KALMAR INVESTMENTS INC /DE/ Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 165
New Positions 9
Increased Positions 28
Decreased Positions 114
Positions with Activity 142
Sold Out Positions 11
Total Mkt Value (in $ millions) 5,266

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

Sector Weighting

Basic Materials 7.38%
Capital Goods 8.97%
Conglomerates 0%
Consumer Cyclical 5.79%
Consumer/Non-Cyclical 3.34%
Energy 5.57%
Financial 7.1%
Healthcare 12.42%
Services 21.61%
Technology 25.53%
Transportation 0.71%
Utilities

28 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TEXAS ROADHOUSE INC COM 74,342 9,326 14.34 2,161,740
MALLINCKRODT PUB LTD CO SHS 67,693 9,054 15.44 622,520
AKORN INC COM 64,982 8,749 15.56 1,503,688
ACXIOM CORP COM 61,367 11,915 24.10 3,272,924
METHODE ELECTRS INC COM 53,606 7,197 15.51 1,454,310
TREEHOUSE FOODS INC COM 52,941 14,964 39.40 569,875
VERIFONE SYS INC COM 48,179 48,179 New 1,547,665
BANKRATE INC DEL COM 47,609 7,701 19.30 3,662,241
SALIX PHARMACEUTICALS INC COM 47,008 175 .37 347,845
G-III APPAREL GROUP LTD COM 45,693 19,898 77.14 454,796
WOLVERINE WORLD WIDE INC COM 44,917 810 1.84 1,540,885
SPECTRANETICS CORP COM 33,046 7,406 28.89 962,041
MATADOR RES CO COM 31,829 21,845 218.80 1,493,610
BONANZA CREEK ENERGY INC COM 30,177 10,619 54.29 1,256,870
IMAX CORP COM 26,950 7,461 38.28 801,380
GLOBUS MED INC CL A 26,196 26,196 New 1,940,420
SUPERIOR ENERGY SVCS INC COM 25,365 5,916 30.42 1,297,449
ADVISORY BRD CO COM 20,029 20,029 New 423,180
CALLIDUS SOFTWARE INC COM 19,777 6,854 53.04 1,296,025
CAMBREX CORP COM 18,531 8,726 89.00 810,259