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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
+3.32%
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
$2.2B
AUM Growth
-$179M
Cap. Flow
-$236M
Cap. Flow %
-10.71%
Top 10 Hldgs %
26.45%
Holding
152
New
4
Increased
28
Reduced
96
Closed
12

Top Buys

Rank Stock Value
1
AMRZ
Amrize Ltd
AMRZ
+$47.9M
2
CNC icon
Centene
CNC
+$22.5M
3
CVX icon
Chevron
CVX
+$14.1M
4
FLUT icon
Flutter Entertainment
FLUT
+$10.4M
5
AMAT icon
Applied Materials
AMAT
+$10.3M

Top Sells

Rank Stock Value
1
AEP icon
American Electric Power
AEP
+$33.3M
2
DAL icon
Delta Air Lines
DAL
+$24.4M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$23.5M
4
RTX icon
RTX Corp
RTX
+$17.1M
5
LH icon
Labcorp
LH
+$14.8M

Sector Composition

Rank Sector Weight
1 Financials 17.66%
2 Healthcare 16.97%
3 Technology 14.88%
4 Consumer Discretionary 10.8%
5 Consumer Staples 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEI icon
126
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$495K 0.02%
4,139
– –
MRVL icon
127
Marvell Technology
MRVL
$187B
$482K 0.02%
5,729
-1,221
-18% -$89.9K
WMB icon
128
Williams Companies
WMB
$87.9B
$475K 0.02%
7,501
-2,002
-21% -$117K
IEF icon
129
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$416K 0.02%
4,313
– –
WELL icon
130
Welltower
WELL
$169B
$386K 0.02%
2,167
-174
-7% -$28.6K
ICE icon
131
Intercontinental Exchange
ICE
$84.5B
$368K 0.02%
2,183
-18
-0.8% -$3.22K
CTVA icon
132
Corteva
CTVA
$51B
$358K 0.02%
5,298
-1,471
-22% -$107K
IEUR icon
133
iShares Core MSCI Europe ETF
IEUR
$9.14B
$319K 0.01%
4,686
+777
+20% +$51.8K
NVS icon
134
Novartis
NVS
$298B
$271K 0.01%
2,114
-189
-8% -$23.1K
VSAT icon
135
Viasat
VSAT
$11.7B
$265K 0.01%
9,045
-3,070
-25% -$73.4K
MSI icon
136
Motorola Solutions
MSI
$76.5B
$229K 0.01%
500
-1
-0.2% -$451
VEA icon
137
Vanguard FTSE Developed Markets ETF
VEA
$236B
$228K 0.01%
3,801
+140
+4% +$8.16K
IVE icon
138
iShares S&P 500 Value ETF
IVE
$50B
$221K 0.01%
1,068
-132
-11% -$26.5K
MGA icon
139
Magna International
MGA
$18.7B
$211K 0.01%
+4,450
New +$196K
ASX icon
140
ASE Group
ASX
$82.7B
$185K 0.01%
16,700
– –
AEP icon
141
American Electric Power
AEP
$66.9B
– –
-320,877
Closed -$33.3M
EFOR
142
Everforth Inc
EFOR
$1.33B
– –
-17,791
Closed -$888K
DALN
143
DELISTED
DallasNews
DALN
– –
-47,597
Closed -$205K
IIPR icon
144
Innovative Industrial Properties
IIPR
$1.66B
– –
-18,777
Closed -$1.04M
INNV icon
145
InnovAge Holding
INNV
$1.48B
– –
-229,987
Closed -$849K
IPGP icon
146
IPG Photonics
IPGP
$3.61B
– –
-134,759
Closed -$9.25M
JOUT icon
147
Johnson Outdoors
JOUT
$501M
– –
-32,079
Closed -$971K
NSP icon
148
Insperity
NSP
$1.96B
– –
-15,756
Closed -$947K
NVEE
149
DELISTED
NV5 Global
NVEE
– –
-91,285
Closed -$2.11M
ROK icon
150
Rockwell Automation
ROK
$48.3B
– –
-878
Closed -$292K
3 4 5
6
7

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ABI
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LCM
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GCP
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CM
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LCM
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BWFA
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Cambiar Investors's Q3 2025 Portfolio in Review

As of Q3 2025, Cambiar Investors held 152 positions worth $2.2B, down 7.5% from $2.38B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Cambiar Investors withdrew a net $236M in Q3 2025, closing 12 positions and reducing 96 holdings. Its most notable exit was American Electric Power, an estimated $33.3M position sold in full.

By sector, the portfolio is most concentrated in Financials at 18% of assets, down from 18% a quarter earlier, followed by Healthcare and Technology.

Against the trend, Cambiar Investors opened a new position in Amrize Ltd worth $45.6M.

  • Cambiar Investors's largest Q3 2025 buy was Amrize Ltd: 939,282 shares worth $45.6M.
  • Cambiar Investors added most to Centene in Q3 2025, an estimated $22.5M increase.
  • Cambiar Investors's biggest Q3 2025 reduction was Delta Air Lines, cutting an estimated $24.4M.
  • Cambiar Investors fully exited American Electric Power in Q3 2025, selling an estimated $33.3M.
  • Cambiar Investors's ten largest holdings make up 26% of its $2.2B portfolio in Q3 2025.
  • Cambiar Investors opened 4 new positions and closed 12 in Q3 2025.
  • Cambiar Investors's portfolio value fell 7.5% quarter-over-quarter to $2.2B.

Based on Cambiar Investors's 13F filing for Q3 2025, filed 3 Nov 2025.