KALMAR INVESTMENTS INC /DE/
3701 KENNETT PIKE, GREENVILLE, Delaware, 19807, (302) 658-7575
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 159 |
| New Positions | 12 |
| Increased Positions | 59 |
| Decreased Positions | 100 |
| Positions with Activity | 159 |
| Sold Out Positions | 10 |
| Total Mkt Value (in $ millions) |
4,990 |
Sector Weighting
| Basic Materials | 8.56% |
| Capital Goods | 10.97% |
| Conglomerates | 0.09% |
| Consumer Cyclical | 3.34% |
| Consumer/Non-Cyclical | 2.78% |
| Energy | 8.86% |
| Financial | 6.96% |
| Healthcare | 10.32% |
| Services | 19.78% |
| Technology | 25.47% |
| Transportation | 2.86% |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
59 INCREASED Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| UNITED NAT FOODS INC | COM | 63,459 | 1,432 | 2.31 | 1,199,385 |
| SMITH A O | COM | 60,037 | 28,783 | 92.10 | 1,556,570 |
| IHS INC | CL A | 59,007 | 21,064 | 55.52 | 537,555 |
| ENERSYS | COM | 56,858 | 4,583 | 8.77 | 1,148,880 |
| LIVE NATION ENTERTAINMENT INC | COM | 54,888 | 1,244 | 2.32 | 3,541,168 |
| ULTA SALON COSMETCS & FRAG INC | COM | 52,119 | 32,124 | 160.66 | 542,118 |
| ROVI CORP | COM | 49,506 | 1,388 | 2.88 | 1,997,813 |
| WEST PHARMACEUTICAL SVSC INC | COM | 45,921 | 45,921 | New | 682,735 |
| DICKS SPORTING GOODS INC | COM | 41,307 | 41,307 | New | 805,835 |
| CARPENTER TECHNOLOGY CORP | COM | 39,365 | 6,825 | 20.97 | 832,248 |
| CLEAN HARBORS INC | COM | 38,993 | 22,620 | 138.16 | 711,945 |
| DSW INC | CL A | 37,839 | 4,678 | 14.11 | 508,514 |
| SOUTHWESTERN ENERGY CO | COM | 37,247 | 15,608 | 72.13 | 1,019,348 |
| OXFORD INDS INC | COM | 35,875 | 2,514 | 7.54 | 560,720 |
| MOBILE MINI INC | COM | 35,183 | 8 | .02 | 1,065,180 |
| MICROS SYS INC | COM | 34,805 | 8,489 | 32.26 | 818,740 |
| LUMINEX CORP DEL | COM | 33,833 | 37 | .11 | 1,679,884 |
| NUANCE COMMUNICATIONS INC | COM | 31,537 | 6,910 | 28.06 | 1,687,395 |
| CYBERONICS INC | COM | 31,438 | 31,438 | New | 605,745 |
| UTI WORLDWIDE INC | ORD | 30,580 | 809 | 2.72 | 1,969,088 |
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