Tractor Supply Company (TSCO) | 1.5 | $65M | 731k | 88.36 | |
| Gentex Corporation (GNTX) | 1.5 | $63M | 3.3M | 18.85 | |
| United Natural Foods (UNFI) | 1.4 | $63M | 1.2M | 53.59 | |
| Urban Outfitters (URBN) | 1.4 | $62M | 1.6M | 39.36 | |
| Chicago Bridge & Iron Company | 1.4 | $61M | 1.3M | 46.35 | |
| ResMed (RMD) | 1.4 | $61M | 1.5M | 41.57 | |
| Trimble Navigation (TRMB) | 1.4 | $60M | 1.0M | 59.78 | |
| W.R. Grace & Co. | 1.4 | $59M | 873k | 67.23 | |
| BE Aerospace | 1.3 | $57M | 1.2M | 49.40 | |
| Ultimate Software | 1.3 | $57M | 598k | 94.41 | |
| Ashland | 1.3 | $56M | 691k | 80.41 | |
| CarMax (KMX) | 1.2 | $53M | 1.4M | 37.54 | |
| Kennametal (KMT) | 1.2 | $53M | 1.3M | 40.00 | |
| Acxiom Corporation | 1.2 | $52M | 3.0M | 17.46 | |
| Core Laboratories | 1.2 | $50M | 458k | 109.31 | |
| Cabot Oil & Gas Corporation (CTRA) | 1.1 | $50M | 1.0M | 49.74 | |
| Sapient Corporation | 1.1 | $49M | 4.7M | 10.56 | |
| Flowserve Corporation (FLS) | 1.1 | $47M | 322k | 146.80 | |
| Affiliated Managers (AMG) | 1.1 | $47M | 358k | 130.15 | |
| F5 Networks (FFIV) | 1.1 | $46M | 469k | 97.15 | |
| SBA Communications Corporation | 1.0 | $44M | 622k | 70.98 | |
| Teradyne (TER) | 0.9 | $41M | 2.4M | 16.89 | |
| NCR Corporation (VYX) | 0.9 | $40M | 1.6M | 25.48 | |
| EnerSys (ENS) | 0.9 | $40M | 1.1M | 37.63 | |
| Salix Pharmaceuticals | 0.9 | $39M | 966k | 40.47 | |
| Atwood Oceanics | 0.8 | $37M | 805k | 45.79 | |
| FMC Corporation (FMC) | 0.8 | $37M | 627k | 58.52 | |
| Watson Pharmaceuticals | 0.8 | $36M | 422k | 86.00 | |
| Herbalife Ltd Com Stk (HLF) | 0.8 | $37M | 1.1M | 32.94 | |
| Superior Energy Services | 0.8 | $36M | 1.7M | 20.72 | |
| Carpenter Technology Corporation (CRS) | 0.8 | $36M | 688k | 51.63 | |
| Service Corporation International (SCI) | 0.8 | $35M | 2.5M | 13.81 | |
| Nice Systems (NICE) | 0.8 | $35M | 1.0M | 33.48 | |
| Bankrate | 0.8 | $34M | 2.7M | 12.45 | |
| Ihs | 0.8 | $33M | 346k | 96.00 | |
| Informatica Corporation | 0.8 | $33M | 1.1M | 30.32 | |
| Ametek (AME) | 0.8 | $32M | 861k | 37.57 | |
| Catamaran | 0.8 | $33M | 693k | 47.10 | |
| Live Nation Entertainment (LYV) | 0.7 | $32M | 3.5M | 9.31 | |
| Concur Technologies | 0.7 | $32M | 477k | 67.52 | |
| SandRidge Energy | 0.7 | $32M | 5.0M | 6.35 | |
| Landstar System (LSTR) | 0.7 | $31M | 589k | 52.46 | |
| Atmel Corporation | 0.7 | $30M | 4.6M | 6.55 | |
| Rovi Corporation | 0.7 | $30M | 1.9M | 15.43 | |
| Nuance Communications | 0.7 | $29M | 1.3M | 22.32 | |
| DSW | 0.7 | $29M | 446k | 65.69 | |
| Rogers Corporation (ROG) | 0.7 | $29M | 581k | 49.66 | |
| Luminex Corporation | 0.7 | $28M | 1.7M | 16.80 | |
| Icon | 0.6 | $28M | 991k | 27.76 | |
| Volcano Corporation | 0.6 | $28M | 1.2M | 23.61 | |
| DealerTrack Holdings | 0.6 | $27M | 955k | 28.72 | |
| MICROS Systems | 0.6 | $26M | 619k | 42.44 | |
| Texas Roadhouse (TXRH) | 0.6 | $26M | 1.5M | 16.80 | |
| Uti Worldwide | 0.6 | $26M | 1.9M | 13.40 | |
| Patterson Companies (PDCO) | 0.6 | $26M | 753k | 34.23 | |
| Stericycle (SRCL) | 0.6 | $26M | 274k | 93.28 | |
| A. O. Smith Corporation (AOS) | 0.6 | $26M | 405k | 63.07 | |
| Quanta Services (PWR) | 0.6 | $25M | 899k | 27.29 | |
| Tennant Company (TNC) | 0.6 | $25M | 563k | 43.95 | |
| Oxford Industries (OXM) | 0.6 | $24M | 521k | 46.36 | |
| Snap-on Incorporated (SNA) | 0.5 | $24M | 299k | 78.99 | |
| Syntel | 0.5 | $24M | 438k | 53.63 | |
| Finisar Corporation | 0.5 | $23M | 1.4M | 16.29 | |
| Cognizant Technology Solutions (CTSH) | 0.5 | $23M | 305k | 73.88 | |
| United Rentals (URI) | 0.5 | $23M | 497k | 45.52 | |
| MasterCard Incorporated (MA) | 0.5 | $22M | 45k | 491.28 | |
| Mobile Mini | 0.5 | $22M | 1.1M | 20.85 | |
| Fidelity National Information Services (FIS) | 0.5 | $21M | 595k | 34.81 | |
| Elizabeth Arden | 0.5 | $20M | 448k | 45.01 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.5 | $20M | 208k | 98.26 | |
| Akorn | 0.5 | $21M | 1.5M | 13.36 | |
| 3D Systems Corporation (DDD) | 0.5 | $20M | 378k | 53.35 | |
| Southwestern Energy Company | 0.5 | $20M | 592k | 33.41 | |
| Integrated Device Technology | 0.5 | $19M | 2.6M | 7.30 | |
| Colfax Corporation | 0.5 | $20M | 485k | 40.35 | |
| Avago Technologies | 0.5 | $20M | 621k | 31.65 | |
| Nic | 0.4 | $19M | 1.2M | 16.34 | |
| Imax Corp Cad (IMAX) | 0.4 | $19M | 842k | 22.48 | |
| Discovery Communications | 0.4 | $18M | 315k | 58.50 | |
| McDermott International | 0.4 | $18M | 1.6M | 11.02 | |
| Clean Harbors (CLH) | 0.4 | $16M | 299k | 55.01 | |
| T. Rowe Price (TROW) | 0.4 | $17M | 255k | 65.12 | |
| Rex Energy Corporation | 0.4 | $17M | 1.3M | 13.02 | |
| Progressive Waste Solutions | 0.4 | $16M | 756k | 21.60 | |
| Pdc Energy | 0.4 | $16M | 472k | 33.21 | |
| Diodes Incorporated (DIOD) | 0.3 | $15M | 859k | 17.35 | |
| O'reilly Automotive (ORLY) | 0.3 | $15M | 164k | 89.42 | |
| Wageworks | 0.3 | $15M | 825k | 17.80 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $14M | 225k | 63.78 | |
| Hertz Global Holdings | 0.3 | $14M | 846k | 16.27 | |
| Spectranetics Corporation | 0.3 | $14M | 932k | 14.77 | |
| Interxion Holding | 0.3 | $14M | 576k | 23.76 | |
| American Tower Reit (AMT) | 0.3 | $14M | 181k | 77.27 | |
| Autodesk (ADSK) | 0.3 | $14M | 384k | 35.35 | |
| Atmi | 0.3 | $13M | 638k | 20.88 | |
| Fastenal Company (FAST) | 0.3 | $13M | 278k | 46.65 | |
| Cameron International Corporation | 0.3 | $13M | 221k | 56.46 | |
| Ens | 0.3 | $12M | 205k | 59.28 | |
| Trex Company (TREX) | 0.3 | $12M | 331k | 37.23 | |
| Lam Research Corporation | 0.3 | $12M | 332k | 36.13 | |
| BJ's Restaurants (BJRI) | 0.3 | $12M | 364k | 32.90 | |
| Magnum Hunter Resources Corporation | 0.3 | $12M | 3.0M | 3.99 | |
| Amphenol Corporation (APH) | 0.3 | $12M | 180k | 64.70 | |
| NCI Building Systems | 0.3 | $12M | 836k | 13.90 | |
| Atlas Air Worldwide Holdings | 0.2 | $11M | 247k | 44.32 | |
| Approach Resources | 0.2 | $11M | 434k | 25.01 | |
| Financial Engines | 0.2 | $11M | 397k | 27.74 | |
| Power Integrations (POWI) | 0.2 | $11M | 314k | 33.61 | |
| Xilinx | 0.2 | $11M | 292k | 35.86 | |
| Corporate Executive Board Company | 0.2 | $10M | 216k | 47.46 | |
| Celadon (CGIP) | 0.2 | $10M | 562k | 18.07 | |
| Starwood Hotels & Resorts Worldwide | 0.2 | $9.6M | 167k | 57.36 | |
| Pegasystems (PEGA) | 0.2 | $9.7M | 429k | 22.68 | |
| Vocera Communications | 0.2 | $9.4M | 376k | 25.10 | |
| Zumiez (ZUMZ) | 0.2 | $8.8M | 452k | 19.41 | |
| Expeditors International of Washington (EXPD) | 0.2 | $8.2M | 207k | 39.55 | |
| Alexion Pharmaceuticals | 0.2 | $8.2M | 87k | 93.73 | |
| Praxair | 0.2 | $7.9M | 73k | 109.45 | |
| Express Scripts Holding | 0.2 | $7.6M | 141k | 54.00 | |
| J.B. Hunt Transport Services (JBHT) | 0.2 | $7.6M | 127k | 59.71 | |
| Adtran | 0.2 | $7.3M | 373k | 19.54 | |
| WNS | 0.2 | $7.5M | 715k | 10.43 | |
| Knight Transportation | 0.2 | $6.7M | 459k | 14.63 | |
| Conn's (CONNQ) | 0.2 | $7.1M | 231k | 30.66 | |
| Constant Contact | 0.1 | $6.5M | 461k | 14.21 | |
| Rexnord | 0.1 | $6.4M | 300k | 21.30 | |
| Weatherford International Lt reg | 0.1 | $6.2M | 558k | 11.19 | |
| Poly | 0.1 | $5.6M | 540k | 10.46 | |
| Bravo Brio Restaurant | 0.1 | $5.2M | 390k | 13.43 | |
| W.W. Grainger (GWW) | 0.1 | $4.8M | 24k | 202.38 | |
| Equinix | 0.1 | $4.9M | 24k | 206.19 | |
| Bottomline Technologies | 0.1 | $4.0M | 151k | 26.39 | |
| MaxLinear (MXL) | 0.1 | $3.5M | 705k | 5.02 | |
| LivePerson (LPSN) | 0.1 | $2.9M | 219k | 13.14 | |
| Gse Holding | 0.0 | $1.6M | 258k | 6.20 | |
| Tile Shop Hldgs (TTSH) | 0.0 | $387k | 23k | 16.83 |
