Cambiar-Investors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MGY",
  "JOUT",
  null,
  "HUBG",
  "ABNB",
  "ASGN",
  "GOOGL",
  "AXP",
  "ATMU",
  "ASML",
  "ASX",
  "E",
  null,
  "MMI",
  "NVEE",
  "MCRI",
  "NTST",
  "RYAAY",
  "WTRG",
  "EXPD",
  "SRAD",
  "TSEM",
  "DALN",
  "UNP",
  "IPGP",
  "HCSG",
  "IDA",
  "AMAT",
  "IIPR",
  "ING",
  "ICE",
  "IJH",
  "MRVL",
  "MA",
  "EXEL",
  "MDT",
  "AMN",
  null,
  "HQY",
  "NVS",
  "ICLR",
  "IWD",
  "NNN",
  "PNC",
  null,
  null,
  "HLN",
  "GS",
  null,
  "MAS",
  "PKG",
  "DGX",
  "PPG",
  "REGN",
  "ROK",
  "SLB",
  "SRE",
  "RTX",
  "SAP",
  "TEL",
  "TXN",
  "TJX",
  "UBER",
  "UPS",
  "ADUS",
  "ALG",
  "AEIS",
  null,
  "PNW",
  "TTE",
  "SKX",
  "GMED",
  "IEF",
  "TSM",
  "MMS",
  "LFUS",
  "LECO",
  "TCBI",
  "ATO",
  "UBSI",
  "SONY",
  "EL",
  "EPAM",
  "DEO",
  "WEX",
  "TTC",
  "AEP",
  "FORR",
  "GCI",
  "HSTM",
  "INNV",
  "EEFT",
  "NSP",
  "AMZN",
  "MSI",
  "IVE",
  "RMBS",
  "COLD",
  "UCB",
  "FAF",
  "DOX",
  "RGA",
  "USB",
  "VSAT",
  "VTV",
  "VSH",
  "WAT",
  "WBS",
  "WELL",
  "WMB",
  "WSC",
  "GNTX",
  "FNF",
  "ET",
  "JBHT",
  "LW",
  "LH",
  "MOH",
  "NOV",
  "USPH",
  "PB",
  "RNR",
  null,
  "SYY",
  "DINO",
  "FTDR",
  "OLED",
  null,
  "WNS",
  "AXS",
  "BCS",
  "BOKF",
  "BMY",
  "CBT",
  "CBOE",
  "CVE",
  "CNC",
  "CRL",
  "CVX",
  "CB",
  "CME",
  null,
  "CMCSA",
  "COP",
  "STZ",
  "CTVA",
  "XRAY",
  "DAL",
  "DLB",
  "DIOD",
  "EFA",
  "ELV",
  "JNJ",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 154
Total Value: 2359982373
Accession Number: 0001172661-25-001772
Form Type: 13F-HR
CIK: cambiar-investors
Manager Name: Cambiar-Investors

Data Enrichment

94% identified

144 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

154 positions • $2.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:83.9K

Value:$10.1M

% of Portfolio:0.4% ($10.1M/$2.4B)

EURONET WORLDWIDE, INC.

EEFT|298736109

Shares:94.0K

Value:$10.0M

% of Portfolio:0.4% ($10.0M/$2.4B)

MOLINA HEALTHCARE, INC.

MOH|60855R100

Shares:29.9K

Value:$9.9M

% of Portfolio:0.4% ($9.9M/$2.4B)

PACKAGING CORP OF AMERICA

PKG|695156109

Shares:49.0K

Value:$9.7M

% of Portfolio:0.4% ($9.7M/$2.4B)

Essential Utilities, Inc.

WTRG|29670G102

Shares:244.3K

Value:$9.7M

% of Portfolio:0.4% ($9.7M/$2.4B)

WATERS CORP /DE/

WAT|941848103

Shares:25.4K

Value:$9.4M

% of Portfolio:0.4% ($9.4M/$2.4B)

AMDOCS LTD

DOX|G02602103

Shares:101.9K

Value:$9.3M

% of Portfolio:0.4% ($9.3M/$2.4B)

NNN REIT, INC.

NNN|637417106

Shares:216.9K

Value:$9.3M

% of Portfolio:0.4% ($9.3M/$2.4B)

MASCO CORP /DE/

MAS|574599106

Shares:130.5K

Value:$9.1M

% of Portfolio:0.4% ($9.1M/$2.4B)

WEBSTER FINANCIAL CORP

WBS|947890109

Shares:172.9K

Value:$8.9M

% of Portfolio:0.4% ($8.9M/$2.4B)

Dolby Laboratories, Inc.

DLB|25659T107

Shares:109.9K

Value:$8.8M

% of Portfolio:0.4% ($8.8M/$2.4B)

LINCOLN ELECTRIC HOLDINGS INC

LECO|533900106

Shares:46.6K

Value:$8.8M

% of Portfolio:0.4% ($8.8M/$2.4B)

97717Y527

Shares:175.2K

Value:$8.8M

% of Portfolio:0.4% ($8.8M/$2.4B)

AMERICOLD REALTY TRUST

COLD|03064D108

Shares:381.4K

Value:$8.2M

% of Portfolio:0.3% ($8.2M/$2.4B)

WEX Inc.

WEX|96208T104

Shares:51.2K

Value:$8.0M

% of Portfolio:0.3% ($8.0M/$2.4B)

HUNT J B TRANSPORT SERVICES INC

JBHT|445658107

Shares:50.9K

Value:$7.5M

% of Portfolio:0.3% ($7.5M/$2.4B)

HF Sinclair Corp

DINO|403949100

Shares:226.7K

Value:$7.5M

% of Portfolio:0.3% ($7.5M/$2.4B)

SKECHERS USA INC

SKX|830566105

Shares:130.0K

Value:$7.4M

% of Portfolio:0.3% ($7.4M/$2.4B)

LITTELFUSE INC /DE

LFUS|537008104

Shares:36.4K

Value:$7.2M

% of Portfolio:0.3% ($7.2M/$2.4B)

MAXIMUS, INC.

MMS|577933104

Shares:103.7K

Value:$7.1M

% of Portfolio:0.3% ($7.1M/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPDcusip302130109)	83.9K	QoQ -9.24% (-8.5K) YoY -20.20% (-21.2K)	All Managers (Combined)	$10.1M	0.4% ($10.1M/$2.4B)	QoQ -1.47% (-$151.1K) YoY -21.07% (-$2.7M)
EURONET WORLDWIDE, INC.(EEFTcusip298736109)	94.0K	QoQ -11.67% (-12.4K) YoY -24.29% (-30.2K)	All Managers (Combined)	$10.0M	0.4% ($10.0M/$2.4B)	QoQ -8.22% (-$900.6K) YoY -26.41% (-$3.6M)
MOLINA HEALTHCARE, INC.(MOHcusip60855R100)	29.9K	QoQ -9.64% (-3.2K) YoY -2.70% (-831)	All Managers (Combined)	$9.9M	0.4% ($9.9M/$2.4B)	QoQ +2.26% (-$218.0K) YoY -21.98% (-$2.8M)
PACKAGING CORP OF AMERICA(PKGcusip695156109)	49.0K	QoQ -12.55% (-7.0K) YoY -26.91% (-18.1K)	All Managers (Combined)	$9.7M	0.4% ($9.7M/$2.4B)	QoQ -23.08% (-$2.9M) YoY -23.74% (-$3.0M)
Essential Utilities, Inc.(WTRGcusip29670G102)	244.3K	QoQ -8.95% (-24.0K) YoY -21.05% (-65.1K)	All Managers (Combined)	$9.7M	0.4% ($9.7M/$2.4B)	QoQ -0.90% (-$88.3K) YoY -15.76% (-$1.8M)
WATERS CORP /DE/(WATcusip941848103)	25.4K	QoQ -18.48% (-5.8K) YoY -85.07% (-144.8K)	All Managers (Combined)	$9.4M	0.4% ($9.4M/$2.4B)	QoQ -19.01% (-$2.2M) YoY -84.01% (-$49.2M)
AMDOCS LTD(DOXcusipG02602103)	101.9K	QoQ -11.12% (-12.8K) YoY -22.88% (-30.2K)	All Managers (Combined)	$9.3M	0.4% ($9.3M/$2.4B)	QoQ -4.48% (-$438.0K) YoY -21.92% (-$2.6M)
NNN REIT, INC.(NNNcusip637417106)	216.9K	QoQ -9.69% (-23.3K) YoY -21.30% (-58.7K)	All Managers (Combined)	$9.3M	0.4% ($9.3M/$2.4B)	QoQ -5.71% (-$561.1K) YoY -21.47% (-$2.5M)
MASCO CORP /DE/(MAScusip574599106)	130.5K	QoQ -11.87% (-17.6K) YoY -24.37% (-42.1K)	All Managers (Combined)	$9.1M	0.4% ($9.1M/$2.4B)	QoQ -15.55% (-$1.7M) YoY -33.32% (-$4.5M)
WEBSTER FINANCIAL CORP(WBScusip947890109)	172.9K	QoQ NEW(+172.9K) YoY NEW(+172.9K)	All Managers (Combined)	$8.9M	0.4% ($8.9M/$2.4B)	QoQ NEW(+$8.9M) YoY NEW(+$8.9M)
Dolby Laboratories, Inc.(DLBcusip25659T107)	109.9K	QoQ -11.37% (-14.1K) YoY -19.65% (-26.9K)	All Managers (Combined)	$8.8M	0.4% ($8.8M/$2.4B)	QoQ -8.87% (-$859.6K) YoY -22.97% (-$2.6M)
LINCOLN ELECTRIC HOLDINGS INC(LECOcusip533900106)	46.6K	QoQ -11.22% (-5.9K) YoY -24.13% (-14.8K)	All Managers (Combined)	$8.8M	0.4% ($8.8M/$2.4B)	QoQ -10.42% (-$1.0M) YoY -43.81% (-$6.9M)
(cusip97717Y527)✕	175.2K	QoQ +3.08% (+5.2K) YoY -7.76% (-14.8K)	All Managers (Combined)	$8.8M	0.4% ($8.8M/$2.4B)	QoQ +3.10% (+$265.9K) YoY -7.69% (-$734.8K)
AMERICOLD REALTY TRUST(COLDcusip03064D108)	381.4K	QoQ +1.16% (+4.4K) YoY -18.77% (-88.1K)	All Managers (Combined)	$8.2M	0.3% ($8.2M/$2.4B)	QoQ +1.45% (+$117.2K) YoY -30.04% (-$3.5M)
WEX Inc.(WEXcusip96208T104)	51.2K	QoQ -10.57% (-6.0K) YoY -6.77% (-3.7K)	All Managers (Combined)	$8.0M	0.3% ($8.0M/$2.4B)	QoQ -19.90% (-$2.0M) YoY -38.37% (-$5.0M)
HUNT J B TRANSPORT SERVICES INC(JBHTcusip445658107)	50.9K	QoQ -20.37% (-13.0K) YoY -19.21% (-12.1K)	All Managers (Combined)	$7.5M	0.3% ($7.5M/$2.4B)	QoQ -30.96% (-$3.4M) YoY -40.01% (-$5.0M)
HF Sinclair Corp(DINOcusip403949100)	226.7K	QoQ +2.49% (-5.5K) YoY NEW(+226.7K)	All Managers (Combined)	$7.5M	0.3% ($7.5M/$2.4B)	QoQ -3.84% (-$298.4K) YoY NEW(+$7.5M)
SKECHERS USA INC(SKXcusip830566105)	130.0K	QoQ NEW(+130.0K) YoY NEW(+130.0K)	All Managers (Combined)	$7.4M	0.3% ($7.4M/$2.4B)	QoQ NEW(+$7.4M) YoY NEW(+$7.4M)
LITTELFUSE INC /DE(LFUScusip537008104)	36.4K	QoQ -14.44% (-6.2K) YoY -29.60% (-15.3K)	All Managers (Combined)	$7.2M	0.3% ($7.2M/$2.4B)	QoQ -28.57% (-$2.9M) YoY -42.85% (-$5.4M)
MAXIMUS, INC.(MMScusip577933104)	103.7K	QoQ -9.09% (-10.4K) YoY -25.17% (-34.9K)	All Managers (Combined)	$7.1M	0.3% ($7.1M/$2.4B)	QoQ -16.96% (-$1.4M) YoY -39.18% (-$4.6M)