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 | 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 | 0.3 | $15M | 659k | 23.19 | |
| 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 |
