Kalmar Investments as of March 31, 2014
Portfolio Holdings for Kalmar Investments
Kalmar Investments holds 156 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alliance Data Systems Corporation (BFH) | 2.7 | $161M | 592k | 272.45 | |
| Cooper Companies | 2.3 | $135M | 986k | 137.36 | |
| Chicago Bridge & Iron Company | 2.2 | $128M | 1.5M | 87.15 | |
| PolyOne Corporation | 2.0 | $117M | 3.2M | 36.66 | |
| Life Time Fitness | 1.7 | $103M | 2.1M | 48.10 | |
| Pentair | 1.6 | $96M | 1.2M | 79.34 | |
| Belden (BDC) | 1.6 | $95M | 1.4M | 69.60 | |
| Acxiom Corporation | 1.6 | $93M | 2.7M | 34.40 | |
| MSC Industrial Direct (MSM) | 1.6 | $93M | 1.1M | 86.52 | |
| LKQ Corporation (LKQ) | 1.5 | $90M | 3.4M | 26.35 | |
| West Pharmaceutical Services (WST) | 1.4 | $86M | 2.0M | 44.05 | |
| United Natural Foods (UNFI) | 1.4 | $86M | 1.2M | 70.92 | |
| EnerSys (ENS) | 1.4 | $82M | 1.2M | 69.29 | |
| Sapient Corporation | 1.3 | $79M | 4.6M | 17.06 | |
| Middleby Corporation (MIDD) | 1.3 | $77M | 293k | 264.21 | |
| BE Aerospace | 1.3 | $75M | 867k | 86.79 | |
| Ihs | 1.2 | $73M | 604k | 121.50 | |
| Tractor Supply Company (TSCO) | 1.2 | $72M | 1.0M | 70.63 | |
| A. O. Smith Corporation (AOS) | 1.2 | $71M | 1.5M | 46.02 | |
| CarMax (KMX) | 1.2 | $70M | 1.5M | 46.80 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.1 | $68M | 697k | 97.44 | |
| W.R. Grace & Co. | 1.1 | $68M | 682k | 99.17 | |
| Ultimate Software | 1.1 | $66M | 479k | 137.00 | |
| Core Laboratories | 1.1 | $64M | 323k | 198.44 | |
| Watsco, Incorporated (WSO) | 1.1 | $64M | 643k | 99.91 | |
| Flowserve Corporation (FLS) | 1.1 | $64M | 820k | 78.34 | |
| Teradyne (TER) | 1.1 | $64M | 3.2M | 19.89 | |
| Trimble Navigation (TRMB) | 1.1 | $63M | 1.6M | 38.87 | |
| Herbalife Ltd Com Stk (HLF) | 1.1 | $63M | 1.1M | 57.27 | |
| Ashland | 1.1 | $62M | 627k | 99.48 | |
| Informatica Corporation | 1.0 | $61M | 1.6M | 37.78 | |
| Atmel Corporation | 1.0 | $60M | 7.2M | 8.36 | |
| DSW | 1.0 | $60M | 1.7M | 35.86 | |
| Affiliated Managers (AMG) | 1.0 | $59M | 293k | 200.05 | |
| Live Nation Entertainment (LYV) | 1.0 | $58M | 2.6M | 21.75 | |
| NCR Corporation (VYX) | 1.0 | $57M | 1.6M | 36.55 | |
| Cyberonics | 1.0 | $57M | 873k | 65.26 | |
| Urban Outfitters (URBN) | 0.9 | $57M | 1.5M | 36.47 | |
| Ametek (AME) | 0.9 | $55M | 1.1M | 51.49 | |
| Carpenter Technology Corporation (CRS) | 0.9 | $54M | 819k | 66.04 | |
| ResMed (RMD) | 0.9 | $53M | 1.2M | 44.69 | |
| Bankrate | 0.9 | $53M | 3.1M | 16.94 | |
| Service Corporation International (SCI) | 0.8 | $50M | 2.5M | 19.88 | |
| Salix Pharmaceuticals | 0.8 | $50M | 479k | 103.61 | |
| F5 Networks (FFIV) | 0.8 | $49M | 460k | 106.63 | |
| Jarden Corporation | 0.8 | $49M | 815k | 59.83 | |
| Icon (ICLR) | 0.8 | $48M | 1.0M | 47.55 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.8 | $48M | 1.4M | 33.88 | |
| Southwestern Energy Company | 0.8 | $47M | 1.0M | 46.01 | |
| FMC Corporation (FMC) | 0.8 | $48M | 623k | 76.56 | |
| United Rentals (URI) | 0.8 | $47M | 492k | 94.94 | |
| Dorman Products (DORM) | 0.8 | $47M | 795k | 59.06 | |
| Quanta Services (PWR) | 0.8 | $45M | 1.2M | 36.90 | |
| Actavis | 0.8 | $45M | 218k | 205.85 | |
| DealerTrack Holdings | 0.7 | $44M | 892k | 49.19 | |
| MICROS Systems | 0.7 | $43M | 802k | 52.93 | |
| SBA Communications Corporation | 0.7 | $42M | 461k | 90.96 | |
| Nice Systems (NICE) | 0.7 | $42M | 941k | 44.66 | |
| Texas Roadhouse (TXRH) | 0.7 | $41M | 1.6M | 26.08 | |
| Wolverine World Wide (WWW) | 0.7 | $38M | 1.3M | 28.55 | |
| Rogers Corporation (ROG) | 0.6 | $38M | 605k | 62.42 | |
| Electronics For Imaging | 0.6 | $37M | 861k | 43.31 | |
| Syntel | 0.6 | $37M | 415k | 89.90 | |
| Conn's (CONNQ) | 0.6 | $38M | 968k | 38.85 | |
| Atwood Oceanics | 0.6 | $37M | 735k | 50.39 | |
| Bonanza Creek Energy | 0.6 | $37M | 831k | 44.40 | |
| Gulfport Energy Corporation | 0.6 | $36M | 506k | 71.18 | |
| Worthington Industries (WOR) | 0.6 | $37M | 953k | 38.25 | |
| Mobile Mini | 0.6 | $35M | 817k | 43.36 | |
| Pier 1 Imports | 0.6 | $35M | 1.9M | 18.88 | |
| Oxford Industries (OXM) | 0.6 | $35M | 442k | 78.20 | |
| Vitamin Shoppe | 0.6 | $34M | 720k | 47.52 | |
| Integrated Device Technology | 0.6 | $33M | 2.7M | 12.23 | |
| Finisar Corporation | 0.5 | $31M | 1.2M | 26.51 | |
| Carlisle Companies (CSL) | 0.5 | $31M | 391k | 79.34 | |
| Luminex Corporation | 0.5 | $31M | 1.7M | 18.11 | |
| Superior Energy Services | 0.5 | $30M | 975k | 30.76 | |
| Magnum Hunter Resources Corporation | 0.5 | $31M | 3.6M | 8.50 | |
| Wageworks | 0.5 | $30M | 539k | 56.11 | |
| Cognizant Technology Solutions (CTSH) | 0.5 | $29M | 577k | 50.60 | |
| Dick's Sporting Goods (DKS) | 0.5 | $29M | 527k | 54.61 | |
| Acuity Brands (AYI) | 0.5 | $29M | 221k | 132.57 | |
| Catamaran | 0.5 | $28M | 630k | 44.76 | |
| Encore Capital (ECPG) | 0.5 | $28M | 612k | 45.70 | |
| Bottomline Technologies | 0.5 | $28M | 799k | 35.15 | |
| 3D Systems Corporation (DDD) | 0.5 | $28M | 466k | 59.15 | |
| MasterCard Incorporated (MA) | 0.4 | $25M | 341k | 74.70 | |
| Krispy Kreme Doughnuts | 0.4 | $25M | 1.4M | 17.73 | |
| Polypore International | 0.4 | $26M | 752k | 34.21 | |
| Tennant Company (TNC) | 0.4 | $25M | 384k | 65.62 | |
| Diodes Incorporated (DIOD) | 0.4 | $24M | 929k | 26.12 | |
| Concur Technologies | 0.4 | $24M | 241k | 99.07 | |
| Discovery Communications | 0.4 | $23M | 299k | 77.06 | |
| Pdc Energy | 0.4 | $23M | 371k | 62.26 | |
| Del Friscos Restaurant | 0.4 | $23M | 822k | 27.89 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $23M | 187k | 120.24 | |
| Stage Stores | 0.4 | $22M | 912k | 24.45 | |
| Rex Energy Corporation | 0.4 | $22M | 1.2M | 18.71 | |
| Trex Company (TREX) | 0.4 | $22M | 300k | 73.16 | |
| Hertz Global Holdings | 0.4 | $21M | 802k | 26.64 | |
| Uti Worldwide | 0.3 | $21M | 2.0M | 10.59 | |
| Stericycle (SRCL) | 0.3 | $20M | 175k | 113.62 | |
| T. Rowe Price (TROW) | 0.3 | $20M | 241k | 82.35 | |
| Fidelity National Information Services (FIS) | 0.3 | $19M | 355k | 53.45 | |
| Methode Electronics (MEI) | 0.3 | $19M | 628k | 30.66 | |
| Albemarle Corporation (ALB) | 0.3 | $19M | 289k | 66.42 | |
| Conversant | 0.3 | $18M | 650k | 28.15 | |
| Power Integrations (POWI) | 0.3 | $18M | 268k | 65.78 | |
| Fastenal Company (FAST) | 0.3 | $18M | 363k | 49.30 | |
| G-III Apparel (GIII) | 0.3 | $18M | 249k | 71.58 | |
| Nic | 0.3 | $18M | 919k | 19.31 | |
| Imax Corp Cad (IMAX) | 0.3 | $17M | 623k | 27.33 | |
| Corporate Executive Board Company | 0.3 | $17M | 225k | 74.23 | |
| Akorn | 0.3 | $16M | 739k | 22.00 | |
| Financial Engines | 0.3 | $16M | 313k | 50.78 | |
| O'reilly Automotive (ORLY) | 0.3 | $16M | 108k | 148.39 | |
| Amphenol Corporation (APH) | 0.3 | $16M | 170k | 91.65 | |
| Pegasystems (PEGA) | 0.3 | $15M | 429k | 35.32 | |
| Weatherford International Lt reg | 0.3 | $15M | 873k | 17.36 | |
| Chemtura Corporation | 0.3 | $15M | 610k | 25.29 | |
| Xilinx | 0.2 | $15M | 277k | 54.27 | |
| Spectranetics Corporation | 0.2 | $15M | 483k | 30.31 | |
| 8x8 (EGHT) | 0.2 | $15M | 1.4M | 10.81 | |
| Interxion Holding | 0.2 | $14M | 593k | 23.98 | |
| American Tower Reit (AMT) | 0.2 | $14M | 172k | 81.87 | |
| Stein Mart | 0.2 | $13M | 952k | 14.01 | |
| NCI Building Systems | 0.2 | $13M | 760k | 17.46 | |
| WNS | 0.2 | $13M | 702k | 18.00 | |
| Starwood Hotels & Resorts Worldwide | 0.2 | $13M | 158k | 79.60 | |
| Alexion Pharmaceuticals | 0.2 | $13M | 83k | 152.12 | |
| Perrigo Company | 0.2 | $12M | 78k | 154.66 | |
| SciQuest | 0.2 | $12M | 438k | 27.02 | |
| Harley-Davidson (HOG) | 0.2 | $11M | 169k | 66.61 | |
| Servicesource | 0.2 | $11M | 1.3M | 8.44 | |
| Elizabeth Arden | 0.2 | $11M | 368k | 29.51 | |
| Zumiez (ZUMZ) | 0.2 | $11M | 442k | 24.24 | |
| Ruckus Wireless | 0.2 | $11M | 883k | 12.16 | |
| Autodesk (ADSK) | 0.2 | $10M | 206k | 49.18 | |
| InnerWorkings | 0.2 | $9.9M | 1.3M | 7.66 | |
| Cameron International Corporation | 0.2 | $10M | 165k | 61.77 | |
| Monotype Imaging Holdings | 0.2 | $9.8M | 324k | 30.14 | |
| Callidus Software | 0.2 | $9.2M | 736k | 12.52 | |
| Zoetis Inc Cl A (ZTS) | 0.2 | $9.7M | 335k | 28.94 | |
| J.B. Hunt Transport Services (JBHT) | 0.1 | $8.6M | 120k | 71.92 | |
| Praxair | 0.1 | $9.0M | 69k | 130.97 | |
| Cambrex Corporation | 0.1 | $8.6M | 456k | 18.87 | |
| Marchex (MCHX) | 0.1 | $8.9M | 843k | 10.51 | |
| Expeditors International of Washington (EXPD) | 0.1 | $7.8M | 197k | 39.63 | |
| MaxLinear (MXL) | 0.1 | $7.5M | 788k | 9.48 | |
| Monro Muffler Brake (MNRO) | 0.1 | $7.3M | 129k | 56.88 | |
| Repligen Corporation (RGEN) | 0.1 | $7.2M | 564k | 12.86 | |
| Lam Research Corporation | 0.1 | $6.0M | 109k | 55.00 | |
| Vascular Solutions | 0.1 | $6.2M | 237k | 26.19 | |
| Mix Telematics Ltd - | 0.1 | $5.3M | 493k | 10.78 | |
| Verisk Analytics (VRSK) | 0.1 | $4.6M | 77k | 59.96 | |
| Fox Factory Hldg (FOXF) | 0.1 | $2.9M | 152k | 18.90 |
