Kalmar Investments as of Sept. 30, 2015
Portfolio Holdings for Kalmar Investments
Kalmar Investments holds 164 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alliance Data Systems Corporation (BFH) | 3.0 | $126M | 486k | 258.98 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.0 | $86M | 524k | 163.35 | |
| West Pharmaceutical Services (WST) | 1.9 | $80M | 1.5M | 54.12 | |
| Cooper Companies | 1.8 | $77M | 516k | 148.86 | |
| Texas Roadhouse (TXRH) | 1.6 | $67M | 1.8M | 37.20 | |
| Ultimate Software | 1.5 | $65M | 362k | 179.01 | |
| LKQ Corporation (LKQ) | 1.5 | $64M | 2.2M | 28.36 | |
| PolyOne Corporation | 1.4 | $61M | 2.1M | 29.34 | |
| A. O. Smith Corporation (AOS) | 1.4 | $60M | 925k | 65.19 | |
| G-III Apparel (GIII) | 1.4 | $60M | 968k | 61.66 | |
| Acxiom Corporation | 1.3 | $56M | 2.8M | 19.76 | |
| Wolverine World Wide (WWW) | 1.3 | $55M | 2.5M | 21.64 | |
| Ametek (AME) | 1.3 | $55M | 1.1M | 52.32 | |
| Middleby Corporation (MIDD) | 1.3 | $54M | 516k | 105.19 | |
| MSC Industrial Direct (MSM) | 1.3 | $54M | 885k | 61.03 | |
| Methode Electronics (MEI) | 1.3 | $54M | 1.7M | 31.90 | |
| Urban Outfitters (URBN) | 1.2 | $53M | 1.8M | 29.38 | |
| ResMed (RMD) | 1.2 | $52M | 1.0M | 50.96 | |
| Ashland | 1.2 | $52M | 516k | 100.62 | |
| Stericycle (SRCL) | 1.2 | $52M | 369k | 139.31 | |
| Service Corporation International (SCI) | 1.2 | $51M | 1.9M | 27.10 | |
| TreeHouse Foods (THS) | 1.2 | $51M | 656k | 77.79 | |
| Ihs | 1.2 | $51M | 441k | 116.00 | |
| Pentair cs (PNR) | 1.2 | $51M | 995k | 51.04 | |
| Imax Corp Cad (IMAX) | 1.2 | $50M | 1.5M | 33.79 | |
| Carlisle Companies (CSL) | 1.2 | $50M | 566k | 87.38 | |
| F5 Networks (FFIV) | 1.2 | $49M | 425k | 115.80 | |
| Live Nation Entertainment (LYV) | 1.1 | $49M | 2.0M | 24.04 | |
| EnerSys (ENS) | 1.1 | $48M | 895k | 53.58 | |
| Medivation | 1.1 | $48M | 1.1M | 42.50 | |
| Comscore | 1.1 | $48M | 1.0M | 46.15 | |
| Jarden Corporation | 1.1 | $47M | 963k | 48.88 | |
| Affiliated Managers (AMG) | 1.1 | $47M | 273k | 170.99 | |
| Electronics For Imaging | 1.1 | $46M | 1.1M | 43.28 | |
| Sirona Dental Systems | 1.1 | $46M | 491k | 93.34 | |
| W.R. Grace & Co. | 1.1 | $46M | 491k | 93.05 | |
| Equifax (EFX) | 1.1 | $45M | 464k | 97.18 | |
| DSW | 1.1 | $45M | 1.8M | 25.31 | |
| Tractor Supply Company (TSCO) | 1.0 | $44M | 526k | 84.32 | |
| CarMax (KMX) | 1.0 | $44M | 733k | 59.32 | |
| Michaels Cos Inc/the | 1.0 | $43M | 1.8M | 23.10 | |
| Hanesbrands (HBI) | 1.0 | $42M | 1.5M | 28.94 | |
| VeriFone Systems | 1.0 | $42M | 1.5M | 27.73 | |
| Wageworks | 0.9 | $40M | 896k | 45.08 | |
| Acuity Brands (AYI) | 0.9 | $39M | 223k | 175.58 | |
| Belden (BDC) | 0.9 | $39M | 832k | 46.69 | |
| Align Technology (ALGN) | 0.9 | $38M | 674k | 56.76 | |
| Globus Med Inc cl a (GMED) | 0.9 | $38M | 1.8M | 20.66 | |
| United Natural Foods (UNFI) | 0.9 | $38M | 782k | 48.51 | |
| Trex Company (TREX) | 0.9 | $38M | 1.1M | 33.33 | |
| Core Laboratories | 0.9 | $37M | 371k | 99.80 | |
| Hub (HUBG) | 0.8 | $36M | 994k | 36.41 | |
| Atmel Corporation | 0.8 | $36M | 4.5M | 8.07 | |
| Advisory Board Company | 0.8 | $36M | 785k | 45.54 | |
| Ryder System (R) | 0.8 | $34M | 455k | 74.04 | |
| Jazz Pharmaceuticals (JAZZ) | 0.8 | $33M | 252k | 132.81 | |
| Zebra Technologies (ZBRA) | 0.8 | $33M | 435k | 76.55 | |
| SBA Communications Corporation | 0.7 | $32M | 300k | 104.74 | |
| Akorn | 0.7 | $31M | 1.1M | 28.51 | |
| Cognizant Technology Solutions (CTSH) | 0.7 | $31M | 487k | 62.61 | |
| Matador Resources (MTDR) | 0.7 | $30M | 1.5M | 20.74 | |
| Watsco, Incorporated (WSO) | 0.7 | $29M | 243k | 118.48 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.7 | $28M | 1.3M | 21.86 | |
| Teradyne (TER) | 0.7 | $28M | 1.6M | 18.01 | |
| Quanta Services (PWR) | 0.6 | $26M | 1.1M | 24.21 | |
| Armstrong World Industries (AWI) | 0.6 | $26M | 540k | 47.74 | |
| Ligand Pharmaceuticals In (LGND) | 0.6 | $26M | 305k | 85.65 | |
| Gentherm (THRM) | 0.6 | $25M | 562k | 44.92 | |
| Icon (ICLR) | 0.6 | $25M | 349k | 70.97 | |
| Allergan | 0.6 | $25M | 91k | 271.81 | |
| Mallinckrodt Pub | 0.5 | $23M | 362k | 63.94 | |
| Gulfport Energy Corporation | 0.5 | $23M | 758k | 29.68 | |
| Luminex Corporation | 0.5 | $23M | 1.3M | 16.91 | |
| Flowserve Corporation (FLS) | 0.5 | $21M | 515k | 41.14 | |
| Bankrate | 0.5 | $20M | 1.9M | 10.35 | |
| American Tower Reit (AMT) | 0.5 | $20M | 225k | 87.98 | |
| United Rentals (URI) | 0.5 | $19M | 320k | 60.05 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $18M | 149k | 122.28 | |
| Oxford Industries (OXM) | 0.4 | $18M | 246k | 73.88 | |
| MasterCard Incorporated (MA) | 0.4 | $18M | 200k | 90.12 | |
| Texas Capital Bancshares (TCBI) | 0.4 | $18M | 340k | 52.42 | |
| Syntel | 0.4 | $18M | 391k | 45.31 | |
| O'reilly Automotive (ORLY) | 0.4 | $18M | 72k | 250.00 | |
| Amphenol Corporation (APH) | 0.4 | $17M | 340k | 50.96 | |
| Encore Capital (ECPG) | 0.4 | $17M | 461k | 37.00 | |
| FLIR Systems | 0.4 | $17M | 596k | 27.99 | |
| Callidus Software | 0.4 | $16M | 967k | 16.99 | |
| Superior Energy Services | 0.4 | $16M | 1.3M | 12.63 | |
| Vitamin Shoppe | 0.4 | $16M | 492k | 32.64 | |
| Ceb | 0.4 | $16M | 236k | 68.34 | |
| Adeptus Health Inc-class A | 0.4 | $16M | 194k | 80.76 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.4 | $16M | 241k | 64.24 | |
| Pdc Energy | 0.3 | $15M | 279k | 53.01 | |
| Bottomline Technologies | 0.3 | $15M | 585k | 25.01 | |
| Smart & Final Stores | 0.3 | $14M | 893k | 15.71 | |
| Fastenal Company (FAST) | 0.3 | $13M | 363k | 36.61 | |
| Pegasystems (PEGA) | 0.3 | $13M | 540k | 24.61 | |
| Rogers Corporation (ROG) | 0.3 | $13M | 243k | 53.18 | |
| Wintrust Financial Corporation (WTFC) | 0.3 | $13M | 237k | 53.43 | |
| Alexion Pharmaceuticals | 0.3 | $13M | 83k | 156.39 | |
| MaxLinear (MXL) | 0.3 | $13M | 1.0M | 12.44 | |
| Power Integrations (POWI) | 0.3 | $12M | 291k | 42.17 | |
| T. Rowe Price (TROW) | 0.3 | $12M | 178k | 69.50 | |
| Fidelity National Information Services (FIS) | 0.3 | $12M | 176k | 67.08 | |
| Krispy Kreme Doughnuts | 0.3 | $12M | 819k | 14.63 | |
| WNS | 0.3 | $12M | 421k | 27.95 | |
| Carter's (CRI) | 0.3 | $11M | 125k | 90.64 | |
| J.B. Hunt Transport Services (JBHT) | 0.3 | $12M | 161k | 71.40 | |
| CBS Corporation | 0.3 | $11M | 274k | 39.90 | |
| Cerner Corporation | 0.3 | $11M | 181k | 59.96 | |
| AMN Healthcare Services (AMN) | 0.3 | $11M | 372k | 30.01 | |
| BorgWarner (BWA) | 0.3 | $11M | 271k | 41.59 | |
| Starwood Hotels & Resorts Worldwide | 0.2 | $11M | 158k | 66.48 | |
| Tennant Company (TNC) | 0.2 | $11M | 187k | 56.18 | |
| Discovery Communications | 0.2 | $10M | 416k | 24.29 | |
| Diodes Incorporated (DIOD) | 0.2 | $10M | 484k | 21.37 | |
| Mobile Mini | 0.2 | $10M | 335k | 30.79 | |
| Cameron International Corporation | 0.2 | $10M | 165k | 61.32 | |
| Rackspace Hosting | 0.2 | $10M | 417k | 24.68 | |
| 8x8 (EGHT) | 0.2 | $10M | 1.3M | 8.27 | |
| Worthington Industries (WOR) | 0.2 | $9.8M | 370k | 26.48 | |
| Cambrex Corporation | 0.2 | $9.9M | 251k | 39.68 | |
| Zoetis Inc Cl A (ZTS) | 0.2 | $9.7M | 235k | 41.18 | |
| Expeditors International of Washington (EXPD) | 0.2 | $9.2M | 197k | 47.05 | |
| Harley-Davidson (HOG) | 0.2 | $9.3M | 169k | 54.90 | |
| Entravision Communication (EVC) | 0.2 | $9.2M | 1.4M | 6.64 | |
| Inogen (INGN) | 0.2 | $9.2M | 190k | 48.55 | |
| Hertz Global Holdings | 0.2 | $8.8M | 524k | 16.73 | |
| Perrigo Company (PRGO) | 0.2 | $9.1M | 58k | 157.28 | |
| Southwestern Energy Company (SWN) | 0.2 | $8.3M | 650k | 12.69 | |
| Atwood Oceanics | 0.2 | $7.9M | 534k | 14.81 | |
| Vascular Solutions | 0.2 | $8.0M | 246k | 32.41 | |
| Altera Corporation | 0.2 | $7.8M | 155k | 50.08 | |
| Repligen Corporation (RGEN) | 0.2 | $7.7M | 276k | 27.85 | |
| Weatherford Intl Plc ord | 0.2 | $7.5M | 885k | 8.48 | |
| Red Robin Gourmet Burgers (RRGB) | 0.2 | $7.1M | 94k | 75.74 | |
| Chuys Hldgs (CHUY) | 0.2 | $7.4M | 261k | 28.40 | |
| Ceva (CEVA) | 0.2 | $6.9M | 373k | 18.57 | |
| Examworks | 0.2 | $6.6M | 226k | 29.24 | |
| Donaldson Company (DCI) | 0.1 | $6.4M | 227k | 28.08 | |
| Monotype Imaging Holdings | 0.1 | $6.3M | 290k | 21.82 | |
| Financial Engines | 0.1 | $6.2M | 212k | 29.47 | |
| Ruckus Wireless | 0.1 | $6.6M | 554k | 11.88 | |
| Teligent | 0.1 | $6.3M | 967k | 6.54 | |
| Stein Mart | 0.1 | $5.9M | 613k | 9.68 | |
| Verisk Analytics (VRSK) | 0.1 | $5.7M | 77k | 73.91 | |
| AngioDynamics (ANGO) | 0.1 | $5.5M | 420k | 13.19 | |
| Del Friscos Restaurant | 0.1 | $5.7M | 412k | 13.89 | |
| InnerWorkings | 0.1 | $5.2M | 835k | 6.25 | |
| LogMeIn | 0.1 | $5.2M | 76k | 68.17 | |
| Chemtura Corporation | 0.1 | $5.2M | 182k | 28.62 | |
| SPS Commerce (SPSC) | 0.1 | $5.1M | 75k | 67.88 | |
| NCI Building Systems | 0.1 | $4.6M | 438k | 10.57 | |
| Bonanza Creek Energy | 0.1 | $4.9M | 1.2M | 4.07 | |
| Biotelemetry | 0.1 | $4.5M | 365k | 12.24 | |
| Actua Corporation | 0.1 | $4.5M | 383k | 11.76 | |
| Autodesk (ADSK) | 0.1 | $4.3M | 98k | 44.14 | |
| Rex Energy Corporation | 0.1 | $4.4M | 2.1M | 2.07 | |
| Marchex (MCHX) | 0.1 | $4.1M | 1.0M | 4.03 | |
| Zumiez (ZUMZ) | 0.1 | $4.0M | 254k | 15.63 | |
| Avid Technology | 0.1 | $3.4M | 430k | 7.96 | |
| Exar Corporation | 0.1 | $3.5M | 595k | 5.95 | |
| Xcerra | 0.1 | $2.0M | 318k | 6.28 | |
| Stage Stores | 0.0 | $884k | 90k | 9.84 |
