$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% | 298,610 | 0.0% | 0.39% | -7.2% | |
| TMO | Thermo Fisher Scientific, Inc | $22,525,000 | +8.0% | 187,335 | 0.0% | 0.38% | +9.2% | |
| HTZ | Hertz Global Holding, Inc | $21,360,000 | -6.9% | 801,785 | 0.0% | 0.36% | -6.0% | |
| TROW | T Rowe Price Group, Inc | $19,863,000 | -1.7% | 241,205 | 0.0% | 0.34% | -0.6% | |
| FIS | Fidelity National Information | $18,981,000 | -0.4% | 355,125 | 0.0% | 0.32% | +0.6% | |
| FAST | Fastenal Company | $17,873,000 | +3.8% | 362,545 | 0.0% | 0.30% | +4.5% | |
| ORLY | O'Reilly Automotive, Inc | $15,965,000 | +15.3% | 107,585 | 0.0% | 0.27% | +16.5% | |
| APH | Amphenol Corp - Class A | $15,589,000 | +2.8% | 170,090 | 0.0% | 0.26% | +4.0% | |
| WFT | Weatherford International Ltd | $15,158,000 | +12.1% | 873,145 | 0.0% | 0.26% | +13.3% | |
| XLNX | Xilinx, Inc | $15,009,000 | +18.2% | 276,570 | 0.0% | 0.25% | +19.3% | |
| AMT | American Tower Corp | $14,056,000 | +2.6% | 171,685 | 0.0% | 0.24% | +3.5% | |
| HOT | Starwood Hotels & Resorts Worl | $12,602,000 | +0.2% | 158,315 | 0.0% | 0.21% | +1.0% | |
| ALXN | Alexion Pharmaceuticals, Inc | $12,583,000 | +14.5% | 82,715 | 0.0% | 0.21% | +15.2% | |
| PRGO | Perrigo Co | $11,985,000 | +0.8% | 77,495 | 0.0% | 0.20% | +1.5% | |
| HOG | Harley-Davidson, Inc | $11,254,000 | -3.8% | 168,955 | 0.0% | 0.19% | -2.6% | |
| CAM | Cameron International Corp | $10,212,000 | +3.8% | 165,315 | 0.0% | 0.17% | +4.9% | |
| ADSK | Autodesk, Inc | $10,123,000 | -2.3% | 205,830 | 0.0% | 0.17% | -1.2% | |
| PX | Praxair, Inc | $8,992,000 | +0.7% | 68,655 | 0.0% | 0.15% | +2.0% | |
| JBHT | J.B. Hunt Transport Services, | $8,626,000 | -7.0% | 119,940 | 0.0% | 0.14% | -6.5% | |
| EXPD | Expeditors Intl of Washington, | $7,788,000 | -10.4% | 196,520 | 0.0% | 0.13% | -9.7% | |
| VRSK | Verisk Analytics, Inc.-Class A | $4,614,000 | -8.8% | 76,945 | 0.0% | 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
| 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.