Kalmar Investments as of Dec. 31, 2014
Portfolio Holdings for Kalmar Investments
Kalmar Investments holds 154 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alliance Data Systems Corporation (BFH) | 3.0 | $164M | 573k | 286.05 | |
| West Pharmaceutical Services (WST) | 2.3 | $122M | 2.3M | 53.24 | |
| Life Time Fitness | 1.8 | $99M | 1.8M | 56.62 | |
| Cooper Companies | 1.8 | $97M | 600k | 162.09 | |
| LKQ Corporation (LKQ) | 1.8 | $96M | 3.4M | 28.12 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.6 | $88M | 691k | 127.84 | |
| PolyOne Corporation | 1.6 | $87M | 2.3M | 37.91 | |
| MSC Industrial Direct (MSM) | 1.6 | $85M | 1.1M | 81.25 | |
| United Natural Foods (UNFI) | 1.6 | $85M | 1.1M | 77.33 | |
| A. O. Smith Corporation (AOS) | 1.6 | $85M | 1.5M | 56.41 | |
| Belden (BDC) | 1.6 | $84M | 1.1M | 78.81 | |
| Texas Roadhouse (TXRH) | 1.4 | $73M | 2.2M | 33.76 | |
| Pentair cs (PNR) | 1.4 | $73M | 1.1M | 66.42 | |
| EnerSys (ENS) | 1.3 | $68M | 1.1M | 61.72 | |
| Urban Outfitters (URBN) | 1.3 | $68M | 1.9M | 35.13 | |
| Ultimate Software | 1.2 | $67M | 458k | 146.81 | |
| Live Nation Entertainment (LYV) | 1.2 | $67M | 2.6M | 26.11 | |
| Acxiom Corporation | 1.2 | $66M | 3.3M | 20.27 | |
| DealerTrack Holdings | 1.2 | $66M | 1.5M | 44.31 | |
| ResMed (RMD) | 1.2 | $65M | 1.2M | 56.06 | |
| Affiliated Managers (AMG) | 1.2 | $63M | 298k | 212.24 | |
| DSW | 1.2 | $63M | 1.7M | 37.30 | |
| Ashland | 1.2 | $63M | 524k | 119.76 | |
| Watsco, Incorporated (WSO) | 1.1 | $62M | 575k | 107.00 | |
| Teradyne (TER) | 1.1 | $61M | 3.1M | 19.79 | |
| Mallinckrodt Pub | 1.1 | $62M | 623k | 99.03 | |
| Atmel Corporation | 1.1 | $61M | 7.3M | 8.39 | |
| Chicago Bridge & Iron Company | 1.1 | $61M | 1.4M | 41.98 | |
| F5 Networks (FFIV) | 1.1 | $61M | 466k | 130.47 | |
| Tractor Supply Company (TSCO) | 1.1 | $60M | 765k | 78.82 | |
| Middleby Corporation (MIDD) | 1.1 | $60M | 608k | 99.10 | |
| CarMax (KMX) | 1.1 | $58M | 877k | 66.58 | |
| Trex Company (TREX) | 1.1 | $58M | 1.4M | 42.58 | |
| VeriFone Systems | 1.1 | $58M | 1.5M | 37.20 | |
| Ametek (AME) | 1.1 | $57M | 1.1M | 52.63 | |
| Electronics For Imaging | 1.0 | $56M | 1.3M | 42.83 | |
| Akorn | 1.0 | $54M | 1.5M | 36.20 | |
| Methode Electronics (MEI) | 1.0 | $53M | 1.5M | 36.51 | |
| Ihs | 1.0 | $54M | 470k | 113.88 | |
| Wageworks | 1.0 | $53M | 821k | 64.57 | |
| Stericycle (SRCL) | 1.0 | $52M | 396k | 131.08 | |
| W.R. Grace & Co. | 0.9 | $50M | 519k | 95.39 | |
| TreeHouse Foods (THS) | 0.9 | $49M | 570k | 85.53 | |
| Jarden Corporation | 0.9 | $47M | 979k | 47.88 | |
| Globus Med Inc cl a (GMED) | 0.9 | $46M | 1.9M | 23.77 | |
| Acuity Brands (AYI) | 0.8 | $46M | 328k | 140.07 | |
| G-III Apparel (GIII) | 0.8 | $46M | 455k | 101.01 | |
| Bankrate | 0.8 | $46M | 3.7M | 12.43 | |
| Wolverine World Wide (WWW) | 0.8 | $45M | 1.5M | 29.47 | |
| Service Corporation International (SCI) | 0.8 | $44M | 1.9M | 22.70 | |
| Hanesbrands (HBI) | 0.8 | $43M | 388k | 111.62 | |
| Rogers Corporation (ROG) | 0.8 | $43M | 526k | 81.44 | |
| Informatica Corporation | 0.8 | $43M | 1.1M | 38.14 | |
| Herbalife Ltd Com Stk (HLF) | 0.8 | $42M | 1.1M | 37.70 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.8 | $42M | 1.4M | 29.61 | |
| Carlisle Companies (CSL) | 0.7 | $40M | 439k | 90.24 | |
| Salix Pharmaceuticals | 0.7 | $40M | 348k | 114.94 | |
| Worthington Industries (WOR) | 0.7 | $40M | 1.3M | 30.09 | |
| Dorman Products (DORM) | 0.7 | $40M | 818k | 48.27 | |
| Carpenter Technology Corporation (CRS) | 0.7 | $39M | 789k | 49.25 | |
| Actavis | 0.7 | $39M | 150k | 257.41 | |
| Syntel | 0.7 | $36M | 809k | 44.98 | |
| SBA Communications Corporation | 0.7 | $36M | 326k | 110.76 | |
| United Rentals (URI) | 0.7 | $35M | 344k | 102.01 | |
| Quanta Services (PWR) | 0.7 | $35M | 1.2M | 28.39 | |
| Flowserve Corporation (FLS) | 0.6 | $34M | 563k | 59.83 | |
| Spectranetics Corporation | 0.6 | $33M | 962k | 34.58 | |
| Vitamin Shoppe | 0.6 | $33M | 688k | 48.58 | |
| Align Technology (ALGN) | 0.6 | $33M | 583k | 55.91 | |
| Luminex Corporation | 0.6 | $30M | 1.6M | 18.76 | |
| Cognizant Technology Solutions (CTSH) | 0.6 | $30M | 577k | 52.66 | |
| Bonanza Creek Energy | 0.6 | $30M | 1.3M | 24.00 | |
| Matador Resources (MTDR) | 0.6 | $30M | 1.5M | 20.23 | |
| Finisar Corporation | 0.5 | $27M | 1.4M | 19.41 | |
| Superior Energy Services | 0.5 | $26M | 1.3M | 20.15 | |
| Corporate Executive Board Company | 0.5 | $26M | 359k | 72.53 | |
| Imax Corp Cad (IMAX) | 0.5 | $25M | 801k | 30.90 | |
| Core Laboratories | 0.4 | $24M | 196k | 120.34 | |
| BE Aerospace | 0.4 | $24M | 410k | 58.02 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $24M | 187k | 125.29 | |
| Tennant Company (TNC) | 0.4 | $24M | 330k | 72.17 | |
| Encore Capital (ECPG) | 0.4 | $23M | 522k | 44.40 | |
| Diodes Incorporated (DIOD) | 0.4 | $22M | 813k | 27.57 | |
| Krispy Kreme Doughnuts | 0.4 | $22M | 1.1M | 19.74 | |
| Gulfport Energy Corporation | 0.4 | $21M | 511k | 41.74 | |
| Southwestern Energy Company (SWN) | 0.4 | $21M | 771k | 27.29 | |
| Oxford Industries (OXM) | 0.4 | $21M | 376k | 55.21 | |
| Callidus Software | 0.4 | $21M | 1.3M | 16.33 | |
| T. Rowe Price (TROW) | 0.4 | $21M | 241k | 85.86 | |
| Atwood Oceanics | 0.4 | $20M | 716k | 28.37 | |
| Mobile Mini | 0.4 | $21M | 506k | 40.51 | |
| Advisory Board Company | 0.4 | $21M | 423k | 48.98 | |
| Texas Capital Bancshares (TCBI) | 0.4 | $20M | 367k | 54.33 | |
| Amphenol Corporation (APH) | 0.3 | $18M | 340k | 53.81 | |
| Icon (ICLR) | 0.3 | $18M | 357k | 50.99 | |
| Ryder System (R) | 0.3 | $18M | 191k | 92.85 | |
| Cambrex Corporation | 0.3 | $18M | 810k | 21.62 | |
| MasterCard Incorporated (MA) | 0.3 | $17M | 200k | 86.16 | |
| Fastenal Company (FAST) | 0.3 | $17M | 363k | 47.56 | |
| Bottomline Technologies | 0.3 | $17M | 674k | 25.28 | |
| Zumiez (ZUMZ) | 0.3 | $17M | 448k | 38.63 | |
| American Tower Reit (AMT) | 0.3 | $17M | 172k | 98.85 | |
| Perrigo Company (PRGO) | 0.3 | $17M | 101k | 167.16 | |
| Del Friscos Restaurant | 0.3 | $16M | 690k | 23.74 | |
| Power Integrations (POWI) | 0.3 | $16M | 305k | 51.74 | |
| Stage Stores | 0.3 | $16M | 759k | 20.70 | |
| Ligand Pharmaceuticals In (LGND) | 0.3 | $15M | 289k | 53.21 | |
| Pegasystems (PEGA) | 0.3 | $15M | 730k | 20.77 | |
| Alexion Pharmaceuticals | 0.3 | $15M | 83k | 185.03 | |
| BorgWarner (BWA) | 0.3 | $15M | 271k | 54.95 | |
| Integrated Device Technology | 0.3 | $15M | 755k | 19.60 | |
| Interxion Holding | 0.3 | $14M | 528k | 27.34 | |
| Discovery Communications | 0.3 | $14M | 416k | 33.72 | |
| Altera Corporation | 0.3 | $14M | 374k | 36.94 | |
| O'reilly Automotive (ORLY) | 0.3 | $14M | 72k | 192.62 | |
| Pdc Energy | 0.3 | $14M | 344k | 41.27 | |
| Gentherm (THRM) | 0.2 | $14M | 371k | 36.62 | |
| Hertz Global Holdings | 0.2 | $13M | 524k | 24.94 | |
| WNS | 0.2 | $13M | 626k | 20.66 | |
| Starwood Hotels & Resorts Worldwide | 0.2 | $13M | 158k | 81.07 | |
| FMC Corporation (FMC) | 0.2 | $13M | 226k | 57.03 | |
| Chemtura Corporation | 0.2 | $13M | 530k | 24.73 | |
| Autodesk (ADSK) | 0.2 | $12M | 206k | 60.06 | |
| Entravision Communication (EVC) | 0.2 | $13M | 2.0M | 6.48 | |
| Monotype Imaging Holdings | 0.2 | $13M | 432k | 28.83 | |
| NCI Building Systems | 0.2 | $13M | 677k | 18.52 | |
| Cerner Corporation | 0.2 | $12M | 181k | 64.66 | |
| Stein Mart | 0.2 | $12M | 815k | 14.62 | |
| 8x8 (EGHT) | 0.2 | $12M | 1.3M | 9.16 | |
| Harley-Davidson (HOG) | 0.2 | $11M | 169k | 65.91 | |
| Fidelity National Information Services (FIS) | 0.2 | $11M | 176k | 62.20 | |
| Snap-on Incorporated (SNA) | 0.2 | $11M | 79k | 136.74 | |
| J.B. Hunt Transport Services (JBHT) | 0.2 | $10M | 120k | 84.25 | |
| Magnum Hunter Resources Corporation | 0.2 | $10M | 3.2M | 3.14 | |
| Financial Engines | 0.2 | $10M | 281k | 36.55 | |
| Zoetis Inc Cl A (ZTS) | 0.2 | $10M | 235k | 43.03 | |
| Armstrong World Industries (AWI) | 0.2 | $9.7M | 189k | 51.12 | |
| Praxair | 0.2 | $8.9M | 69k | 129.56 | |
| Expeditors International of Washington (EXPD) | 0.2 | $8.8M | 197k | 44.61 | |
| InnerWorkings | 0.2 | $8.6M | 1.1M | 7.79 | |
| Lam Research Corporation (LRCX) | 0.2 | $8.7M | 109k | 79.34 | |
| Catamaran | 0.2 | $8.4M | 163k | 51.75 | |
| Ruckus Wireless | 0.2 | $8.9M | 739k | 12.02 | |
| Repligen Corporation (RGEN) | 0.1 | $7.8M | 395k | 19.80 | |
| Cameron International Corporation | 0.1 | $8.3M | 165k | 49.95 | |
| MaxLinear (MXL) | 0.1 | $7.9M | 1.1M | 7.41 | |
| Weatherford Intl Plc ord | 0.1 | $7.4M | 649k | 11.45 | |
| Actua Corporation | 0.1 | $7.4M | 399k | 18.47 | |
| Rex Energy Corporation | 0.1 | $5.4M | 1.1M | 5.10 | |
| Vascular Solutions | 0.1 | $5.5M | 201k | 27.16 | |
| SciQuest | 0.1 | $5.2M | 359k | 14.45 | |
| Verisk Analytics (VRSK) | 0.1 | $4.9M | 77k | 64.05 | |
| Marchex (MCHX) | 0.1 | $4.9M | 1.1M | 4.59 | |
| AngioDynamics (ANGO) | 0.0 | $2.1M | 111k | 19.01 |
