CAMBIAR INVESTORS LLC

Est. AUM

$2.16B

13F long equity, this entity only

Positions

145

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DELTA AIR LINES INC	COM NEW	$59.4M	894062	2.75%	SOLE
2	AMRIZE LTD	SHS	$59.2M	1056207	2.74%	SOLE
3	UNION PAC CORP	COM	$58.9M	242831	2.73%	SOLE
4	SLB LIMITED	COM STK	$58.1M	1130095	2.69%	SOLE
5	UBER TECHNOLOGIES INC	COM	$57.3M	796747	2.65%	SOLE
6	BRISTOL-MYERS SQUIBB CO	COM	$57.3M	944246	2.65%	SOLE
7	HONEYWELL INTL INC	COM	$57.3M	253300	2.65%	SOLE
8	LABCORP HOLDINGS INC	COM SHS	$54.9M	205604	2.54%	SOLE
9	ELEVANCE HEALTH INC FORMERLY	COM	$54.4M	185890	2.52%	SOLE
10	ALPHABET INC	CAP STK CL A	$53.3M	185404	2.47%	SOLE
11	TEXAS INSTRS INC	COM	$53.3M	274501	2.47%	SOLE
12	CME GROUP INC	COM	$50.7M	171523	2.35%	SOLE
13	APPLIED MATLS INC	COM	$50.6M	148058	2.34%	SOLE
14	MEDTRONIC PLC	SHS	$49.8M	575288	2.31%	SOLE
15	PNC FINL SVCS GROUP INC	COM	$49.1M	235926	2.27%	SOLE
16	AMAZON COM INC	COM	$48.7M	233899	2.26%	SOLE
17	JPMORGAN CHASE & CO	COM	$46.9M	159429	2.17%	SOLE
18	AMERICAN EXPRESS CO	COM	$45.2M	149445	2.09%	SOLE
19	REGENERON PHARMACEUTICALS	COM	$45.0M	58183	2.08%	SOLE
20	SEMPRA	COM	$42.3M	435431	1.96%	SOLE
21	PEPSICO INC	COM	$42.2M	271725	1.95%	SOLE
22	FEDEX CORP	COM	$41.6M	116764	1.93%	SOLE
23	MASTERCARD INCORPORATED	CL A	$40.7M	81380	1.88%	SOLE
24	CONSTELLATION BRANDS INC	CL A	$40.3M	268528	1.87%	SOLE
25	SYSCO CORP	COM	$40.2M	563470	1.86%	SOLE
26	ON SEMICONDUCTOR CORP	COM	$39.5M	638679	1.83%	SOLE
27	CHEVRON CORPORATION	COM	$37.8M	182697	1.75%	SOLE
28	DIAGEO PLC	SPON ADR NEW	$36.7M	493349	1.70%	SOLE
29	CHUBB LTD SWITZ	COM	$34.8M	106782	1.61%	SOLE
30	US BANCORP	COM NEW	$34.7M	666268	1.60%	SOLE
31	MASCO CORP	COM	$32.7M	542069	1.52%	SOLE
32	COMCAST CORP NEW	CL A	$32.5M	1131447	1.50%	SOLE
33	CENTENE CORP DEL	COM	$31.7M	966786	1.47%	SOLE
34	LAUDER ESTEE COS INC	CL A	$31.2M	434686	1.44%	SOLE
35	ISHARES TR	RUS 1000 VAL ETF	$30.0M	140276	1.39%	SOLE
36	APTIV PLC	COM SHS	$29.2M	419944	1.35%	SOLE
37	TJX COS INC NEW	COM	$27.3M	171132	1.27%	SOLE
38	ASTRAZENECA PLC	ORD	$26.3M	133599	1.22%	SOLE
39	WEYERHAEUSER CO	COM NEW	$25.5M	1043624	1.18%	SOLE
40	ISHARES TR	MSCI EAFE ETF	$23.0M	237040	1.07%	SOLE
41	ASML HLDG NV	N Y REGISTRY SHS	$21.7M	16428	1.00%	SOLE
42	ALCON AG	ORD SHS	$17.5M	232649	0.81%	SOLE
43	SUNBELT RENTALS HOLDINGS INC	SHS	$17.5M	268264	0.81%	SOLE
44	VERSANT MEDIA GROUP INC	COM CL A	$17.0M	458921	0.79%	SOLE
45	ING GROEP N.V.	SPONSORED ADR	$16.4M	630683	0.76%	SOLE
46	SMURFIT WESTROCK PLC	SHS	$16.3M	408283	0.75%	SOLE
47	BARCLAYS PLC	ADR	$14.8M	701176	0.69%	SOLE
48	GRAB HOLDINGS LIMITED	CLASS A ORD	$13.9M	3794996	0.64%	SOLE
49	RYANAIR HOLDINGS PLC	SPONSORED ADR	$13.4M	232669	0.62%	SOLE
50	SONY GROUP CORP	SPONSORED ADR	$12.9M	625049	0.60%	SOLE

1–50 of 145

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.