KALMAR INVESTMENTS INC /DE/ Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 163
New Positions 7
Increased Positions 72
Decreased Positions 66
Positions with Activity 138
Sold Out Positions 6
Total Mkt Value (in $ millions) 5,677

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

Sector Weighting

Basic Materials 9.25%
Capital Goods 10.31%
Conglomerates 0.21%
Consumer Cyclical 3.95%
Consumer/Non-Cyclical 2.45%
Energy 8.54%
Financial 6.53%
Healthcare 11.94%
Services 19.93%
Technology 26.04%
Transportation 0.72%
Utilities

72 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AFFILIATED MANAGERS GROUP COM 59,549 881 1.50 297,715
LIVE NATION ENTERTAINMENT INC COM 57,448 74 .13 2,647,351
HERBALIFE LTD COM USD SHS 56,830 822 1.47 1,114,976
SERVICE CORP INTL COM 56,651 980 1.76 2,579,720
F5 NETWORKS INC COM 55,944 786 1.43 466,120
WORTHINGTON INDS INC COM 55,571 16,061 40.65 1,340,995
ELECTRONICS FOR IMAGING INC COM 54,830 16,697 43.79 1,238,540
CYBERONICS INC COM 54,709 84 .15 873,813
DEALERTRACK TECHNOLOGIES INC COM 54,622 14,995 37.84 1,229,941
INFORMATICA CORP COM 54,295 811 1.52 1,637,855
TREX CO INC COM 53,015 30,766 138.28 1,427,430
CORE LABORATORIES N V COM 48,956 717 1.49 327,245
JARDEN CORP COM 47,947 1,294 2.77 837,795
DSW INC CL A 47,332 28 .06 1,670,733
BANKRATE INC DEL COM 47,211 99 .21 3,103,958
METHODE ELECTRS INC COM 45,559 24,627 117.65 1,366,895
CARPENTER TECHNOLOGY CORP COM 44,696 126 .28 821,006
QUANTA SVCS INC COM 43,936 716 1.66 1,243,930
F M C CORP COM NEW 41,959 621 1.50 632,480
TEXAS ROADHOUSE INC COM 41,543 860 2.12 1,595,340


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