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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 (2015Q4)
Portfolio Summary: 155 holdings with a total value of $4,083,413,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ALLIANCE DATA SYSTEM 455,431 125,959,000 3.08%
2 WEST PHARMACEUTICAL SVSC INC 1,454,078 87,565,000 2.14%
3 ULTA BEAUTY INC 392,378 72,590,000 1.78%
4 LKQ CORP 2,332,364 69,108,000 1.69%
5 A O SMITH 894,760 68,548,000 1.68%
6 POLYONE CORP 1,984,494 63,028,000 1.54%
7 TEXAS ROADHOUSE INC 1,723,583 61,653,000 1.51%
8 COOPER COS INC 448,156 60,143,000 1.47%
9 TREEHOUSE FOODS INC 747,303 58,633,000 1.44%
10 Acxiom Corp 2,792,896 58,427,000 1.43%
11 AKORN INC 1,546,242 57,690,000 1.41%
12 AMETEK 1,054,946 56,535,000 1.38%
13 EQUIFAX INC 491,745 54,766,000 1.34%
14 MEDIVATION INC 1,114,615 53,880,000 1.32%
15 SIRONA DENTAL SYS INC 488,987 53,578,000 1.31%
16 RESMED INC 975,476 52,373,000 1.28%
17 METHODE ELECTRS INC COM 1,620,474 51,580,000 1.26%
18 Ultimate Software Group Inc 262,876 51,395,000 1.26%
19 WR GRACE & CO 515,035 51,292,000 1.26%
20 IHS Markit Ltd. 425,345 50,374,000 1.23%
21 Ashland Inc New 487,875 50,105,000 1.23%
22 CARLISLE COS INC 564,420 50,058,000 1.23%
23 GLOBUS MED INC 1,779,035 49,493,000 1.21%
24 ELECTRONICS FOR IMAGING INC 1,023,974 47,861,000 1.17%
25 MIDDLEBY CORP 442,893 47,775,000 1.17%
26 IMAX CORP COM 1,321,365 46,961,000 1.15%
27 PENTAIR PLC 944,075 46,760,000 1.15%
28 ALIGN TECHNOLOGY INC 705,685 46,469,000 1.14%
29 SERVICE CORP INTL COM 1,779,095 46,292,000 1.13%
30 VERIFONE SYS INC 1,620,525 45,407,000 1.11%
31 CARMAX 822,935 44,414,000 1.09%
32 TRACTOR SUPPLY CO 506,220 43,282,000 1.06%
33 STERICYCLE 356,735 43,022,000 1.05%
34 WOLVERINE WORLD WIDE INC COM 2,539,515 42,435,000 1.04%
35 AFFILIATED MANAGERS GROUP 261,175 41,725,000 1.02%
36 HANESBRANDS INC 1,405,895 41,375,000 1.01%
37 G III APPAREL GROUP LTD COM 927,764 41,063,000 1.01%
38 DSW INC CL A 1,695,021 40,443,000 0.99%
39 PERFORMANCE FOOD GROUP CO COM 1,744,500 40,368,000 0.99%
40 MSC INDL DIRECT INC 711,392 40,030,000 0.98%
41 TREX CO INC COM 1,049,421 39,920,000 0.98%
42 MICHAELS COS INC 1,787,620 39,524,000 0.97%
43 F5 NETWORKS INC 406,725 39,436,000 0.97%
44 URBAN OUTFITTERS INC COM 1,722,195 39,180,000 0.96%
45 WAGEWORKS INC COM 855,225 38,802,000 0.95%
46 CORE LABORATORIES N V 356,720 38,790,000 0.95%
47 BELDEN INC 792,649 37,794,000 0.93%
48 WATSCO INC 322,285 37,749,000 0.92%
49 COMSCORE INC 900,219 37,044,000 0.91%
50 ACUITY BRANDS INC 154,195 36,051,000 0.88%
Page 1 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000928749-16-000010, filed 2016.01.28).

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.