13F HOLDINGS REPORT
CAMBIAR INVESTORS LLC
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001172661-25-001772
Total Value
$2.36B
Positions
154
Other Managers
0
Confidential Omitted
No
Holdings (154)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UBER TECHNOLOGIES INC | UBER | 969,545 | $70.6M | 2.99% |
| 2 | CME GROUP INC | CME | 260,038 | $69.0M | 2.92% |
| 3 | ELEVANCE HEALTH INC | ELV | 152,402 | $66.3M | 2.81% |
| 4 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 1,011,934 | $61.7M | 2.62% |
| 5 | LABCORP HOLDINGS INC | LH | 262,944 | $61.2M | 2.59% |
| 6 | MEDTRONIC PLC | MDT | 649,070 | $58.3M | 2.47% |
| 7 | CHEVRON CORP NEW | CVX | 347,333 | $58.1M | 2.46% |
| 8 | TEXAS INSTRS INC | 882508104 | 306,481 | $55.1M | 2.33% |
| 9 | CHUBB LIMITED | CB | 176,863 | $53.4M | 2.26% |
| 10 | ALPHABET INC | GOOG | 333,617 | $51.6M | 2.19% |
| 11 | DIAGEO PLC | DGEAF | 485,258 | $50.9M | 2.15% |
| 12 | DELTA AIR LINES INC DEL | DAL | 1,159,267 | $50.5M | 2.14% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 205,491 | $50.4M | 2.14% |
| 14 | COMCAST CORP NEW | CCZ | 1,322,318 | $48.8M | 2.07% |
| 15 | CONOCOPHILLIPS | COP | 448,516 | $47.1M | 2.00% |
| 16 | UNION PAC CORP | UNP | 199,331 | $47.1M | 2.00% |
| 17 | CENTENE CORP DEL | CNC | 768,990 | $46.7M | 1.98% |
| 18 | CENOVUS ENERGY INC | CVE | 3,347,074 | $46.6M | 1.97% |
| 19 | AMAZON COM INC | AMZN | 239,243 | $45.5M | 1.93% |
| 20 | SEMPRA | SREA | 621,294 | $44.3M | 1.88% |
| 21 | ISHARES TR | 464287598 | 227,071 | $42.7M | 1.81% |
| 22 | PPG INDS INC | 693506107 | 390,257 | $42.7M | 1.81% |
| 23 | PNC FINL SVCS GROUP INC | 693475105 | 232,679 | $40.9M | 1.73% |
| 24 | MASTERCARD INCORPORATED | MA | 71,181 | $39.0M | 1.65% |
| 25 | AIRBNB INC | ABNB | 324,470 | $38.8M | 1.64% |
| 26 | TJX COS INC NEW | 872540109 | 316,949 | $38.6M | 1.64% |
| 27 | CORTEVA INC | CTVA | 611,335 | $38.5M | 1.63% |
| 28 | US BANCORP DEL | USB-PS | 893,582 | $37.7M | 1.60% |
| 29 | AMERICAN ELEC PWR CO INC | 025537101 | 333,826 | $36.5M | 1.55% |
| 30 | SYSCO CORP | SYY | 477,809 | $35.9M | 1.52% |
| 31 | LAUDER ESTEE COS INC | 518439104 | 531,082 | $35.1M | 1.49% |
| 32 | TE CONNECTIVITY PLC | TEL | 239,012 | $33.8M | 1.43% |
| 33 | CONSTELLATION BRANDS INC | STZ | 176,412 | $32.4M | 1.37% |
| 34 | REGENERON PHARMACEUTICALS | REGN | 50,310 | $31.9M | 1.35% |
| 35 | RTX CORPORATION | RTX | 224,259 | $29.7M | 1.26% |
| 36 | AMERICAN EXPRESS CO | AXP | 108,585 | $29.2M | 1.24% |
| 37 | ING GROEP N.V. | INGVF | 1,286,646 | $25.2M | 1.07% |
| 38 | GOLDMAN SACHS GROUP INC | GSCE | 45,973 | $25.1M | 1.06% |
| 39 | SONY GROUP CORP | SNEJF | 987,378 | $25.1M | 1.06% |
| 40 | BARCLAYS PLC | BCLYF | 1,405,389 | $21.6M | 0.91% |
| 41 | APPLIED MATLS INC | 038222105 | 140,401 | $20.4M | 0.86% |
| 42 | SAP SE | SAPGF | 62,715 | $16.8M | 0.71% |
| 43 | SCHLUMBERGER LTD | SLB | 362,030 | $15.1M | 0.64% |
| 44 | TOTALENERGIES SE | TTE | 233,532 | $15.1M | 0.64% |
| 45 | CNH INDL N V | N20944109 | 1,207,447 | $14.8M | 0.63% |
| 46 | HALEON PLC | HLNCF | 1,361,608 | $14.0M | 0.59% |
| 47 | MAGNOLIA OIL & GAS CORP | MGY | 489,866 | $12.4M | 0.52% |
| 48 | FIDELITY NATIONAL FINANCIAL | FNF | 189,233 | $12.3M | 0.52% |
| 49 | REINSURANCE GRP OF AMERICA I | 759351604 | 61,671 | $12.1M | 0.51% |
| 50 | SPORTRADAR GROUP AG | SRAD | 553,786 | $12.0M | 0.51% |
| 51 | PINNACLE WEST CAP CORP | PNW | 123,981 | $11.8M | 0.50% |
| 52 | RYANAIR HOLDINGS PLC | RYAOF | 278,150 | $11.8M | 0.50% |
| 53 | ATMOS ENERGY CORP | ATO | 75,998 | $11.7M | 0.50% |
| 54 | QUEST DIAGNOSTICS INC | DGX | 68,730 | $11.6M | 0.49% |
| 55 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 68,460 | $11.4M | 0.48% |
| 56 | FLUTTER ENTMT PLC | G3643J108 | 50,003 | $11.1M | 0.47% |
| 57 | CBOE GLOBAL MKTS INC | 12503M108 | 47,536 | $10.8M | 0.46% |
| 58 | ICON PLC | ICLR | 60,875 | $10.7M | 0.45% |
| 59 | BOK FINL CORP | 05561Q201 | 100,061 | $10.4M | 0.44% |
| 60 | ISHARES TR | 464287465 | 125,541 | $10.3M | 0.43% |
| 61 | EXPEDITORS INTL WASH INC | 302130109 | 83,851 | $10.1M | 0.43% |
| 62 | EURONET WORLDWIDE INC | EEFT | 94,014 | $10.0M | 0.43% |
| 63 | MOLINA HEALTHCARE INC | MOH | 29,941 | $9.9M | 0.42% |
| 64 | PACKAGING CORP AMER | 695156109 | 49,026 | $9.7M | 0.41% |
| 65 | ESSENTIAL UTILS INC | 29670G102 | 244,329 | $9.7M | 0.41% |
| 66 | WATERS CORP | 941848103 | 25,407 | $9.4M | 0.40% |
| 67 | AMDOCS LTD | DOX | 101,887 | $9.3M | 0.40% |
| 68 | NNN REIT INC | NNN | 216,918 | $9.3M | 0.39% |
| 69 | MASCO CORP | MAS | 130,484 | $9.1M | 0.38% |
| 70 | WEBSTER FINL CORP | 947890109 | 172,932 | $8.9M | 0.38% |
| 71 | DOLBY LABORATORIES INC | DLB | 109,949 | $8.8M | 0.37% |
| 72 | LINCOLN ELEC HLDGS INC | 533900106 | 46,637 | $8.8M | 0.37% |
| 73 | WISDOMTREE TR | WT | 175,249 | $8.8M | 0.37% |
| 74 | AMERICOLD REALTY TRUST INC | COLD | 381,397 | $8.2M | 0.35% |
| 75 | WEX INC | WEX | 51,156 | $8.0M | 0.34% |
| 76 | HUNT J B TRANS SVCS INC | 445658107 | 50,850 | $7.5M | 0.32% |
| 77 | HF SINCLAIR CORP | DINO | 226,668 | $7.5M | 0.32% |
| 78 | SKECHERS U S A INC | 830566105 | 130,011 | $7.4M | 0.31% |
| 79 | LITTELFUSE INC | LFUS | 36,440 | $7.2M | 0.30% |
| 80 | MAXIMUS INC | MMS | 103,736 | $7.1M | 0.30% |
| 81 | ENERGY TRANSFER L P | ET-PI | 376,604 | $7.0M | 0.30% |
| 82 | VISHAY INTERTECHNOLOGY INC | VSH | 433,682 | $6.9M | 0.29% |
| 83 | TORO CO | TORO | 92,031 | $6.7M | 0.28% |
| 84 | LAMB WESTON HLDGS INC | LW | 122,350 | $6.5M | 0.28% |
| 85 | WILLSCOT HLDGS CORP | WSC | 234,457 | $6.5M | 0.28% |
| 86 | GENTEX CORP | GNTX | 278,312 | $6.5M | 0.27% |
| 87 | EPAM SYS INC | EPAM | 37,724 | $6.4M | 0.27% |
| 88 | ISHARES TR | 464287507 | 107,434 | $6.3M | 0.27% |
| 89 | IPG PHOTONICS CORP | IPGP | 99,114 | $6.3M | 0.27% |
| 90 | CHARLES RIV LABS INTL INC | 159864107 | 40,665 | $6.1M | 0.26% |
| 91 | INNOVATIVE INDL PPTYS INC | INHD | 111,845 | $6.0M | 0.26% |
| 92 | ENI S P A | 26874R108 | 179,182 | $5.5M | 0.23% |
| 93 | DENTSPLY SIRONA INC | XRAY | 331,767 | $5.0M | 0.21% |
| 94 | ISHARES TR | 464287457 | 56,928 | $4.7M | 0.20% |
| 95 | NOV INC | NOV | 290,097 | $4.4M | 0.19% |
| 96 | ADVISORS INNER CIRCLE FD | 0075W0163 | 135,000 | $4.1M | 0.17% |
| 97 | VANGUARD INDEX FDS | 922908744 | 18,764 | $3.2M | 0.14% |
| 98 | AXIS CAP HLDGS LTD | G0692U109 | 29,756 | $3.0M | 0.13% |
| 99 | GLOBUS MED INC | GMED | 32,851 | $2.4M | 0.10% |
| 100 | IDACORP INC | IDA | 19,143 | $2.2M | 0.09% |
| 101 | TEXAS CAP BANCSHARES INC | 88224Q107 | 29,683 | $2.2M | 0.09% |
| 102 | MONARCH CASINO & RESORT INC | MCRI | 28,030 | $2.2M | 0.09% |
| 103 | HEALTHSTREAM INC | HSTM | 67,257 | $2.2M | 0.09% |
| 104 | FIRST AMERN FINL CORP | 31847R102 | 32,119 | $2.1M | 0.09% |
| 105 | TXNM ENERGY INC | TXNM | 38,275 | $2.0M | 0.09% |
| 106 | RENAISSANCERE HLDGS LTD | RNR-PG | 7,841 | $1.9M | 0.08% |
| 107 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 50,773 | $1.9M | 0.08% |
| 108 | PROSPERITY BANCSHARES INC | PB | 25,852 | $1.8M | 0.08% |
| 109 | UNITED CMNTY BKS BLAIRSVLE G | UNTCW | 65,337 | $1.8M | 0.08% |
| 110 | FRONTDOOR INC | FTDR | 46,555 | $1.8M | 0.08% |
| 111 | NV5 GLOBAL INC | 62945V109 | 91,328 | $1.8M | 0.07% |
| 112 | UNITED BANKSHARES INC WEST V | UNTCW | 49,917 | $1.7M | 0.07% |
| 113 | NETSTREIT CORP | NTST | 103,025 | $1.6M | 0.07% |
| 114 | ADVANCED ENERGY INDS | 007973100 | 17,008 | $1.6M | 0.07% |
| 115 | EXELIXIS INC | EXEL | 43,284 | $1.6M | 0.07% |
| 116 | WNS HLDGS LTD | G98196101 | 25,732 | $1.6M | 0.07% |
| 117 | ALAMO GROUP INC | ALG | 8,646 | $1.5M | 0.07% |
| 118 | RAMBUS INC DEL | RMBS | 28,834 | $1.5M | 0.06% |
| 119 | U S PHYSICAL THERAPY | USPH | 20,515 | $1.5M | 0.06% |
| 120 | HUB GROUP INC | HUBG | 39,288 | $1.5M | 0.06% |
| 121 | MARCUS & MILLICHAP INC | MMI | 41,706 | $1.4M | 0.06% |
| 122 | UNIVERSAL DISPLAY CORP | OLED | 10,164 | $1.4M | 0.06% |
| 123 | CABOT CORP | CBT | 16,947 | $1.4M | 0.06% |
| 124 | INSPERITY INC | NSP | 15,763 | $1.4M | 0.06% |
| 125 | ADDUS HOMECARE CORP | ADUS | 12,878 | $1.3M | 0.05% |
| 126 | TOWER SEMICONDUCTOR LTD | TSEM | 35,038 | $1.2M | 0.05% |
| 127 | HEALTHEQUITY INC | HQY | 13,848 | $1.2M | 0.05% |
| 128 | ISHARES TR | 464288257 | 10,347 | $1.2M | 0.05% |
| 129 | HEALTHCARE SVCS GROUP INC | 421906108 | 114,382 | $1.2M | 0.05% |
| 130 | ASGN INC | ASGN | 17,797 | $1.1M | 0.05% |
| 131 | DIODES INC | DIOD | 23,081 | $996,407 | 0.04% |
| 132 | ISHARES TR | 464288166 | 8,321 | $910,650 | 0.04% |
| 133 | JOHNSON OUTDOORS INC | JOUT | 32,094 | $797,215 | 0.03% |
| 134 | ISHARES TR | 46429B291 | 16,408 | $779,872 | 0.03% |
| 135 | INNOVAGE HLDG CORP | INNV | 230,089 | $685,665 | 0.03% |
| 136 | WILLIAMS COS INC | 969457100 | 11,430 | $683,057 | 0.03% |
| 137 | AMN HEALTHCARE SVCS INC | 001744101 | 23,330 | $570,652 | 0.02% |
| 138 | ISHARES TR | 464288661 | 4,586 | $541,767 | 0.02% |
| 139 | FORRESTER RESH INC | 346563109 | 56,944 | $526,163 | 0.02% |
| 140 | MARVELL TECHNOLOGY INC | MRVL | 7,757 | $477,598 | 0.02% |
| 141 | NOVARTIS AG | NVSEF | 4,113 | $458,517 | 0.02% |
| 142 | ASML HOLDING N V | ASMLF | 665 | $440,649 | 0.02% |
| 143 | ISHARES TR | 464287440 | 4,313 | $411,331 | 0.02% |
| 144 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 2,271 | $391,748 | 0.02% |
| 145 | WELLTOWER INC | WELL | 2,374 | $363,721 | 0.02% |
| 146 | ISHARES TR | 464287408 | 1,901 | $362,293 | 0.02% |
| 147 | ROCKWELL AUTOMATION INC | ROK | 1,273 | $328,918 | 0.01% |
| 148 | DALLASNEWS CORPORATION | 235050101 | 50,061 | $228,278 | 0.01% |
| 149 | JOHNSON & JOHNSON | JNJ | 1,340 | $222,226 | 0.01% |
| 150 | MOTOROLA SOLUTIONS INC | MSI | 501 | $219,343 | 0.01% |
| 151 | UNITED PARCEL SERVICE INC | UPS | 1,856 | $204,141 | 0.01% |
| 152 | ASE TECHNOLOGY HLDG CO LTD | ASX | 16,700 | $146,292 | 0.01% |
| 153 | VIASAT INC | VSAT | 11,171 | $116,402 | 0.00% |
| 154 | GANNETT CO INC | TDAY | 17,103 | $49,428 | 0.00% |