Investor Details
| Filer Name: | CAMBIAR INVESTORS LLC |
|---|---|
| CIK: | 823621 |
| Period: | 2024-12-31 |
| Filed At: | 2025-01-29 |
| Number of Holdings: | 154 |
| Portfolio Value: | $2.52B |
Cambiar Investors Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| DAL | US | DELTA AIR LINES INC | 1,249,445 | $76M | 3.00% | -6.1% | - |
| GOOGL | US | ALPHABET INC-CL A | 342,414 | $65M | 2.57% | -2.9% | - |
| DEO | US | DIAGEO PLC-SPONSORED ADR | 497,022 | $63M | 2.51% | 6.8% | - |
| CME | US | CME GROUP INC | 269,627 | $63M | 2.48% | -5.3% | - |
| LH | US | LABCORP HOLDINGS INC | 268,450 | $62M | 2.44% | -2.6% | - |
| AMZN | US | AMAZON.COM INC | 271,259 | $60M | 2.36% | -3.4% | - |
| UNP | US | UNION PACIFIC CORP | 257,975 | $59M | 2.33% | 32.7% | - |
| BMY | US | BRISTOL-MYERS SQUIBB CO | 1,039,399 | $59M | 2.33% | 5.9% | - |
| TXN | US | TEXAS INSTRUMENTS INC | 311,644 | $58M | 2.32% | 9.2% | - |
| UBER | US | UBER TECHNOLOGIES INC | 944,909 | $57M | 2.26% | 47.0% | - |
| CMCSA | US | COMCAST CORP-CLASS A | 1,485,207 | $56M | 2.21% | 2.2% | - |
| CVX | US | CHEVRON CORP | 379,782 | $55M | 2.18% | -2.1% | - |
| JPM | US | JPMORGAN CHASE & CO | 226,329 | $54M | 2.15% | -4.1% | - |
| SYY | US | SYSCO CORP | 709,431 | $54M | 2.15% | 15.2% | - |
| IWD | US | ISHARES RUSSELL 1000 VALUE E | 292,754 | $54M | 2.15% | 811.8% | - |
| MDT | US | MEDTRONIC PLC | 654,799 | $52M | 2.07% | -4.2% | - |
| EFA | US | ISHARES MSCI EAFE ETF | 685,158 | $52M | 2.05% | 339.9% | - |
| CB | US | CHUBB LTD | 179,500 | $50M | 1.97% | -3.5% | - |
| PPG | US | PPG INDUSTRIES INC | 404,608 | $48M | 1.92% | -7.1% | - |
| TEL | US | TE CONNECTIVITY PLC | 339,434 | $49M | 1.92% | -8.0% | - |