13F HOLDINGS REPORT
CAMBIAR INVESTORS LLC
Quarter ended Q3 2025 · Filed November 3, 2025 · Accession 0001172661-25-004536
Total Value
$2.20B
Positions
140
Other Managers
0
Confidential Omitted
No
Holdings (140)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLUTTER ENTMT PLC | G3643J108 | 304,962 | $77.5M | 3.52% |
| 2 | UBER TECHNOLOGIES INC | UBER | 657,288 | $64.4M | 2.93% |
| 3 | LABCORP HOLDINGS INC | LH | 197,869 | $56.8M | 2.58% |
| 4 | MEDTRONIC PLC | MDT | 589,415 | $56.1M | 2.55% |
| 5 | UNION PAC CORP | UNP | 232,970 | $55.1M | 2.50% |
| 6 | ALPHABET INC | GOOG | 224,747 | $54.6M | 2.48% |
| 7 | JPMORGAN CHASE & CO. | VYLD | 172,518 | $54.4M | 2.47% |
| 8 | CHEVRON CORP NEW | CVX | 350,028 | $54.4M | 2.47% |
| 9 | DELTA AIR LINES INC DEL | DAL | 957,723 | $54.4M | 2.47% |
| 10 | ELEVANCE HEALTH INC FORMERLY | ELV | 167,780 | $54.2M | 2.46% |
| 11 | AMAZON COM INC | AMZN | 245,784 | $54.0M | 2.45% |
| 12 | CENTENE CORP DEL | CNC | 1,471,994 | $52.5M | 2.39% |
| 13 | PNC FINL SVCS GROUP INC | 693475105 | 255,036 | $51.2M | 2.33% |
| 14 | SEMPRA | SREA | 555,540 | $50.0M | 2.27% |
| 15 | LAUDER ESTEE COS INC | 518439104 | 546,347 | $48.1M | 2.19% |
| 16 | SCHLUMBERGER LTD | SLB | 1,377,653 | $47.3M | 2.15% |
| 17 | AIRBNB INC | ABNB | 382,362 | $46.4M | 2.11% |
| 18 | COMCAST CORP NEW | CCZ | 1,468,090 | $46.1M | 2.10% |
| 19 | AMRIZE LTD | AMRZ | 939,282 | $45.6M | 2.07% |
| 20 | DIAGEO PLC | DGEAF | 467,288 | $44.6M | 2.03% |
| 21 | TARGET CORP | TGT | 489,724 | $43.9M | 2.00% |
| 22 | CHUBB LIMITED | CB | 154,709 | $43.7M | 1.99% |
| 23 | TEXAS INSTRS INC | 882508104 | 236,977 | $43.5M | 1.98% |
| 24 | PPG INDS INC | 693506107 | 414,222 | $43.5M | 1.98% |
| 25 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 957,335 | $43.2M | 1.96% |
| 26 | APPLIED MATLS INC | 038222105 | 197,882 | $40.5M | 1.84% |
| 27 | CME GROUP INC | CME | 148,900 | $40.2M | 1.83% |
| 28 | TE CONNECTIVITY PLC | TEL | 164,341 | $36.1M | 1.64% |
| 29 | MASTERCARD INCORPORATED | MA | 61,636 | $35.1M | 1.59% |
| 30 | SYSCO CORP | SYY | 423,288 | $34.9M | 1.58% |
| 31 | US BANCORP DEL | USB-PS | 713,864 | $34.5M | 1.57% |
| 32 | REGENERON PHARMACEUTICALS | REGN | 59,094 | $33.2M | 1.51% |
| 33 | AMERICAN EXPRESS CO | AXP | 96,610 | $32.1M | 1.46% |
| 34 | CONSTELLATION BRANDS INC | STZ | 227,218 | $30.6M | 1.39% |
| 35 | WEYERHAEUSER CO MTN BE | WY | 1,188,380 | $29.5M | 1.34% |
| 36 | ISHARES TR | 464287598 | 139,585 | $28.4M | 1.29% |
| 37 | TJX COS INC NEW | 872540109 | 186,850 | $27.0M | 1.23% |
| 38 | RTX CORPORATION | RTX | 159,429 | $26.7M | 1.21% |
| 39 | ING GROEP N.V. | INGVF | 976,631 | $25.5M | 1.16% |
| 40 | GRAB HOLDINGS LIMITED | GRABW | 3,887,143 | $23.4M | 1.06% |
| 41 | ASTRAZENECA PLC | AZN | 270,824 | $20.8M | 0.94% |
| 42 | ASML HOLDING N V | ASMLF | 20,797 | $20.1M | 0.92% |
| 43 | BARCLAYS PLC | BCLYF | 887,631 | $18.3M | 0.83% |
| 44 | SONY GROUP CORP | SNEJF | 618,804 | $17.8M | 0.81% |
| 45 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 59,179 | $16.5M | 0.75% |
| 46 | RYANAIR HOLDINGS PLC | RYAOF | 256,330 | $15.4M | 0.70% |
| 47 | CNH INDL N V | N20944109 | 1,289,691 | $14.0M | 0.64% |
| 48 | ICON PLC | ICLR | 79,030 | $13.8M | 0.63% |
| 49 | SAP SE | SAPGF | 38,267 | $10.2M | 0.46% |
| 50 | ALIGN TECHNOLOGY INC | ALGN | 75,911 | $9.5M | 0.43% |
| 51 | BORGWARNER INC | BWA | 190,542 | $8.4M | 0.38% |
| 52 | GENTEX CORP | GNTX | 278,837 | $7.9M | 0.36% |
| 53 | ISHARES TR | 464287465 | 83,049 | $7.8M | 0.35% |
| 54 | BOK FINL CORP | 05561Q201 | 63,658 | $7.1M | 0.32% |
| 55 | REINSURANCE GRP OF AMERICA I | 759351604 | 36,049 | $6.9M | 0.31% |
| 56 | LATTICE SEMICONDUCTOR CORP | LSCC | 92,480 | $6.8M | 0.31% |
| 57 | GLOBUS MED INC | GMED | 116,480 | $6.7M | 0.30% |
| 58 | PROSPERITY BANCSHARES INC | PB | 96,810 | $6.4M | 0.29% |
| 59 | WEX INC | WEX | 40,719 | $6.4M | 0.29% |
| 60 | SPORTRADAR GROUP AG | SRAD | 236,084 | $6.4M | 0.29% |
| 61 | LINCOLN ELEC HLDGS INC | 533900106 | 24,612 | $5.8M | 0.26% |
| 62 | LITTELFUSE INC | LFUS | 22,314 | $5.8M | 0.26% |
| 63 | PACKAGING CORP AMER | 695156109 | 26,406 | $5.8M | 0.26% |
| 64 | LAZARD INC | LAZ | 108,596 | $5.7M | 0.26% |
| 65 | HF SINCLAIR CORP | DINO | 109,420 | $5.7M | 0.26% |
| 66 | PHREESIA INC | PHR | 240,793 | $5.7M | 0.26% |
| 67 | WEBSTER FINL CORP | 947890109 | 93,006 | $5.5M | 0.25% |
| 68 | ATMOS ENERGY CORP | ATO | 31,776 | $5.4M | 0.25% |
| 69 | FIDELITY NATIONAL FINANCIAL | FNF | 89,212 | $5.4M | 0.25% |
| 70 | QUEST DIAGNOSTICS INC | DGX | 27,398 | $5.2M | 0.24% |
| 71 | NNN REIT INC | NNN | 121,742 | $5.2M | 0.24% |
| 72 | MASCO CORP | MAS | 73,493 | $5.2M | 0.24% |
| 73 | CBOE GLOBAL MKTS INC | 12503M108 | 21,059 | $5.2M | 0.23% |
| 74 | ACV AUCTIONS INC | ACVA | 509,524 | $5.0M | 0.23% |
| 75 | ESSENTIAL UTILS INC | 29670G102 | 126,448 | $5.0M | 0.23% |
| 76 | DOLBY LABORATORIES INC | DLB | 68,393 | $4.9M | 0.23% |
| 77 | LAMB WESTON HLDGS INC | LW | 83,530 | $4.9M | 0.22% |
| 78 | AMDOCS LTD | DOX | 59,088 | $4.8M | 0.22% |
| 79 | PINNACLE WEST CAP CORP | PNW | 53,752 | $4.8M | 0.22% |
| 80 | WATERS CORP | 941848103 | 15,905 | $4.8M | 0.22% |
| 81 | TORO CO | TORO | 62,058 | $4.7M | 0.21% |
| 82 | NXP SEMICONDUCTORS N V | NXPI | 20,036 | $4.6M | 0.21% |
| 83 | HUNT J B TRANS SVCS INC | 445658107 | 33,969 | $4.6M | 0.21% |
| 84 | EURONET WORLDWIDE INC | EEFT | 51,683 | $4.5M | 0.21% |
| 85 | ENERGY TRANSFER L P | ET-PI | 261,943 | $4.5M | 0.20% |
| 86 | EPAM SYS INC | EPAM | 29,417 | $4.4M | 0.20% |
| 87 | WILLSCOT HLDGS CORP | WSC | 201,179 | $4.2M | 0.19% |
| 88 | ISHARES TR | 464287507 | 64,092 | $4.2M | 0.19% |
| 89 | AMERICOLD REALTY TRUST INC | COLD | 306,332 | $3.7M | 0.17% |
| 90 | MOLINA HEALTHCARE INC | MOH | 17,316 | $3.3M | 0.15% |
| 91 | RAMBUS INC DEL | RMBS | 23,747 | $2.5M | 0.11% |
| 92 | TOWER SEMICONDUCTOR LTD | TSEM | 31,025 | $2.2M | 0.10% |
| 93 | FIRST AMERN FINL CORP | 31847R102 | 32,104 | $2.1M | 0.09% |
| 94 | UNITED CMNTY BKS BLAIRSVLE G | UNTCW | 65,384 | $2.0M | 0.09% |
| 95 | ISHARES TR | 464287457 | 24,431 | $2.0M | 0.09% |
| 96 | RENAISSANCERE HLDGS LTD | RNR-PG | 7,874 | $2.0M | 0.09% |
| 97 | WNS HLDGS LTD | G98196101 | 25,721 | $2.0M | 0.09% |
| 98 | HEALTHSTREAM INC | HSTM | 67,229 | $1.9M | 0.09% |
| 99 | UNITED BANKSHARES INC WEST V | UNTCW | 50,085 | $1.9M | 0.08% |
| 100 | FRONTDOOR INC | FTDR | 27,674 | $1.9M | 0.08% |
| 101 | NETSTREIT CORP | NTST | 102,978 | $1.9M | 0.08% |
| 102 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 40,752 | $1.8M | 0.08% |
| 103 | U S PHYSICAL THERAPY | USPH | 21,621 | $1.8M | 0.08% |
| 104 | ADVANCED ENERGY INDS | 007973100 | 10,781 | $1.8M | 0.08% |
| 105 | MONARCH CASINO & RESORT INC | MCRI | 16,871 | $1.8M | 0.08% |
| 106 | TEXAS CAP BANCSHARES INC | 88224Q107 | 20,310 | $1.7M | 0.08% |
| 107 | ADVISORS INNER CIRCLE FD | 0075W0163 | 55,000 | $1.7M | 0.08% |
| 108 | ADDUS HOMECARE CORP | ADUS | 14,179 | $1.7M | 0.08% |
| 109 | ALAMO GROUP INC | ALG | 8,642 | $1.6M | 0.08% |
| 110 | IDACORP INC | IDA | 12,379 | $1.6M | 0.07% |
| 111 | TXNM ENERGY INC | TXNM | 28,008 | $1.6M | 0.07% |
| 112 | NOV INC | NOV | 116,619 | $1.5M | 0.07% |
| 113 | HUB GROUP INC | HUBG | 44,815 | $1.5M | 0.07% |
| 114 | UNIVERSAL DISPLAY CORP | OLED | 10,655 | $1.5M | 0.07% |
| 115 | DIODES INC | DIOD | 28,523 | $1.5M | 0.07% |
| 116 | CABOT CORP | CBT | 16,959 | $1.3M | 0.06% |
| 117 | WISDOMTREE TR | WT | 25,228 | $1.3M | 0.06% |
| 118 | HEALTHCARE SVCS GROUP INC | 421906108 | 72,953 | $1.2M | 0.06% |
| 119 | MARCUS & MILLICHAP INC | MMI | 41,689 | $1.2M | 0.06% |
| 120 | GOLDMAN SACHS GROUP INC | GSCE | 1,246 | $992,252 | 0.05% |
| 121 | ENI S P A | 26874R108 | 25,115 | $877,769 | 0.04% |
| 122 | ISHARES TR | 464288166 | 7,928 | $875,013 | 0.04% |
| 123 | ISHARES TR | 46429B291 | 16,408 | $795,296 | 0.04% |
| 124 | VANGUARD INDEX FDS | 922908744 | 3,239 | $604,041 | 0.03% |
| 125 | HALEON PLC | HLNCF | 66,003 | $592,047 | 0.03% |
| 126 | ISHARES TR | 464288661 | 4,139 | $494,652 | 0.02% |
| 127 | MARVELL TECHNOLOGY INC | MRVL | 5,729 | $481,637 | 0.02% |
| 128 | WILLIAMS COS INC | 969457100 | 7,501 | $475,188 | 0.02% |
| 129 | ISHARES TR | 464287440 | 4,313 | $416,032 | 0.02% |
| 130 | WELLTOWER INC | WELL | 2,167 | $386,029 | 0.02% |
| 131 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 2,183 | $367,792 | 0.02% |
| 132 | CORTEVA INC | CTVA | 5,298 | $358,304 | 0.02% |
| 133 | ISHARES TR | 46434V738 | 4,686 | $319,210 | 0.01% |
| 134 | NOVARTIS AG | NVSEF | 2,114 | $271,099 | 0.01% |
| 135 | VIASAT INC | VSAT | 9,045 | $265,019 | 0.01% |
| 136 | MOTOROLA SOLUTIONS INC | MSI | 500 | $228,645 | 0.01% |
| 137 | VANGUARD TAX-MANAGED FDS | 921943858 | 3,801 | $227,756 | 0.01% |
| 138 | ISHARES TR | 464287408 | 1,068 | $220,553 | 0.01% |
| 139 | MAGNA INTL INC | 559222401 | 4,450 | $210,841 | 0.01% |
| 140 | ASE TECHNOLOGY HLDG CO LTD | ASX | 16,700 | $185,203 | 0.01% |