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) 5,590

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

Sector Weighting

Basic Materials 7.33%
Capital Goods 8.87%
Conglomerates 0%
Consumer Cyclical 5.61%
Consumer/Non-Cyclical 3.11%
Energy 5.59%
Financial 6.75%
Healthcare 13.09%
Services 21.93%
Technology 25.28%
Transportation 0.73%
Utilities

28 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MALLINCKRODT PUB LTD CO SHS 78,848 10,546 15.44 622,520
TEXAS ROADHOUSE INC COM 78,601 9,860 14.34 2,161,740
AKORN INC COM 68,658 9,244 15.56 1,503,688
METHODE ELECTRS INC COM 65,968 8,856 15.51 1,454,310
ACXIOM CORP COM 61,662 11,972 24.10 3,272,924
SALIX PHARMACEUTICALS INC COM 60,021 223 .37 347,845
VERIFONE SYS INC COM 53,967 53,967 New 1,547,665
G-III APPAREL GROUP LTD COM 50,378 21,938 77.14 454,796
WOLVERINE WORLD WIDE INC COM 49,478 892 1.84 1,540,885
TREEHOUSE FOODS INC COM 47,283 13,365 39.40 569,875
BANKRATE INC DEL COM 41,310 6,682 19.30 3,662,241
SPECTRANETICS CORP COM 32,931 7,380 28.89 962,041
MATADOR RES CO COM 31,321 21,496 218.80 1,493,610
BONANZA CREEK ENERGY INC COM 29,662 10,437 54.29 1,256,870
SUPERIOR ENERGY SVCS INC COM 28,713 6,697 30.42 1,297,449
IMAX CORP COM 27,191 7,528 38.28 801,380
CAMBREX CORP COM 27,168 12,793 89.00 810,259
GLOBUS MED INC CL A 26,196 26,196 New 1,940,420
ADVISORY BRD CO COM 21,383 21,383 New 423,180
LIGAND PHARMACEUTICALS INC COM NEW 20,426 20,426 New 288,905