KALMAR INVESTMENTS INC /DE/ Information

3701 KENNETT PIKE, GREENVILLE, Delaware, 19807, (302) 658-7575

Report Date: 12/31/2014

Position Statistics

Total Positions 164
New Positions 9
Increased Positions 28
Decreased Positions 113
Positions with Activity 141
Sold Out Positions 10
Total Mkt Value (in $ millions) 5,569

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 7.65%
Capital Goods 9.04%
Conglomerates 0%
Consumer Cyclical 5.54%
Consumer/Non-Cyclical 3.12%
Energy 5.84%
Financial 6.74%
Healthcare 12.69%
Services 21.55%
Technology 25.52%
Transportation 0.73%
Utilities

164 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALLIANCE DATA SYSTEMS CORP COM 159,565 -7,359 (4.41) 572,923
WEST PHARMACEUTICAL SVSC INC COM 125,798 -1,961 (1.54) 2,298,945
LIFE TIME FITNESS INC COM 101,314 -2,694 (2.59) 1,752,834
COOPER COS INC COM NEW 98,363 -2,014 (2.01) 599,886
ULTA SALON COSMETCS & FRAG INC COM 97,286 -918 (0.94) 691,147
BELDEN INC COM 94,650 -4,371 (4.42) 1,066,117
SMITH A O COM 94,608 -2,821 (2.9) 1,500,992
POLYONE CORP COM 91,501 -3,515 (3.7) 2,302,493
UNITED NAT FOODS INC COM 91,474 -9,691 (9.58) 1,101,571
LKQ CORP COM 84,116 -513 (0.61) 3,422,830
TEXAS ROADHOUSE INC COM 81,368 10,207 14.34 2,161,740
AKORN INC COM 80,913 10,894 15.56 1,503,688
MSC INDL DIRECT INC CL A 76,659 -1,244 (1.6) 1,050,261
ULTIMATE SOFTWARE GROUP INC COM 75,454 -2,323 (2.99) 458,286
URBAN OUTFITTERS INC COM 75,109 -43 (0.06) 1,927,855
RESMED INC COM 74,563 -1,197 (1.58) 1,158,531
MALLINCKRODT PUB LTD CO SHS 72,661 9,718 15.44 622,520
PENTAIR PLC SHS 72,547 -36 (0.05) 1,091,425
ENERSYS COM 71,545 -2,357 (3.19) 1,095,635
TREX CO INC COM 69,020 -1,705 (2.41) 1,370,804