13F HOLDINGS REPORT
CAMBIAR INVESTORS LLC
Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0001172661-25-002876
Total Value
$2.38B
Positions
148
Other Managers
0
Confidential Omitted
No
Holdings (148)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLUTTER ENTMT PLC | G3643J108 | 269,384 | $77.0M | 3.24% |
| 2 | UBER TECHNOLOGIES INC | UBER | 777,346 | $72.5M | 3.05% |
| 3 | DELTA AIR LINES INC DEL | DAL | 1,385,501 | $68.1M | 2.87% |
| 4 | LABCORP HOLDINGS INC | LH | 253,236 | $66.5M | 2.80% |
| 5 | ALPHABET INC | GOOG | 337,064 | $59.4M | 2.50% |
| 6 | AMAZON COM INC | AMZN | 269,558 | $59.1M | 2.49% |
| 7 | JPMORGAN CHASE & CO. | VYLD | 200,152 | $58.0M | 2.44% |
| 8 | ELEVANCE HEALTH INC | ELV | 149,050 | $58.0M | 2.44% |
| 9 | AIRBNB INC | ABNB | 427,025 | $56.5M | 2.38% |
| 10 | UNION PAC CORP | UNP | 244,023 | $56.1M | 2.36% |
| 11 | MEDTRONIC PLC | MDT | 641,942 | $56.0M | 2.35% |
| 12 | DIAGEO PLC | DGEAF | 517,688 | $52.2M | 2.20% |
| 13 | COMCAST CORP NEW | CCZ | 1,450,962 | $51.8M | 2.18% |
| 14 | LAUDER ESTEE COS INC | 518439104 | 624,666 | $50.5M | 2.12% |
| 15 | PPG INDS INC | 693506107 | 433,062 | $49.3M | 2.07% |
| 16 | CHUBB LIMITED | CB | 169,320 | $49.1M | 2.06% |
| 17 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 1,019,150 | $47.2M | 1.98% |
| 18 | SEMPRA | SREA | 605,425 | $45.9M | 1.93% |
| 19 | TARGET CORP | TGT | 464,470 | $45.8M | 1.93% |
| 20 | TEXAS INSTRS INC | 882508104 | 215,429 | $44.7M | 1.88% |
| 21 | CME GROUP INC | CME | 161,211 | $44.4M | 1.87% |
| 22 | SCHLUMBERGER LTD | SLB | 1,309,803 | $44.3M | 1.86% |
| 23 | PNC FINL SVCS GROUP INC | 693475105 | 232,901 | $43.4M | 1.83% |
| 24 | US BANCORP DEL | USB-PS | 948,423 | $42.9M | 1.80% |
| 25 | CENTENE CORP DEL | CNC | 727,068 | $39.5M | 1.66% |
| 26 | RTX CORPORATION | RTX | 269,887 | $39.4M | 1.66% |
| 27 | MASTERCARD INCORPORATED | MA | 67,842 | $38.1M | 1.60% |
| 28 | CHEVRON CORP NEW | CVX | 259,001 | $37.1M | 1.56% |
| 29 | SYSCO CORP | SYY | 459,623 | $34.8M | 1.46% |
| 30 | AMERICAN ELEC PWR CO INC | 025537101 | 320,877 | $33.3M | 1.40% |
| 31 | AMERICAN EXPRESS CO | AXP | 104,267 | $33.3M | 1.40% |
| 32 | REGENERON PHARMACEUTICALS | REGN | 62,470 | $32.8M | 1.38% |
| 33 | WEYERHAEUSER CO MTN BE | WY | 1,273,677 | $32.7M | 1.38% |
| 34 | TE CONNECTIVITY PLC | TEL | 189,400 | $31.9M | 1.34% |
| 35 | CONSTELLATION BRANDS INC | STZ | 178,264 | $29.0M | 1.22% |
| 36 | APPLIED MATLS INC | 038222105 | 141,301 | $25.9M | 1.09% |
| 37 | TJX COS INC NEW | 872540109 | 201,746 | $24.9M | 1.05% |
| 38 | ING GROEP N.V. | INGVF | 1,013,421 | $22.2M | 0.93% |
| 39 | ASTRAZENECA PLC | AZN | 271,284 | $19.0M | 0.80% |
| 40 | ISHARES TR | 464287598 | 97,103 | $18.9M | 0.79% |
| 41 | BARCLAYS PLC | BCLYF | 923,368 | $17.2M | 0.72% |
| 42 | ASML HOLDING N V | ASMLF | 21,017 | $16.8M | 0.71% |
| 43 | SONY GROUP CORP | SNEJF | 627,844 | $16.3M | 0.69% |
| 44 | GRAB HOLDINGS LIMITED | GRABW | 3,226,891 | $16.2M | 0.68% |
| 45 | RYANAIR HOLDINGS PLC | RYAOF | 266,148 | $15.3M | 0.65% |
| 46 | CNH INDL N V | N20944109 | 1,161,364 | $15.1M | 0.63% |
| 47 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 62,939 | $14.3M | 0.60% |
| 48 | HALEON PLC | HLNCF | 1,295,354 | $13.4M | 0.56% |
| 49 | SAP SE | SAPGF | 38,560 | $11.7M | 0.49% |
| 50 | ICON PLC | ICLR | 79,204 | $11.5M | 0.48% |
| 51 | REINSURANCE GRP OF AMERICA I | 759351604 | 57,400 | $11.4M | 0.48% |
| 52 | SPORTRADAR GROUP AG | SRAD | 403,633 | $11.3M | 0.48% |
| 53 | PHREESIA INC | PHR | 375,065 | $10.7M | 0.45% |
| 54 | GLOBUS MED INC | GMED | 172,399 | $10.2M | 0.43% |
| 55 | ACV AUCTIONS INC | ACVA | 625,537 | $10.1M | 0.43% |
| 56 | GENTEX CORP | GNTX | 461,347 | $10.1M | 0.43% |
| 57 | PROSPERITY BANCSHARES INC | PB | 143,207 | $10.1M | 0.42% |
| 58 | ALIGN TECHNOLOGY INC | ALGN | 52,988 | $10.0M | 0.42% |
| 59 | BORGWARNER INC | BWA | 298,265 | $10.0M | 0.42% |
| 60 | WISDOMTREE TR | WT | 194,357 | $9.8M | 0.41% |
| 61 | SKECHERS U S A INC | 830566105 | 149,556 | $9.4M | 0.40% |
| 62 | IPG PHOTONICS CORP | IPGP | 134,759 | $9.3M | 0.39% |
| 63 | FIDELITY NATIONAL FINANCIAL | FNF | 164,738 | $9.2M | 0.39% |
| 64 | LINCOLN ELEC HLDGS INC | 533900106 | 43,751 | $9.1M | 0.38% |
| 65 | HF SINCLAIR CORP | DINO | 217,944 | $9.0M | 0.38% |
| 66 | WEBSTER FINL CORP | 947890109 | 160,191 | $8.7M | 0.37% |
| 67 | EURONET WORLDWIDE INC | EEFT | 85,984 | $8.7M | 0.37% |
| 68 | LITTELFUSE INC | LFUS | 38,130 | $8.6M | 0.36% |
| 69 | BOK FINL CORP | 05561Q201 | 88,415 | $8.6M | 0.36% |
| 70 | NNN REIT INC | NNN | 199,664 | $8.6M | 0.36% |
| 71 | AMDOCS LTD | DOX | 94,440 | $8.6M | 0.36% |
| 72 | PACKAGING CORP AMER | 695156109 | 45,556 | $8.6M | 0.36% |
| 73 | EPAM SYS INC | EPAM | 47,787 | $8.4M | 0.36% |
| 74 | QUEST DIAGNOSTICS INC | DGX | 46,831 | $8.4M | 0.35% |
| 75 | ATMOS ENERGY CORP | ATO | 54,511 | $8.4M | 0.35% |
| 76 | CBOE GLOBAL MKTS INC | 12503M108 | 35,908 | $8.4M | 0.35% |
| 77 | DOLBY LABORATORIES INC | DLB | 112,555 | $8.4M | 0.35% |
| 78 | WILLSCOT HLDGS CORP | WSC | 303,091 | $8.3M | 0.35% |
| 79 | WATERS CORP | 941848103 | 23,761 | $8.3M | 0.35% |
| 80 | MASCO CORP | MAS | 123,910 | $8.0M | 0.34% |
| 81 | PINNACLE WEST CAP CORP | PNW | 87,931 | $7.9M | 0.33% |
| 82 | LAZARD INC | LAZ | 162,513 | $7.8M | 0.33% |
| 83 | HUNT J B TRANS SVCS INC | 445658107 | 54,060 | $7.8M | 0.33% |
| 84 | AMERICOLD REALTY TRUST INC | COLD | 464,180 | $7.7M | 0.32% |
| 85 | WEX INC | WEX | 52,406 | $7.7M | 0.32% |
| 86 | ESSENTIAL UTILS INC | 29670G102 | 205,748 | $7.6M | 0.32% |
| 87 | ISHARES TR | 464287465 | 80,754 | $7.2M | 0.30% |
| 88 | MOLINA HEALTHCARE INC | MOH | 24,036 | $7.2M | 0.30% |
| 89 | TORO CO | TORO | 94,741 | $6.7M | 0.28% |
| 90 | NXP SEMICONDUCTORS N V | NXPI | 29,574 | $6.5M | 0.27% |
| 91 | LAMB WESTON HLDGS INC | LW | 121,082 | $6.3M | 0.26% |
| 92 | ENERGY TRANSFER L P | ET-PI | 267,565 | $4.9M | 0.20% |
| 93 | ISHARES TR | 464287457 | 56,449 | $4.7M | 0.20% |
| 94 | ENI S P A | 26874R108 | 137,470 | $4.5M | 0.19% |
| 95 | ADVISORS INNER CIRCLE FD | 0075W0163 | 135,000 | $4.3M | 0.18% |
| 96 | ISHARES TR | 464287507 | 59,451 | $3.7M | 0.16% |
| 97 | FRONTDOOR INC | FTDR | 46,533 | $2.7M | 0.12% |
| 98 | MONARCH CASINO & RESORT INC | MCRI | 28,020 | $2.4M | 0.10% |
| 99 | TEXAS CAP BANCSHARES INC | 88224Q107 | 29,673 | $2.4M | 0.10% |
| 100 | ADVANCED ENERGY INDS | 007973100 | 17,001 | $2.3M | 0.09% |
| 101 | NV5 GLOBAL INC | 62945V109 | 91,285 | $2.1M | 0.09% |
| 102 | FIRST AMERN FINL CORP | 31847R102 | 32,104 | $2.0M | 0.08% |
| 103 | UNITED CMNTY BKS BLAIRSVLE G | UNTCW | 65,308 | $1.9M | 0.08% |
| 104 | RENAISSANCERE HLDGS LTD | RNR-PG | 7,837 | $1.9M | 0.08% |
| 105 | ALAMO GROUP INC | ALG | 8,642 | $1.9M | 0.08% |
| 106 | HEALTHSTREAM INC | HSTM | 67,229 | $1.9M | 0.08% |
| 107 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 50,752 | $1.8M | 0.08% |
| 108 | RAMBUS INC DEL | RMBS | 28,824 | $1.8M | 0.08% |
| 109 | UNITED BANKSHARES INC WEST V | UNTCW | 49,895 | $1.8M | 0.08% |
| 110 | NETSTREIT CORP | NTST | 102,978 | $1.7M | 0.07% |
| 111 | HEALTHCARE SVCS GROUP INC | 421906108 | 114,334 | $1.7M | 0.07% |
| 112 | WNS HLDGS LTD | G98196101 | 25,721 | $1.6M | 0.07% |
| 113 | U S PHYSICAL THERAPY | USPH | 20,503 | $1.6M | 0.07% |
| 114 | TXNM ENERGY INC | TXNM | 28,008 | $1.6M | 0.07% |
| 115 | UNIVERSAL DISPLAY CORP | OLED | 10,160 | $1.6M | 0.07% |
| 116 | TOWER SEMICONDUCTOR LTD | TSEM | 35,025 | $1.5M | 0.06% |
| 117 | ADDUS HOMECARE CORP | ADUS | 12,880 | $1.5M | 0.06% |
| 118 | IDACORP INC | IDA | 12,379 | $1.4M | 0.06% |
| 119 | HUB GROUP INC | HUBG | 39,270 | $1.3M | 0.06% |
| 120 | MARCUS & MILLICHAP INC | MMI | 41,689 | $1.3M | 0.05% |
| 121 | CABOT CORP | CBT | 16,959 | $1.3M | 0.05% |
| 122 | DIODES INC | DIOD | 23,069 | $1.2M | 0.05% |
| 123 | INNOVATIVE INDL PPTYS INC | INHD | 18,777 | $1.0M | 0.04% |
| 124 | GOLDMAN SACHS GROUP INC | GSCE | 1,465 | $1.0M | 0.04% |
| 125 | JOHNSON OUTDOORS INC | JOUT | 32,079 | $971,031 | 0.04% |
| 126 | INSPERITY INC | NSP | 15,756 | $947,251 | 0.04% |
| 127 | ASGN INC | ASGN | 17,791 | $888,305 | 0.04% |
| 128 | ISHARES TR | 464288166 | 7,941 | $871,128 | 0.04% |
| 129 | INNOVAGE HLDG CORP | INNV | 229,987 | $848,652 | 0.04% |
| 130 | ISHARES TR | 46429B291 | 16,439 | $786,442 | 0.03% |
| 131 | WILLIAMS COS INC | 969457100 | 9,503 | $596,883 | 0.03% |
| 132 | MARVELL TECHNOLOGY INC | MRVL | 6,950 | $537,930 | 0.02% |
| 133 | VANGUARD INDEX FDS | 922908744 | 2,986 | $527,746 | 0.02% |
| 134 | CORTEVA INC | CTVA | 6,769 | $504,494 | 0.02% |
| 135 | ISHARES TR | 464288661 | 4,139 | $492,914 | 0.02% |
| 136 | ISHARES TR | 464287440 | 4,313 | $413,056 | 0.02% |
| 137 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 2,201 | $403,817 | 0.02% |
| 138 | WELLTOWER INC | WELL | 2,341 | $359,882 | 0.02% |
| 139 | TOTALENERGIES SE | TTE | 4,891 | $300,258 | 0.01% |
| 140 | ROCKWELL AUTOMATION INC | ROK | 878 | $291,645 | 0.01% |
| 141 | NOVARTIS AG | NVSEF | 2,303 | $278,686 | 0.01% |
| 142 | ISHARES TR | 46434V738 | 3,909 | $258,776 | 0.01% |
| 143 | ISHARES TR | 464287408 | 1,200 | $234,504 | 0.01% |
| 144 | MOTOROLA SOLUTIONS INC | MSI | 501 | $210,650 | 0.01% |
| 145 | VANGUARD TAX-MANAGED FDS | 921943858 | 3,661 | $208,714 | 0.01% |
| 146 | DALLASNEWS CORPORATION | 235050101 | 47,597 | $204,667 | 0.01% |
| 147 | VIASAT INC | VSAT | 12,115 | $176,879 | 0.01% |
| 148 | ASE TECHNOLOGY HLDG CO LTD | ASX | 16,700 | $172,511 | 0.01% |