Kalmar Investments as of June 30, 2013
Portfolio Holdings for Kalmar Investments
Kalmar Investments holds 155 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alliance Data Systems Corporation (BFH) | 3.4 | $173M | 955k | 181.03 | |
| Cooper Companies | 2.9 | $149M | 1.3M | 119.05 | |
| Life Time Fitness | 2.2 | $110M | 2.2M | 50.11 | |
| MSC Industrial Direct (MSM) | 1.7 | $84M | 1.1M | 77.46 | |
| PolyOne Corporation | 1.6 | $82M | 3.3M | 24.78 | |
| Pentair | 1.5 | $74M | 1.3M | 57.69 | |
| Chicago Bridge & Iron Company | 1.4 | $73M | 1.2M | 59.66 | |
| BE Aerospace | 1.4 | $72M | 1.1M | 63.08 | |
| Middleby Corporation (MIDD) | 1.4 | $71M | 418k | 170.09 | |
| Belden (BDC) | 1.4 | $71M | 1.4M | 49.93 | |
| Cabot Oil & Gas Corporation (CTRA) | 1.4 | $70M | 986k | 71.02 | |
| West Pharmaceutical Services (WST) | 1.4 | $70M | 1.0M | 70.26 | |
| Acxiom Corporation | 1.3 | $68M | 3.0M | 22.68 | |
| Tractor Supply Company (TSCO) | 1.3 | $68M | 575k | 117.55 | |
| United Natural Foods (UNFI) | 1.3 | $67M | 1.2M | 53.99 | |
| Ultimate Software | 1.3 | $66M | 565k | 117.29 | |
| Core Laboratories | 1.3 | $65M | 431k | 151.66 | |
| DSW | 1.3 | $64M | 870k | 73.47 | |
| Albemarle Corporation (ALB) | 1.2 | $63M | 1.0M | 62.29 | |
| ResMed (RMD) | 1.2 | $62M | 1.4M | 45.13 | |
| Sapient Corporation | 1.2 | $62M | 4.8M | 13.06 | |
| Urban Outfitters (URBN) | 1.2 | $62M | 1.5M | 40.22 | |
| EnerSys (ENS) | 1.2 | $59M | 1.2M | 49.04 | |
| LKQ Corporation (LKQ) | 1.2 | $59M | 2.3M | 25.75 | |
| A. O. Smith Corporation (AOS) | 1.1 | $57M | 1.6M | 36.28 | |
| W.R. Grace & Co. | 1.1 | $57M | 677k | 84.04 | |
| Affiliated Managers (AMG) | 1.1 | $56M | 344k | 163.94 | |
| Ashland | 1.1 | $57M | 678k | 83.50 | |
| Live Nation Entertainment (LYV) | 1.1 | $56M | 3.6M | 15.50 | |
| Informatica Corporation | 1.1 | $56M | 1.6M | 34.98 | |
| Ihs | 1.1 | $56M | 538k | 104.38 | |
| Dick's Sporting Goods (DKS) | 1.0 | $52M | 1.0M | 50.06 | |
| Trimble Navigation (TRMB) | 1.0 | $52M | 2.0M | 25.99 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.0 | $51M | 511k | 100.12 | |
| NCR Corporation (VYX) | 1.0 | $51M | 1.5M | 32.99 | |
| Herbalife Ltd Com Stk (HLF) | 1.0 | $49M | 1.1M | 45.14 | |
| CarMax (KMX) | 0.9 | $48M | 1.0M | 46.16 | |
| Cyberonics | 0.9 | $47M | 894k | 51.96 | |
| Rovi Corporation | 0.9 | $46M | 2.0M | 22.84 | |
| Bankrate | 0.9 | $46M | 3.2M | 14.36 | |
| Service Corporation International (SCI) | 0.9 | $45M | 2.5M | 18.03 | |
| Superior Energy Services | 0.9 | $45M | 1.7M | 25.94 | |
| Flowserve Corporation (FLS) | 0.9 | $44M | 814k | 54.01 | |
| Pier 1 Imports | 0.8 | $43M | 1.8M | 23.49 | |
| ValueClick | 0.8 | $43M | 1.7M | 24.71 | |
| Teradyne (TER) | 0.8 | $42M | 2.4M | 17.57 | |
| Atwood Oceanics | 0.8 | $42M | 803k | 52.05 | |
| Texas Roadhouse (TXRH) | 0.8 | $39M | 1.5M | 25.02 | |
| Nice Systems (NICE) | 0.8 | $38M | 1.0M | 36.89 | |
| Carpenter Technology Corporation (CRS) | 0.8 | $38M | 847k | 45.07 | |
| FMC Corporation (FMC) | 0.7 | $38M | 618k | 61.06 | |
| Southwestern Energy Company | 0.7 | $37M | 1.0M | 36.53 | |
| Polypore International | 0.7 | $37M | 926k | 40.30 | |
| Luminex Corporation | 0.7 | $36M | 1.8M | 20.61 | |
| Clean Harbors (CLH) | 0.7 | $36M | 712k | 50.53 | |
| Kennametal (KMT) | 0.7 | $36M | 931k | 38.83 | |
| MICROS Systems | 0.7 | $35M | 819k | 43.15 | |
| Ametek (AME) | 0.7 | $36M | 846k | 42.30 | |
| Actavis | 0.7 | $35M | 281k | 126.22 | |
| Icon (ICLR) | 0.7 | $35M | 991k | 35.43 | |
| SBA Communications Corporation | 0.7 | $34M | 456k | 74.12 | |
| DealerTrack Holdings | 0.7 | $34M | 967k | 35.43 | |
| Uti Worldwide | 0.7 | $33M | 2.0M | 16.47 | |
| Atmel Corporation | 0.7 | $33M | 4.5M | 7.34 | |
| Catamaran | 0.7 | $33M | 681k | 48.76 | |
| Oxford Industries (OXM) | 0.6 | $32M | 511k | 62.40 | |
| Salix Pharmaceuticals | 0.6 | $31M | 475k | 66.15 | |
| F5 Networks (FFIV) | 0.6 | $32M | 461k | 68.80 | |
| Rogers Corporation (ROG) | 0.6 | $31M | 656k | 47.32 | |
| Wageworks | 0.6 | $31M | 900k | 34.45 | |
| Landstar System (LSTR) | 0.6 | $30M | 580k | 51.50 | |
| Stericycle (SRCL) | 0.6 | $30M | 269k | 110.43 | |
| Mobile Mini | 0.6 | $29M | 886k | 33.15 | |
| Krispy Kreme Doughnuts | 0.5 | $27M | 1.5M | 17.45 | |
| Syntel | 0.5 | $27M | 425k | 62.87 | |
| Rex Energy Corporation | 0.5 | $26M | 1.5M | 17.58 | |
| Conn's (CONNQ) | 0.5 | $26M | 499k | 51.76 | |
| Imax Corp Cad (IMAX) | 0.5 | $26M | 1.0M | 24.86 | |
| Diodes Incorporated (DIOD) | 0.5 | $25M | 970k | 25.97 | |
| Fidelity National Information Services (FIS) | 0.5 | $24M | 564k | 42.84 | |
| United Rentals (URI) | 0.5 | $24M | 488k | 49.91 | |
| Integrated Device Technology | 0.5 | $24M | 3.0M | 7.94 | |
| Quanta Services (PWR) | 0.5 | $23M | 884k | 26.46 | |
| Stage Stores | 0.5 | $24M | 998k | 23.50 | |
| Elizabeth Arden | 0.5 | $23M | 505k | 45.04 | |
| Avago Technologies | 0.5 | $23M | 611k | 37.38 | |
| Bottomline Technologies | 0.4 | $22M | 865k | 25.29 | |
| Nic | 0.4 | $22M | 1.3M | 16.53 | |
| Pdc Energy | 0.4 | $22M | 421k | 51.48 | |
| Tennant Company (TNC) | 0.4 | $21M | 443k | 48.27 | |
| Discovery Communications | 0.4 | $21M | 299k | 69.77 | |
| Acuity Brands (AYI) | 0.4 | $20M | 267k | 75.52 | |
| Finisar Corporation | 0.4 | $21M | 1.2M | 16.95 | |
| Hertz Global Holdings | 0.4 | $20M | 802k | 24.80 | |
| Akorn | 0.4 | $20M | 1.5M | 13.52 | |
| Financial Engines | 0.4 | $20M | 438k | 45.59 | |
| MasterCard Incorporated (MA) | 0.4 | $20M | 34k | 574.49 | |
| Concur Technologies | 0.4 | $20M | 239k | 81.38 | |
| 3D Systems Corporation (DDD) | 0.4 | $19M | 436k | 43.90 | |
| Cognizant Technology Solutions (CTSH) | 0.4 | $18M | 289k | 62.64 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $18M | 213k | 84.63 | |
| T. Rowe Price (TROW) | 0.3 | $18M | 241k | 73.20 | |
| Atmi | 0.3 | $17M | 728k | 23.65 | |
| Power Integrations (POWI) | 0.3 | $17M | 408k | 40.56 | |
| Interxion Holding | 0.3 | $17M | 644k | 26.13 | |
| Encore Capital (ECPG) | 0.3 | $15M | 460k | 33.11 | |
| Corporate Executive Board Company | 0.3 | $15M | 244k | 63.22 | |
| Trex Company (TREX) | 0.3 | $15M | 325k | 47.49 | |
| Pegasystems (PEGA) | 0.3 | $15M | 465k | 33.12 | |
| Spectranetics Corporation | 0.3 | $15M | 796k | 18.68 | |
| Atlas Air Worldwide Holdings | 0.3 | $14M | 322k | 43.76 | |
| BJ's Restaurants (BJRI) | 0.3 | $14M | 381k | 37.10 | |
| Magnum Hunter Resources Corporation | 0.3 | $14M | 3.9M | 3.65 | |
| Lam Research Corporation (LRCX) | 0.3 | $14M | 314k | 44.34 | |
| Zumiez (ZUMZ) | 0.3 | $14M | 483k | 28.75 | |
| Amphenol Corporation (APH) | 0.3 | $13M | 170k | 77.94 | |
| Chemtura Corporation | 0.3 | $13M | 662k | 20.30 | |
| WNS | 0.2 | $13M | 765k | 16.69 | |
| McDermott International | 0.2 | $13M | 1.6M | 8.18 | |
| Cameron International Corporation | 0.2 | $13M | 210k | 61.16 | |
| NCI Building Systems | 0.2 | $13M | 837k | 15.29 | |
| American Tower Reit (AMT) | 0.2 | $13M | 172k | 73.17 | |
| Autodesk (ADSK) | 0.2 | $12M | 364k | 33.94 | |
| Fastenal Company (FAST) | 0.2 | $12M | 264k | 45.79 | |
| O'reilly Automotive (ORLY) | 0.2 | $12M | 108k | 112.62 | |
| Xilinx | 0.2 | $11M | 277k | 39.61 | |
| Ensco Plc Shs Class A | 0.2 | $11M | 195k | 58.12 | |
| InnerWorkings | 0.2 | $9.9M | 914k | 10.85 | |
| Methode Electronics (MEI) | 0.2 | $10M | 611k | 17.01 | |
| Starwood Hotels & Resorts Worldwide | 0.2 | $10M | 158k | 63.19 | |
| Monro Muffler Brake (MNRO) | 0.2 | $9.6M | 199k | 48.05 | |
| 8x8 (EGHT) | 0.2 | $9.8M | 1.2M | 8.24 | |
| Nuance Communications | 0.2 | $8.9M | 486k | 18.40 | |
| Harley-Davidson (HOG) | 0.2 | $9.3M | 169k | 54.82 | |
| J.B. Hunt Transport Services (JBHT) | 0.2 | $8.7M | 120k | 72.24 | |
| Praxair | 0.2 | $7.9M | 69k | 115.16 | |
| Knight Transportation | 0.2 | $8.3M | 494k | 16.82 | |
| Express Scripts Holding | 0.2 | $8.3M | 134k | 61.74 | |
| Vocera Communications | 0.2 | $8.2M | 560k | 14.70 | |
| Expeditors International of Washington (EXPD) | 0.1 | $7.5M | 197k | 38.04 | |
| Equinix | 0.1 | $7.7M | 42k | 184.73 | |
| Alexion Pharmaceuticals | 0.1 | $7.6M | 83k | 92.24 | |
| Approach Resources | 0.1 | $7.6M | 308k | 24.57 | |
| Weatherford International Lt reg | 0.1 | $7.2M | 528k | 13.70 | |
| SciQuest | 0.1 | $7.3M | 290k | 25.05 | |
| Celadon (CGIP) | 0.1 | $6.8M | 373k | 18.25 | |
| Jarden Corporation | 0.1 | $6.5M | 149k | 43.75 | |
| MaxLinear (MXL) | 0.1 | $5.9M | 850k | 7.00 | |
| W.W. Grainger (GWW) | 0.1 | $5.6M | 22k | 252.17 | |
| Team | 0.1 | $4.7M | 124k | 37.85 | |
| Painted Pony Petro class a | 0.1 | $4.6M | 582k | 7.98 | |
| Servicesource | 0.1 | $3.6M | 388k | 9.32 | |
| Gse Holding | 0.1 | $2.9M | 499k | 5.79 | |
| Tile Shop Hldgs (TTSH) | 0.1 | $2.3M | 81k | 28.96 | |
| Haemonetics Corporation (HAE) | 0.0 | $2.1M | 50k | 41.36 |
