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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 (2014Q3)
Portfolio Summary: 157 holdings with a total value of $5,257,387,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ALLIANCE DATA SYSTEM 583,441 144,851,000 2.76%
2 WEST PHARMACEUTICAL SVSC INC 2,334,786 104,505,000 1.99%
3 COOPER COS INC 612,166 95,345,000 1.81%
4 LKQ CORP 3,443,705 91,568,000 1.74%
5 MSC INDL DIRECT INC 1,067,305 91,212,000 1.73%
6 LIFE TIME FITNESS 1,799,437 90,764,000 1.73%
7 POLYONE CORP 2,390,936 85,070,000 1.62%
8 CHICAGO BRIDGE & IRON CO N V 1,461,837 84,567,000 1.61%
9 ULTA BEAUTY INC 697,670 82,444,000 1.57%
10 MIDDLEBY CORP 870,299 76,699,000 1.46%
11 UNITED NATURAL FOODSINC 1,218,278 74,875,000 1.42%
12 A O SMITH 1,545,745 73,083,000 1.39%
13 PENTAIR PLC 1,091,970 71,513,000 1.36%
14 BELDEN INC 1,115,356 71,405,000 1.36%
15 URBAN OUTFITTERS INC COM 1,928,965 70,793,000 1.35%
16 DEALERTRACK TECHNOLOGIES INC 1,543,236 66,992,000 1.27%
17 Ultimate Software Group Inc 472,394 66,848,000 1.27%
18 ENERSYS COM 1,131,731 66,365,000 1.26%
19 JARDEN CORP 1,076,295 64,696,000 1.23%
20 Ashland Inc New 609,455 63,444,000 1.21%
21 LIVE NATION, INC. 2,608,111 62,647,000 1.19%
22 TERADYNE INC COM 3,198,933 62,027,000 1.18%
23 SAPIENT CORP 4,311,003 60,354,000 1.15%
24 AFFILIATED MANAGERS GROUP 297,715 59,650,000 1.13%
25 ELECTRONICS FOR IMAGING INC 1,333,390 58,896,000 1.12%
26 IHS Markit Ltd. 470,090 58,851,000 1.12%
27 ATMEL CORP 7,282,595 58,843,000 1.12%
28 RESMED INC 1,177,124 57,997,000 1.10%
29 INFORMATICA CORP 1,637,855 56,080,000 1.07%
30 F5 NETWORKS INC 466,120 55,347,000 1.05%
31 SALIX PHARMACEUTICALS INC 346,550 54,145,000 1.03%
32 AMETEK 1,073,904 53,921,000 1.03%
33 TEXAS ROADHOUSE INC 1,890,570 52,633,000 1.00%
34 ALLERGAN PLC 217,955 52,588,000 1.00%
35 DSW INC CL A 1,742,973 52,481,000 1.00%
36 CARMAX 1,105,670 51,358,000 0.98%
37 WAGEWORKS INC COM 1,114,910 50,762,000 0.97%
38 WORTHINGTON INDS INC 1,340,995 49,912,000 0.95%
39 WATSCO INC 575,225 49,573,000 0.94%
40 HERBALIFE LTD 1,114,976 48,780,000 0.93%
41 MALLINCKRODT PUB LTD CO SHS 539,260 48,614,000 0.92%
42 TREX CO INC COM 1,404,660 48,559,000 0.92%
43 CORE LABORATORIES N V 327,245 47,892,000 0.91%
44 SERVICE CORP INTL COM 2,250,505 47,576,000 0.90%
45 WR GRACE & CO 519,290 47,224,000 0.90%
46 AKORN INC 1,301,233 47,196,000 0.90%
47 TRACTOR SUPPLY CO 765,665 47,096,000 0.90%
48 METHODE ELECTRS INC COM 1,259,065 46,422,000 0.88%
49 BONANZA CREEK ENERGY INC 814,611 46,351,000 0.88%
50 STERICYCLE 396,505 46,217,000 0.88%
Page 1 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000928749-14-000010, filed 2014.10.27).

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.