Kalmar Investments as of Dec. 31, 2015
Portfolio Holdings for Kalmar Investments
Kalmar Investments holds 155 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alliance Data Systems Corporation (BFH) | 3.1 | $126M | 455k | 276.57 | |
| West Pharmaceutical Services (WST) | 2.1 | $88M | 1.5M | 60.22 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.8 | $73M | 392k | 185.00 | |
| LKQ Corporation (LKQ) | 1.7 | $69M | 2.3M | 29.63 | |
| A. O. Smith Corporation (AOS) | 1.7 | $69M | 895k | 76.61 | |
| PolyOne Corporation | 1.5 | $63M | 2.0M | 31.76 | |
| Texas Roadhouse (TXRH) | 1.5 | $62M | 1.7M | 35.77 | |
| Cooper Companies | 1.5 | $60M | 448k | 134.20 | |
| TreeHouse Foods (THS) | 1.4 | $59M | 747k | 78.46 | |
| Acxiom Corporation | 1.4 | $58M | 2.8M | 20.92 | |
| Akorn | 1.4 | $58M | 1.5M | 37.31 | |
| Ametek (AME) | 1.4 | $57M | 1.1M | 53.59 | |
| Equifax (EFX) | 1.3 | $55M | 492k | 111.37 | |
| Medivation | 1.3 | $54M | 1.1M | 48.34 | |
| Sirona Dental Systems | 1.3 | $54M | 489k | 109.57 | |
| ResMed (RMD) | 1.3 | $52M | 976k | 53.69 | |
| Ultimate Software | 1.3 | $51M | 263k | 195.51 | |
| W.R. Grace & Co. | 1.3 | $51M | 515k | 99.59 | |
| Methode Electronics (MEI) | 1.3 | $52M | 1.6M | 31.83 | |
| Carlisle Companies (CSL) | 1.2 | $50M | 564k | 88.69 | |
| Ashland | 1.2 | $50M | 488k | 102.70 | |
| Ihs | 1.2 | $50M | 425k | 118.43 | |
| Globus Med Inc cl a (GMED) | 1.2 | $50M | 1.8M | 27.82 | |
| Electronics For Imaging | 1.2 | $48M | 1.0M | 46.74 | |
| Middleby Corporation (MIDD) | 1.2 | $48M | 443k | 107.87 | |
| Imax Corp Cad (IMAX) | 1.1 | $47M | 1.3M | 35.54 | |
| Pentair cs (PNR) | 1.1 | $47M | 944k | 49.53 | |
| Align Technology (ALGN) | 1.1 | $47M | 706k | 65.85 | |
| Service Corporation International (SCI) | 1.1 | $46M | 1.8M | 26.02 | |
| VeriFone Systems | 1.1 | $45M | 1.6M | 28.02 | |
| CarMax (KMX) | 1.1 | $44M | 823k | 53.97 | |
| Tractor Supply Company (TSCO) | 1.1 | $43M | 506k | 85.50 | |
| Stericycle (SRCL) | 1.1 | $43M | 357k | 120.60 | |
| Wolverine World Wide (WWW) | 1.0 | $42M | 2.5M | 16.71 | |
| Affiliated Managers (AMG) | 1.0 | $42M | 261k | 159.76 | |
| Hanesbrands (HBI) | 1.0 | $41M | 1.4M | 29.43 | |
| G-III Apparel (GIII) | 1.0 | $41M | 928k | 44.26 | |
| DSW | 1.0 | $40M | 1.7M | 23.86 | |
| Performance Food (PFGC) | 1.0 | $40M | 1.7M | 23.14 | |
| MSC Industrial Direct (MSM) | 1.0 | $40M | 711k | 56.27 | |
| Trex Company (TREX) | 1.0 | $40M | 1.0M | 38.04 | |
| F5 Networks (FFIV) | 1.0 | $39M | 407k | 96.96 | |
| Michaels Cos Inc/the | 1.0 | $40M | 1.8M | 22.11 | |
| Urban Outfitters (URBN) | 1.0 | $39M | 1.7M | 22.75 | |
| Core Laboratories | 0.9 | $39M | 357k | 108.74 | |
| Wageworks | 0.9 | $39M | 855k | 45.37 | |
| Belden (BDC) | 0.9 | $38M | 793k | 47.68 | |
| Watsco, Incorporated (WSO) | 0.9 | $38M | 322k | 117.13 | |
| Comscore | 0.9 | $37M | 900k | 41.15 | |
| Acuity Brands (AYI) | 0.9 | $36M | 154k | 233.80 | |
| Jazz Pharmaceuticals (JAZZ) | 0.9 | $36M | 256k | 140.56 | |
| Jarden Corporation | 0.9 | $35M | 614k | 57.12 | |
| Advisory Board Company | 0.8 | $34M | 677k | 49.61 | |
| Ligand Pharmaceuticals In (LGND) | 0.8 | $32M | 293k | 108.42 | |
| Live Nation Entertainment (LYV) | 0.8 | $32M | 1.3M | 24.57 | |
| Bottomline Technologies | 0.8 | $31M | 1.0M | 29.73 | |
| Zebra Technologies (ZBRA) | 0.7 | $30M | 435k | 69.65 | |
| Shutterfly | 0.7 | $30M | 678k | 44.56 | |
| SBA Communications Corporation | 0.7 | $30M | 282k | 105.07 | |
| Teradyne (TER) | 0.7 | $28M | 1.4M | 20.67 | |
| AMN Healthcare Services (AMN) | 0.7 | $27M | 873k | 31.05 | |
| Luminex Corporation | 0.7 | $27M | 1.3M | 21.39 | |
| Mattress Firm Holding | 0.7 | $27M | 605k | 44.63 | |
| Cognizant Technology Solutions (CTSH) | 0.7 | $26M | 439k | 60.02 | |
| Ryder System (R) | 0.6 | $26M | 453k | 56.83 | |
| Gentherm (THRM) | 0.6 | $26M | 540k | 47.40 | |
| Financial Engines | 0.6 | $25M | 750k | 33.67 | |
| CBS Corporation | 0.6 | $25M | 522k | 47.13 | |
| Bankrate | 0.6 | $25M | 1.8M | 13.30 | |
| Icon (ICLR) | 0.6 | $25M | 316k | 77.70 | |
| Matador Resources (MTDR) | 0.6 | $24M | 1.2M | 19.77 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.6 | $23M | 1.3M | 17.69 | |
| United Rentals (URI) | 0.5 | $22M | 307k | 72.54 | |
| Encore Capital (ECPG) | 0.5 | $22M | 752k | 29.08 | |
| Quanta Services (PWR) | 0.5 | $22M | 1.1M | 20.25 | |
| American Tower Reit (AMT) | 0.5 | $22M | 225k | 96.95 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $21M | 149k | 141.85 | |
| United Natural Foods (UNFI) | 0.5 | $21M | 538k | 39.36 | |
| Flowserve Corporation (FLS) | 0.5 | $21M | 492k | 42.08 | |
| Genpact (G) | 0.5 | $21M | 841k | 24.98 | |
| MasterCard Incorporated (MA) | 0.5 | $19M | 200k | 97.36 | |
| Atmel Corporation | 0.5 | $19M | 2.2M | 8.61 | |
| O'reilly Automotive (ORLY) | 0.5 | $18M | 72k | 253.42 | |
| Amphenol Corporation (APH) | 0.4 | $18M | 340k | 52.23 | |
| Gulfport Energy Corporation | 0.4 | $18M | 731k | 24.57 | |
| Syntel | 0.4 | $17M | 385k | 45.25 | |
| FLIR Systems | 0.4 | $17M | 594k | 28.07 | |
| Nxp Semiconductors N V (NXPI) | 0.4 | $17M | 196k | 84.25 | |
| Alexion Pharmaceuticals | 0.4 | $16M | 83k | 190.75 | |
| Callidus Software | 0.4 | $16M | 851k | 18.57 | |
| Superior Energy Services | 0.4 | $16M | 1.2M | 13.47 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.4 | $16M | 241k | 66.80 | |
| Oxford Industries (OXM) | 0.4 | $15M | 238k | 63.82 | |
| Fastenal Company (FAST) | 0.4 | $15M | 363k | 40.82 | |
| Pdc Energy | 0.4 | $15M | 275k | 53.38 | |
| Cerner Corporation | 0.3 | $14M | 236k | 60.17 | |
| Hub (HUBG) | 0.3 | $14M | 424k | 32.95 | |
| MaxLinear (MXL) | 0.3 | $14M | 930k | 14.73 | |
| Smart & Final Stores | 0.3 | $14M | 762k | 18.21 | |
| Power Integrations (POWI) | 0.3 | $13M | 267k | 48.63 | |
| Texas Capital Bancshares (TCBI) | 0.3 | $13M | 266k | 49.42 | |
| Allergan | 0.3 | $13M | 41k | 312.51 | |
| T. Rowe Price (TROW) | 0.3 | $13M | 178k | 71.49 | |
| J.B. Hunt Transport Services (JBHT) | 0.3 | $12M | 161k | 73.36 | |
| WNS | 0.3 | $12M | 379k | 31.19 | |
| BorgWarner (BWA) | 0.3 | $12M | 271k | 43.23 | |
| Ceb | 0.3 | $12M | 191k | 61.39 | |
| Wintrust Financial Corporation (WTFC) | 0.3 | $12M | 236k | 48.52 | |
| 8x8 (EGHT) | 0.3 | $12M | 1.0M | 11.45 | |
| Zoetis Inc Cl A (ZTS) | 0.3 | $11M | 235k | 47.92 | |
| Carter's (CRI) | 0.3 | $11M | 125k | 89.03 | |
| Hertz Global Holdings | 0.3 | $11M | 786k | 14.23 | |
| Starwood Hotels & Resorts Worldwide | 0.3 | $11M | 158k | 69.28 | |
| Diodes Incorporated (DIOD) | 0.3 | $11M | 475k | 22.98 | |
| Pegasystems (PEGA) | 0.3 | $11M | 405k | 27.50 | |
| Fidelity National Information Services (FIS) | 0.3 | $11M | 176k | 60.60 | |
| Cameron International Corporation | 0.3 | $10M | 165k | 63.20 | |
| Rackspace Hosting | 0.3 | $11M | 416k | 25.32 | |
| Mobile Mini | 0.2 | $10M | 323k | 31.13 | |
| Repligen Corporation (RGEN) | 0.2 | $10M | 357k | 28.29 | |
| Entravision Communication (EVC) | 0.2 | $9.8M | 1.3M | 7.71 | |
| Rogers Corporation (ROG) | 0.2 | $10M | 194k | 51.57 | |
| Inogen (INGN) | 0.2 | $10M | 249k | 40.09 | |
| Adeptus Health Inc-class A | 0.2 | $9.3M | 171k | 54.52 | |
| Krispy Kreme Doughnuts | 0.2 | $8.5M | 563k | 15.07 | |
| Ceva (CEVA) | 0.2 | $8.5M | 362k | 23.36 | |
| Acadia Healthcare (ACHC) | 0.2 | $8.6M | 138k | 62.46 | |
| Altera Corporation | 0.2 | $8.4M | 155k | 53.97 | |
| Cambrex Corporation | 0.2 | $8.2M | 174k | 47.09 | |
| Perrigo Company (PRGO) | 0.2 | $8.4M | 58k | 144.71 | |
| Chuys Hldgs (CHUY) | 0.2 | $8.0M | 254k | 31.34 | |
| Vascular Solutions | 0.2 | $7.5M | 217k | 34.39 | |
| Weatherford Intl Plc ord | 0.2 | $7.4M | 885k | 8.39 | |
| Tennant Company (TNC) | 0.2 | $6.9M | 123k | 56.26 | |
| EnerSys (ENS) | 0.2 | $6.6M | 119k | 55.93 | |
| LogMeIn | 0.2 | $6.6M | 98k | 67.10 | |
| Teligent | 0.2 | $6.7M | 752k | 8.90 | |
| Verisk Analytics (VRSK) | 0.1 | $5.9M | 77k | 76.89 | |
| Atwood Oceanics | 0.1 | $5.4M | 524k | 10.23 | |
| SPS Commerce (SPSC) | 0.1 | $5.2M | 74k | 70.22 | |
| Bonanza Creek Energy | 0.1 | $5.2M | 985k | 5.27 | |
| Southwestern Energy Company | 0.1 | $4.6M | 648k | 7.11 | |
| Monotype Imaging Holdings | 0.1 | $4.1M | 175k | 23.64 | |
| Xcerra | 0.1 | $4.3M | 704k | 6.05 | |
| InnerWorkings | 0.1 | $3.4M | 455k | 7.50 | |
| Red Robin Gourmet Burgers (RRGB) | 0.1 | $3.2M | 52k | 61.73 | |
| NCI Building Systems | 0.1 | $3.2M | 256k | 12.41 | |
| Examworks | 0.1 | $3.1M | 118k | 26.60 | |
| Ruckus Wireless | 0.1 | $3.2M | 300k | 10.71 | |
| Exar Corporation | 0.1 | $2.7M | 445k | 6.13 | |
| Chemtura Corporation | 0.1 | $2.9M | 107k | 27.27 | |
| Biotelemetry | 0.1 | $2.3M | 201k | 11.68 | |
| Actua Corporation | 0.1 | $2.3M | 201k | 11.45 | |
| Zumiez (ZUMZ) | 0.1 | $2.0M | 133k | 15.12 | |
| Marchex (MCHX) | 0.1 | $2.1M | 548k | 3.89 |
