KI
Kalmar Investments Inc /de/ Historical SEC 13F Holdings & Archive (Q1 2017)
Kalmar Investments Inc /de/CIK: 0000928749
Diversified strategyHigh-turnover traderContrarian
Total reported value
$443.3M
Reporting period: 2017-03-31 · Number of holdings: 83
KALMAR INVESTMENTS INC /DE/ disclosed 83 holdings in its latest 13F filing for the period ending 2017-03-31, with total reported value of $443.3M and a quarterly turnover rate of 100.0%.
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Personality snowflake
- Concentration
- 5.88
- Portfolio Stability
- 100
- Momentum
- 0
- Sector conviction
- 0
- Diversification
- 100
- Sizing Uniformity
- 95.28
Sector classification currently covers about 41% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd COO
-70.4% -$23.2M
Trim WST
-83.0% -$49.4M
Add PFGC
-62.8% -$15.9M
Add EGHT
-69.3% -$15.3M
Add LGND
-69.8% -$17.1M
Trim ULTA
-85.0% -$28.0M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | COO | The Cooper Companies, Inc. | Stock-Healthcare | 2.67% | +0.87% | -70.44% | |
| 2 | ✓ | Stock-Other | 2.63% | — | -78.54% | ||
| 3 | RGEN | Repligen CORP | Stock-Healthcare | 2.63% | — | -47.28% | |
| 4 | CALD | Callidus Software Inc | Stock-Other | 2.45% | — | -47.52% | |
| 5 | MXL | Maxlinear Inc | Stock-Other | 2.19% | — | -60.68% | |
| 6 | WST | West Pharmaceutical Services | Stock-Healthcare | 2.18% | -0.86% | -83.00% | |
| 7 | BDC | Belden Inc | Stock-Tech | 2.12% | +0.13% | -73.77% | |
| 8 | PFGC | Performance Food Group Co | Stock-Consumer Staples | 2.09% | +0.80% | -62.80% | |
| 9 | WNSN | Wns Holdings Ltd-adr | Stock-Other | 2.07% | — | -54.96% | |
| 10 | GTT1USD | Gtt Communications Inc | Stock-Other | 1.89% | — | -54.42% | |
| 11 | ROG | Rogers CORP | Stock-Other | 1.87% | — | -31.24% | |
| 12 | LGND | Ligand Pharmaceuticals | Stock-Healthcare | 1.77% | +0.49% | -69.76% | |
| 13 | PDCEUSD | Pdc Energy Inc | Stock-Other | 1.73% | +0.30% | -67.68% | |
| 14 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 1.69% | -0.25% | -78.54% | |
| 15 | EGHT | 8x8 Inc | Stock-Other | 1.68% | +0.51% | -69.34% | |
| 16 | TREX | Trex Company Inc | Stock-Industrials | 1.65% | +0.04% | -78.37% | |
| 17 | MTDR | Matador Resources Co | Stock-Energy | 1.58% | +0.42% | -66.46% | |
| 18 | WAGE | Wageworks Inc | Stock-Other | 1.57% | -0.25% | -80.29% | |
| 19 | THS | Treehouse Foods Inc | Stock-Other | 1.57% | +0.17% | -78.21% | |
| 20 | POL4EUR | Polyone Corporation | Stock-Other | 1.55% | +0.29% | -73.55% | |
| 21 | MIDD | Middleby CORP | Stock-Industrials | 1.49% | -0.01% | -78.67% | |
| 22 | EPAYEUR | Bottomline Technologies (de) | Stock-Other | 1.48% | — | -67.63% | |
| 23 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 1.45% | +0.03% | -78.99% | |
| 24 | CHUYUSD | Chuy's Holdings Inc | Stock-Other | 1.42% | — | -57.90% | |
| 25 | AOS | Smith (a.o.) CORP | Stock-Industrials | 1.42% | +0.06% | -77.94% | |
| 26 | SYNHEUR | Syneos Health Inc | Stock-Other | 1.37% | — | -0.63% | |
| 27 | EFII | Electronics For Imaging | Stock-Other | 1.37% | -0.21% | -82.21% | |
| 28 | ✓ | Financial Engines Inc Com | Stock-Other | 1.36% | +0.18% | -77.79% | |
| 29 | SITE | Siteone Landscape Supply Inc | Stock-Industrials | 1.36% | — | -76.38% | |
| 30 | OMCL | Omnicell Inc | Stock-Healthcare | 1.35% | — | -22.92% | |
| 31 | WWW | Wolverine World Wide Inc | Stock-Other | 1.34% | — | -64.90% | |
| 32 | ENS | Enersys | Stock-Industrials | 1.32% | — | -26.91% | |
| 33 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 1.29% | +0.12% | -78.74% | |
| 34 | FIVN | Five9 Inc | Stock-Tech | 1.28% | — | -8.40% | |
| 35 | ✓ | Ultimate Software Group Inc | Stock-Other | 1.28% | +0.19% | -75.03% | |
| 36 | ECPG | Encore Capital Group Inc | Stock-Other | 1.27% | — | -74.34% | |
| 37 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.27% | -0.46% | -85.03% | |
| 38 | MTX | Minerals Technologies Inc | Stock-Other | 1.25% | +0.04% | -76.29% | |
| 39 | PEGA | Pegasystems Inc | Stock-Tech | 1.24% | — | -27.48% | |
| 40 | AMN | Amn Healthcare Services Inc | Stock-Other | 1.23% | +0.09% | -76.86% | |
| 41 | RMD | Resmed Inc | Stock-Healthcare | 1.18% | -0.03% | -80.86% | |
| 42 | BEATEUR | Biotelemetry Inc | Stock-Other | 1.17% | — | -45.41% | |
| 43 | BFH | Bread Financial Holdings Inc | Stock-Financials | 1.15% | +0.02% | -78.59% | |
| 44 | INGN | Inogen Inc | Stock-Other | 1.14% | — | -73.74% | |
| 45 | ✓ | Exar CORP | Stock-Other | 1.13% | — | -30.61% | |
| 46 | ✓ | Smart & Final Stores Inc | Stock-Other | 1.12% | — | -68.57% | |
| 47 | LKQ | Lkq CORP | Stock-Consumer Disc | 1.12% | -0.15% | -79.04% | |
| 48 | IMAX | Imax CORP | Stock-Other | 1.11% | -0.17% | -81.77% | |
| 49 | NOVT | Novanta Inc | Stock-Other | 1.11% | — | — | |
| 50 | ✓ | Stock-Other | 1.09% | — | — |
1–50 of 83
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2017 Q1 | 83 | $443.3M | 100 | ||
| 2016 Q4 | 121 | $1.9B | 24 | ||
| 2016 Q3 | 123 | $2.2B | 28 | ||
| 2016 Q2 | 123 | $2.3B | 29 | ||
| 2016 Q1 | 127 | $2.4B | 65 | ||
| 2015 Q4 | 155 | $4.1B | 23 | ||
| 2015 Q3 | 164 | $4.3B | 31 | ||
| 2015 Q2 | 163 | $5.3B | 22 | ||
| 2015 Q1 | 156 | $5.4B | 24 | ||
| 2014 Q4 | 154 | $5.4B | 23 | ||
| 2014 Q3 | 157 | $5.3B | 29 | ||
| 2014 Q2 | 157 | $5.8B | 19 | ||
| 2014 Q1 | 156 | $5.9B | 19 | ||
| 2013 Q4 | 152 | $6.0B | 23 | ||
| 2013 Q3 | 155 | $5.7B | 20 | ||
| 2013 Q2 | 155 | $5.1B | 0 |
Holding changes this quarter
Kalmar Investments Inc /de/'s most significant position changes for 2017-03-31: Sold out: Equifax Inc (EFX); Sold out: Popeyes Louisiana Kitchen Inc; Sold out: Openlane Inc (OPLN); Sold out: SBA Communications Corporation (SBAC); Sold out: Michaels Cos Inc/the (MIKUSD).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COO | The Cooper Companies, Inc. | +0.9% | -70.44% | Trim |
| 2 | PFGC | Performance Food Group Co | +0.8% | -62.80% | Trim |
| 3 | EGHT | 8x8 Inc | +0.5% | -69.34% | Trim |
| 4 | LGND | Ligand Pharmaceuticals | +0.5% | -69.76% | Trim |
| 5 | MTDR | Matador Resources Co | +0.4% | -66.46% | Trim |
| 6 | PDCEUSD | Pdc Energy Inc | +0.3% | -67.68% | Trim |
| 7 | POL4EUR | Polyone Corporation | +0.3% | -73.55% | Trim |
| 8 | ✓ | Ultimate Software Group Inc | +0.2% | -75.03% | Trim |
| 9 | ✓ | Financial Engines Inc Com | +0.2% | -77.79% | Trim |
| 10 | THS | Treehouse Foods Inc | +0.2% | -78.21% | Trim |
| 11 | BDC | Belden Inc | +0.1% | -73.77% | Trim |
| 12 | OLLI | Ollie's Bargain Outlet Holdi | +0.1% | -78.74% | Trim |
| 13 | AMN | Amn Healthcare Services Inc | +0.1% | -76.86% | Trim |
| 14 | AOS | Smith (a.o.) CORP | +0.1% | -77.94% | Trim |
| 15 | TREX | Trex Company Inc | 0% | -78.37% | Trim |
| 16 | MTX | Minerals Technologies Inc | 0% | -76.29% | Trim |
| 17 | MSM | Msc Industrial Direct Co-a | 0% | -78.99% | Trim |
| 18 | BFH | Bread Financial Holdings Inc | 0% | -78.59% | Trim |
| 19 | ✓ | — | -78.54% | Trim | |
| 20 | MIDD | Middleby CORP | 0% | -78.67% | Trim |
| 21 | RMD | Resmed Inc | 0% | -80.86% | Trim |
| 22 | LKQ | Lkq CORP | -0.2% | -79.04% | Trim |
| 23 | SFLY | Shutterfly LLC | -0.2% | -79.75% | Trim |
| 24 | IMAX | Imax CORP | -0.2% | -81.77% | Trim |
| 25 | EFII | Electronics For Imaging | -0.2% | -82.21% | Trim |
| 26 | TXRH | Texas Roadhouse Inc | -0.3% | -78.54% | Trim |
| 27 | WAGE | Wageworks Inc | -0.3% | -80.29% | Trim |
| 28 | MEI | Methode Electronics Inc | -0.4% | -85.10% | Trim |
| 29 | ULTA | Ulta Beauty Inc | -0.5% | -85.03% | Trim |
| 30 | WST | West Pharmaceutical Services | -0.9% | -83.00% | Trim |
| 31 | EFX | Equifax Inc | — | EXIT | Sold out |
| 32 | ✓ | Popeyes Louisiana Kitchen Inc | — | EXIT | Sold out |
| 33 | OPLN | Openlane Inc | — | EXIT | Sold out |
| 34 | SBAC | SBA Communications Corporation | — | EXIT | Sold out |
| 35 | MIKUSD | Michaels Cos Inc/the | — | EXIT | Sold out |
| 36 | SCI | Service CORP International | — | EXIT | Sold out |
| 37 | AMG | Affiliated Managers Group | — | EXIT | Sold out |
| 38 | OXM | Oxford Industries Inc | — | EXIT | Sold out |
| 39 | ASH | Ashland Inc | — | EXIT | Sold out |
| 40 | TER | Teradyne Inc | — | EXIT | Sold out |
| 41 | FLIR | Flir Systems Inc | — | EXIT | Sold out |
| 42 | AXTA | Axalta Coating Systems Ltd. | — | EXIT | Sold out |
| 43 | MTSI | Macom Technology Solutions H | — | EXIT | Sold out |
| 44 | CSL | Carlisle Cos Inc | — | EXIT | Sold out |
| 45 | TSCO | Tractor Supply Company | — | EXIT | Sold out |
| 46 | XRAY | Dentsply Sirona Inc | — | EXIT | Sold out |
| 47 | G | Genpact Limited | — | EXIT | Sold out |
| 48 | ✓ | Cavium Inc | — | EXIT | Sold out |
| 49 | TYL | Tyler Technologies Inc | — | EXIT | Sold out |
| 50 | JAZZ | Jazz Pharmaceuticals plc | — | EXIT | Sold out |
Filing History
FAQ
What is Kalmar Investments Inc /de/ and what type of investor is it?
Kalmar Investments Inc /de/ is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2017-03-31), the firm manages a tracked equity portfolio valued at approximately $443.3M, spread across 83 disclosed positions.
What are Kalmar Investments Inc /de/'s largest equity positions?
Based on the latest 13F filing, Kalmar Investments Inc /de/'s top holdings by market value are:
1. The Cooper Companies, Inc. (COO) — $11.8M (2.7%)
2. — $11.6M (2.6%)
3. Repligen CORP (RGEN) — $11.6M (2.6%)
4. Callidus Software Inc (CALD) — $10.8M (2.5%)
5. Maxlinear Inc (MXL) — $9.7M (2.2%)
What changes did Kalmar Investments Inc /de/ make in its most recent portfolio filing?
In the latest quarter, Kalmar Investments Inc /de/ took a more defensive posture — trimming 30 positions and completely exiting 20 holdings. The largest of these moves: Sold out: Equifax Inc (EFX); Sold out: Popeyes Louisiana Kitchen Inc; Sold out: Openlane Inc (OPLN); Sold out: SBA Communications Corporation (SBAC); Sold out: Michaels Cos Inc/the (MIKUSD)
What sectors does Kalmar Investments Inc /de/ focus on?
Kalmar Investments Inc /de/ is concentrated in the following sectors based on its current disclosed equity portfolio:
• Health Care: 31.3%
• Industrials: 22.6%
• Information Technology: 18.8%
• Consumer Discretionary: 9.9%
• Consumer Staples: 8.3%
• Energy: 3.8%
Investment Profile
Kalmar Investments Inc /de/'s portfolio is broadly diversified and fast-trading, with 31.3% of the portfolio concentrated in Health Care.
Its turnover score has risen from 65 to 100 over the past 4 quarters — a shift toward more active trading.
It has added to its FIVN position over the past two quarters (+$5.1M, now $5.7M), while trimming 005125109 over the same stretch (-$45.6M, still holding $11.6M).
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PP
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Developer Access
Access Kalmar Investments Inc /de/'s institutional profile programmatically:
REST API
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