KALMAR INVESTMENTS INC /DE/ Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 163
New Positions 11
Increased Positions 50
Decreased Positions 90
Positions with Activity 140
Sold Out Positions 9
Total Mkt Value (in $ millions) 5,225

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

Sector Weighting

Basic Materials 7.04%
Capital Goods 7.67%
Conglomerates
Consumer Cyclical 6.39%
Consumer/Non-Cyclical 2.27%
Energy 6.36%
Financial 7.17%
Healthcare 13.07%
Services 21.3%
Technology 25.04%
Transportation 1.5%
Utilities

50 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DEALERTRACK TECHNOLOGIES INC COM 104,134 10,788 11.56 1,659,503
POLYONE CORP COM 93,001 2,767 3.07 2,373,086
WOLVERINE WORLD WIDE INC COM 73,630 29,791 67.96 2,588,035
G-III APPAREL GROUP LTD COM 69,143 3,553 5.42 958,860
IMAX CORP COM 67,586 36,316 116.14 1,732,095
TREEHOUSE FOODS INC COM 58,717 12,797 27.87 728,681
ACXIOM CORP COM 55,991 24 .04 3,274,337
MICHAELS COS INC COM 51,300 51,300 New 1,872,245
BANKRATE INC DEL COM 47,596 10,277 27.54 4,670,815
LIGAND PHARMACEUTICALS INC COM NEW 42,869 14,383 50.49 434,781
CORE LABORATORIES N V COM 41,405 19,861 92.19 376,445
RYDER SYS INC COM 41,064 24,172 143.09 464,735
MEDIVATION INC COM 38,378 38,378 New 342,475
HUB GROUP INC CL A 35,222 35,222 New 870,540
MATADOR RES CO COM 34,857 250 .72 1,504,405
WAGEWORKS INC COM 32,738 348 1.07 829,872
GULFPORT ENERGY CORP COM NEW 29,493 9,892 50.47 768,855
JAZZ PHARMACEUTICALS PLC SHS USD 28,346 28,346 New 159,815
GLOBUS MED INC CL A 26,304 108 .41 1,948,443
EQUIFAX INC COM 24,985 24,985 New 254,405