Kalmar Investments as of Sept. 30, 2014
Portfolio Holdings for Kalmar Investments
Kalmar Investments holds 157 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alliance Data Systems Corporation (BFH) | 2.8 | $145M | 583k | 248.27 | |
| West Pharmaceutical Services (WST) | 2.0 | $105M | 2.3M | 44.76 | |
| Cooper Companies | 1.8 | $95M | 612k | 155.75 | |
| LKQ Corporation (LKQ) | 1.7 | $92M | 3.4M | 26.59 | |
| Life Time Fitness | 1.7 | $91M | 1.8M | 50.44 | |
| MSC Industrial Direct (MSM) | 1.7 | $91M | 1.1M | 85.46 | |
| PolyOne Corporation | 1.6 | $85M | 2.4M | 35.58 | |
| Chicago Bridge & Iron Company | 1.6 | $85M | 1.5M | 57.85 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.6 | $82M | 698k | 118.17 | |
| Middleby Corporation (MIDD) | 1.5 | $77M | 870k | 88.13 | |
| United Natural Foods (UNFI) | 1.4 | $75M | 1.2M | 61.46 | |
| A. O. Smith Corporation (AOS) | 1.4 | $73M | 1.5M | 47.28 | |
| Belden (BDC) | 1.4 | $71M | 1.1M | 64.02 | |
| Pentair cs (PNR) | 1.4 | $72M | 1.1M | 65.49 | |
| Urban Outfitters (URBN) | 1.4 | $71M | 1.9M | 36.70 | |
| Ultimate Software | 1.3 | $67M | 472k | 141.51 | |
| DealerTrack Holdings | 1.3 | $67M | 1.5M | 43.41 | |
| EnerSys (ENS) | 1.3 | $66M | 1.1M | 58.64 | |
| Jarden Corporation | 1.2 | $65M | 1.1M | 60.11 | |
| Ashland | 1.2 | $63M | 610k | 104.10 | |
| Live Nation Entertainment (LYV) | 1.2 | $63M | 2.6M | 24.02 | |
| Teradyne (TER) | 1.2 | $62M | 3.2M | 19.39 | |
| Sapient Corporation | 1.1 | $60M | 4.3M | 14.00 | |
| Affiliated Managers (AMG) | 1.1 | $60M | 298k | 200.36 | |
| Electronics For Imaging | 1.1 | $59M | 1.3M | 44.17 | |
| Atmel Corporation | 1.1 | $59M | 7.3M | 8.08 | |
| Ihs | 1.1 | $59M | 470k | 125.19 | |
| ResMed (RMD) | 1.1 | $58M | 1.2M | 49.27 | |
| Informatica Corporation | 1.1 | $56M | 1.6M | 34.24 | |
| F5 Networks (FFIV) | 1.1 | $55M | 466k | 118.74 | |
| Salix Pharmaceuticals | 1.0 | $54M | 347k | 156.24 | |
| Ametek (AME) | 1.0 | $54M | 1.1M | 50.21 | |
| DSW | 1.0 | $53M | 1.7M | 30.11 | |
| Texas Roadhouse (TXRH) | 1.0 | $53M | 1.9M | 27.84 | |
| Actavis | 1.0 | $53M | 218k | 241.28 | |
| CarMax (KMX) | 1.0 | $51M | 1.1M | 46.45 | |
| Wageworks | 1.0 | $51M | 1.1M | 45.53 | |
| Worthington Industries (WOR) | 0.9 | $50M | 1.3M | 37.22 | |
| Watsco, Incorporated (WSO) | 0.9 | $50M | 575k | 86.18 | |
| Herbalife Ltd Com Stk (HLF) | 0.9 | $49M | 1.1M | 43.75 | |
| Trex Company (TREX) | 0.9 | $49M | 1.4M | 34.57 | |
| Mallinckrodt Pub | 0.9 | $49M | 539k | 90.15 | |
| Core Laboratories | 0.9 | $48M | 327k | 146.35 | |
| Tractor Supply Company (TSCO) | 0.9 | $47M | 766k | 61.51 | |
| Service Corporation International (SCI) | 0.9 | $48M | 2.3M | 21.14 | |
| W.R. Grace & Co. | 0.9 | $47M | 519k | 90.94 | |
| Akorn | 0.9 | $47M | 1.3M | 36.27 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.9 | $46M | 1.4M | 32.69 | |
| Stericycle (SRCL) | 0.9 | $46M | 397k | 116.56 | |
| Methode Electronics (MEI) | 0.9 | $46M | 1.3M | 36.87 | |
| Bonanza Creek Energy | 0.9 | $46M | 815k | 56.90 | |
| Quanta Services (PWR) | 0.9 | $45M | 1.2M | 36.29 | |
| Acxiom Corporation | 0.8 | $44M | 2.6M | 16.55 | |
| Hanesbrands (HBI) | 0.8 | $42M | 388k | 107.44 | |
| Armstrong World Industries (AWI) | 0.8 | $40M | 722k | 56.00 | |
| Flowserve Corporation (FLS) | 0.8 | $40M | 563k | 70.52 | |
| United Rentals (URI) | 0.7 | $38M | 344k | 111.10 | |
| Acuity Brands (AYI) | 0.7 | $39M | 328k | 117.71 | |
| Wolverine World Wide (WWW) | 0.7 | $38M | 1.5M | 25.06 | |
| SBA Communications Corporation | 0.7 | $36M | 327k | 110.90 | |
| Syntel | 0.7 | $36M | 411k | 87.94 | |
| Carpenter Technology Corporation (CRS) | 0.7 | $37M | 808k | 45.15 | |
| Icon (ICLR) | 0.7 | $36M | 636k | 57.23 | |
| Carlisle Companies (CSL) | 0.7 | $35M | 439k | 80.38 | |
| BE Aerospace | 0.7 | $34M | 410k | 83.94 | |
| Bankrate | 0.7 | $35M | 3.1M | 11.36 | |
| Dorman Products (DORM) | 0.7 | $34M | 850k | 40.06 | |
| TreeHouse Foods (THS) | 0.6 | $33M | 409k | 80.50 | |
| Luminex Corporation | 0.6 | $32M | 1.7M | 19.50 | |
| Superior Energy Services | 0.6 | $33M | 995k | 32.87 | |
| Atwood Oceanics | 0.6 | $32M | 731k | 43.69 | |
| Vitamin Shoppe | 0.6 | $32M | 715k | 44.39 | |
| Rogers Corporation (ROG) | 0.6 | $31M | 566k | 54.76 | |
| Align Technology (ALGN) | 0.6 | $30M | 583k | 51.68 | |
| Gulfport Energy Corporation | 0.5 | $27M | 514k | 53.40 | |
| Southwestern Energy Company | 0.5 | $27M | 775k | 34.95 | |
| Cognizant Technology Solutions (CTSH) | 0.5 | $26M | 577k | 44.77 | |
| Encore Capital (ECPG) | 0.5 | $25M | 572k | 44.31 | |
| Bruker Corporation (BRKR) | 0.5 | $25M | 1.4M | 18.52 | |
| Oxford Industries (OXM) | 0.5 | $25M | 413k | 60.99 | |
| Tennant Company (TNC) | 0.5 | $24M | 360k | 67.09 | |
| Finisar Corporation | 0.5 | $24M | 1.4M | 16.63 | |
| Krispy Kreme Doughnuts | 0.4 | $23M | 1.3M | 17.16 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $23M | 187k | 121.70 | |
| Corporate Executive Board Company | 0.4 | $23M | 374k | 60.07 | |
| Diodes Incorporated (DIOD) | 0.4 | $22M | 907k | 23.92 | |
| G-III Apparel (GIII) | 0.4 | $21M | 257k | 82.86 | |
| 3D Systems Corporation (DDD) | 0.4 | $21M | 458k | 46.37 | |
| Halcon Resources | 0.4 | $21M | 5.3M | 3.96 | |
| Bottomline Technologies | 0.4 | $21M | 750k | 27.59 | |
| Fidelity National Information Services (FIS) | 0.4 | $20M | 355k | 56.30 | |
| Spectranetics Corporation | 0.4 | $20M | 746k | 26.57 | |
| Mobile Mini | 0.4 | $19M | 553k | 34.97 | |
| T. Rowe Price (TROW) | 0.4 | $19M | 241k | 78.40 | |
| Magnum Hunter Resources Corporation | 0.4 | $19M | 3.4M | 5.57 | |
| Pdc Energy | 0.3 | $18M | 362k | 50.29 | |
| Power Integrations (POWI) | 0.3 | $18M | 334k | 53.91 | |
| Amphenol Corporation (APH) | 0.3 | $17M | 170k | 99.86 | |
| Fastenal Company (FAST) | 0.3 | $16M | 363k | 44.90 | |
| O'reilly Automotive (ORLY) | 0.3 | $16M | 108k | 150.36 | |
| American Tower Reit (AMT) | 0.3 | $16M | 172k | 93.63 | |
| Ryder System (R) | 0.3 | $16M | 173k | 89.97 | |
| Discovery Communications | 0.3 | $16M | 416k | 37.28 | |
| Imax Corp Cad (IMAX) | 0.3 | $16M | 580k | 27.46 | |
| Pegasystems (PEGA) | 0.3 | $15M | 806k | 19.11 | |
| Interxion Holding | 0.3 | $15M | 554k | 27.69 | |
| MasterCard Incorporated (MA) | 0.3 | $15M | 200k | 73.92 | |
| Stage Stores | 0.3 | $15M | 846k | 17.11 | |
| WNS | 0.3 | $15M | 655k | 22.51 | |
| Del Friscos Restaurant | 0.3 | $15M | 770k | 19.14 | |
| Rex Energy Corporation | 0.3 | $14M | 1.1M | 12.67 | |
| NCI Building Systems | 0.3 | $14M | 739k | 19.40 | |
| Monotype Imaging Holdings | 0.3 | $14M | 477k | 28.32 | |
| Alexion Pharmaceuticals | 0.3 | $14M | 83k | 165.82 | |
| Weatherford Intl Plc ord | 0.3 | $14M | 649k | 20.80 | |
| Integrated Device Technology | 0.2 | $13M | 815k | 15.95 | |
| Hertz Global Holdings | 0.2 | $13M | 524k | 25.39 | |
| Starwood Hotels & Resorts Worldwide | 0.2 | $13M | 158k | 83.21 | |
| Altera Corporation | 0.2 | $13M | 374k | 35.78 | |
| FMC Corporation (FMC) | 0.2 | $13M | 226k | 57.19 | |
| Zumiez (ZUMZ) | 0.2 | $13M | 472k | 28.10 | |
| Chemtura Corporation | 0.2 | $13M | 571k | 23.33 | |
| Zoetis Inc Cl A (ZTS) | 0.2 | $12M | 335k | 36.95 | |
| Matador Resources (MTDR) | 0.2 | $12M | 469k | 25.85 | |
| Autodesk (ADSK) | 0.2 | $11M | 206k | 55.10 | |
| Perrigo Company | 0.2 | $12M | 78k | 150.19 | |
| Cerner Corporation | 0.2 | $11M | 181k | 59.57 | |
| Cameron International Corporation | 0.2 | $11M | 165k | 66.38 | |
| Ruckus Wireless | 0.2 | $11M | 827k | 13.36 | |
| Stein Mart | 0.2 | $10M | 895k | 11.55 | |
| Financial Engines | 0.2 | $10M | 305k | 34.21 | |
| Harley-Davidson (HOG) | 0.2 | $9.8M | 169k | 58.20 | |
| InnerWorkings | 0.2 | $9.8M | 1.2M | 8.09 | |
| BorgWarner (BWA) | 0.2 | $9.7M | 185k | 52.61 | |
| Callidus Software | 0.2 | $10M | 847k | 12.02 | |
| Concur Technologies | 0.2 | $9.7M | 76k | 126.81 | |
| 8x8 (EGHT) | 0.2 | $9.6M | 1.4M | 6.68 | |
| J.B. Hunt Transport Services (JBHT) | 0.2 | $8.9M | 120k | 74.05 | |
| Praxair | 0.2 | $8.9M | 69k | 128.99 | |
| Entravision Communication (EVC) | 0.2 | $8.4M | 2.1M | 3.96 | |
| Lam Research Corporation (LRCX) | 0.2 | $8.1M | 109k | 74.70 | |
| Repligen Corporation (RGEN) | 0.2 | $8.2M | 411k | 19.91 | |
| Expeditors International of Washington (EXPD) | 0.1 | $8.0M | 197k | 40.58 | |
| Cambrex Corporation | 0.1 | $8.0M | 429k | 18.68 | |
| MaxLinear (MXL) | 0.1 | $8.0M | 1.2M | 6.88 | |
| Catamaran | 0.1 | $6.9M | 163k | 42.15 | |
| Actua Corporation | 0.1 | $7.0M | 439k | 16.02 | |
| Marchex (MCHX) | 0.1 | $6.3M | 1.5M | 4.15 | |
| SciQuest | 0.1 | $6.1M | 407k | 15.04 | |
| Cyberonics | 0.1 | $5.6M | 109k | 51.16 | |
| Monro Muffler Brake (MNRO) | 0.1 | $5.8M | 120k | 48.53 | |
| Vascular Solutions | 0.1 | $5.5M | 223k | 24.70 | |
| Verisk Analytics (VRSK) | 0.1 | $4.7M | 77k | 60.89 | |
| Mix Telematics Ltd - | 0.1 | $4.3M | 458k | 9.34 | |
| Conversant | 0.1 | $4.4M | 128k | 34.25 | |
| STAAR Surgical Company (STAA) | 0.1 | $2.4M | 226k | 10.63 | |
| Fox Factory Hldg (FOXF) | 0.0 | $2.1M | 138k | 15.50 |
