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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 (2015Q3)
Portfolio Summary: 164 holdings with a total value of $4,254,013,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ALLIANCE DATA SYSTEM 486,334 125,951,000 2.96%
2 ULTA BEAUTY INC 524,075 85,608,000 2.01%
3 WEST PHARMACEUTICAL SVSC INC 1,483,217 80,272,000 1.89%
4 COOPER COS INC 515,475 76,734,000 1.80%
5 TEXAS ROADHOUSE INC 1,809,160 67,301,000 1.58%
6 Ultimate Software Group Inc 362,040 64,809,000 1.52%
7 LKQ CORP 2,245,751 63,689,000 1.50%
8 POLYONE CORP 2,088,199 61,268,000 1.44%
9 A O SMITH 925,173 60,312,000 1.42%
10 G III APPAREL GROUP LTD COM 967,916 59,682,000 1.40%
11 Acxiom Corp 2,829,298 55,907,000 1.31%
12 AMETEK 1,059,544 55,435,000 1.30%
13 WOLVERINE WORLD WIDE INC COM 2,549,035 55,161,000 1.30%
14 MIDDLEBY CORP 516,138 54,293,000 1.28%
15 MSC INDL DIRECT INC 884,864 54,003,000 1.27%
16 METHODE ELECTRS INC COM 1,682,082 53,658,000 1.26%
17 URBAN OUTFITTERS INC COM 1,803,040 52,973,000 1.25%
18 RESMED INC 1,028,997 52,438,000 1.23%
19 Ashland Inc New 515,785 51,898,000 1.22%
20 STERICYCLE 369,330 51,451,000 1.21%
21 SERVICE CORP INTL COM 1,897,805 51,431,000 1.21%
22 IHS Markit Ltd. 441,410 51,204,000 1.20%
23 TREEHOUSE FOODS INC 656,323 51,055,000 1.20%
24 PENTAIR PLC 995,250 50,798,000 1.19%
25 IMAX CORP COM 1,477,884 49,938,000 1.17%
26 CARLISLE COS INC 566,415 49,493,000 1.16%
27 F5 NETWORKS INC 425,385 49,260,000 1.16%
28 LIVE NATION, INC. 2,021,777 48,604,000 1.14%
29 ENERSYS COM 895,401 47,976,000 1.13%
30 COMSCORE INC 1,034,331 47,734,000 1.12%
31 MEDIVATION INC 1,117,200 47,481,000 1.12%
32 JARDEN CORP 962,785 47,061,000 1.11%
33 AFFILIATED MANAGERS GROUP 272,595 46,611,000 1.10%
34 ELECTRONICS FOR IMAGING INC 1,069,435 46,285,000 1.09%
35 SIRONA DENTAL SYS INC 490,767 45,808,000 1.08%
36 WR GRACE & CO 491,205 45,707,000 1.07%
37 EQUIFAX INC 463,785 45,071,000 1.06%
38 DSW INC CL A 1,763,524 44,635,000 1.05%
39 TRACTOR SUPPLY CO 525,785 44,334,000 1.04%
40 CARMAX 733,015 43,482,000 1.02%
41 MICHAELS COS INC 1,847,670 42,681,000 1.00%
42 HANESBRANDS INC 1,461,900 42,307,000 0.99%
43 VERIFONE SYS INC 1,521,745 42,198,000 0.99%
44 WAGEWORKS INC COM 895,476 40,368,000 0.95%
45 ACUITY BRANDS INC 223,215 39,192,000 0.92%
46 BELDEN INC 831,638 38,829,000 0.91%
47 ALIGN TECHNOLOGY INC 673,965 38,254,000 0.90%
48 GLOBUS MED INC 1,848,527 38,191,000 0.90%
49 UNITED NATURAL FOODSINC 782,404 37,954,000 0.89%
50 TREX CO INC COM 1,125,822 37,524,000 0.88%
Page 1 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000928749-15-000008, filed 2015.10.28).

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.