Kalmar Investments as of March 31, 2016
Portfolio Holdings for Kalmar Investments
Kalmar Investments holds 127 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| West Pharmaceutical Services (WST) | 2.8 | $67M | 966k | 69.32 | |
| Texas Roadhouse (TXRH) | 2.3 | $56M | 1.3M | 43.58 | |
| Belden (BDC) | 2.2 | $53M | 867k | 61.38 | |
| Alliance Data Systems Corporation (BFH) | 2.1 | $52M | 238k | 220.00 | |
| Cooper Companies | 2.0 | $49M | 318k | 153.97 | |
| Electronics For Imaging | 1.9 | $45M | 1.1M | 42.39 | |
| Acxiom Corporation | 1.8 | $44M | 2.1M | 21.44 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.8 | $43M | 224k | 193.74 | |
| TreeHouse Foods (THS) | 1.7 | $42M | 484k | 86.75 | |
| Ultimate Software | 1.6 | $40M | 204k | 193.50 | |
| LKQ Corporation (LKQ) | 1.6 | $39M | 1.2M | 31.93 | |
| Oxford Industries (OXM) | 1.6 | $38M | 564k | 67.23 | |
| Trex Company (TREX) | 1.5 | $38M | 784k | 47.93 | |
| PolyOne Corporation | 1.5 | $36M | 1.2M | 30.25 | |
| Michaels Cos Inc/the | 1.5 | $36M | 1.3M | 27.97 | |
| Middleby Corporation (MIDD) | 1.5 | $36M | 333k | 106.77 | |
| Equifax (EFX) | 1.4 | $35M | 309k | 114.29 | |
| Live Nation Entertainment (LYV) | 1.4 | $35M | 1.6M | 22.31 | |
| DSW | 1.4 | $35M | 1.3M | 27.64 | |
| Globus Med Inc cl a (GMED) | 1.4 | $34M | 1.4M | 23.75 | |
| G-III Apparel (GIII) | 1.4 | $34M | 696k | 48.89 | |
| Wageworks | 1.3 | $32M | 638k | 50.61 | |
| Methode Electronics (MEI) | 1.3 | $32M | 1.1M | 29.24 | |
| MSC Industrial Direct (MSM) | 1.3 | $31M | 409k | 76.31 | |
| Ligand Pharmaceuticals In (LGND) | 1.2 | $30M | 282k | 107.09 | |
| Dentsply Sirona (XRAY) | 1.2 | $30M | 492k | 61.63 | |
| Shutterfly | 1.2 | $29M | 634k | 46.37 | |
| Urban Outfitters (URBN) | 1.2 | $29M | 877k | 33.09 | |
| Pdc Energy | 1.2 | $29M | 480k | 59.45 | |
| CarMax (KMX) | 1.2 | $28M | 554k | 51.10 | |
| ResMed (RMD) | 1.1 | $28M | 486k | 57.82 | |
| Bottomline Technologies | 1.1 | $28M | 922k | 30.49 | |
| Carlisle Companies (CSL) | 1.1 | $28M | 279k | 99.50 | |
| Performance Food (PFGC) | 1.1 | $28M | 1.2M | 23.35 | |
| Ashland | 1.1 | $26M | 234k | 109.96 | |
| A. O. Smith Corporation (AOS) | 1.0 | $25M | 323k | 76.31 | |
| Service Corporation International (SCI) | 1.0 | $24M | 988k | 24.68 | |
| Ametek (AME) | 1.0 | $24M | 471k | 49.98 | |
| AMN Healthcare Services (AMN) | 0.9 | $23M | 689k | 33.61 | |
| Encore Capital (ECPG) | 0.9 | $23M | 890k | 25.74 | |
| Inogen (INGN) | 0.9 | $23M | 507k | 44.98 | |
| Watsco, Incorporated (WSO) | 0.9 | $23M | 169k | 134.74 | |
| VeriFone Systems | 0.9 | $23M | 802k | 28.24 | |
| Financial Engines | 0.9 | $23M | 720k | 31.43 | |
| Teradyne (TER) | 0.9 | $22M | 1.0M | 21.59 | |
| Affiliated Managers (AMG) | 0.9 | $21M | 130k | 162.40 | |
| Tractor Supply Company (TSCO) | 0.8 | $21M | 229k | 90.46 | |
| Core Laboratories | 0.8 | $21M | 184k | 112.41 | |
| SBA Communications Corporation | 0.8 | $20M | 203k | 100.17 | |
| Stericycle (SRCL) | 0.8 | $20M | 160k | 126.19 | |
| F5 Networks (FFIV) | 0.8 | $20M | 190k | 105.85 | |
| Luminex Corporation | 0.8 | $20M | 1.0M | 19.40 | |
| Matador Resources (MTDR) | 0.8 | $20M | 1.0M | 18.96 | |
| J.B. Hunt Transport Services (JBHT) | 0.8 | $20M | 232k | 84.24 | |
| Align Technology (ALGN) | 0.8 | $20M | 270k | 72.69 | |
| Hanesbrands (HBI) | 0.8 | $19M | 681k | 28.34 | |
| Genpact (G) | 0.8 | $19M | 691k | 27.19 | |
| Ihs | 0.8 | $19M | 150k | 124.16 | |
| M/a (MTSI) | 0.8 | $19M | 422k | 43.79 | |
| Smart & Final Stores | 0.8 | $19M | 1.1M | 16.20 | |
| Ryder System (R) | 0.8 | $18M | 283k | 64.78 | |
| Jazz Pharmaceuticals (JAZZ) | 0.7 | $17M | 134k | 130.55 | |
| Snap-on Incorporated (SNA) | 0.7 | $17M | 110k | 156.99 | |
| Acuity Brands (AYI) | 0.7 | $17M | 80k | 218.14 | |
| Icon (ICLR) | 0.7 | $17M | 230k | 75.10 | |
| Imax Corp Cad (IMAX) | 0.7 | $17M | 552k | 31.09 | |
| Mattress Firm Holding | 0.7 | $17M | 405k | 42.39 | |
| FLIR Systems | 0.7 | $17M | 507k | 32.95 | |
| Gentherm (THRM) | 0.7 | $17M | 396k | 41.59 | |
| W.R. Grace & Co. | 0.7 | $16M | 228k | 71.18 | |
| Medivation | 0.7 | $16M | 358k | 45.98 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.7 | $16M | 250k | 64.78 | |
| Zebra Technologies (ZBRA) | 0.6 | $16M | 227k | 69.00 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.6 | $15M | 643k | 22.71 | |
| MaxLinear (MXL) | 0.5 | $13M | 716k | 18.50 | |
| National Instruments | 0.5 | $13M | 425k | 30.11 | |
| Cantel Medical | 0.5 | $12M | 169k | 71.36 | |
| WNS | 0.5 | $12M | 380k | 30.64 | |
| Callidus Software | 0.5 | $12M | 694k | 16.68 | |
| Comscore | 0.5 | $11M | 376k | 30.04 | |
| Krispy Kreme Doughnuts | 0.5 | $11M | 696k | 15.59 | |
| Flowserve Corporation (FLS) | 0.4 | $11M | 239k | 44.41 | |
| Adeptus Health Inc-class A | 0.4 | $11M | 193k | 55.54 | |
| Ceb | 0.4 | $11M | 162k | 64.73 | |
| Rogers Corporation (ROG) | 0.4 | $10M | 169k | 59.87 | |
| Power Integrations (POWI) | 0.4 | $9.9M | 200k | 49.66 | |
| Repligen Corporation (RGEN) | 0.4 | $9.9M | 371k | 26.82 | |
| 8x8 (EGHT) | 0.4 | $9.9M | 988k | 10.06 | |
| Gulfport Energy Corporation | 0.4 | $9.8M | 346k | 28.34 | |
| United Rentals (URI) | 0.4 | $9.3M | 149k | 62.19 | |
| Superior Energy Services | 0.4 | $9.3M | 693k | 13.39 | |
| Chuys Hldgs (CHUY) | 0.4 | $9.4M | 301k | 31.07 | |
| Mobile Mini | 0.3 | $8.6M | 260k | 33.02 | |
| Cavium | 0.3 | $8.2M | 134k | 61.16 | |
| Pegasystems (PEGA) | 0.3 | $7.9M | 311k | 25.38 | |
| Arista Networks | 0.3 | $7.8M | 124k | 63.10 | |
| Entravision Communication (EVC) | 0.3 | $7.4M | 999k | 7.44 | |
| Wintrust Financial Corporation (WTFC) | 0.3 | $7.6M | 172k | 44.34 | |
| Ceva (CEVA) | 0.3 | $7.6M | 340k | 22.50 | |
| Acadia Healthcare (ACHC) | 0.3 | $7.6M | 138k | 55.11 | |
| Diodes Incorporated (DIOD) | 0.3 | $7.4M | 370k | 20.10 | |
| Vascular Solutions | 0.3 | $7.1M | 217k | 32.53 | |
| Demandware | 0.3 | $6.9M | 177k | 39.10 | |
| LogMeIn | 0.3 | $6.6M | 130k | 50.46 | |
| Examworks | 0.3 | $6.5M | 222k | 29.56 | |
| Red Robin Gourmet Burgers (RRGB) | 0.3 | $6.4M | 99k | 64.47 | |
| Cambrex Corporation | 0.3 | $6.4M | 144k | 44.00 | |
| Zumiez (ZUMZ) | 0.3 | $6.4M | 323k | 19.92 | |
| Gtt Communications | 0.2 | $5.7M | 347k | 16.54 | |
| Southwestern Energy Company | 0.2 | $5.2M | 648k | 8.07 | |
| EnerSys (ENS) | 0.2 | $5.1M | 92k | 55.72 | |
| Atwood Oceanics | 0.2 | $5.1M | 557k | 9.17 | |
| InnerWorkings | 0.2 | $4.8M | 599k | 7.95 | |
| Biotelemetry | 0.2 | $4.7M | 399k | 11.68 | |
| NCI Building Systems | 0.2 | $4.5M | 315k | 14.20 | |
| Popeyes Kitchen | 0.2 | $4.0M | 78k | 52.06 | |
| SPS Commerce (SPSC) | 0.1 | $3.6M | 83k | 42.94 | |
| Xcerra | 0.1 | $3.6M | 546k | 6.52 | |
| Tennant Company (TNC) | 0.1 | $3.5M | 68k | 51.48 | |
| Imperva | 0.1 | $3.5M | 70k | 50.50 | |
| Teligent | 0.1 | $3.4M | 695k | 4.90 | |
| Ruckus Wireless | 0.1 | $3.0M | 311k | 9.81 | |
| Exar Corporation | 0.1 | $2.5M | 430k | 5.75 | |
| Chemtura Corporation | 0.1 | $2.4M | 91k | 26.40 | |
| Marchex (MCHX) | 0.1 | $2.2M | 489k | 4.45 | |
| Actua Corporation | 0.1 | $1.7M | 188k | 9.05 | |
| Bankrate | 0.1 | $1.4M | 154k | 9.17 |
