KALMAR INVESTMENTS INC /DE/ current holdings: USA Stocks
KALMAR INVESTMENTS INC /DE/ reported $1.40 billion in share positions in stocks (listed in the US), 73 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are WST, BDC, LKQ.
- WST: Country of operation United States; Class com; Shares 787,505; Value $58,669,000.
- BDC: Country of operation United States; Class com; Shares 746,859; Value $51,526,000.
- LKQ: Country of operation United States; Class com; Shares 1,201,424; Value $42,602,000.
- THS: Country of operation United States; Class com; Shares 463,607; Value $40,422,000.
Form 13F-HR as filed (SEC CIK 928749): quarter ended 2016-09-30, filed 2016-10-26. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2016-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
WST
West Pharmaceuticals Services, | United States | com | 787,505 | $58,669,000 | 4.18% | 2016-09-30 | 2016-10-26 | +405.54% |
|---|
BDC
Belden, Inc | United States | com | 746,859 | $51,526,000 | 3.67% | 2016-09-30 | 2016-10-26 | +58.36% |
|---|
LKQ
LKQ Corp | United States | com | 1,201,424 | $42,602,000 | 3.03% | 2016-09-30 | 2016-10-26 | -34.83% |
|---|
THS
Treehouse Foods, Inc | United States | com | 463,607 | $40,422,000 | 2.88% | 2016-09-30 | 2016-10-26 | |
|---|
TREX
Trex Company, Inc | United States | com | 627,932 | $36,872,000 | 2.63% | 2016-09-30 | 2016-10-26 | +200.14% |
|---|
ULTA
Ulta Salon, Cosmetics & Fragra | United States | com | 148,794 | $35,410,000 | 2.52% | 2016-09-30 | 2016-10-26 | +130.23% |
|---|
MIDD
Middleby Corp | United States | com | 285,220 | $35,259,000 | 2.51% | 2016-09-30 | 2016-10-26 | +6.14% |
|---|
TXRH
Texas Roadhouse, Inc. | United States | com | 881,539 | $34,406,000 | 2.45% | 2016-09-30 | 2016-10-26 | +302.79% |
|---|
BFH
Alliance Data Systems Corp | United States | com | 157,508 | $33,790,000 | 2.41% | 2016-09-30 | 2016-10-26 | -41.55% |
|---|
AOS
A O Smith Corp | United States | com | 314,465 | $31,066,000 | 2.21% | 2016-09-30 | 2016-10-26 | +17.45% |
|---|
PFGC
Performance Food Group Co | United States | com | 1,179,690 | $29,256,000 | 2.08% | 2016-09-30 | 2016-10-26 | — split 2020-03-16, ratio not on file |
|---|
EFX
Equifax, Inc | United States | com | 216,100 | $29,083,000 | 2.07% | 2016-09-30 | 2016-10-26 | +4.64% |
|---|
LGND
Ligand Pharmaceuticals, Inc | United States | com | 275,065 | $28,073,000 | 2.00% | 2016-09-30 | 2016-10-26 | +387.45% |
|---|
RMD
ResMed, Inc | United States | com | 429,089 | $27,801,000 | 1.98% | 2016-09-30 | 2016-10-26 | +243.93% |
|---|
MEI
Methode Electronics, Inc | United States | com | 763,429 | $26,697,000 | 1.90% | 2016-09-30 | 2016-10-26 | -58.99% |
|---|
OXM
Oxford Industries, Inc | United States | com | 373,388 | $25,278,000 | 1.80% | 2016-09-30 | 2016-10-26 | -63.06% |
|---|
CSL
Carlisle Companies, Inc | United States | com | 243,615 | $24,988,000 | 1.78% | 2016-09-30 | 2016-10-26 | +217.50% |
|---|
MSM
MSC Industrial Direct Co, Inc | United States | com | 336,488 | $24,702,000 | 1.76% | 2016-09-30 | 2016-10-26 | +69.66% |
|---|
ASH
Ashland Global Holdings, Inc | United States | com | 209,440 | $24,285,000 | 1.73% | 2016-09-30 | 2016-10-26 | +20.64% |
|---|
INGN
Inogen, Inc | United States | com | 404,990 | $24,259,000 | 1.73% | 2016-09-30 | 2016-10-26 | -91.04% |
|---|
TYL
Tyler Technologies, Inc | United States | com | 139,185 | $23,833,000 | 1.70% | 2016-09-30 | 2016-10-26 | +84.70% |
|---|
MTDR
Matador Resources Co | United States | com | 972,130 | $23,662,000 | 1.68% | 2016-09-30 | 2016-10-26 | — split 2020-03-09, ratio not on file |
|---|
GMED
Globus Medical, Inc | United States | com | 1,037,337 | $23,413,000 | 1.67% | 2016-09-30 | 2016-10-26 | +235.36% |
|---|
AMG
Affiliated Managers Group, Inc | United States | com | 161,405 | $23,355,000 | 1.66% | 2016-09-30 | 2016-10-26 | +156.12% |
|---|
SCI
Service Corporation Internatio | United States | com | 867,465 | $23,023,000 | 1.64% | 2016-09-30 | 2016-10-26 | +189.49% |
|---|
MTX
Minerals Technologies, Inc | United States | com | 319,332 | $22,574,000 | 1.61% | 2016-09-30 | 2016-10-26 | -6.48% |
|---|
LYV
Live Nation Entertainment, Inc | United States | com | 810,684 | $22,278,000 | 1.59% | 2016-09-30 | 2016-10-26 | +522.60% |
|---|
XRAY
Dentsply Sirona, Inc | United States | com | 366,761 | $21,797,000 | 1.55% | 2016-09-30 | 2016-10-26 | -84.89% |
|---|
MXL
Maxlinear, Inc - Class A | United States | com | 1,067,050 | $21,629,000 | 1.54% | 2016-09-30 | 2016-10-26 | — split 2026-04-24, ratio not on file |
|---|
URBN
Urban Outfitters, Inc | United States | com | 613,355 | $21,173,000 | 1.51% | 2016-09-30 | 2016-10-26 | +119.12% |
|---|
OLLI
Ollie's Bargain Outlet Holding | United States | com | 800,390 | $20,978,000 | 1.49% | 2016-09-30 | 2016-10-26 | +231.09% |
|---|
JAZZ
Jazz Pharmaceuticals PLC | | com | 170,995 | $20,772,000 | 1.48% | 2016-09-30 | 2016-10-26 | +91.27% |
|---|
EGHT
8x8, Inc | United States | com | 1,335,457 | $20,606,000 | 1.47% | 2016-09-30 | 2016-10-26 | -85.94% |
|---|
AMN
AMN Healthcare Services, Inc | United States | com | 629,751 | $20,070,000 | 1.43% | 2016-09-30 | 2016-10-26 | +9.66% |
|---|
RGEN
Repligen Corp | United States | com | 661,607 | $19,974,000 | 1.42% | 2016-09-30 | 2016-10-26 | +544.48% |
|---|
FFIV
F5 Networks, Inc | United States | com | 159,530 | $19,884,000 | 1.42% | 2016-09-30 | 2016-10-26 | +251.47% |
|---|
TER
Teradyne, Inc | United States | com | 875,673 | $18,897,000 | 1.35% | 2016-09-30 | 2016-10-26 | +1767.56% |
|---|
TSCO
Tractor Supply Co | United States | com | 275,845 | $18,578,000 | 1.32% | 2016-09-30 | 2016-10-26 | +133.93% |
|---|
ALGN
Align Technology, Inc | United States | com | 196,820 | $18,452,000 | 1.31% | 2016-09-30 | 2016-10-26 | +53.61% |
|---|
ECPG
Encore Capital Group, Inc | United States | com | 805,523 | $18,108,000 | 1.29% | 2016-09-30 | 2016-10-26 | +323.71% |
|---|
MTSI
MACOM Technology Solutions Hol | United States | com | 424,645 | $17,979,000 | 1.28% | 2016-09-30 | 2016-10-26 | +571.40% |
|---|
IMAX
Imax Corp | | com | 597,600 | $17,312,000 | 1.23% | 2016-09-30 | 2016-10-26 | +94.44% |
|---|
ICLR
ICON PLC | | com | 219,930 | $17,016,000 | 1.21% | 2016-09-30 | 2016-10-26 | +120.18% |
|---|
OPLN
KAR Auction Services, Inc | United States | com | 388,995 | $16,789,000 | 1.20% | 2016-09-30 | 2016-10-26 | +111.81% |
|---|
SITE
SiteOne Landscape Supply, Inc | United States | com | 464,960 | $16,706,000 | 1.19% | 2016-09-30 | 2016-10-26 | +150.29% |
|---|
AXTA
Axalta Coating Systems, Inc | United States | com | 581,600 | $16,442,000 | 1.17% | 2016-09-30 | 2016-10-26 | +15.46% |
|---|
BFAM
Bright Horizons Family Solutio | United States | com | 238,765 | $15,971,000 | 1.14% | 2016-09-30 | 2016-10-26 | -4.63% |
|---|
G
Genpact Ltd | | com | 660,830 | $15,827,000 | 1.13% | 2016-09-30 | 2016-10-26 | +34.61% |
|---|
R
Ryder System, Inc | United States | com | 193,630 | $12,770,000 | 0.91% | 2016-09-30 | 2016-10-26 | +250.07% |
|---|
CTRA
Cabot Oil & Gas Corp | United States | com | 490,650 | $12,659,000 | 0.90% | 2016-09-30 | 2016-10-26 | |
|---|
TRMB
Trimble, Inc | United States | com | 437,795 | $12,503,000 | 0.89% | 2016-09-30 | 2016-10-26 | +100.77% |
|---|
AYI
Acuity Brands, Inc | United States | com | 46,610 | $12,333,000 | 0.88% | 2016-09-30 | 2016-10-26 | +16.70% |
|---|
JBHT
J.B. Hunt Transport Services, | United States | com | 144,450 | $11,721,000 | 0.83% | 2016-09-30 | 2016-10-26 | +182.57% |
|---|
CEVA
CEVA, Inc | United States | com | 284,773 | $9,987,000 | 0.71% | 2016-09-30 | 2016-10-26 | -1.68% |
|---|
WMS
Advanced Drainage Systems, Inc | United States | com | 412,755 | $9,931,000 | 0.71% | 2016-09-30 | 2016-10-26 | +434.04% |
|---|
ROG
Rogers Corp | United States | com | 148,511 | $9,071,000 | 0.65% | 2016-09-30 | 2016-10-26 | — split 2022-11-02, ratio not on file |
|---|
WSO
Watsco, Inc | United States | com | 59,670 | $8,408,000 | 0.60% | 2016-09-30 | 2016-10-26 | +113.48% |
|---|
WTFC
Wintrust Financial Corp | United States | com | 150,980 | $8,390,000 | 0.60% | 2016-09-30 | 2016-10-26 | +158.21% |
|---|
PEGA
Pegasystems, Inc | United States | com | 266,058 | $7,846,000 | 0.56% | 2016-09-30 | 2016-10-26 | +123.53% |
|---|
ENS
EnerSys | United States | com | 107,408 | $7,432,000 | 0.53% | 2016-09-30 | 2016-10-26 | +163.19% |
|---|
POWI
Power Integrations, Inc | United States | com | 113,591 | $7,160,000 | 0.51% | 2016-09-30 | 2016-10-26 | +62.11% |
|---|
GIII
G-III Apparel Group, Ltd | United States | com | 243,735 | $7,105,000 | 0.51% | 2016-09-30 | 2016-10-26 | — split 2020-03-19, ratio not on file |
|---|
EVC
Entravision Communications Cor | United States | com | 858,674 | $6,552,000 | 0.47% | 2016-09-30 | 2016-10-26 | — split 2024-03-06, ratio not on file |
|---|
ACHC
Acadia Healthcare Co Ltd | United States | com | 131,510 | $6,516,000 | 0.46% | 2016-09-30 | 2016-10-26 | -43.41% |
|---|
EXLS
Exlservice Holdings, Inc | United States | com | 127,335 | $6,346,000 | 0.45% | 2016-09-30 | 2016-10-26 | +246.84% |
|---|
OMCL
Omnicell, Inc | United States | com | 144,680 | $5,541,000 | 0.39% | 2016-09-30 | 2016-10-26 | -10.42% |
|---|
SPSC
SPS Commerce, Inc | United States | com | 71,858 | $5,275,000 | 0.38% | 2016-09-30 | 2016-10-26 | +123.81% |
|---|
ZUMZ
Zumiez, Inc | United States | com | 275,001 | $4,950,000 | 0.35% | 2016-09-30 | 2016-10-26 | -23.44% |
|---|
AMPH
Amphastar Pharmaceuticals, Inc | United States | com | 254,418 | $4,826,000 | 0.34% | 2016-09-30 | 2016-10-26 | +40.64% |
|---|
DIOD
Diodes, Inc | United States | com | 106,490 | $2,272,000 | 0.16% | 2016-09-30 | 2016-10-26 | +355.39% |
|---|
W
Wayfair, Inc - Class A | United States | com | 47,020 | $1,851,000 | 0.13% | 2016-09-30 | 2016-10-26 | +158.95% |
|---|
ACLS
Axcelis Technologies, Inc | United States | com | 58,050 | $771,000 | 0.05% | 2016-09-30 | 2016-10-26 | +869.05% |
|---|
FIVN
Five9, Inc | United States | com | 37,815 | $593,000 | 0.04% | 2016-09-30 | 2016-10-26 | +116.90% |
|---|
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