Cambiar Investors LLC Top Holdings and 13F Report (2026) About Cambiar Investors LLCInvestment ActivityCambiar Investors LLC has $2.16 billion in total holdings as of March 31, 2026.Cambiar Investors LLC owns shares of 145 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 11.51% of the portfolio was purchased this quarter.About 15.62% of the portfolio was sold this quarter.This quarter, Cambiar Investors LLC has purchased 146 new stocks and bought additional shares in 33 stocks.Cambiar Investors LLC sold shares of 85 stocks and completely divested from 17 stocks this quarter.Largest Holdings Delta Air Lines $59,437,242AMRIZE LTD $59,168,716Union Pacific $58,915,657SLB $58,075,582Uber Technologies $57,310,012 Largest New Holdings this Quarter 682189105 - onsemi $39,547,004 HoldingG3265R107 - APTIV PLC $29,160,911 HoldingG0593M107 - AstraZeneca $26,348,395 Holding866966104 - SUNBELT RENTALS HOLDINGS INC $17,461,304 Holding925283103 - VERSANT MEDIA GROUP INC $16,989,255 Holding Largest Purchases this Quarter onsemi 638,679 shares (about $39.55M)APTIV PLC 419,944 shares (about $29.16M)AstraZeneca 133,599 shares (about $26.35M)SUNBELT RENTALS HOLDINGS INC 268,264 shares (about $17.46M)American Express 57,046 shares (about $17.26M) Largest Sales this Quarter Chevron 155,329 shares (about $32.14M)RTX 147,806 shares (about $28.51M)TE CONNECTIVITY PLC 135,680 shares (about $28.36M)Chubb 43,027 shares (about $14.02M)Applied Materials 30,179 shares (about $10.31M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCambiar Investors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDALDelta Air Lines$59,437,242$7,350,162 â–²14.1%894,0622.8%TransportationAMRIZE LTD$59,168,716$1,805,413 â–¼-3.0%1,056,2072.7%SHSUNPUnion Pacific$58,915,657$2,073,916 â–¼-3.4%242,8312.7%TransportationSLBSLB$58,075,582$10,284,270 â–¼-15.0%1,130,0952.7%EnergyUBERUber Technologies$57,310,012$7,771,821 â–²15.7%796,7472.7%Computer and TechnologyBMYBristol Myers Squibb$57,268,520$2,361,105 â–¼-4.0%944,2462.7%MedicalHONHoneywell International$57,253,399$2,564,084 â–¼-4.3%253,3002.7%Multi-Sector ConglomeratesLABCORP HOLDINGS INC$54,857,203$2,745,208 â–²5.3%205,6042.5%COM SHSELVElevance Health$54,419,298$5,249,593 â–²10.7%185,8902.5%MedicalGOOGLAlphabet$53,314,774$1,593,370 â–¼-2.9%185,4042.5%Computer and TechnologyTXNTexas Instruments$53,291,624$8,049,239 â–¼-13.1%274,5012.5%Computer and TechnologyCMECME Group$50,659,318$10,274,636 â–¼-16.9%171,5232.3%FinanceAMATApplied Materials$50,604,744$10,314,880 â–¼-16.9%148,0582.3%Computer and TechnologyMDTMedtronic$49,848,705$8,578 â–²0.0%575,2882.3%MedicalPNCThe PNC Financial Services Group$49,093,841$2,764,059 â–¼-5.3%235,9262.3%FinanceAMZNAmazon.com$48,714,145$669,796 â–¼-1.4%233,8992.3%Retail/WholesaleJPMJPMorgan Chase & Co.$46,897,635$1,088,686 â–¼-2.3%159,4292.2%FinanceAXPAmerican Express$45,204,124$17,255,274 â–²61.7%149,4452.1%FinanceREGNRegeneron Pharmaceuticals$44,954,513$1,529,827 â–¼-3.3%58,1832.1%MedicalSRESempra Energy$42,310,830$274,408 â–¼-0.6%435,4312.0%UtilitiesPEPPepsiCo$42,196,175$748,343 â–¼-1.7%271,7252.0%Consumer StaplesFDXFedEx$41,589,002$5,977,769 â–¼-12.6%116,7641.9%TransportationMAMastercard$40,662,331$10,845,620 â–²36.4%81,3801.9%Business ServicesSTZConstellation Brands$40,279,200$3,263,400 â–²8.8%268,5281.9%Consumer StaplesSYYSysco$40,192,315$4,918,988 â–²13.9%563,4701.9%Consumer StaplesONonsemi$39,547,004$39,547,004 â–²New Holding638,6791.8%Computer and TechnologyCVXChevron$37,800,009$32,137,570 â–¼-46.0%182,6971.8%EnergyDEODiageo$36,729,833$4,715,365 â–²14.7%493,3491.7%Consumer StaplesCBChubb$34,803,457$14,023,790 â–¼-28.7%106,7821.6%FinanceUSBU.S. Bancorp$34,652,599$1,370,568 â–¼-3.8%666,2681.6%FinanceMASMasco$32,724,706$4,271,962 â–¼-11.5%542,0691.5%ConstructionCMCSAComcast$32,483,843$3,849,351 â–²13.4%1,131,4471.5%Consumer DiscretionaryCNCCentene$31,652,574$315,188 â–²1.0%966,7861.5%MedicalELEstee Lauder Companies$31,197,414$987,196 â–¼-3.1%434,6861.4%Consumer StaplesIWDiShares Russell 1000 Value ETF$29,972,773$7,887,628 â–¼-20.8%140,2761.4%ETFAPTIV PLC$29,160,911$29,160,911 â–²New Holding419,9441.4%COM SHSTJXTJX Companies$27,329,780$1,492,396 â–¼-5.2%171,1321.3%Retail/WholesaleAZNCFAstraZeneca$26,348,395$26,348,395 â–²New Holding133,5991.2%MedicalWYWeyerhaeuser$25,495,734$1,052,518 â–²4.3%1,043,6241.2%ConstructionEFAiShares MSCI EAFE ETF$23,023,695$2,997,917 â–²15.0%237,0401.1%FinanceASMLASML$21,698,595$2,871,484 â–¼-11.7%16,4281.0%Computer and TechnologyALCAlcon$17,530,102$3,075,335 â–²21.3%232,6490.8%MedicalSUNBELT RENTALS HOLDINGS INC$17,461,304$17,461,304 â–²New Holding268,2640.8%SHSVERSANT MEDIA GROUP INC$16,989,255$16,989,255 â–²New Holding458,9210.8%COM CL AINGING Group$16,429,292$3,605,190 â–¼-18.0%630,6830.8%FinanceSMURFIT WESTROCK PLC$16,270,078$234,039 â–²1.5%408,2830.8%SHSBCSBarclays$14,836,884$2,406,400 â–¼-14.0%701,1760.7%FinanceGRABGrab$13,889,685$171,013 â–²1.2%3,794,9960.6%Computer and TechnologyRYAAYRyanair$13,448,268$346,858 â–¼-2.5%232,6690.6%TransportationSONYSony$12,938,514$726,487 â–²5.9%625,0490.6%Consumer DiscretionaryCAMXCambiar Aggressive Value ETF$12,331,880$145,158 â–²1.2%397,6730.6%ETFNVONovo Nordisk A/S$12,248,518$12,248,518 â–²New Holding333,2930.6%MedicalALGNAlign Technology$11,417,409$1,304,411 â–¼-10.3%66,6010.5%MedicalSAPSAP$9,998,835$1,130,671 â–²12.7%58,4010.5%Computer and TechnologyICLRIcon$9,632,400$1,352,597 â–²16.3%87,0450.4%MedicalNXPINXP Semiconductors$6,196,169$513,017 â–²9.0%31,4750.3%Computer and TechnologyLSCCLattice Semiconductor$5,965,117$1,222,577 â–¼-17.0%64,3070.3%Computer and TechnologyTSEMTower Semiconductor$5,660,283$3,089,852 â–¼-35.3%32,2560.3%Computer and TechnologyBOKFBOK Financial$5,182,844$1,264,977 â–¼-19.6%40,4720.2%FinanceLAZARD INC$5,134,303$89,463 â–¼-1.7%120,8640.2%COMETEnergy Transfer$5,089,082$22,388 â–²0.4%263,6830.2%EnergyGMEDGlobus Medical$5,006,844$2,018,987 â–¼-28.7%58,1110.2%MedicalRGAReinsurance Group of America$4,960,680$1,414,216 â–¼-22.2%24,2980.2%FinanceWEXWEX$4,886,720$566,554 â–¼-10.4%31,9310.2%Business ServicesPBProsperity Bancshares$4,737,802$996,750 â–¼-17.4%70,5240.2%FinanceGNTXGentex$4,563,110$811,356 â–¼-15.1%208,8380.2%Auto/Tires/TrucksSRADSportradar Group$4,538,766$676,212 â–²17.5%271,1330.2%Consumer DiscretionaryCOLDAmericold Realty Trust$4,346,377$836,660 â–¼-16.1%379,2650.2%FinanceIJHiShares Core S&P Mid-Cap ETF$4,203,135$1,113,300 â–²36.0%62,2410.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$4,104,334$38,395 â–²0.9%49,7070.2%ManufacturingLFUSLittelfuse$3,963,269$2,203,739 â–¼-35.7%11,6790.2%Computer and TechnologyBWABorgWarner$3,958,701$2,699,598 â–¼-40.5%72,9580.2%Auto/Tires/TrucksDINOHF Sinclair$3,868,554$1,350,369 â–¼-25.9%62,0060.2%EnergyATOAtmos Energy$3,756,281$1,075,070 â–¼-22.3%20,3350.2%UtilitiesWBSWebster Financial$3,667,181$864,418 â–¼-19.1%52,8260.2%FinanceDGXQuest Diagnostics$3,659,927$990,679 â–¼-21.3%18,6750.2%MedicalPNWPinnacle West Capital$3,607,253$968,711 â–¼-21.2%35,8040.2%UtilitiesPKGPackaging Corporation of America$3,504,389$1,111,821 â–¼-24.1%16,5130.2%IndustrialsNNNNNN REIT$3,398,630$861,573 â–¼-20.2%80,8620.2%FinanceWTRGEssential Utilities$3,391,781$806,769 â–¼-19.2%84,2260.2%UtilitiesZGZillow Group$3,365,131$3,365,131 â–²New Holding81,3030.2%FinanceWSOWatsco$3,327,587$3,327,587 â–²New Holding9,1470.2%ConstructionCBOECboe Global Markets$3,326,463$1,752,752 â–¼-34.5%11,8350.2%Financial ServicesCOOPER COS INC$3,296,865$676,891 â–¼-17.0%46,1100.2%COMLUVSouthwest Airlines$3,225,873$3,225,873 â–²New Holding85,8630.1%TransportationCLXClorox$3,221,753$3,221,753 â–²New Holding31,0890.1%Consumer StaplesDLBDolby Laboratories$3,120,057$186,426 â–¼-5.6%51,9490.1%Consumer DiscretionaryFNFFidelity National Financial$2,953,571$504,985 â–¼-14.6%63,6820.1%FinanceSOUTHSTATE BK CORP$2,821,953$2,821,953 â–²New Holding30,5010.1%COMWSCWillScot$2,803,675$28,870 â–¼-1.0%161,5020.1%FinanceSOLVENTUM CORP$2,759,513$915,180 â–¼-24.9%42,2590.1%COM SHSPHRPhreesia$2,704,017$299,996 â–¼-10.0%322,6750.1%MedicalSAIASaia$2,617,387$2,617,387 â–²New Holding7,4510.1%TransportationLECOLincoln Electric$2,602,886$1,881,799 â–¼-42.0%10,4500.1%IndustrialsEEFTEuronet Worldwide$2,542,303$483,041 â–¼-16.0%38,3050.1%FinanceACV AUCTIONS INC$2,375,104$75,124 â–¼-3.1%560,1660.1%COM CL ALWLamb Weston$2,355,234$590,710 â–¼-20.1%55,7320.1%Consumer StaplesICHRIchor$1,890,082$2,143,174 â–¼-53.1%40,5510.1%Computer and TechnologyDIODDiodes$1,878,720$56,383 â–¼-2.9%27,5230.1%Computer and TechnologyIDAIDACORP$1,769,8260.0%12,3790.1%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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