CI

CAMBIAR INVESTORS LLC

13F
CAMBIAR INVESTORS LLC
Last update 2025-01-29 154 Stocks (17 new)
Value $2.52 Bil Turnover 15 %
Countries:

CAMBIAR INVESTORS LLC Profile

Cambiar Investors is an investment management company based out of Denver, Colorado. The company was founded in 1973 and is currently headed by Brian M. Barish, who holds a variety of roles including being the President, Chief Investment Officer, and Director of Research in the company. The company currently has 45 employees with 11 of them being investment professionals. Cambiar Investors conducts its research in house and focuses on attention on individual companies rather than industries, utilizing a fundamental analysis and a bottom up investment approach. The company conducts business through active management, focusing on understanding where “value is eroding and accumulating within their assigned sectors” in order to be able to capitalize on the short sighted short-term market with its long term approach. Cambiar Investors invests most heavily in the finance sector, which alone makes up approximately a quarter of its total asset allocations, and the firm also invests in the consumer discretionary, information technology, health care, industrials, and utilities and telecommunications sectors, among others to a lesser degree in order of decreasing allocation. Cambiar Investors currently has over $9.2 billion in total assets under management spread across over 12,700 accounts, of which over 8,100 are discretionary accounts, making up the bulk $8.3 billion of its held assets, and 4,600 are non-discretionary accounts, making up the remaining $800 million of its assets. Although its total number of held accounts has been volatile in recent years, its total assets under management has been steadily increasing, growing from $4 billion in 2010 to well over twice that amount today. Cambiar Investors mainly caters to individuals, which alone makes up almost three quarters of its entire client base, and the firm also caters to a variety of other clientele. The company current offers a variety of mutual funds including its Global Select, Large Cap Value, SMID Value, International Equity, and Aggressive Value strategies.
CAMBIAR INVESTORS LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DAL
Delta Air Lines Inc
1,249,445
75,591.4
-6.08%
3.000
-0.16%
0.190
-37.96%
-31.11%
27,149.9
Transportation
GOOGL
Alphabet Inc
342,414
64,819.0
-2.93%
2.570
-0.07%
0.000
-19.01%
-14.34%
1,978,969.7
Interactive Media
DEO
Diageo PLC
497,022
63,186.4
+6.79%
2.510
+0.16%
0.090
-9.81%
-11.71%
60,866.5
Beverages - Alcoholic
CME
CME Group Inc
269,627
62,615.5
-5.30%
2.480
-0.13%
0.070
+14.03%
+15.24%
95,969.9
Capital Markets
LH
Labcorp Holdings Inc
268,450
61,560.9
-2.61%
2.440
-0.06%
0.320
-6.93%
-0.16%
19,102.4
Medical Diagnostics & Research
AMZN
Amazon.com Inc
271,259
59,511.5
-3.45%
2.360
-0.07%
0.000
-19.53%
-13.86%
2,005,630.7
Retail - Cyclical
UNP
Union Pacific Corp
257,975
58,828.6
+32.67%
2.330
+0.57%
0.040
-13.79%
-5.95%
127,435.6
Transportation
BMY
Bristol-Myers Squibb Co
1,039,399
58,788.4
+5.89%
2.330
+0.13%
0.050
-18.86%
-13.45%
97,480.4
Drug Manufacturers
TXN
Texas Instruments Inc
311,644
58,436.4
+9.17%
2.320
+0.19%
0.030
-11.57%
-12.50%
147,953.8
Semiconductors
UBER
Uber Technologies Inc
944,909
56,996.9
+46.98%
2.260
+0.72%
0.040
+13.40%
+28.90%
162,595.3
Software

CAMBIAR INVESTORS LLC's Historical Top Holdings Breakdowns

CAMBIAR INVESTORS LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWD
iShares Russell 1000 Value ETF2024-12-31Add
+1.91%
â—Ź
183.23 ($191.86) 199.79
$180.43
-5.96%
Add 811.84%
292,754
260,648
WAT
Waters Corp2024-12-31Reduce
-1.88%
â—Ź
323.11 ($365.9) 392.01
$337.89
-7.66%
Reduce -81.34%
31,168
-135,838
ELV
Elevance Health Inc2024-12-31New Buy
+1.81%
â—Ź
365.96 ($416.99) 509.02
$421.68
1.12%
New holding
123,650
123,650
EFA
iShares MSCI EAFE ETF2024-12-31Add
+1.58%
â—Ź
75.1 ($79.14) 82.84
$84.12
6.29%
Add 339.94%
685,158
529,418
ABNB
Airbnb Inc2024-12-31New Buy
+1.46%
â—Ź
125.29 ($134.85) 147.37
$122.51
-9.15%
New holding
280,941
280,941
ICE
Intercontinental Exchange Inc2024-12-31Reduce
-1.38%
â—Ź
148.29 ($158.35) 166.9
$163.23
3.08%
Reduce -96.24%
8,696
-222,651
WMB
Williams Companies Inc2024-12-31Reduce
-1.36%
â—Ź
47.64 ($54.01) 59.74
$59.03
9.29%
Reduce -97.27%
21,791
-777,477
EL
The Estee Lauder Companies Inc2024-12-31New Buy
+1.35%
â—Ź
62.74 ($78.68) 97.12
$59.39
-24.52%
New holding
452,699
452,699
AEP
American Electric Power Co Inc2024-12-31New Buy
+1.31%
â—Ź
90.91 ($96.69) 101.81
$106.74
10.39%
New holding
358,017
358,017
MRVL
Marvell Technology Inc2024-12-31Reduce
-1.30%
â—Ź
72.04 ($93.19) 124.78
$58.92
-36.77%
Reduce -95.39%
22,604
-467,590

CAMBIAR INVESTORS LLC Total Holding History ($B)

To

CAMBIAR INVESTORS LLC's Asset Allocation

To

CAMBIAR INVESTORS LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CAMBIAR INVESTORS LLC's Hypothetical Growth since 2024-12-31

CAMBIAR INVESTORS LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CAMBIAR INVESTORS LLC's Holdings Heat Map

Size field:

CAMBIAR INVESTORS LLC's Holdings Bubble Chart

CAMBIAR INVESTORS LLC News

  • 1

Discussions on CAMBIAR INVESTORS LLC

No discussions yet.