KALMAR INVESTMENTS INC /DE/ - Q1 2014 holdings

$5.93 Billion is the total value of KALMAR INVESTMENTS INC /DE/'s 156 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 0.0% .

 Value Shares↓ Weighting
DISCK  Discovery Communications, Inc$23,011,000
-8.1%
298,6100.0%0.39%
-7.2%
TMO  Thermo Fisher Scientific, Inc$22,525,000
+8.0%
187,3350.0%0.38%
+9.2%
HTZ  Hertz Global Holding, Inc$21,360,000
-6.9%
801,7850.0%0.36%
-6.0%
TROW  T Rowe Price Group, Inc$19,863,000
-1.7%
241,2050.0%0.34%
-0.6%
FIS  Fidelity National Information$18,981,000
-0.4%
355,1250.0%0.32%
+0.6%
FAST  Fastenal Company$17,873,000
+3.8%
362,5450.0%0.30%
+4.5%
ORLY  O'Reilly Automotive, Inc$15,965,000
+15.3%
107,5850.0%0.27%
+16.5%
APH  Amphenol Corp - Class A$15,589,000
+2.8%
170,0900.0%0.26%
+4.0%
WFT  Weatherford International Ltd$15,158,000
+12.1%
873,1450.0%0.26%
+13.3%
XLNX  Xilinx, Inc$15,009,000
+18.2%
276,5700.0%0.25%
+19.3%
AMT  American Tower Corp$14,056,000
+2.6%
171,6850.0%0.24%
+3.5%
HOT  Starwood Hotels & Resorts Worl$12,602,000
+0.2%
158,3150.0%0.21%
+1.0%
ALXN  Alexion Pharmaceuticals, Inc$12,583,000
+14.5%
82,7150.0%0.21%
+15.2%
PRGO  Perrigo Co$11,985,000
+0.8%
77,4950.0%0.20%
+1.5%
HOG  Harley-Davidson, Inc$11,254,000
-3.8%
168,9550.0%0.19%
-2.6%
CAM  Cameron International Corp$10,212,000
+3.8%
165,3150.0%0.17%
+4.9%
ADSK  Autodesk, Inc$10,123,000
-2.3%
205,8300.0%0.17%
-1.2%
PX  Praxair, Inc$8,992,000
+0.7%
68,6550.0%0.15%
+2.0%
JBHT  J.B. Hunt Transport Services,$8,626,000
-7.0%
119,9400.0%0.14%
-6.5%
EXPD  Expeditors Intl of Washington,$7,788,000
-10.4%
196,5200.0%0.13%
-9.7%
VRSK  Verisk Analytics, Inc.-Class A$4,614,000
-8.8%
76,9450.0%0.08%
-7.1%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2014-04-23
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Alliance Data Systems Corp16Q1 20173.4%
West Pharmaceuticals Services,16Q1 20173.0%
Cooper Companies, Inc16Q1 20172.9%
Belden, Inc16Q1 20172.4%
PolyOne Corp16Q1 20172.0%
Acxiom Corp16Q1 20172.6%
LKQ Corp16Q1 20171.9%
Ulta Salon, Cosmetics & Fragra16Q1 20172.1%
MSC Industrial Direct Co, Inc16Q1 20171.8%
A O Smith Corp16Q1 20171.7%

View KALMAR INVESTMENTS INC /DE/'s complete holdings history.

Latest significant ownerships (13-D/G)
KALMAR INVESTMENTS INC /DE/ Q1 2014 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
LIFE TIME FITNESS, INC.September 03, 20141,818,5574.6%
COOPER COMPANIES INCApril 20, 20111,376,7054.1%
DSW Inc.April 20, 2011614,8973.7%
ATMI INCJanuary 28, 20091,520,7594.7%
NCI, Inc.March 21, 2007203,0992.9%
RICHARDSON ELECTRONICS LTD/DEFebruary 13, 2002? ?
AARON RENTS INCApril 24, 2001? ?
EXCEL TECHNOLOGY INCApril 24, 2001? ?
INSITUFORM TECHNOLOGIES INCApril 24, 2001? ?
ROGERS CORPApril 24, 2001? ?

View KALMAR INVESTMENTS INC /DE/'s complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2017-04-26
13F-HR2017-01-25
13F-HR2016-10-26
13F-HR2016-07-29
13F-HR2016-05-27
13F-HR2016-01-28
13F-HR2015-10-28
13F-HR2015-07-24
13F-HR2015-04-29
13F-HR2015-01-26

View KALMAR INVESTMENTS INC /DE/'s complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (5930788000.0 != 5930793000.0)

Export KALMAR INVESTMENTS INC /DE/'s holdings