$5.08 Billion is the total value of KALMAR INVESTMENTS INC /DE/'s 155 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ADS | New | Alliance Data Systems Corp | $172,840,000 | – | 954,760 | +100.0% | 3.40% | – |
| COO | New | Cooper Companies, Inc | $149,301,000 | – | 1,254,106 | +100.0% | 2.94% | – |
| LTM | New | Life Time Fitness, Inc | $109,954,000 | – | 2,194,259 | +100.0% | 2.16% | – |
| MSM | New | MSC Industrial Direct Co, Inc | $84,256,000 | – | 1,087,741 | +100.0% | 1.66% | – |
| POL | New | PolyOne Corp | $81,875,000 | – | 3,304,083 | +100.0% | 1.61% | – |
| PNR | New | Pentair, Ltd | $74,366,000 | – | 1,289,065 | +100.0% | 1.46% | – |
| CBI | New | Chicago Bridge & Iron Co NV | $73,415,000 | – | 1,230,560 | +100.0% | 1.44% | – |
| BEAV | New | B/E Aerospace, Inc | $71,707,000 | – | 1,136,770 | +100.0% | 1.41% | – |
| BDC | New | Belden, Inc | $71,107,000 | – | 1,424,128 | +100.0% | 1.40% | – |
| MIDD | New | Middleby Corp | $71,036,000 | – | 417,638 | +100.0% | 1.40% | – |
| WST | New | West Pharmaceuticals Services, | $70,369,000 | – | 1,001,546 | +100.0% | 1.38% | – |
| COG | New | Cabot Oil & Gas Corp | $70,015,000 | – | 985,855 | +100.0% | 1.38% | – |
| ACXM | New | Acxiom Corp | $68,248,000 | – | 3,009,180 | +100.0% | 1.34% | – |
| TSCO | New | Tractor Supply Co | $67,568,000 | – | 574,811 | +100.0% | 1.33% | – |
| UNFI | New | United Natural Foods, Inc | $67,449,000 | – | 1,249,286 | +100.0% | 1.33% | – |
| ULTI | New | Ultimate Software Group, Inc | $66,297,000 | – | 565,244 | +100.0% | 1.30% | – |
| CLB | New | Core Laboratories NV | $65,408,000 | – | 431,279 | +100.0% | 1.29% | – |
| DSW | New | DSW, Inc - Class A | $63,935,000 | – | 870,215 | +100.0% | 1.26% | – |
| ALB | New | Albemarle Corp | $62,847,000 | – | 1,008,947 | +100.0% | 1.24% | – |
| RMD | New | ResMed, Inc | $62,194,000 | – | 1,378,116 | +100.0% | 1.22% | – |
| SAPE | New | Sapient Corp | $62,052,000 | – | 4,751,296 | +100.0% | 1.22% | – |
| URBN | New | Urban Outfitters, Inc | $61,775,000 | – | 1,535,915 | +100.0% | 1.22% | – |
| ENS | New | EnerSys | $59,436,000 | – | 1,211,988 | +100.0% | 1.17% | – |
| LKQ | New | LKQ Corp | $59,026,000 | – | 2,292,287 | +100.0% | 1.16% | – |
| AOS | New | A O Smith Corp | $57,304,000 | – | 1,579,505 | +100.0% | 1.13% | – |
| GRA | New | W R Grace & Co | $56,910,000 | – | 677,175 | +100.0% | 1.12% | – |
| ASH | New | Ashland, Inc | $56,636,000 | – | 678,280 | +100.0% | 1.11% | – |
| AMG | New | Affiliated Managers Group, Inc | $56,311,000 | – | 343,485 | +100.0% | 1.11% | – |
| IHS | New | IHS, Inc | $56,105,000 | – | 537,505 | +100.0% | 1.10% | – |
| LYV | New | Live Nation Entertainment, Inc | $56,062,000 | – | 3,616,890 | +100.0% | 1.10% | – |
| INFA | New | Informatica Corp | $55,990,000 | – | 1,600,615 | +100.0% | 1.10% | – |
| DKS | New | Dick's Sporting Goods, Inc | $52,288,000 | – | 1,044,515 | +100.0% | 1.03% | – |
| TRMB | New | Trimble Navigation Limited | $51,636,000 | – | 1,986,775 | +100.0% | 1.02% | – |
| ULTA | New | Ulta Salon, Cosmetics & Fragra | $51,133,000 | – | 510,714 | +100.0% | 1.01% | – |
| NCR | New | NCR Corp | $50,885,000 | – | 1,542,440 | +100.0% | 1.00% | – |
| HLF | New | Herbalife Ltd. | $49,214,000 | – | 1,090,261 | +100.0% | 0.97% | – |
| KMX | New | CarMax Inc | $47,687,000 | – | 1,033,090 | +100.0% | 0.94% | – |
| CYBX | New | Cyberonics, Inc | $46,459,000 | – | 894,130 | +100.0% | 0.91% | – |
| ROVI | New | Rovi Corp | $46,256,000 | – | 2,025,220 | +100.0% | 0.91% | – |
| RATE | New | Bankrate, Inc | $45,517,000 | – | 3,169,682 | +100.0% | 0.90% | – |
| SCI | New | Service Corporation Internatio | $45,288,000 | – | 2,511,835 | +100.0% | 0.89% | – |
| SPNV | New | Superior Energy Services, Inc | $44,646,000 | – | 1,721,144 | +100.0% | 0.88% | – |
| FLS | New | Flowserve Corp | $43,939,000 | – | 813,540 | +100.0% | 0.86% | – |
| PIR | New | Pier I Imports | $43,176,000 | – | 1,838,060 | +100.0% | 0.85% | – |
| VCLK | New | ValueClick, Inc | $42,482,000 | – | 1,719,226 | +100.0% | 0.84% | – |
| TER | New | Teradyne, Inc | $42,287,000 | – | 2,406,751 | +100.0% | 0.83% | – |
| ATW | New | Atwood Oceanics, Inc | $41,801,000 | – | 803,085 | +100.0% | 0.82% | – |
| TXRH | New | Texas Roadhouse, Inc. | $38,659,000 | – | 1,545,135 | +100.0% | 0.76% | – |
| CRS | New | Carpenter Technology Corp | $38,155,000 | – | 846,581 | +100.0% | 0.75% | – |
| NICE | New | NICE Systems Ltd - Spons ADR | $38,176,000 | – | 1,034,860 | +100.0% | 0.75% | – |
| FMC | New | FMC Corp | $37,750,000 | – | 618,250 | +100.0% | 0.74% | – |
| PPO | New | Polypore International, Inc | $37,302,000 | – | 925,609 | +100.0% | 0.73% | – |
| SWN | New | Southwestern Energy Co | $37,233,000 | – | 1,019,238 | +100.0% | 0.73% | – |
| LMNX | New | Luminex Corp | $36,387,000 | – | 1,765,493 | +100.0% | 0.72% | – |
| KMT | New | Kennametal, Inc | $36,134,000 | – | 930,562 | +100.0% | 0.71% | – |
| CLH | New | Clean Harbors, Inc | $35,971,000 | – | 711,875 | +100.0% | 0.71% | – |
| AME | New | AMETEK, Inc | $35,781,000 | – | 845,880 | +100.0% | 0.70% | – |
| ACT | New | Actavis | $35,405,000 | – | 280,500 | +100.0% | 0.70% | – |
| MCRS | New | MICROS Systems, Inc | $35,342,000 | – | 819,061 | +100.0% | 0.70% | – |
| ICLR | New | ICON PLC | $35,093,000 | – | 990,490 | +100.0% | 0.69% | – |
| TRAK | New | DealerTrak Technologies, Inc | $34,275,000 | – | 967,387 | +100.0% | 0.67% | – |
| SBAC | New | SBA Communications Corp | $33,826,000 | – | 456,365 | +100.0% | 0.66% | – |
| CTRX | New | Catamaran Corp | $33,199,000 | – | 680,870 | +100.0% | 0.65% | – |
| UTIW | New | UTI Worldwide, Inc | $33,066,000 | – | 2,007,629 | +100.0% | 0.65% | – |
| ATML | New | Atmel Corp | $32,919,000 | – | 4,484,900 | +100.0% | 0.65% | – |
| OXM | New | Oxford Industries, Inc | $31,859,000 | – | 510,558 | +100.0% | 0.63% | – |
| FFIV | New | F5 Networks, Inc | $31,703,000 | – | 460,806 | +100.0% | 0.62% | – |
| SLXP | New | Salix Pharmaceuticals | $31,438,000 | – | 475,250 | +100.0% | 0.62% | – |
| ROG | New | Rogers Corp | $31,056,000 | – | 656,288 | +100.0% | 0.61% | – |
| WAGE | New | WageWorks, Inc | $30,998,000 | – | 899,804 | +100.0% | 0.61% | – |
| LSTR | New | Landstar System, Inc | $29,845,000 | – | 579,515 | +100.0% | 0.59% | – |
| SRCL | New | Stericycle, Inc | $29,723,000 | – | 269,155 | +100.0% | 0.58% | – |
| MINI | New | Mobile Mini, Inc | $29,378,000 | – | 886,205 | +100.0% | 0.58% | – |
| KKD | New | Krispy Kreme Doughnuts, Inc | $26,772,000 | – | 1,534,203 | +100.0% | 0.53% | – |
| SYNT | New | Syntel, Inc | $26,693,000 | – | 424,572 | +100.0% | 0.52% | – |
| REXX | New | Rex Energy Corp | $26,446,000 | – | 1,504,339 | +100.0% | 0.52% | – |
| CONN | New | Conn's, Inc | $25,803,000 | – | 498,517 | +100.0% | 0.51% | – |
| IMAX | New | Imax Corp | $25,729,000 | – | 1,034,941 | +100.0% | 0.51% | – |
| DIOD | New | Diodes, Inc | $25,202,000 | – | 970,443 | +100.0% | 0.50% | – |
| URI | New | United Rentals, Inc | $24,363,000 | – | 488,135 | +100.0% | 0.48% | – |
| FIS | New | Fidelity National Information | $24,165,000 | – | 564,070 | +100.0% | 0.48% | – |
| IDTI | New | Integrated Device Tech Inc | $23,549,000 | – | 2,965,865 | +100.0% | 0.46% | – |
| SSINQ | New | Stage Stores, Inc | $23,454,000 | – | 998,036 | +100.0% | 0.46% | – |
| PWR | New | Quanta Services, Inc | $23,393,000 | – | 884,075 | +100.0% | 0.46% | – |
| AVGO | New | Avago Technologies Ltd | $22,849,000 | – | 611,255 | +100.0% | 0.45% | – |
| RDEN | New | Elizabeth Arden, Inc | $22,727,000 | – | 504,578 | +100.0% | 0.45% | – |
| EGOV | New | NIC, Inc | $21,890,000 | – | 1,324,282 | +100.0% | 0.43% | – |
| EPAY | New | Bottomline Technologies, Inc | $21,886,000 | – | 865,396 | +100.0% | 0.43% | – |
| PDCE | New | PDC Energy Inc | $21,666,000 | – | 420,872 | +100.0% | 0.43% | – |
| TNC | New | Tennant Company | $21,398,000 | – | 443,302 | +100.0% | 0.42% | – |
| DISCK | New | Discovery Communications, Inc | $20,835,000 | – | 298,610 | +100.0% | 0.41% | – |
| FNSR | New | Finisar Corp | $20,484,000 | – | 1,208,494 | +100.0% | 0.40% | – |
| AYI | New | Acuity Brands, Inc | $20,176,000 | – | 267,165 | +100.0% | 0.40% | – |
| FNGN | New | Financial Engines, Inc | $19,946,000 | – | 437,501 | +100.0% | 0.39% | – |
| AKRXQ | New | Akorn, Inc | $19,884,000 | – | 1,470,691 | +100.0% | 0.39% | – |
| HTZ | New | Hertz Global Holding, Inc | $19,884,000 | – | 801,785 | +100.0% | 0.39% | – |
| MA | New | MasterCard, Inc | $19,567,000 | – | 34,060 | +100.0% | 0.38% | – |
| CNQR | New | Concur Technologies, Inc | $19,485,000 | – | 239,430 | +100.0% | 0.38% | – |
| DDD | New | 3D Systems Corp | $19,127,000 | – | 435,697 | +100.0% | 0.38% | – |
| CTSH | New | Cognizant Technology Solutions | $18,085,000 | – | 288,715 | +100.0% | 0.36% | – |
| TMO | New | Thermo Fisher Scientific, Inc | $18,052,000 | – | 213,310 | +100.0% | 0.36% | – |
| TROW | New | T Rowe Price Group, Inc | $17,656,000 | – | 241,205 | +100.0% | 0.35% | – |
| ATMI | New | ATMI, Inc | $17,219,000 | – | 728,062 | +100.0% | 0.34% | – |
| INXN | New | InterXion Holding NV | $16,820,000 | – | 643,705 | +100.0% | 0.33% | – |
| POWI | New | Power Integrations, Inc | $16,562,000 | – | 408,333 | +100.0% | 0.33% | – |
| CEB | New | Corporate Executive Board Comp | $15,442,000 | – | 244,260 | +100.0% | 0.30% | – |
| TREX | New | Trex Company, Inc | $15,439,000 | – | 325,090 | +100.0% | 0.30% | – |
| PEGA | New | Pegasystems, Inc | $15,401,000 | – | 465,021 | +100.0% | 0.30% | – |
| ECPG | New | Encore Capital Group, Inc | $15,236,000 | – | 460,155 | +100.0% | 0.30% | – |
| SPNC | New | Spectranetics Corp | $14,862,000 | – | 795,630 | +100.0% | 0.29% | – |
| BJRI | New | BJ's Restaurants, Inc | $14,142,000 | – | 381,199 | +100.0% | 0.28% | – |
| MHRCQ | New | Magnum Hunter Corp | $14,075,000 | – | 3,856,127 | +100.0% | 0.28% | – |
| AAWW | New | Atlas Air Worldwide Holdings, | $14,081,000 | – | 321,787 | +100.0% | 0.28% | – |
| LRCX | New | Lam Research Corp | $13,935,000 | – | 314,265 | +100.0% | 0.27% | – |
| ZUMZ | New | Zumiez, Inc | $13,878,000 | – | 482,706 | +100.0% | 0.27% | – |
| CHMT | New | Chemtura Corp | $13,430,000 | – | 661,568 | +100.0% | 0.26% | – |
| APH | New | Amphenol Corp - Class A | $13,257,000 | – | 170,090 | +100.0% | 0.26% | – |
| CAM | New | Cameron International Corp | $12,830,000 | – | 209,780 | +100.0% | 0.25% | – |
| NCS | New | NCI Building Systems, Inc | $12,795,000 | – | 836,843 | +100.0% | 0.25% | – |
| WNS | New | WNS Holdings Ltd - ADR | $12,761,000 | – | 764,593 | +100.0% | 0.25% | – |
| MDR | New | McDermott International, Inc | $12,753,000 | – | 1,559,030 | +100.0% | 0.25% | – |
| AMT | New | American Tower Corp | $12,562,000 | – | 171,685 | +100.0% | 0.25% | – |
| ADSK | New | Autodesk, Inc | $12,337,000 | – | 363,490 | +100.0% | 0.24% | – |
| FAST | New | Fastenal Company | $12,076,000 | – | 263,720 | +100.0% | 0.24% | – |
| ORLY | New | O'Reilly Automotive, Inc | $12,116,000 | – | 107,585 | +100.0% | 0.24% | – |
| ESV | New | ENSCO PLC - Spon ADR | $11,305,000 | – | 194,510 | +100.0% | 0.22% | – |
| XLNX | New | Xilinx, Inc | $10,955,000 | – | 276,570 | +100.0% | 0.22% | – |
| MEI | New | Methode Electronics, Inc | $10,387,000 | – | 610,615 | +100.0% | 0.20% | – |
| HOT | New | Starwood Hotels & Resorts Worl | $10,004,000 | – | 158,315 | +100.0% | 0.20% | – |
| INWK | New | Innerworkings, Inc | $9,922,000 | – | 914,441 | +100.0% | 0.20% | – |
| EGHT | New | 8x8, Inc | $9,794,000 | – | 1,188,556 | +100.0% | 0.19% | – |
| MNRO | New | Monro Muffler Brake, Inc | $9,568,000 | – | 199,123 | +100.0% | 0.19% | – |
| HOG | New | Harley-Davidson, Inc | $9,262,000 | – | 168,955 | +100.0% | 0.18% | – |
| NUAN | New | Nuance Communications, Inc | $8,933,000 | – | 485,510 | +100.0% | 0.18% | – |
| JBHT | New | J.B. Hunt Transport Services, | $8,664,000 | – | 119,940 | +100.0% | 0.17% | – |
| KNX | New | Knight Transportation, Inc | $8,301,000 | – | 493,516 | +100.0% | 0.16% | – |
| ESRX | New | Express Scripts Holding Co. | $8,271,000 | – | 133,965 | +100.0% | 0.16% | – |
| VCRA | New | Vocera Communications, Inc | $8,228,000 | – | 559,742 | +100.0% | 0.16% | – |
| PX | New | Praxair, Inc | $7,906,000 | – | 68,655 | +100.0% | 0.16% | – |
| EQIX | New | Equinix, Inc | $7,668,000 | – | 41,510 | +100.0% | 0.15% | – |
| ALXN | New | Alexion Pharmaceuticals, Inc | $7,630,000 | – | 82,715 | +100.0% | 0.15% | – |
| AREXQ | New | Approach Resources, Inc | $7,563,000 | – | 307,814 | +100.0% | 0.15% | – |
| EXPD | New | Expeditors Intl of Washington, | $7,476,000 | – | 196,520 | +100.0% | 0.15% | – |
| SQI | New | SciQuest, Inc | $7,253,000 | – | 289,522 | +100.0% | 0.14% | – |
| WFT | New | Weatherford International Ltd | $7,238,000 | – | 528,305 | +100.0% | 0.14% | – |
| CGIPQ | New | Celadon Group, Inc | $6,810,000 | – | 373,144 | +100.0% | 0.13% | – |
| JAH | New | Jarden Corp | $6,536,000 | – | 149,390 | +100.0% | 0.13% | – |
| MXL | New | Maxlinear, Inc - Class A | $5,950,000 | – | 849,985 | +100.0% | 0.12% | – |
| GWW | New | WW Grainger, Inc | $5,626,000 | – | 22,310 | +100.0% | 0.11% | – |
| TISI | New | Team, Inc | $4,691,000 | – | 123,934 | +100.0% | 0.09% | – |
| New | Painted Pony Petroleum Ltd | $4,645,000 | – | 582,065 | +100.0% | 0.09% | – | |
| SREV | New | ServiceSource International, I | $3,613,000 | – | 387,685 | +100.0% | 0.07% | – |
| GSEHQ | New | GSE Holdings, Inc | $2,889,000 | – | 499,019 | +100.0% | 0.06% | – |
| TTSH | New | Tile Shop Holdings, Inc | $2,343,000 | – | 80,895 | +100.0% | 0.05% | – |
| HAE | New | Haemonetics Corp | $2,068,000 | – | 50,000 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-07-17
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Alliance Data Systems Corp | 16 | Q1 2017 | 3.4% |
| West Pharmaceuticals Services, | 16 | Q1 2017 | 3.0% |
| Cooper Companies, Inc | 16 | Q1 2017 | 2.9% |
| Belden, Inc | 16 | Q1 2017 | 2.4% |
| PolyOne Corp | 16 | Q1 2017 | 2.0% |
| Acxiom Corp | 16 | Q1 2017 | 2.6% |
| LKQ Corp | 16 | Q1 2017 | 1.9% |
| Ulta Salon, Cosmetics & Fragra | 16 | Q1 2017 | 2.1% |
| MSC Industrial Direct Co, Inc | 16 | Q1 2017 | 1.8% |
| A O Smith Corp | 16 | Q1 2017 | 1.7% |
View KALMAR INVESTMENTS INC /DE/'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| LIFE TIME FITNESS, INC. | September 03, 2014 | 1,818,557 | 4.6% |
| COOPER COMPANIES INC | April 20, 2011 | 1,376,705 | 4.1% |
| DSW Inc. | April 20, 2011 | 614,897 | 3.7% |
| ATMI INC | January 28, 2009 | 1,520,759 | 4.7% |
| NCI, Inc. | March 21, 2007 | 203,099 | 2.9% |
| RICHARDSON ELECTRONICS LTD/DE | February 13, 2002 | ? | ? |
| AARON RENTS INC | April 24, 2001 | ? | ? |
| EXCEL TECHNOLOGY INC | April 24, 2001 | ? | ? |
| INSITUFORM TECHNOLOGIES INC | April 24, 2001 | ? | ? |
| ROGERS CORP | April 24, 2001 | ? | ? |
View KALMAR INVESTMENTS INC /DE/'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2017-04-26 |
| 13F-HR | 2017-01-25 |
| 13F-HR | 2016-10-26 |
| 13F-HR | 2016-07-29 |
| 13F-HR | 2016-05-27 |
| 13F-HR | 2016-01-28 |
| 13F-HR | 2015-10-28 |
| 13F-HR | 2015-07-24 |
| 13F-HR | 2015-04-29 |
| 13F-HR | 2015-01-26 |
View KALMAR INVESTMENTS INC /DE/'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.