Kalmar Investments as of Dec. 31, 2013
Portfolio Holdings for Kalmar Investments
Kalmar Investments holds 152 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alliance Data Systems Corporation (BFH) | 2.9 | $175M | 667k | 262.93 | |
| Chicago Bridge & Iron Company | 2.1 | $124M | 1.5M | 83.14 | |
| Cooper Companies | 2.1 | $123M | 996k | 123.84 | |
| PolyOne Corporation | 1.9 | $115M | 3.2M | 35.35 | |
| Acxiom Corporation | 1.7 | $102M | 2.8M | 36.98 | |
| Life Time Fitness | 1.7 | $102M | 2.2M | 47.00 | |
| Belden (BDC) | 1.6 | $98M | 1.4M | 70.45 | |
| West Pharmaceutical Services (WST) | 1.6 | $97M | 2.0M | 49.06 | |
| BE Aerospace | 1.6 | $95M | 1.1M | 87.03 | |
| Pentair | 1.6 | $94M | 1.2M | 77.67 | |
| United Natural Foods (UNFI) | 1.6 | $93M | 1.2M | 75.39 | |
| MSC Industrial Direct (MSM) | 1.5 | $88M | 1.1M | 80.87 | |
| Ultimate Software | 1.4 | $86M | 562k | 153.22 | |
| Herbalife Ltd Com Stk (HLF) | 1.4 | $87M | 1.1M | 78.70 | |
| A. O. Smith Corporation (AOS) | 1.4 | $85M | 1.6M | 53.94 | |
| EnerSys (ENS) | 1.4 | $84M | 1.2M | 70.09 | |
| Sapient Corporation | 1.4 | $82M | 4.7M | 17.36 | |
| Tractor Supply Company (TSCO) | 1.3 | $80M | 1.0M | 77.58 | |
| Conn's (CONNQ) | 1.3 | $78M | 988k | 78.69 | |
| LKQ Corporation (LKQ) | 1.2 | $75M | 2.3M | 32.90 | |
| DSW | 1.2 | $73M | 1.7M | 42.73 | |
| Middleby Corporation (MIDD) | 1.2 | $71M | 297k | 239.72 | |
| W.R. Grace & Co. | 1.1 | $68M | 683k | 98.87 | |
| Informatica Corporation | 1.1 | $67M | 1.6M | 41.50 | |
| Ametek (AME) | 1.1 | $67M | 1.3M | 52.67 | |
| Trimble Navigation (TRMB) | 1.1 | $65M | 1.9M | 34.70 | |
| ResMed (RMD) | 1.1 | $65M | 1.4M | 47.08 | |
| Flowserve Corporation (FLS) | 1.1 | $65M | 820k | 78.83 | |
| Affiliated Managers (AMG) | 1.1 | $64M | 293k | 216.88 | |
| Core Laboratories | 1.0 | $62M | 323k | 190.95 | |
| Watsco, Incorporated (WSO) | 1.0 | $62M | 643k | 96.06 | |
| Dick's Sporting Goods (DKS) | 1.0 | $61M | 1.1M | 58.10 | |
| Ashland | 1.0 | $61M | 628k | 97.04 | |
| Cyberonics | 1.0 | $58M | 885k | 65.42 | |
| Urban Outfitters (URBN) | 1.0 | $58M | 1.5M | 37.10 | |
| Teradyne (TER) | 1.0 | $57M | 3.2M | 17.62 | |
| Bankrate | 0.9 | $56M | 3.1M | 17.94 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.9 | $55M | 1.4M | 38.76 | |
| NCR Corporation (VYX) | 0.9 | $53M | 1.6M | 34.06 | |
| Live Nation Entertainment (LYV) | 0.9 | $53M | 2.7M | 19.76 | |
| Ihs | 0.9 | $52M | 437k | 119.70 | |
| Carpenter Technology Corporation (CRS) | 0.9 | $52M | 833k | 62.20 | |
| Brown & Brown (BRO) | 0.8 | $51M | 1.6M | 31.39 | |
| Atmel Corporation | 0.8 | $51M | 6.5M | 7.83 | |
| CarMax (KMX) | 0.8 | $49M | 1.0M | 47.02 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.8 | $49M | 506k | 96.52 | |
| FMC Corporation (FMC) | 0.8 | $47M | 623k | 75.46 | |
| Actavis | 0.8 | $48M | 283k | 168.00 | |
| MICROS Systems | 0.8 | $47M | 815k | 57.37 | |
| Service Corporation International (SCI) | 0.8 | $46M | 2.5M | 18.13 | |
| DealerTrack Holdings | 0.7 | $44M | 924k | 48.08 | |
| Pier 1 Imports | 0.7 | $44M | 1.9M | 23.08 | |
| Texas Roadhouse (TXRH) | 0.7 | $44M | 1.6M | 27.80 | |
| Clean Harbors (CLH) | 0.7 | $43M | 718k | 59.96 | |
| Salix Pharmaceuticals | 0.7 | $43M | 479k | 89.94 | |
| Superior Energy Services | 0.7 | $43M | 1.6M | 26.61 | |
| Haemonetics Corporation (HAE) | 0.7 | $42M | 992k | 42.13 | |
| F5 Networks (FFIV) | 0.7 | $42M | 459k | 90.86 | |
| SBA Communications Corporation | 0.7 | $42M | 462k | 89.84 | |
| Icon (ICLR) | 0.7 | $41M | 1.0M | 40.42 | |
| Southwestern Energy Company | 0.7 | $40M | 1.0M | 39.33 | |
| Worthington Industries (WOR) | 0.7 | $40M | 954k | 42.08 | |
| Atwood Oceanics | 0.7 | $40M | 744k | 53.39 | |
| Nice Systems (NICE) | 0.7 | $39M | 951k | 40.96 | |
| United Rentals (URI) | 0.6 | $38M | 492k | 77.95 | |
| Syntel | 0.6 | $38M | 421k | 90.95 | |
| Rogers Corporation (ROG) | 0.6 | $39M | 627k | 61.50 | |
| Vitamin Shoppe | 0.6 | $38M | 730k | 52.01 | |
| Oxford Industries (OXM) | 0.6 | $37M | 457k | 80.67 | |
| Uti Worldwide | 0.6 | $35M | 2.0M | 17.56 | |
| Mobile Mini | 0.6 | $35M | 846k | 41.18 | |
| Luminex Corporation | 0.6 | $34M | 1.7M | 19.40 | |
| Wageworks | 0.6 | $33M | 559k | 59.44 | |
| Encore Capital (ECPG) | 0.5 | $32M | 633k | 50.26 | |
| Gulfport Energy Corporation | 0.5 | $32M | 505k | 63.13 | |
| Bottomline Technologies | 0.5 | $30M | 827k | 36.16 | |
| Polypore International | 0.5 | $30M | 765k | 38.90 | |
| Catamaran | 0.5 | $30M | 631k | 47.46 | |
| Cognizant Technology Solutions (CTSH) | 0.5 | $29M | 289k | 100.98 | |
| Bonanza Creek Energy | 0.5 | $29M | 670k | 43.47 | |
| MasterCard Incorporated (MA) | 0.5 | $29M | 34k | 835.47 | |
| Integrated Device Technology | 0.5 | $29M | 2.8M | 10.18 | |
| Krispy Kreme Doughnuts | 0.5 | $28M | 1.5M | 19.29 | |
| Quanta Services (PWR) | 0.5 | $28M | 892k | 31.56 | |
| Finisar Corporation | 0.5 | $28M | 1.2M | 23.92 | |
| Tennant Company (TNC) | 0.5 | $27M | 398k | 67.81 | |
| Magnum Hunter Resources Corporation | 0.5 | $27M | 3.7M | 7.31 | |
| Electronics For Imaging | 0.4 | $25M | 645k | 38.73 | |
| Discovery Communications | 0.4 | $25M | 299k | 83.86 | |
| Concur Technologies | 0.4 | $25M | 241k | 103.18 | |
| Trex Company (TREX) | 0.4 | $25M | 311k | 79.53 | |
| Rex Energy Corporation | 0.4 | $24M | 1.2M | 19.71 | |
| Acuity Brands (AYI) | 0.4 | $24M | 221k | 109.32 | |
| Nic | 0.4 | $24M | 952k | 24.87 | |
| 3D Systems Corporation (DDD) | 0.4 | $24M | 258k | 92.93 | |
| Carlisle Companies (CSL) | 0.4 | $23M | 289k | 79.40 | |
| Hertz Global Holdings | 0.4 | $23M | 802k | 28.62 | |
| Financial Engines | 0.4 | $23M | 324k | 69.48 | |
| Diodes Incorporated (DIOD) | 0.4 | $22M | 947k | 23.56 | |
| Pegasystems (PEGA) | 0.4 | $22M | 445k | 49.18 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $21M | 187k | 111.35 | |
| Stage Stores | 0.3 | $21M | 944k | 22.22 | |
| T. Rowe Price (TROW) | 0.3 | $20M | 241k | 83.77 | |
| Stericycle (SRCL) | 0.3 | $20M | 175k | 116.17 | |
| Fidelity National Information Services (FIS) | 0.3 | $19M | 355k | 53.68 | |
| Jarden Corporation | 0.3 | $19M | 316k | 61.35 | |
| Albemarle Corporation (ALB) | 0.3 | $19M | 301k | 63.39 | |
| Imax Corp Cad (IMAX) | 0.3 | $19M | 645k | 29.48 | |
| Spectranetics Corporation | 0.3 | $19M | 759k | 25.00 | |
| Akorn | 0.3 | $19M | 765k | 24.62 | |
| Corporate Executive Board Company | 0.3 | $18M | 234k | 77.43 | |
| Fastenal Company (FAST) | 0.3 | $17M | 363k | 47.51 | |
| Chemtura Corporation | 0.3 | $18M | 632k | 27.92 | |
| WNS | 0.3 | $16M | 728k | 21.91 | |
| Power Integrations (POWI) | 0.3 | $16M | 277k | 55.82 | |
| ValueClick | 0.3 | $16M | 662k | 23.37 | |
| Amphenol Corporation (APH) | 0.2 | $15M | 170k | 89.18 | |
| Pdc Energy | 0.2 | $15M | 281k | 53.22 | |
| Interxion Holding | 0.2 | $15M | 614k | 23.61 | |
| Elizabeth Arden | 0.2 | $14M | 386k | 35.45 | |
| Methode Electronics (MEI) | 0.2 | $14M | 407k | 34.19 | |
| Atmi | 0.2 | $14M | 462k | 30.21 | |
| Weatherford International Lt reg | 0.2 | $14M | 873k | 15.49 | |
| O'reilly Automotive (ORLY) | 0.2 | $14M | 108k | 128.71 | |
| American Tower Reit (AMT) | 0.2 | $14M | 172k | 79.82 | |
| SciQuest | 0.2 | $13M | 453k | 28.48 | |
| Xilinx | 0.2 | $13M | 277k | 45.92 | |
| Starwood Hotels & Resorts Worldwide | 0.2 | $13M | 158k | 79.45 | |
| 8x8 (EGHT) | 0.2 | $13M | 1.3M | 10.15 | |
| Harley-Davidson (HOG) | 0.2 | $12M | 169k | 69.24 | |
| Perrigo Company | 0.2 | $12M | 78k | 153.46 | |
| Repligen Corporation (RGEN) | 0.2 | $12M | 896k | 13.64 | |
| Zumiez (ZUMZ) | 0.2 | $12M | 460k | 26.00 | |
| Lam Research Corporation | 0.2 | $11M | 209k | 54.45 | |
| Alexion Pharmaceuticals | 0.2 | $11M | 83k | 132.89 | |
| Monro Muffler Brake (MNRO) | 0.2 | $11M | 193k | 56.36 | |
| NCI Building Systems | 0.2 | $11M | 615k | 17.54 | |
| Autodesk (ADSK) | 0.2 | $10M | 206k | 50.32 | |
| Cameron International Corporation | 0.2 | $9.8M | 165k | 59.53 | |
| Expeditors International of Washington (EXPD) | 0.1 | $8.7M | 197k | 44.25 | |
| J.B. Hunt Transport Services (JBHT) | 0.1 | $9.3M | 120k | 77.30 | |
| Praxair | 0.1 | $8.9M | 69k | 130.03 | |
| Stein Mart | 0.1 | $9.1M | 678k | 13.45 | |
| MaxLinear (MXL) | 0.1 | $8.5M | 815k | 10.43 | |
| Ruckus Wireless | 0.1 | $7.1M | 501k | 14.20 | |
| Mix Telematics Ltd - | 0.1 | $6.3M | 510k | 12.41 | |
| Servicesource | 0.1 | $6.3M | 748k | 8.38 | |
| Zoetis Inc Cl A (ZTS) | 0.1 | $5.1M | 156k | 32.69 | |
| Verisk Analytics (VRSK) | 0.1 | $5.1M | 77k | 65.72 | |
| InnerWorkings | 0.1 | $4.7M | 601k | 7.79 | |
| Vascular Solutions | 0.0 | $2.4M | 102k | 23.15 | |
| Fox Factory Hldg (FOXF) | 0.0 | $2.7M | 152k | 17.62 |
