Filed: 8/5/2025ACC: 0001172661-25-002876
📋 What this filing means
CAMBIAR INVESTORS LLC filed this quarterly 13F‑HR report disclosing 148 equity positions with a total reported market value of $2.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
148
Positions
$2.38B
Total AUM (reported)
34.91M
Total Shares
Allocation by class
COM$1.27B53.3%
CL A$191.28M8.0%
SHS$168.13M7.1%
COM NEW$164.00M6.9%
COM CL A$83.32M3.5%
SPONSORED ADR$77.55M3.3%
COM SHS$77.34M3.3%
Portfolio Concentration
Top 3$217.64M9.2%
4–10$413.67M17.4%
11–25$706.84M29.7%
Rest$1.04B43.7%
Top 3 weight
9.2%
Top 10 weight
26.5%
Voting Authority Distribution
Total shares with voting rights: 34.91M
Sole
Full voting authority
34.52M
shares
% of voting shares98.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
390.22K
shares
% of voting shares1.1%
Investment Discretion (by position count)
Sole148
Shared0
Other0
Dominant voting typeSole · 98.9% of voting shares
Institutional Holdings148
Rows:
FLUTTER ENTMT PLC
SOLEShares269.38K
TypeSH
Market value$76.98M
3.24%
Sole
265.93K
Shared
0.00
None
3.45K
UBER TECHNOLOGIES INC
SOLEShares777.35K
TypeSH
Market value$72.53M
3.05%
Sole
764.13K
Shared
0.00
None
13.21K
DELTA AIR LINES INC DEL
SOLEShares1.39M
TypeSH
Market value$68.14M
2.87%
Sole
1.37M
Shared
0.00
None
20.24K
LABCORP HOLDINGS INC
SOLEShares253.24K
TypeSH
Market value$66.48M
2.80%
Sole
249.36K
Shared
0.00
None
3.88K
ALPHABET INC
SOLEShares337.06K
TypeSH
Market value$59.40M
2.50%
Sole
331.52K
Shared
0.00
None
5.54K
AMAZON COM INC
SOLEShares269.56K
TypeSH
Market value$59.14M
2.49%
Sole
264.39K
Shared
0.00
None
5.17K
JPMORGAN CHASE & CO.
SOLEShares200.15K
TypeSH
Market value$58.03M
2.44%
Sole
196.32K
Shared
0.00
None
3.83K
ELEVANCE HEALTH INC
SOLEShares149.05K
TypeSH
Market value$57.97M
2.44%
Sole
147.08K
Shared
0.00
None
1.97K
AIRBNB INC
SOLEShares427.02K
TypeSH
Market value$56.51M
2.38%
Sole
420.49K
Shared
0.00
None
6.54K
UNION PAC CORP
SOLEShares244.02K
TypeSH
Market value$56.14M
2.36%
Sole
239.87K
Shared
0.00
None
4.15K
MEDTRONIC PLC
SOLEShares641.94K
TypeSH
Market value$55.96M
2.35%
Sole
631.75K
Shared
0.00
None
10.19K
DIAGEO PLC
SOLEShares517.69K
TypeSH
Market value$52.20M
2.20%
Sole
510.47K
Shared
0.00
None
7.22K
COMCAST CORP NEW
SOLEShares1.45M
TypeSH
Market value$51.78M
2.18%
Sole
1.43M
Shared
0.00
None
20.96K
LAUDER ESTEE COS INC
SOLEShares624.67K
TypeSH
Market value$50.47M
2.12%
Sole
614.44K
Shared
0.00
None
10.22K
PPG INDS INC
SOLEShares433.06K
TypeSH
Market value$49.26M
2.07%
Sole
426.34K
Shared
0.00
None
6.72K
CHUBB LIMITED
SOLEShares169.32K
TypeSH
Market value$49.06M
2.06%
Sole
166.30K
Shared
0.00
None
3.02K
BRISTOL-MYERS SQUIBB CO
SOLEShares1.02M
TypeSH
Market value$47.18M
1.98%
Sole
1M
Shared
0.00
None
15.39K
SEMPRA
SOLEShares605.42K
TypeSH
Market value$45.87M
1.93%
Sole
594.30K
Shared
0.00
None
11.13K
TARGET CORP
SOLEShares464.47K
TypeSH
Market value$45.82M
1.93%
Sole
457.36K
Shared
0.00
None
7.11K
TEXAS INSTRS INC
SOLEShares215.43K
TypeSH
Market value$44.73M
1.88%
Sole
211.88K
Shared
0.00
None
3.55K
CME GROUP INC
SOLEShares161.21K
TypeSH
Market value$44.43M
1.87%
Sole
158.57K
Shared
0.00
None
2.64K
SCHLUMBERGER LTD
SOLEShares1.31M
TypeSH
Market value$44.27M
1.86%
Sole
1.29M
Shared
0.00
None
16.73K
PNC FINL SVCS GROUP INC
SOLEShares232.90K
TypeSH
Market value$43.42M
1.83%
Sole
228.93K
Shared
0.00
None
3.97K
US BANCORP DEL
SOLEShares948.42K
TypeSH
Market value$42.92M
1.80%
Sole
932.50K
Shared
0.00
None
15.92K
CENTENE CORP DEL
SOLEShares727.07K
TypeSH
Market value$39.47M
1.66%
Sole
716.49K
Shared
0.00
None
10.58K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FLUTTER ENTMT PLCSOLE | SHS | 269.38K | SH | $76.98M 3.24% | 265.93K | 0.00 | 3.45K |
UBER TECHNOLOGIES INCSOLE | COM | 777.35K | SH | $72.53M 3.05% | 764.13K | 0.00 | 13.21K |
DELTA AIR LINES INC DELSOLE | COM NEW | 1.39M | SH | $68.14M 2.87% | 1.37M | 0.00 | 20.24K |
LABCORP HOLDINGS INCSOLE | COM SHS | 253.24K | SH | $66.48M 2.80% | 249.36K | 0.00 | 3.88K |
ALPHABET INCSOLE | CAP STK CL A | 337.06K | SH | $59.40M 2.50% | 331.52K | 0.00 | 5.54K |
AMAZON COM INCSOLE | COM | 269.56K | SH | $59.14M 2.49% | 264.39K | 0.00 | 5.17K |
JPMORGAN CHASE & CO.SOLE | COM | 200.15K | SH | $58.03M 2.44% | 196.32K | 0.00 | 3.83K |
ELEVANCE HEALTH INCSOLE | COM | 149.05K | SH | $57.97M 2.44% | 147.08K | 0.00 | 1.97K |
AIRBNB INCSOLE | COM CL A | 427.02K | SH | $56.51M 2.38% | 420.49K | 0.00 | 6.54K |
UNION PAC CORPSOLE | COM | 244.02K | SH | $56.14M 2.36% | 239.87K | 0.00 | 4.15K |
MEDTRONIC PLCSOLE | SHS | 641.94K | SH | $55.96M 2.35% | 631.75K | 0.00 | 10.19K |
DIAGEO PLCSOLE | SPON ADR NEW | 517.69K | SH | $52.20M 2.20% | 510.47K | 0.00 | 7.22K |
COMCAST CORP NEWSOLE | CL A | 1.45M | SH | $51.78M 2.18% | 1.43M | 0.00 | 20.96K |
LAUDER ESTEE COS INCSOLE | CL A | 624.67K | SH | $50.47M 2.12% | 614.44K | 0.00 | 10.22K |
PPG INDS INCSOLE | COM | 433.06K | SH | $49.26M 2.07% | 426.34K | 0.00 | 6.72K |
CHUBB LIMITEDSOLE | COM | 169.32K | SH | $49.06M 2.06% | 166.30K | 0.00 | 3.02K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 1.02M | SH | $47.18M 1.98% | 1M | 0.00 | 15.39K |
SEMPRASOLE | COM | 605.42K | SH | $45.87M 1.93% | 594.30K | 0.00 | 11.13K |
TARGET CORPSOLE | COM | 464.47K | SH | $45.82M 1.93% | 457.36K | 0.00 | 7.11K |
TEXAS INSTRS INCSOLE | COM | 215.43K | SH | $44.73M 1.88% | 211.88K | 0.00 | 3.55K |
CME GROUP INCSOLE | COM | 161.21K | SH | $44.43M 1.87% | 158.57K | 0.00 | 2.64K |
SCHLUMBERGER LTDSOLE | COM STK | 1.31M | SH | $44.27M 1.86% | 1.29M | 0.00 | 16.73K |
PNC FINL SVCS GROUP INCSOLE | COM | 232.90K | SH | $43.42M 1.83% | 228.93K | 0.00 | 3.97K |
US BANCORP DELSOLE | COM NEW | 948.42K | SH | $42.92M 1.80% | 932.50K | 0.00 | 15.92K |
CENTENE CORP DELSOLE | COM | 727.07K | SH | $39.47M 1.66% | 716.49K | 0.00 | 10.58K |
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