KALMAR INVESTMENTS INC /DE/ Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 163
New Positions 10
Increased Positions 23
Decreased Positions 116
Positions with Activity 139
Sold Out Positions 1
Total Mkt Value (in $ millions) 4,715

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

Sector Weighting

Basic Materials 6.15%
Capital Goods 7.45%
Conglomerates 0.17%
Consumer Cyclical 6.7%
Consumer/Non-Cyclical 2.13%
Energy 5.51%
Financial 6.55%
Healthcare 14.79%
Services 22.03%
Technology 24.04%
Transportation 1.64%
Utilities

163 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALLIANCE DATA SYSTEMS CORP COM 134,121 -2,268 (1.66) 520,231
WEST PHARMACEUTICAL SVSC INC COM 118,548 -3,622 (2.97) 2,052,423
DEALERTRACK TECHNOLOGIES INC COM 100,372 -3,969 (3.8) 1,596,372
LKQ CORP COM 88,633 -4,897 (5.24) 3,048,962
ULTA SALON COSMETCS & FRAG INC COM 88,469 -1,712 (1.9) 559,755
COOPER COS INC COM NEW 88,442 -2,755 (3.02) 548,410
TEXAS ROADHOUSE INC COM 71,398 -1,651 (2.26) 1,964,712
POLYONE CORP COM 71,007 -2,298 (3.13) 2,298,702
ULTIMATE SOFTWARE GROUP INC COM 70,851 -2,968 (4.02) 405,697
WOLVERINE WORLD WIDE INC COM 66,830 -226 (0.34) 2,579,315
AMETEK INC NEW COM 64,812 11,745 22.13 1,218,044
ACXIOM CORP COM 64,688 -2,010 (3.01) 3,175,648
SMITH A O COM 63,482 -2,290 (3.48) 1,003,986
MSC INDL DIRECT INC CL A 61,949 -1,981 (3.1) 941,767
MIDDLEBY CORP COM 61,395 -1,529 (2.43) 577,188
G-III APPAREL GROUP LTD COM 57,036 -5,913 (9.39) 868,785
RESMED INC COM 56,293 -999 (1.74) 1,086,522
DSW INC CL A 56,202 10,878 24 1,960,309
CARLISLE COS INC COM 56,138 16,053 40.05 572,780
SERVICE CORP INTL COM 56,080 -208 (0.37) 1,921,205