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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
PNW icon
51
Pinnacle West Capital
PNW
$12B
$11.8M 0.5%
123,981
-17,600
-12% -$1.57M
RYAAY icon
52
Ryanair
RYAAY
$30.9B
$11.8M 0.5%
+278,150
New +$12.7M
ATO icon
53
Atmos Energy
ATO
$28.4B
$11.7M 0.5%
75,998
-11,306
-13% -$1.65M
DGX icon
54
Quest Diagnostics
DGX
$26.2B
$11.6M 0.49%
68,730
-10,653
-13% -$1.75M
TSM icon
55
TSMC
TSM
$2.17T
$11.4M 0.48%
68,460
-3,292
-5% -$640K
FLUT icon
56
Flutter Entertainment
FLUT
$16.4B
$11.1M 0.47%
+50,003
New +$13M
CBOE icon
57
Cboe Global Markets
CBOE
$29.8B
$10.8M 0.46%
47,536
-6,643
-12% -$1.38M
ICLR icon
58
Icon
ICLR
$12.8B
$10.7M 0.45%
60,875
-5,798
-9% -$1.12M
BOKF icon
59
BOK Financial
BOKF
$8.7B
$10.4M 0.44%
100,061
-15,033
-13% -$1.61M
EFA icon
60
iShares MSCI EAFE ETF
EFA
$79.8B
$10.3M 0.43%
125,541
-559,617
-82% -$45.1M
EXPD icon
61
Expeditors International
EXPD
$23.3B
$10.1M 0.43%
83,851
-8,540
-9% -$983K
EEFT icon
62
Euronet Worldwide
EEFT
$2.65B
$10M 0.43%
94,014
-12,423
-12% -$1.26M
MOH icon
63
Molina Healthcare
MOH
$10.4B
$9.86M 0.42%
29,941
-3,195
-10% -$965K
PKG icon
64
Packaging Corp of America
PKG
$22.7B
$9.71M 0.41%
49,026
-7,039
-13% -$1.5M
WTRG icon
65
Essential Utilities
WTRG
$11.3B
$9.66M 0.41%
244,329
-24,024
-9% -$882K
WAT icon
66
Waters Corp
WAT
$40.4B
$9.36M 0.4%
25,407
-5,761
-18% -$2.23M
DOX icon
67
Amdocs
DOX
$6.22B
$9.32M 0.4%
101,887
-12,755
-11% -$1.11M
NNN icon
68
NNN REIT
NNN
$8.8B
$9.25M 0.39%
216,918
-23,294
-10% -$950K
MAS icon
69
Masco
MAS
$14.7B
$9.07M 0.38%
130,484
-17,582
-12% -$1.32M
WBS icon
70
Webster Financial
WBS
$12.8B
$8.91M 0.38%
+172,932
New +$9.62M
DLB icon
71
Dolby
DLB
$5.82B
$8.83M 0.37%
109,949
-14,118
-11% -$1.15M
LECO icon
72
Lincoln Electric
LECO
$15.1B
$8.82M 0.37%
46,637
-5,899
-11% -$1.16M
USFR icon
73
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
$8.82M 0.37%
175,249
+5,249
+3% +$265K
COLD icon
74
Americold
COLD
$4.17B
$8.18M 0.35%
381,397
+4,406
+1% +$95.8K
WEX icon
75
WEX
WEX
$6.35B
$8.03M 0.34%
51,156
-6,050
-11% -$996K
1 2
3
4 5

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NSAM
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MAP
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ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
BWFA
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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.