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Institutional Investment Manager
KALMAR INVESTMENTS INC /DE/
KALMAR INVESTMENTS INC /DE/ (CIK: 0000928749) incorporated in Delaware, located at 3701 Kennett Pike, Greenville, DE. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 157 holdings with a total value of $5,817,185,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ALLIANCE DATA SYSTEM 588,850 165,614,000 2.85%
2 COOPER COS INC 956,376 129,618,000 2.23%
3 POLYONE CORP 2,593,827 109,304,000 1.88%
4 LIFE TIME FITNESS 2,159,272 105,243,000 1.81%
5 MSC INDL DIRECT INC 1,077,558 103,058,000 1.77%
6 CHICAGO BRIDGE & IRON CO N V 1,478,197 100,813,000 1.73%
7 WEST PHARMACEUTICAL SVSC INC 2,293,141 96,725,000 1.66%
8 LKQ CORP 3,465,710 92,500,000 1.59%
9 BELDEN INC 1,136,121 88,799,000 1.53%
10 IHS Markit Ltd. 613,145 83,185,000 1.43%
11 CARMAX 1,522,175 79,168,000 1.36%
12 ENERSYS COM 1,149,786 79,094,000 1.36%
13 Pentair plc 1,091,970 78,753,000 1.35%
14 UNITED NATURAL FOODSINC 1,204,124 78,388,000 1.35%
15 A O SMITH 1,567,755 77,729,000 1.34%
16 CONNS INC COM 1,563,507 77,222,000 1.33%
17 MIDDLEBY CORP 882,989 73,041,000 1.26%
18 HERBALIFE LTD 1,114,976 71,961,000 1.24%
19 SAPIENT CORP 4,381,778 71,182,000 1.22%
20 ATMEL CORP 7,282,595 68,238,000 1.17%
21 WATSCO INC 652,720 67,074,000 1.15%
22 Ultimate Software Group Inc 480,302 66,363,000 1.14%
23 Ashland Inc New 609,455 66,272,000 1.14%
24 WR GRACE & CO 692,075 65,422,000 1.12%
25 LIVE NATION, INC. 2,647,351 65,363,000 1.12%
26 ULTA BEAUTY INC 703,705 64,326,000 1.11%
27 TERADYNE INC COM 3,242,537 63,554,000 1.09%
28 TRACTOR SUPPLY CO 1,032,768 62,379,000 1.07%
29 AFFILIATED MANAGERS GROUP 297,715 61,151,000 1.05%
30 RESMED INC 1,187,799 60,138,000 1.03%
31 SALIX PHARMACEUTICALS INC 486,335 59,989,000 1.03%
32 Acxiom Corp 2,692,928 58,410,000 1.00%
33 INFORMATICA CORP 1,637,855 58,390,000 1.00%
34 WORTHINGTON INDS INC 1,340,995 57,716,000 0.99%
35 AMETEK 1,073,904 56,144,000 0.97%
36 ELECTRONICS FOR IMAGING INC 1,238,540 55,982,000 0.96%
37 DEALERTRACK TECHNOLOGIES INC 1,229,941 55,766,000 0.96%
38 CORE LABORATORIES N V 327,245 54,670,000 0.94%
39 LIVANOVA PLC 873,813 54,578,000 0.94%
40 BANKRATE INC DEL COM 3,103,958 54,443,000 0.94%
41 SERVICE CORP INTL COM 2,579,720 53,452,000 0.92%
42 URBAN OUTFITTERS INC COM 1,570,745 53,185,000 0.91%
43 METHODE ELECTRS INC COM 1,366,895 52,229,000 0.90%
44 F5 NETWORKS INC 466,120 51,944,000 0.89%
45 CARPENTER TECHNOLOGY CORP 821,006 51,929,000 0.89%
46 JARDEN CORP 837,795 49,723,000 0.85%
47 ALLERGAN PLC 217,955 48,615,000 0.84%
48 COTERRA ENERGY INC 1,407,820 48,063,000 0.83%
49 BONANZA CREEK ENERGY INC 827,341 47,316,000 0.81%
50 SBA COMMUNICATIONS CORPORATION 461,020 47,162,000 0.81%
Page 1 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000928749-14-000007, filed 2014.07.28).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.