Filed: 11/3/2025ACC: 0001172661-25-004536
📋 What this filing means
CAMBIAR INVESTORS LLC filed this quarterly 13F‑HR report disclosing 140 equity positions with a total reported market value of $2.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
140
Positions
$2.20B
Total AUM (reported)
31.47M
Total Shares
Allocation by class
COM$1.15B52.1%
SHS$211.85M9.6%
CL A$168.14M7.6%
COM NEW$132.56M6.0%
SPONSORED ADR$80.65M3.7%
COM SHS$64.16M2.9%
COM CL A$60.67M2.8%
Portfolio Concentration
Top 3$198.66M9.0%
4–10$383.18M17.4%
11–25$703.79M32.0%
Rest$913.92M41.6%
Top 3 weight
9.0%
Top 10 weight
26.5%
Voting Authority Distribution
Total shares with voting rights: 31.47M
Sole
Full voting authority
31.08M
shares
% of voting shares98.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
396.96K
shares
% of voting shares1.3%
Investment Discretion (by position count)
Sole140
Shared0
Other0
Dominant voting typeSole · 98.7% of voting shares
Institutional Holdings140
Rows:
FLUTTER ENTMT PLC
SOLEShares304.96K
TypeSH
Market value$77.46M
3.52%
Sole
300.88K
Shared
0.00
None
4.08K
UBER TECHNOLOGIES INC
SOLEShares657.29K
TypeSH
Market value$64.39M
2.93%
Sole
645.33K
Shared
0.00
None
11.96K
LABCORP HOLDINGS INC
SOLEShares197.87K
TypeSH
Market value$56.80M
2.58%
Sole
194.56K
Shared
0.00
None
3.31K
MEDTRONIC PLC
SOLEShares589.41K
TypeSH
Market value$56.14M
2.55%
Sole
579.41K
Shared
0.00
None
10K
UNION PAC CORP
SOLEShares232.97K
TypeSH
Market value$55.07M
2.50%
Sole
228.75K
Shared
0.00
None
4.22K
ALPHABET INC
SOLEShares224.75K
TypeSH
Market value$54.64M
2.48%
Sole
220.47K
Shared
0.00
None
4.28K
JPMORGAN CHASE & CO.
SOLEShares172.52K
TypeSH
Market value$54.42M
2.47%
Sole
168.95K
Shared
0.00
None
3.57K
CHEVRON CORP NEW
SOLEShares350.03K
TypeSH
Market value$54.36M
2.47%
Sole
344.28K
Shared
0.00
None
5.75K
DELTA AIR LINES INC DEL
SOLEShares957.72K
TypeSH
Market value$54.35M
2.47%
Sole
941.92K
Shared
0.00
None
15.80K
ELEVANCE HEALTH INC FORMERLY
SOLEShares167.78K
TypeSH
Market value$54.21M
2.46%
Sole
165.92K
Shared
0.00
None
1.86K
AMAZON COM INC
SOLEShares245.78K
TypeSH
Market value$53.97M
2.45%
Sole
240.75K
Shared
0.00
None
5.03K
CENTENE CORP DEL
SOLEShares1.47M
TypeSH
Market value$52.52M
2.39%
Sole
1.45M
Shared
0.00
None
21.03K
PNC FINL SVCS GROUP INC
SOLEShares255.04K
TypeSH
Market value$51.24M
2.33%
Sole
250.37K
Shared
0.00
None
4.67K
SEMPRA
SOLEShares555.54K
TypeSH
Market value$49.99M
2.27%
Sole
544.60K
Shared
0.00
None
10.94K
LAUDER ESTEE COS INC
SOLEShares546.35K
TypeSH
Market value$48.14M
2.19%
Sole
537.83K
Shared
0.00
None
8.52K
SCHLUMBERGER LTD
SOLEShares1.38M
TypeSH
Market value$47.35M
2.15%
Sole
1.36M
Shared
0.00
None
18.71K
AIRBNB INC
SOLEShares382.36K
TypeSH
Market value$46.43M
2.11%
Sole
376.78K
Shared
0.00
None
5.58K
COMCAST CORP NEW
SOLEShares1.47M
TypeSH
Market value$46.13M
2.10%
Sole
1.45M
Shared
0.00
None
21.92K
AMRIZE LTD
SOLEShares939.28K
TypeSH
Market value$45.58M
2.07%
Sole
923.63K
Shared
0.00
None
15.65K
DIAGEO PLC
SOLEShares467.29K
TypeSH
Market value$44.59M
2.03%
Sole
460.59K
Shared
0.00
None
6.70K
TARGET CORP
SOLEShares489.72K
TypeSH
Market value$43.93M
2.00%
Sole
481.90K
Shared
0.00
None
7.83K
CHUBB LIMITED
SOLEShares154.71K
TypeSH
Market value$43.67M
1.99%
Sole
151.73K
Shared
0.00
None
2.98K
TEXAS INSTRS INC
SOLEShares236.98K
TypeSH
Market value$43.54M
1.98%
Sole
232.92K
Shared
0.00
None
4.06K
PPG INDS INC
SOLEShares414.22K
TypeSH
Market value$43.54M
1.98%
Sole
407.72K
Shared
0.00
None
6.50K
BRISTOL-MYERS SQUIBB CO
SOLEShares957.34K
TypeSH
Market value$43.18M
1.96%
Sole
940.20K
Shared
0.00
None
17.13K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FLUTTER ENTMT PLCSOLE | SHS | 304.96K | SH | $77.46M 3.52% | 300.88K | 0.00 | 4.08K |
UBER TECHNOLOGIES INCSOLE | COM | 657.29K | SH | $64.39M 2.93% | 645.33K | 0.00 | 11.96K |
LABCORP HOLDINGS INCSOLE | COM SHS | 197.87K | SH | $56.80M 2.58% | 194.56K | 0.00 | 3.31K |
MEDTRONIC PLCSOLE | SHS | 589.41K | SH | $56.14M 2.55% | 579.41K | 0.00 | 10K |
UNION PAC CORPSOLE | COM | 232.97K | SH | $55.07M 2.50% | 228.75K | 0.00 | 4.22K |
ALPHABET INCSOLE | CAP STK CL A | 224.75K | SH | $54.64M 2.48% | 220.47K | 0.00 | 4.28K |
JPMORGAN CHASE & CO.SOLE | COM | 172.52K | SH | $54.42M 2.47% | 168.95K | 0.00 | 3.57K |
CHEVRON CORP NEWSOLE | COM | 350.03K | SH | $54.36M 2.47% | 344.28K | 0.00 | 5.75K |
DELTA AIR LINES INC DELSOLE | COM NEW | 957.72K | SH | $54.35M 2.47% | 941.92K | 0.00 | 15.80K |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 167.78K | SH | $54.21M 2.46% | 165.92K | 0.00 | 1.86K |
AMAZON COM INCSOLE | COM | 245.78K | SH | $53.97M 2.45% | 240.75K | 0.00 | 5.03K |
CENTENE CORP DELSOLE | COM | 1.47M | SH | $52.52M 2.39% | 1.45M | 0.00 | 21.03K |
PNC FINL SVCS GROUP INCSOLE | COM | 255.04K | SH | $51.24M 2.33% | 250.37K | 0.00 | 4.67K |
SEMPRASOLE | COM | 555.54K | SH | $49.99M 2.27% | 544.60K | 0.00 | 10.94K |
LAUDER ESTEE COS INCSOLE | CL A | 546.35K | SH | $48.14M 2.19% | 537.83K | 0.00 | 8.52K |
SCHLUMBERGER LTDSOLE | COM STK | 1.38M | SH | $47.35M 2.15% | 1.36M | 0.00 | 18.71K |
AIRBNB INCSOLE | COM CL A | 382.36K | SH | $46.43M 2.11% | 376.78K | 0.00 | 5.58K |
COMCAST CORP NEWSOLE | CL A | 1.47M | SH | $46.13M 2.10% | 1.45M | 0.00 | 21.92K |
AMRIZE LTDSOLE | SHS | 939.28K | SH | $45.58M 2.07% | 923.63K | 0.00 | 15.65K |
DIAGEO PLCSOLE | SPON ADR NEW | 467.29K | SH | $44.59M 2.03% | 460.59K | 0.00 | 6.70K |
TARGET CORPSOLE | COM | 489.72K | SH | $43.93M 2.00% | 481.90K | 0.00 | 7.83K |
CHUBB LIMITEDSOLE | COM | 154.71K | SH | $43.67M 1.99% | 151.73K | 0.00 | 2.98K |
TEXAS INSTRS INCSOLE | COM | 236.98K | SH | $43.54M 1.98% | 232.92K | 0.00 | 4.06K |
PPG INDS INCSOLE | COM | 414.22K | SH | $43.54M 1.98% | 407.72K | 0.00 | 6.50K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 957.34K | SH | $43.18M 1.96% | 940.20K | 0.00 | 17.13K |
Page 1 of 6
…