Kalmar Investments as of Dec. 31, 2016
Portfolio Holdings for Kalmar Investments
Kalmar Investments holds 121 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| West Pharmaceutical Services (WST) | 3.0 | $59M | 696k | 84.83 | |
| Acxiom Corporation | 2.6 | $51M | 1.9M | 26.80 | |
| Belden (BDC) | 2.0 | $39M | 518k | 74.77 | |
| Texas Roadhouse (TXRH) | 1.9 | $38M | 783k | 48.24 | |
| Wageworks | 1.8 | $35M | 488k | 72.50 | |
| Cooper Companies | 1.8 | $35M | 200k | 174.93 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.7 | $34M | 132k | 254.94 | |
| Trex Company (TREX) | 1.6 | $31M | 486k | 64.40 | |
| Electronics For Imaging | 1.6 | $31M | 700k | 43.86 | |
| Middleby Corporation (MIDD) | 1.5 | $29M | 227k | 128.81 | |
| Methode Electronics (MEI) | 1.4 | $28M | 677k | 41.35 | |
| MSC Industrial Direct (MSM) | 1.4 | $28M | 299k | 92.39 | |
| Pdc Energy | 1.4 | $28M | 380k | 72.58 | |
| TreeHouse Foods (THS) | 1.4 | $27M | 376k | 72.19 | |
| A. O. Smith Corporation (AOS) | 1.4 | $26M | 557k | 47.35 | |
| Performance Food (PFGC) | 1.3 | $25M | 1.0M | 24.00 | |
| Imax Corp Cad (IMAX) | 1.3 | $25M | 795k | 31.40 | |
| Ligand Pharmaceuticals In (LGND) | 1.3 | $25M | 245k | 101.61 | |
| LKQ Corporation (LKQ) | 1.3 | $25M | 807k | 30.65 | |
| PolyOne Corporation | 1.3 | $24M | 762k | 32.04 | |
| ResMed (RMD) | 1.2 | $24M | 381k | 62.05 | |
| Minerals Technologies (MTX) | 1.2 | $24M | 305k | 77.25 | |
| Equifax (EFX) | 1.2 | $23M | 196k | 118.23 | |
| Financial Engines | 1.2 | $23M | 624k | 36.75 | |
| 8x8 (EGHT) | 1.2 | $23M | 1.6M | 14.30 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.2 | $23M | 803k | 28.45 | |
| Matador Resources (MTDR) | 1.2 | $23M | 875k | 25.76 | |
| AMN Healthcare Services (AMN) | 1.1 | $22M | 579k | 38.45 | |
| Popeyes Kitchen | 1.1 | $22M | 366k | 60.48 | |
| Alliance Data Systems Corporation (BFH) | 1.1 | $22M | 96k | 228.50 | |
| SBA Communications Corporation | 1.1 | $22M | 211k | 103.26 | |
| KAR Auction Services (KAR) | 1.1 | $22M | 512k | 42.62 | |
| Gtt Communications | 1.1 | $22M | 755k | 28.75 | |
| Michaels Cos Inc/the | 1.1 | $22M | 1.1M | 20.45 | |
| Service Corporation International (SCI) | 1.1 | $21M | 751k | 28.40 | |
| Bottomline Technologies | 1.1 | $21M | 854k | 25.02 | |
| Ultimate Software | 1.1 | $21M | 117k | 182.35 | |
| Encore Capital (ECPG) | 1.1 | $21M | 715k | 28.65 | |
| Affiliated Managers (AMG) | 1.0 | $20M | 140k | 145.30 | |
| Oxford Industries (OXM) | 1.0 | $20M | 332k | 60.13 | |
| Shutterfly | 1.0 | $20M | 394k | 50.18 | |
| Ashland (ASH) | 1.0 | $20M | 182k | 109.29 | |
| WNS | 1.0 | $20M | 713k | 27.55 | |
| Live Nation Entertainment (LYV) | 1.0 | $19M | 720k | 26.60 | |
| Repligen Corporation (RGEN) | 1.0 | $19M | 627k | 30.82 | |
| Teradyne (TER) | 1.0 | $19M | 759k | 25.40 | |
| MaxLinear (MXL) | 1.0 | $19M | 881k | 21.80 | |
| FLIR Systems | 1.0 | $19M | 522k | 36.19 | |
| M/a (MTSI) | 1.0 | $19M | 406k | 46.28 | |
| Axalta Coating Sys (AXTA) | 1.0 | $19M | 692k | 27.20 | |
| Tractor Supply Company (TSCO) | 0.9 | $18M | 243k | 75.81 | |
| Carlisle Companies (CSL) | 0.9 | $18M | 167k | 110.29 | |
| Smart & Final Stores | 0.9 | $18M | 1.3M | 14.10 | |
| Genpact (G) | 0.9 | $18M | 751k | 24.34 | |
| Dentsply Sirona (XRAY) | 0.9 | $18M | 317k | 57.73 | |
| Siteone Landscape Supply (SITE) | 0.9 | $18M | 527k | 34.73 | |
| Cavium | 0.9 | $18M | 282k | 62.44 | |
| Tyler Technologies (TYL) | 0.9 | $17M | 121k | 142.77 | |
| Inogen (INGN) | 0.8 | $17M | 247k | 67.17 | |
| Callidus Software | 0.8 | $16M | 968k | 16.80 | |
| Jazz Pharmaceuticals (JAZZ) | 0.8 | $16M | 150k | 109.03 | |
| Chuys Hldgs (CHUY) | 0.8 | $16M | 501k | 32.45 | |
| Trimble Navigation (TRMB) | 0.8 | $15M | 506k | 30.15 | |
| Urban Outfitters (URBN) | 0.8 | $15M | 524k | 28.48 | |
| Superior Energy Services | 0.8 | $15M | 883k | 16.88 | |
| Wolverine World Wide (WWW) | 0.8 | $15M | 678k | 21.95 | |
| Luminex Corporation | 0.8 | $15M | 732k | 20.23 | |
| Cantel Medical | 0.8 | $15M | 184k | 78.75 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.8 | $15M | 208k | 70.02 | |
| Ihs Markit | 0.8 | $15M | 410k | 35.41 | |
| Icon (ICLR) | 0.7 | $14M | 191k | 75.20 | |
| Align Technology (ALGN) | 0.7 | $14M | 148k | 96.13 | |
| Core Laboratories | 0.7 | $14M | 117k | 120.04 | |
| Globus Med Inc cl a (GMED) | 0.7 | $14M | 549k | 24.81 | |
| J.B. Hunt Transport Services (JBHT) | 0.6 | $12M | 125k | 97.07 | |
| National Instruments | 0.6 | $12M | 390k | 30.82 | |
| Rogers Corporation (ROG) | 0.6 | $11M | 141k | 76.81 | |
| F5 Networks (FFIV) | 0.5 | $10M | 72k | 144.71 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.5 | $9.9M | 425k | 23.36 | |
| LogMeIn | 0.5 | $10M | 103k | 96.55 | |
| Parsley Energy Inc-class A | 0.5 | $9.7M | 274k | 35.24 | |
| Acuity Brands (AYI) | 0.5 | $9.3M | 40k | 230.86 | |
| Amedisys (AMED) | 0.5 | $9.0M | 212k | 42.63 | |
| EnerSys (ENS) | 0.4 | $7.9M | 101k | 78.10 | |
| Ceb | 0.4 | $7.9M | 130k | 60.60 | |
| Vascular Solutions | 0.4 | $7.7M | 137k | 56.10 | |
| Advanced Drain Sys Inc Del (WMS) | 0.4 | $7.5M | 364k | 20.60 | |
| Biotelemetry | 0.4 | $7.3M | 328k | 22.35 | |
| Arista Networks (ANET) | 0.4 | $7.3M | 75k | 96.77 | |
| Akorn | 0.4 | $6.9M | 317k | 21.83 | |
| Inc Resh Hldgs Inc cl a | 0.4 | $7.0M | 134k | 52.60 | |
| Southwestern Energy Company | 0.3 | $6.7M | 618k | 10.82 | |
| Ryder System (R) | 0.3 | $6.4M | 86k | 74.44 | |
| InnerWorkings | 0.3 | $6.3M | 642k | 9.85 | |
| Omnicell (OMCL) | 0.3 | $6.5M | 191k | 33.90 | |
| Cornerstone Ondemand | 0.3 | $6.5M | 154k | 42.31 | |
| Gulfport Energy Corporation | 0.3 | $6.2M | 288k | 21.64 | |
| Pegasystems (PEGA) | 0.3 | $6.2M | 173k | 36.00 | |
| Exar Corporation | 0.3 | $6.0M | 555k | 10.78 | |
| Ceva (CEVA) | 0.3 | $5.9M | 176k | 33.55 | |
| Entravision Communication (EVC) | 0.3 | $5.6M | 803k | 7.00 | |
| Zumiez (ZUMZ) | 0.3 | $5.5M | 250k | 21.85 | |
| Five9 (FIVN) | 0.3 | $5.4M | 378k | 14.19 | |
| NCI Building Systems | 0.2 | $4.8M | 306k | 15.65 | |
| SPS Commerce (SPSC) | 0.2 | $4.8M | 68k | 69.89 | |
| Xcerra | 0.2 | $4.6M | 602k | 7.64 | |
| Wintrust Financial Corporation (WTFC) | 0.2 | $4.5M | 62k | 72.58 | |
| Amphastar Pharmaceuticals (AMPH) | 0.2 | $4.4M | 241k | 18.42 | |
| Teligent | 0.2 | $4.5M | 679k | 6.61 | |
| Power Integrations (POWI) | 0.2 | $4.4M | 64k | 67.86 | |
| ExlService Holdings (EXLS) | 0.2 | $4.3M | 85k | 50.44 | |
| Patheon N V | 0.2 | $3.9M | 135k | 28.71 | |
| Watsco, Incorporated (WSO) | 0.2 | $3.4M | 23k | 148.10 | |
| Axcelis Technologies (ACLS) | 0.2 | $3.3M | 224k | 14.55 | |
| Diodes Incorporated (DIOD) | 0.1 | $2.5M | 99k | 25.67 | |
| Qts Realty Trust | 0.1 | $2.4M | 49k | 49.64 | |
| Bazaarvoice | 0.1 | $2.1M | 429k | 4.85 | |
| Imperva | 0.1 | $1.5M | 40k | 38.39 | |
| Actua Corporation | 0.1 | $1.6M | 112k | 14.00 | |
| Brightcove (BCOV) | 0.1 | $1.3M | 161k | 8.05 | |
| Vocera Communications | 0.1 | $1.3M | 70k | 18.49 |
