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Cambiar Investors Portfolio holdings

AUM $2.3B
1-Year Est. Return 24.77%
This Fund
S&P 500
This Quarter Est. Return
+0.44%
1 Year Est. Return
+24.77%
3 Year Est. Return
+59.19%
5 Year Est. Return
+64.5%
10 Year Est. Return
+13,161.1%
AUM
$2.36B
AUM Growth
-$162M
Cap. Flow
-$144M
Cap. Flow %
-6.12%
Top 10 Hldgs %
25.65%
Holding
163
New
9
Increased
26
Reduced
116
Closed
9

Top Buys

Rank Stock Value
1
COP icon
ConocoPhillips
COP
+$44.7M
2
REGN icon
Regeneron Pharmaceuticals
REGN
+$34.6M
3
FLUT icon
Flutter Entertainment
FLUT
+$13M
4
CVE icon
Cenovus Energy
CVE
+$12.9M
5
RYAAY icon
Ryanair
RYAAY
+$12.7M

Top Sells

Rank Stock Value
1
EFA icon
iShares MSCI EAFE ETF
EFA
+$45.1M
2
JNJ icon
Johnson & Johnson
JNJ
+$41.1M
3
SYY icon
Sysco
SYY
+$17M
4
GS icon
Goldman Sachs
GS
+$15.9M
5
TEL icon
TE Connectivity
TEL
+$14.9M

Sector Composition

Rank Sector Weight
1 Financials 19.54%
2 Healthcare 17.2%
3 Technology 13.07%
4 Industrials 9.64%
5 Energy 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TJX icon
26
TJX Companies
TJX
$178B
$38.6M 1.64%
316,949
-6,465
-2% -$785K
CTVA icon
27
Corteva
CTVA
$51.3B
$38.5M 1.63%
611,335
-123,845
-17% -$7.66M
USB icon
28
US Bancorp
USB
$99.6B
$37.7M 1.6%
893,582
-48,854
-5% -$2.25M
AEP icon
29
American Electric Power
AEP
$68.4B
$36.5M 1.55%
333,826
-24,191
-7% -$2.45M
SYY icon
30
Sysco
SYY
$40.3B
$35.9M 1.52%
477,809
-231,622
-33% -$17M
EL icon
31
Estee Lauder
EL
$32B
$35.1M 1.49%
531,082
+78,383
+17% +$5.67M
TEL icon
32
TE Connectivity
TEL
$62.6B
$33.8M 1.43%
239,012
-100,422
-30% -$14.9M
STZ icon
33
Constellation Brands
STZ
$23.2B
$32.4M 1.37%
176,412
+24,700
+16% +$4.49M
REGN icon
34
Regeneron Pharmaceuticals
REGN
$80.8B
$31.9M 1.35%
+50,310
New +$34.6M
RTX icon
35
RTX Corp
RTX
$301B
$29.7M 1.26%
224,259
-4,929
-2% -$625K
AXP icon
36
American Express
AXP
$230B
$29.2M 1.24%
108,585
-2,592
-2% -$766K
ING icon
37
ING
ING
$102B
$25.2M 1.07%
1,286,646
-74,748
-5% -$1.33M
GS icon
38
Goldman Sachs
GS
$303B
$25.1M 1.06%
45,973
-26,474
-37% -$15.9M
SONY icon
39
Sony
SONY
$138B
$25.1M 1.06%
987,378
-71,863
-7% -$1.66M
BCS icon
40
Barclays
BCS
$94.1B
$21.6M 0.91%
1,405,389
-122,156
-8% -$1.83M
AMAT icon
41
Applied Materials
AMAT
$428B
$20.4M 0.86%
140,401
-7,260
-5% -$1.22M
SAP icon
42
SAP
SAP
$238B
$16.8M 0.71%
62,715
-4,368
-7% -$1.19M
SLB icon
43
SLB Ltd
SLB
$75B
$15.1M 0.64%
362,030
+138,011
+62% +$5.66M
TTE icon
44
TotalEnergies
TTE
$190B
$15.1M 0.64%
233,532
+49,678
+27% +$3M
CNH
45
CNH Industrial
CNH
$17.5B
$14.8M 0.63%
1,207,447
-278,424
-19% -$3.49M
HLN icon
46
Haleon
HLN
$44.2B
$14M 0.59%
1,361,608
-70,900
-5% -$698K
MGY icon
47
Magnolia Oil & Gas
MGY
$5.94B
$12.4M 0.52%
489,866
-68,822
-12% -$1.67M
FNF icon
48
Fidelity National Financial
FNF
$13.5B
$12.3M 0.52%
189,233
-28,205
-13% -$1.69M
RGA icon
49
Reinsurance Group of America
RGA
$16.1B
$12.1M 0.51%
61,671
-9,276
-13% -$1.92M
SRAD icon
50
Sportradar
SRAD
$3.85B
$12M 0.51%
553,786
-71,197
-11% -$1.49M
1
2
3 4 5

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Cambiar Investors's Q1 2025 Portfolio in Review

As of Q1 2025, Cambiar Investors held 163 positions worth $2.36B, down 6.4% from $2.52B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Cambiar Investors withdrew a net $144M in Q1 2025, closing 9 positions and reducing 116 holdings. Its most notable exit was American Financial Group, an estimated $11.6M position sold in full.

By sector, the portfolio is most concentrated in Financials at 20% of assets, up from 20% a quarter earlier, followed by Healthcare and Technology.

Against the trend, Cambiar Investors opened a new position in ConocoPhillips worth $47.1M.

  • Cambiar Investors's largest Q1 2025 buy was ConocoPhillips: 448,516 shares worth $47.1M.
  • Cambiar Investors added most to Cenovus Energy in Q1 2025, an estimated $12.9M increase.
  • Cambiar Investors's biggest Q1 2025 reduction was iShares MSCI EAFE ETF, cutting an estimated $45.1M.
  • Cambiar Investors fully exited American Financial Group in Q1 2025, selling an estimated $11.6M.
  • Cambiar Investors's ten largest holdings make up 26% of its $2.36B portfolio in Q1 2025.
  • Cambiar Investors opened 9 new positions and closed 9 in Q1 2025.
  • Cambiar Investors's portfolio value fell 6.4% quarter-over-quarter to $2.36B.

Based on Cambiar Investors's 13F filing for Q1 2025, filed 13 May 2025.