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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 (2015Q1)
Portfolio Summary: 156 holdings with a total value of $5,378,857,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ALLIANCE DATA SYSTEM 529,027 156,724,000 2.91%
2 WEST PHARMACEUTICAL SVSC INC 2,115,138 127,352,000 2.37%
3 COOPER COS INC 565,494 105,985,000 1.97%
4 BELDEN INC 979,128 91,607,000 1.70%
5 POLYONE CORP 2,373,086 88,635,000 1.65%
6 WOLVERINE WORLD WIDE INC COM 2,588,035 86,570,000 1.61%
7 ULTA BEAUTY INC 570,584 86,073,000 1.60%
8 URBAN OUTFITTERS INC COM 1,830,250 83,551,000 1.55%
9 LKQ CORP 3,217,417 82,237,000 1.53%
10 RESMED INC 1,105,811 79,375,000 1.48%
11 UNITED NATURAL FOODSINC 969,175 74,665,000 1.39%
12 TEXAS ROADHOUSE INC 2,010,132 73,229,000 1.36%
13 Ultimate Software Group Inc 422,691 71,838,000 1.34%
14 TREX CO INC COM 1,293,246 70,521,000 1.31%
15 MSC INDL DIRECT INC 971,886 70,170,000 1.30%
16 A O SMITH 1,040,196 68,299,000 1.27%
17 LIFE TIME FITNESS 939,351 66,656,000 1.24%
18 Ashland Inc New 523,025 66,586,000 1.24%
19 ENERSYS COM 1,010,743 64,930,000 1.21%
20 DEALERTRACK TECHNOLOGIES INC 1,659,503 63,924,000 1.19%
21 PENTAIR PLC 1,010,425 63,546,000 1.18%
22 TREEHOUSE FOODS INC 728,681 61,952,000 1.15%
23 MIDDLEBY CORP 591,566 60,724,000 1.13%
24 Acxiom Corp 3,274,337 60,542,000 1.13%
25 AKORN INC 1,258,759 59,804,000 1.11%
26 AFFILIATED MANAGERS GROUP 276,610 59,410,000 1.10%
27 IMAX CORP COM 1,732,095 58,389,000 1.09%
28 DSW INC CL A 1,580,889 58,303,000 1.08%
29 LIVE NATION, INC. 2,309,519 58,269,000 1.08%
30 METHODE ELECTRS INC COM 1,206,998 56,777,000 1.06%
31 ATMEL CORP 6,619,400 54,478,000 1.01%
32 G III APPAREL GROUP LTD COM 479,430 54,008,000 1.00%
33 VERIFONE SYS INC 1,545,970 53,939,000 1.00%
34 BANKRATE INC DEL COM 4,670,815 52,967,000 0.98%
35 TERADYNE INC COM 2,806,903 52,910,000 0.98%
36 ACUITY BRANDS INC 313,450 52,710,000 0.98%
37 STERICYCLE 374,255 52,557,000 0.98%
38 AMETEK 997,311 52,399,000 0.97%
39 JARDEN CORP 976,491 51,656,000 0.96%
40 ELECTRONICS FOR IMAGING INC 1,222,520 51,040,000 0.95%
41 IHS Markit Ltd. 448,080 50,974,000 0.95%
42 MICHAELS COS INC 1,872,245 50,663,000 0.94%
43 SERVICE CORP INTL COM 1,928,340 50,233,000 0.93%
44 HANESBRANDS INC 1,484,170 49,735,000 0.92%
45 F5 NETWORKS INC 431,300 49,574,000 0.92%
46 WR GRACE & CO 498,180 49,255,000 0.92%
47 GLOBUS MED INC 1,948,443 49,179,000 0.91%
48 WATSCO INC 373,440 46,941,000 0.87%
49 MALLINCKRODT PUB LTD CO SHS 367,285 46,517,000 0.86%
50 TRACTOR SUPPLY CO 532,870 45,326,000 0.84%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000928749-15-000004, filed 2015.04.29).

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.