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CI

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
TCBI icon
101
Texas Capital Bancshares
TCBI
$4.32B
$2.22M 0.09%
29,683
-5,850
-16% -$455K
MCRI icon
102
Monarch Casino & Resort
MCRI
$2.17B
$2.18M 0.09%
28,030
-5,525
-16% -$470K
HSTM icon
103
HealthStream
HSTM
$859M
$2.16M 0.09%
67,257
-13,273
-16% -$430K
FAF icon
104
First American
FAF
$7.37B
$2.11M 0.09%
32,119
-6,331
-16% -$401K
TXNM
105
TXNM Energy Inc
TXNM
$5.91B
$2.05M 0.09%
38,275
-7,506
-16% -$377K
RNR icon
106
RenaissanceRe
RNR
$13.2B
$1.88M 0.08%
7,841
-1,552
-17% -$376K
ATMU icon
107
Atmus Filtration Technologies
ATMU
$4.05B
$1.86M 0.08%
50,773
-9,957
-16% -$393K
PB icon
108
Prosperity Bancshares
PB
$8.81B
$1.85M 0.08%
25,852
-5,089
-16% -$385K
UCB
109
United Community Banks
UCB
$4.27B
$1.84M 0.08%
65,337
-12,915
-17% -$404K
FTDR icon
110
Frontdoor
FTDR
$5.78B
$1.79M 0.08%
46,555
-9,180
-16% -$468K
NVEE
111
DELISTED
NV5 Global
NVEE
$1.76M 0.07%
91,328
+6,025
+7% +$110K
UBSI icon
112
United Bankshares
UBSI
$6.58B
$1.73M 0.07%
49,917
-9,865
-17% -$361K
NTST
113
NETSTREIT Corp
NTST
$2.03B
$1.63M 0.07%
103,025
-20,265
-16% -$296K
AEIS icon
114
Advanced Energy
AEIS
$12.6B
$1.62M 0.07%
17,008
-3,358
-16% -$384K
EXEL icon
115
Exelixis
EXEL
$13.1B
$1.6M 0.07%
43,284
-43,008
-50% -$1.53M
WNS
116
DELISTED
WNS Holdings
WNS
$1.58M 0.07%
25,732
-5,056
-16% -$288K
ALG icon
117
Alamo Group
ALG
$2.06B
$1.54M 0.07%
8,646
-1,706
-16% -$313K
RMBS icon
118
Rambus
RMBS
$10.4B
$1.49M 0.06%
28,834
-5,692
-16% -$334K
USPH icon
119
US Physical Therapy
USPH
$1.24B
$1.48M 0.06%
20,515
-4,035
-16% -$339K
HUBG icon
120
HUB Group
HUBG
$2.9B
$1.46M 0.06%
39,288
-7,747
-16% -$323K
MMI icon
121
Marcus & Millichap
MMI
$1.16B
$1.44M 0.06%
41,706
-8,208
-16% -$302K
OLED icon
122
Universal Display
OLED
$4.16B
$1.42M 0.06%
10,164
-2,005
-16% -$300K
CBT icon
123
Cabot Corp
CBT
$4.46B
$1.41M 0.06%
16,947
-3,319
-16% -$286K
NSP icon
124
Insperity
NSP
$1.96B
$1.41M 0.06%
15,763
-3,120
-17% -$259K
ADUS icon
125
Addus HomeCare
ADUS
$2.23B
$1.27M 0.05%
12,878
-2,535
-16% -$282K
3 4
5
6 7

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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.