Kalmar Investments

Kalmar Investments as of March 31, 2015

Portfolio Holdings for Kalmar Investments

Kalmar Investments holds 156 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alliance Data Systems Corporation (BFH) 2.9 $157M 529k 296.25
West Pharmaceutical Services (WST) 2.4 $127M 2.1M 60.21
Cooper Companies (COO) 2.0 $106M 566k 187.42
Belden (BDC) 1.7 $92M 979k 93.56
PolyOne Corporation 1.6 $89M 2.4M 37.35
Wolverine World Wide (WWW) 1.6 $87M 2.6M 33.45
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.6 $86M 571k 150.85
Urban Outfitters (URBN) 1.6 $84M 1.8M 45.65
LKQ Corporation (LKQ) 1.5 $82M 3.2M 25.56
ResMed (RMD) 1.5 $79M 1.1M 71.78
United Natural Foods (UNFI) 1.4 $75M 969k 77.04
Texas Roadhouse (TXRH) 1.4 $73M 2.0M 36.43
Ultimate Software 1.3 $72M 423k 169.95
Trex Company (TREX) 1.3 $71M 1.3M 54.53
MSC Industrial Direct (MSM) 1.3 $70M 972k 72.20
A. O. Smith Corporation (AOS) 1.3 $68M 1.0M 65.66
Life Time Fitness 1.2 $67M 939k 70.96
Ashland 1.2 $67M 523k 127.31
EnerSys (ENS) 1.2 $65M 1.0M 64.24
DealerTrack Holdings 1.2 $64M 1.7M 38.52
Pentair cs (PNR) 1.2 $64M 1.0M 62.89
TreeHouse Foods (THS) 1.1 $62M 729k 85.02
Acxiom Corporation 1.1 $61M 3.3M 18.49
Middleby Corporation (MIDD) 1.1 $61M 592k 102.65
Akorn 1.1 $60M 1.3M 47.51
Affiliated Managers (AMG) 1.1 $59M 277k 214.78
Imax Corp Cad (IMAX) 1.1 $58M 1.7M 33.71
Live Nation Entertainment (LYV) 1.1 $58M 2.3M 25.23
DSW 1.1 $58M 1.6M 36.88
Methode Electronics (MEI) 1.1 $57M 1.2M 47.04
Atmel Corporation 1.0 $55M 6.6M 8.23
G-III Apparel (GIII) 1.0 $54M 479k 112.65
VeriFone Systems 1.0 $54M 1.5M 34.89
Stericycle (SRCL) 1.0 $53M 374k 140.43
Acuity Brands (AYI) 1.0 $53M 314k 168.16
Teradyne (TER) 1.0 $53M 2.8M 18.85
Bankrate 1.0 $53M 4.7M 11.34
Ametek (AME) 1.0 $52M 997k 52.54
Jarden Corporation 1.0 $52M 977k 52.90
Electronics For Imaging 0.9 $51M 1.2M 41.75
Ihs 0.9 $51M 448k 113.76
Michaels Cos Inc/the 0.9 $51M 1.9M 27.06
Service Corporation International (SCI) 0.9 $50M 1.9M 26.05
Hanesbrands (HBI) 0.9 $50M 1.5M 33.51
W.R. Grace & Co. 0.9 $49M 498k 98.87
F5 Networks (FFIV) 0.9 $50M 431k 114.94
Globus Med Inc cl a (GMED) 0.9 $49M 1.9M 25.24
Watsco, Incorporated (WSO) 0.9 $47M 373k 125.70
Mallinckrodt Pub 0.9 $47M 367k 126.65
Tractor Supply Company (TSCO) 0.8 $45M 533k 85.06
Ryder System (R) 0.8 $44M 465k 94.89
Medivation 0.8 $44M 343k 129.07
Wageworks 0.8 $44M 830k 53.33
Actavis 0.8 $43M 145k 297.62
CarMax (KMX) 0.8 $41M 589k 69.01
Core Laboratories 0.7 $39M 376k 104.49
Cabot Oil & Gas Corporation (CTRA) 0.7 $38M 1.3M 29.53
Syntel 0.7 $38M 735k 51.73
Carlisle Companies (CSL) 0.7 $38M 409k 92.63
Cognizant Technology Solutions (CTSH) 0.7 $36M 577k 62.39
SBA Communications Corporation 0.7 $36M 307k 117.10
Rogers Corporation (ROG) 0.7 $36M 439k 82.21
Gulfport Energy Corporation 0.7 $35M 769k 45.91
Hub (HUBG) 0.6 $34M 871k 39.29
Ligand Pharmaceuticals In (LGND) 0.6 $34M 435k 77.11
Matador Resources (MTDR) 0.6 $33M 1.5M 21.92
Bonanza Creek Energy 0.6 $31M 1.3M 24.66
Quanta Services (PWR) 0.6 $31M 1.1M 28.53
United Rentals (URI) 0.6 $30M 324k 91.16
Flowserve Corporation (FLS) 0.6 $30M 522k 56.49
Superior Energy Services 0.5 $29M 1.3M 22.34
Worthington Industries (WOR) 0.5 $28M 1.1M 26.61
Jazz Pharmaceuticals (JAZZ) 0.5 $28M 160k 172.79
Corporate Executive Board Company 0.5 $27M 335k 79.86
Finisar Corporation 0.5 $26M 1.2M 21.34
Vitamin Shoppe 0.5 $26M 634k 41.19
Oxford Industries (OXM) 0.5 $26M 346k 75.45
Salix Pharmaceuticals 0.5 $26M 148k 172.81
Luminex Corporation 0.5 $25M 1.6M 16.00
Icon (ICLR) 0.5 $25M 356k 70.53
Informatica Corporation 0.5 $25M 564k 43.86
BE Aerospace 0.5 $24M 383k 63.62
Spectranetics Corporation 0.5 $24M 694k 34.76
Equifax (EFX) 0.4 $24M 254k 93.00
Diodes Incorporated (DIOD) 0.4 $23M 816k 28.56
Advisory Board Company 0.4 $22M 421k 53.28
Krispy Kreme Doughnuts 0.4 $21M 1.1M 19.99
Mobile Mini 0.4 $22M 511k 42.64
American Tower Reit (AMT) 0.4 $21M 225k 94.15
Cambrex Corporation 0.4 $21M 518k 39.63
Thermo Fisher Scientific (TMO) 0.4 $20M 149k 134.34
Encore Capital (ECPG) 0.4 $20M 485k 41.59
Amphenol Corporation (APH) 0.4 $20M 340k 58.93
Tennant Company (TNC) 0.4 $20M 302k 65.37
Pdc Energy 0.4 $20M 372k 54.04
T. Rowe Price (TROW) 0.4 $20M 241k 80.98
FLIR Systems 0.3 $19M 605k 31.28
Gentherm (THRM) 0.3 $19M 377k 50.51
Texas Capital Bancshares (TCBI) 0.3 $18M 368k 48.65
MasterCard Incorporated (MA) 0.3 $17M 200k 86.39
Stage Stores 0.3 $17M 752k 22.92
Align Technology (ALGN) 0.3 $17M 321k 53.78
Bottomline Technologies 0.3 $17M 622k 27.37
CBS Corporation 0.3 $17M 274k 60.63
Callidus Software 0.3 $17M 1.3M 12.68
Perrigo Company (PRGO) 0.3 $17M 101k 165.55
Power Integrations (POWI) 0.3 $16M 309k 52.08
Altera Corporation 0.3 $16M 374k 42.91
Atwood Oceanics 0.3 $16M 580k 28.11
Pegasystems (PEGA) 0.3 $16M 743k 21.75
BorgWarner (BWA) 0.3 $16M 271k 60.48
O'reilly Automotive (ORLY) 0.3 $16M 72k 216.24
Fastenal Company (FAST) 0.3 $15M 363k 41.43
Southwestern Energy Company (SWN) 0.3 $15M 659k 23.19
WNS (WNS) 0.3 $15M 602k 24.32
Monotype Imaging Holdings 0.3 $14M 439k 32.64
Alexion Pharmaceuticals 0.3 $14M 83k 173.31
Chemtura Corporation 0.3 $15M 539k 27.29
J.B. Hunt Transport Services (JBHT) 0.3 $14M 161k 85.39
Zumiez (ZUMZ) 0.3 $14M 349k 40.25
Del Friscos Restaurant 0.3 $14M 687k 20.15
Cerner Corporation 0.2 $13M 181k 73.26
Starwood Hotels & Resorts Worldwide 0.2 $13M 158k 83.50
Discovery Communications 0.2 $12M 416k 29.48
Entravision Communication (EVC) 0.2 $13M 2.0M 6.33
Fidelity National Information Services (FIS) 0.2 $12M 176k 68.06
Carter's (CRI) 0.2 $12M 125k 92.47
Snap-on Incorporated (SNA) 0.2 $12M 79k 147.05
FMC Corporation (FMC) 0.2 $12M 206k 57.25
Repligen Corporation (RGEN) 0.2 $12M 385k 30.36
Financial Engines 0.2 $12M 285k 41.83
Hertz Global Holdings 0.2 $11M 524k 21.68
AngioDynamics (ANGO) 0.2 $11M 591k 17.79
Armstrong World Industries (AWI) 0.2 $11M 189k 57.47
NCI Building Systems 0.2 $11M 624k 17.28
8x8 (EGHT) 0.2 $11M 1.3M 8.40
Zoetis Inc Cl A (ZTS) 0.2 $11M 235k 46.29
Harley-Davidson (HOG) 0.2 $10M 169k 60.74
Stein Mart 0.2 $10M 828k 12.45
Expeditors International of Washington (EXPD) 0.2 $9.5M 197k 48.18
Magnum Hunter Resources Corporation 0.2 $9.4M 3.5M 2.67
Ruckus Wireless 0.2 $9.3M 720k 12.87
Ceva (CEVA) 0.2 $8.4M 395k 21.32
MaxLinear (MXL) 0.2 $8.8M 1.1M 8.13
Autodesk (ADSK) 0.1 $8.1M 138k 58.64
Avid Technology 0.1 $7.8M 526k 14.90
Rex Energy Corporation 0.1 $8.3M 2.2M 3.72
Weatherford Intl Plc ord 0.1 $8.0M 649k 12.30
InnerWorkings 0.1 $7.6M 1.1M 6.72
Cameron International Corporation 0.1 $7.5M 165k 45.12
SciQuest 0.1 $6.2M 369k 16.93
IGI Laboratories 0.1 $6.5M 799k 8.16
Actua Corporation 0.1 $6.3M 409k 15.49
Vascular Solutions 0.1 $5.9M 194k 30.32
Verisk Analytics (VRSK) 0.1 $5.5M 77k 71.40
Marchex (MCHX) 0.1 $5.6M 1.4M 4.08