Institutions / Kalmar Investments Inc /De
Kalmar Investments Inc /De
CIK 928749 · Institution · as of Dec 31, 2014
Portfolio value
$5.39B
Positions
154
As of
Dec 31, 2014
Top holdings
Dec 31, 2014View all 154 →
| Company | Value | % of portfolio |
|---|---|---|
| Alliance Data Systems CorpADS | $163.88M | 3.0% |
| West Pharmaceutical Services IncWST | $122.40M | 2.3% |
| Life Time Fitness, Inc | $99.25M | 1.8% |
| Cooper Companies, Inc | $97.24M | 1.8% |
| Lkq Corplkq | $96.25M | 1.8% |
| Ulta Salon, Cosmetics & Fragrance, Inc.ULTA | $88.36M | 1.6% |
| PolyOne Corp | $87.29M | 1.6% |
| Msc Industrial Direct Co IncMSM | $85.33M | 1.6% |
| United Natural Foods IncUNFI | $85.18M | 1.6% |
| Smith a O CorpAOS | $84.67M | 1.6% |
| Belden Inc.BDC | $84.02M | 1.6% |
| Texas Roadhouse, Inc.TXRH | $72.98M | 1.4% |
| PENTAIR plcPNR | $72.49M | 1.3% |
| Urban Outfitters IncURBN | $67.73M | 1.3% |
| EnerSysENS | $67.62M | 1.3% |
| Ultimate Software Group, Inc | $67.28M | 1.2% |
| Live Nation Entertainment, Inc.LYV | $67.06M | 1.2% |
| Acxiom Corp | $66.34M | 1.2% |
| DealerTrak Technologies, Inc | $65.92M | 1.2% |
| Resmed IncRMD | $64.95M | 1.2% |
| DSW, Inc - Class A | $63.26M | 1.2% |
| Affiliated Managers Group, Inc.AMG | $63.16M | 1.2% |
| Ashland, Inc | $62.70M | 1.2% |
| Mallinckrodt PLC | $61.65M | 1.1% |
| Watsco IncWSO; WSOB | $61.52M | 1.1% |
Activity
Dec 31, 2014
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 1 quarter of holdings.