Kalmar Investments as of Sept. 30, 2013
Portfolio Holdings for Kalmar Investments
Kalmar Investments holds 155 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alliance Data Systems Corporation (BFH) | 3.4 | $193M | 913k | 211.47 | |
| Cooper Companies | 2.8 | $158M | 1.2M | 129.69 | |
| Life Time Fitness | 2.0 | $112M | 2.2M | 51.47 | |
| PolyOne Corporation | 1.8 | $101M | 3.3M | 30.71 | |
| Belden (BDC) | 1.6 | $89M | 1.4M | 64.05 | |
| MSC Industrial Direct (MSM) | 1.6 | $88M | 1.1M | 81.35 | |
| Acxiom Corporation | 1.5 | $85M | 3.0M | 28.39 | |
| BE Aerospace | 1.5 | $84M | 1.1M | 73.82 | |
| Pentair | 1.5 | $83M | 1.3M | 64.94 | |
| United Natural Foods (UNFI) | 1.5 | $83M | 1.2M | 67.26 | |
| Ultimate Software | 1.5 | $83M | 561k | 147.40 | |
| Chicago Bridge & Iron Company | 1.5 | $83M | 1.2M | 67.77 | |
| West Pharmaceutical Services (WST) | 1.4 | $82M | 2.0M | 41.15 | |
| Herbalife Ltd Com Stk (HLF) | 1.3 | $76M | 1.1M | 69.77 | |
| Cabot Oil & Gas Corporation (CTRA) | 1.3 | $73M | 2.0M | 37.32 | |
| Sapient Corporation | 1.3 | $74M | 4.7M | 15.60 | |
| DSW | 1.3 | $74M | 862k | 85.32 | |
| EnerSys (ENS) | 1.3 | $73M | 1.2M | 60.63 | |
| ResMed (RMD) | 1.3 | $72M | 1.4M | 52.82 | |
| LKQ Corporation (LKQ) | 1.3 | $73M | 2.3M | 31.87 | |
| A. O. Smith Corporation (AOS) | 1.2 | $71M | 1.6M | 45.20 | |
| Tractor Supply Company (TSCO) | 1.2 | $69M | 1.0M | 67.17 | |
| Bankrate | 1.1 | $65M | 3.1M | 20.57 | |
| Albemarle Corporation (ALB) | 1.1 | $63M | 1.0M | 62.94 | |
| Ashland | 1.1 | $63M | 676k | 92.48 | |
| Middleby Corporation (MIDD) | 1.1 | $62M | 298k | 208.91 | |
| Informatica Corporation | 1.1 | $62M | 1.6M | 38.97 | |
| NCR Corporation (VYX) | 1.1 | $61M | 1.5M | 39.61 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.1 | $61M | 507k | 119.46 | |
| W.R. Grace & Co. | 1.0 | $59M | 675k | 87.40 | |
| Urban Outfitters (URBN) | 1.0 | $56M | 1.5M | 36.77 | |
| Dick's Sporting Goods (DKS) | 1.0 | $56M | 1.0M | 53.38 | |
| Trimble Navigation (TRMB) | 1.0 | $55M | 1.9M | 29.71 | |
| Core Laboratories | 0.9 | $54M | 319k | 169.21 | |
| Affiliated Managers (AMG) | 0.9 | $53M | 290k | 182.64 | |
| Brown & Brown (BRO) | 0.9 | $51M | 1.6M | 32.10 | |
| Flowserve Corporation (FLS) | 0.9 | $51M | 811k | 62.39 | |
| CarMax (KMX) | 0.9 | $50M | 1.0M | 48.47 | |
| Live Nation Entertainment (LYV) | 0.9 | $50M | 2.7M | 18.55 | |
| Ihs | 0.9 | $49M | 432k | 114.18 | |
| Carpenter Technology Corporation (CRS) | 0.9 | $49M | 839k | 58.11 | |
| Service Corporation International (SCI) | 0.8 | $47M | 2.5M | 18.62 | |
| Cyberonics | 0.8 | $45M | 887k | 50.74 | |
| Catamaran | 0.8 | $45M | 978k | 45.95 | |
| FMC Corporation (FMC) | 0.8 | $44M | 616k | 71.72 | |
| Ametek (AME) | 0.8 | $44M | 949k | 46.02 | |
| Superior Energy Services | 0.8 | $43M | 1.7M | 25.04 | |
| Clean Harbors (CLH) | 0.7 | $42M | 710k | 58.66 | |
| Bonanza Creek Energy | 0.7 | $41M | 851k | 48.26 | |
| MICROS Systems | 0.7 | $41M | 812k | 49.94 | |
| Atwood Oceanics | 0.7 | $41M | 743k | 55.04 | |
| DealerTrack Holdings | 0.7 | $41M | 954k | 42.84 | |
| Texas Roadhouse (TXRH) | 0.7 | $41M | 1.5M | 26.30 | |
| Wageworks | 0.7 | $41M | 813k | 50.45 | |
| Icon (ICLR) | 0.7 | $41M | 989k | 40.93 | |
| Actavis | 0.7 | $40M | 280k | 144.00 | |
| Haemonetics Corporation (HAE) | 0.7 | $40M | 995k | 39.88 | |
| F5 Networks (FFIV) | 0.7 | $39M | 459k | 85.81 | |
| Teradyne (TER) | 0.7 | $39M | 2.4M | 16.52 | |
| Nice Systems (NICE) | 0.7 | $39M | 949k | 41.37 | |
| Rogers Corporation (ROG) | 0.7 | $39M | 647k | 59.48 | |
| Polypore International | 0.7 | $38M | 918k | 40.97 | |
| Pier 1 Imports | 0.7 | $37M | 1.9M | 19.52 | |
| Southwestern Energy Company | 0.7 | $37M | 1.0M | 36.38 | |
| SBA Communications Corporation | 0.7 | $37M | 454k | 80.46 | |
| Rovi Corporation | 0.6 | $35M | 1.8M | 19.17 | |
| Luminex Corporation | 0.6 | $35M | 1.7M | 20.00 | |
| ValueClick | 0.6 | $34M | 1.6M | 20.86 | |
| Syntel | 0.6 | $34M | 421k | 80.10 | |
| Atmel Corporation | 0.6 | $33M | 4.5M | 7.44 | |
| Oxford Industries (OXM) | 0.6 | $32M | 472k | 67.98 | |
| Salix Pharmaceuticals | 0.6 | $32M | 474k | 66.88 | |
| Imax Corp Cad (IMAX) | 0.6 | $31M | 1.0M | 30.24 | |
| Landstar System (LSTR) | 0.5 | $30M | 543k | 55.98 | |
| Uti Worldwide | 0.5 | $30M | 2.0M | 15.11 | |
| Encore Capital (ECPG) | 0.5 | $30M | 654k | 45.77 | |
| Mobile Mini | 0.5 | $30M | 874k | 34.06 | |
| Krispy Kreme Doughnuts | 0.5 | $29M | 1.5M | 19.34 | |
| United Rentals (URI) | 0.5 | $28M | 487k | 58.29 | |
| Rex Energy Corporation | 0.5 | $29M | 1.3M | 22.32 | |
| Akorn | 0.5 | $29M | 1.4M | 19.68 | |
| Integrated Device Technology | 0.5 | $28M | 2.9M | 9.42 | |
| Finisar Corporation | 0.5 | $27M | 1.2M | 22.63 | |
| Concur Technologies | 0.5 | $26M | 239k | 110.50 | |
| Conn's (CONNQ) | 0.5 | $27M | 531k | 50.03 | |
| Stericycle (SRCL) | 0.5 | $26M | 226k | 115.40 | |
| Avago Technologies | 0.5 | $26M | 609k | 43.08 | |
| Tennant Company (TNC) | 0.5 | $26M | 411k | 62.00 | |
| Pdc Energy | 0.4 | $25M | 416k | 59.54 | |
| Quanta Services (PWR) | 0.4 | $24M | 881k | 27.51 | |
| Cognizant Technology Solutions (CTSH) | 0.4 | $24M | 289k | 82.12 | |
| Diodes Incorporated (DIOD) | 0.4 | $24M | 960k | 24.50 | |
| Bottomline Technologies | 0.4 | $24M | 854k | 27.88 | |
| Magnum Hunter Resources Corporation | 0.4 | $24M | 3.8M | 6.17 | |
| MasterCard Incorporated (MA) | 0.4 | $23M | 34k | 672.78 | |
| Discovery Communications | 0.4 | $23M | 299k | 78.12 | |
| 3D Systems Corporation (DDD) | 0.4 | $23M | 429k | 53.99 | |
| Nic | 0.4 | $23M | 982k | 23.11 | |
| Power Integrations (POWI) | 0.4 | $22M | 403k | 54.16 | |
| Fidelity National Information Services (FIS) | 0.3 | $20M | 425k | 46.44 | |
| Acuity Brands (AYI) | 0.3 | $20M | 218k | 92.02 | |
| Financial Engines | 0.3 | $20M | 333k | 59.43 | |
| Atmi | 0.3 | $19M | 718k | 26.52 | |
| Stage Stores | 0.3 | $19M | 984k | 19.20 | |
| Fastenal Company (FAST) | 0.3 | $18M | 363k | 50.27 | |
| Elizabeth Arden | 0.3 | $18M | 497k | 36.92 | |
| Pegasystems (PEGA) | 0.3 | $18M | 459k | 39.81 | |
| T. Rowe Price (TROW) | 0.3 | $17M | 241k | 71.93 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $17M | 187k | 92.15 | |
| Corporate Executive Board Company | 0.3 | $18M | 241k | 72.62 | |
| Hertz Global Holdings | 0.3 | $18M | 802k | 22.16 | |
| Servicesource | 0.3 | $17M | 1.4M | 12.08 | |
| Trex Company (TREX) | 0.3 | $16M | 321k | 49.53 | |
| WNS | 0.3 | $16M | 753k | 21.22 | |
| Lam Research Corporation | 0.3 | $16M | 314k | 51.20 | |
| Ruckus Wireless | 0.3 | $16M | 935k | 16.83 | |
| Jarden Corporation | 0.3 | $15M | 316k | 48.40 | |
| Chemtura Corporation | 0.3 | $15M | 652k | 22.99 | |
| Atlas Air Worldwide Holdings | 0.3 | $15M | 318k | 46.03 | |
| Interxion Holding | 0.2 | $14M | 635k | 22.24 | |
| Weatherford International Lt reg | 0.2 | $13M | 873k | 15.33 | |
| O'reilly Automotive (ORLY) | 0.2 | $14M | 108k | 127.59 | |
| Xilinx | 0.2 | $13M | 277k | 46.85 | |
| Amphenol Corporation (APH) | 0.2 | $13M | 170k | 77.38 | |
| Zumiez (ZUMZ) | 0.2 | $13M | 475k | 27.54 | |
| Volcano Corporation | 0.2 | $13M | 532k | 23.95 | |
| Spectranetics Corporation | 0.2 | $13M | 784k | 16.80 | |
| American Tower Reit (AMT) | 0.2 | $13M | 172k | 74.13 | |
| Methode Electronics (MEI) | 0.2 | $12M | 421k | 28.00 | |
| 8x8 (EGHT) | 0.2 | $12M | 1.2M | 10.07 | |
| InnerWorkings | 0.2 | $11M | 1.1M | 9.82 | |
| Harley-Davidson (HOG) | 0.2 | $11M | 169k | 64.24 | |
| Starwood Hotels & Resorts Worldwide | 0.2 | $11M | 158k | 66.45 | |
| BJ's Restaurants (BJRI) | 0.2 | $11M | 374k | 28.67 | |
| SciQuest | 0.2 | $11M | 468k | 22.46 | |
| Repligen Corporation (RGEN) | 0.2 | $10M | 925k | 11.09 | |
| Alexion Pharmaceuticals | 0.2 | $9.6M | 83k | 116.16 | |
| Cameron International Corporation | 0.2 | $9.6M | 165k | 58.37 | |
| Monro Muffler Brake (MNRO) | 0.2 | $9.2M | 197k | 46.43 | |
| Expeditors International of Washington (EXPD) | 0.1 | $8.7M | 197k | 44.06 | |
| Autodesk (ADSK) | 0.1 | $8.5M | 206k | 41.17 | |
| J.B. Hunt Transport Services (JBHT) | 0.1 | $8.7M | 120k | 72.93 | |
| Praxair | 0.1 | $8.3M | 69k | 120.21 | |
| Ensco Plc Shs Class A | 0.1 | $8.2M | 153k | 53.75 | |
| Approach Resources | 0.1 | $8.0M | 304k | 26.28 | |
| NCI Building Systems | 0.1 | $8.1M | 634k | 12.74 | |
| Mix Telematics Ltd - | 0.1 | $7.9M | 531k | 14.80 | |
| Equinix | 0.1 | $7.6M | 42k | 183.64 | |
| BioScrip | 0.1 | $7.3M | 831k | 8.78 | |
| MaxLinear (MXL) | 0.1 | $7.0M | 839k | 8.29 | |
| Team | 0.1 | $4.9M | 124k | 39.75 | |
| Painted Pony Petro class a | 0.1 | $4.5M | 581k | 7.74 | |
| Fox Factory Hldg (FOXF) | 0.1 | $2.9M | 153k | 19.27 | |
| Verisk Analytics (VRSK) | 0.0 | $2.2M | 33k | 64.97 | |
| Tile Shop Hldgs (TTSH) | 0.0 | $2.4M | 81k | 29.50 |
