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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Energy Transfer LP

ET|29273V100

Shares:376.6K

Value:$7.0M

% of Portfolio:0.3% ($7.0M/$2.4B)

VISHAY INTERTECHNOLOGY INC

VSH|928298108

Shares:433.7K

Value:$6.9M

% of Portfolio:0.3% ($6.9M/$2.4B)

TORO CO

TTC|891092108

Shares:92.0K

Value:$6.7M

% of Portfolio:0.3% ($6.7M/$2.4B)

Lamb Weston Holdings, Inc.

LW|513272104

Shares:122.3K

Value:$6.5M

% of Portfolio:0.3% ($6.5M/$2.4B)

WillScot Holdings Corp

WSC|971378104

Shares:234.5K

Value:$6.5M

% of Portfolio:0.3% ($6.5M/$2.4B)

GENTEX CORP

GNTX|371901109

Shares:278.3K

Value:$6.5M

% of Portfolio:0.3% ($6.5M/$2.4B)

EPAM Systems, Inc.

EPAM|29414B104

Shares:37.7K

Value:$6.4M

% of Portfolio:0.3% ($6.4M/$2.4B)

464287507

IJH|464287507

Shares:107.4K

Value:$6.3M

% of Portfolio:0.3% ($6.3M/$2.4B)

IPG PHOTONICS CORP

IPGP|44980X109

Shares:99.1K

Value:$6.3M

% of Portfolio:0.3% ($6.3M/$2.4B)

CHARLES RIVER LABORATORIES INTERNATIONAL, INC.

CRL|159864107

Shares:40.7K

Value:$6.1M

% of Portfolio:0.3% ($6.1M/$2.4B)

INNOVATIVE INDUSTRIAL PROPERTIES INC

IIPR|45781V101

Shares:111.8K

Value:$6.0M

% of Portfolio:0.3% ($6.0M/$2.4B)

ENI SPA

E|26874R108

Shares:179.2K

Value:$5.5M

% of Portfolio:0.2% ($5.5M/$2.4B)

DENTSPLY SIRONA Inc.

XRAY|24906P109

Shares:331.8K

Value:$5.0M

% of Portfolio:0.2% ($5.0M/$2.4B)

464287457

Shares:56.9K

Value:$4.7M

% of Portfolio:0.2% ($4.7M/$2.4B)

NOV Inc.

NOV|62955J103

Shares:290.1K

Value:$4.4M

% of Portfolio:0.2% ($4.4M/$2.4B)

0075W0163

Shares:135.0K

Value:$4.1M

% of Portfolio:0.2% ($4.1M/$2.4B)

922908744

VTV|922908744

Shares:18.8K

Value:$3.2M

% of Portfolio:0.1% ($3.2M/$2.4B)

AXIS CAPITAL HOLDINGS LTD

AXS|G0692U109

Shares:29.8K

Value:$3.0M

% of Portfolio:0.1% ($3.0M/$2.4B)

GLOBUS MEDICAL INC

GMED|379577208

Shares:32.9K

Value:$2.4M

% of Portfolio:0.1% ($2.4M/$2.4B)

IDACORP INC

IDA|451107106

Shares:19.1K

Value:$2.2M

% of Portfolio:0.1% ($2.2M/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Energy Transfer LP(ETcusip29273V100)	376.6K	QoQ +18.57% (+59.0K) YoY +18.26% (+58.2K)	All Managers (Combined)	$7.0M	0.3% ($7.0M/$2.4B)	QoQ +12.52% (+$779.3K) YoY +39.76% (+$2.0M)
VISHAY INTERTECHNOLOGY INC(VSHcusip928298108)	433.7K	QoQ -44.23% (-343.9K) YoY NEW(+433.7K)	All Managers (Combined)	$6.9M	0.3% ($6.9M/$2.4B)	QoQ -47.65% (-$6.3M) YoY NEW(+$6.9M)
TORO CO(TTCcusip891092108)	92.0K	QoQ -10.15% (-10.4K) YoY -19.45% (-22.2K)	All Managers (Combined)	$6.7M	0.3% ($6.7M/$2.4B)	QoQ -18.40% (-$1.5M) YoY -36.05% (-$3.8M)
Lamb Weston Holdings, Inc.(LWcusip513272104)	122.3K	QoQ -7.73% (-10.3K) YoY +14.67% (-15.7K)	All Managers (Combined)	$6.5M	0.3% ($6.5M/$2.4B)	QoQ -26.41% (-$2.3M) YoY -42.62% (-$4.8M)
WillScot Holdings Corp(WSCcusip971378104)	234.5K	QoQ -2.95% (-7.1K) YoY NEW(+234.5K)	All Managers (Combined)	$6.5M	0.3% ($6.5M/$2.4B)	QoQ -19.34% (-$1.6M) YoY NEW(+$6.5M)
GENTEX CORP(GNTXcusip371901109)	278.3K	QoQ -14.65% (-47.8K) YoY -38.46% (-174.0K)	All Managers (Combined)	$6.5M	0.3% ($6.5M/$2.4B)	QoQ -30.78% (-$2.9M) YoY -60.30% (-$9.9M)
EPAM Systems, Inc.(EPAMcusip29414B104)	37.7K	QoQ -18.06% (-8.3K) YoY -21.63% (-10.4K)	All Managers (Combined)	$6.4M	0.3% ($6.4M/$2.4B)	QoQ -40.83% (-$4.4M) YoY -52.08% (-$6.9M)
(IJHcusip464287507)	107.4K	QoQ -33.33% (-53.7K) YoY +535.66% (+90.5K)	All Managers (Combined)	$6.3M	0.3% ($6.3M/$2.4B)	QoQ -37.56% (-$3.8M) YoY +510.65% (+$5.2M)
IPG PHOTONICS CORP(IPGPcusip44980X109)	99.1K	QoQ +1.77% (-1.7K) YoY -5.02% (-5.2K)	All Managers (Combined)	$6.3M	0.3% ($6.3M/$2.4B)	QoQ -11.63% (-$823.6K) YoY -33.87% (-$3.2M)
CHARLES RIVER LABORATORIES INTERNATIONAL, INC.(CRLcusip159864107)	40.7K	QoQ +1.53% (-615) YoY -9.87% (-4.5K)	All Managers (Combined)	$6.1M	0.3% ($6.1M/$2.4B)	QoQ -17.20% (-$1.3M) YoY -49.93% (-$6.1M)
INNOVATIVE INDUSTRIAL PROPERTIES INC(IIPRcusip45781V101)	111.8K	QoQ +3.28% (-3.6K) YoY +384.84% (+88.8K)	All Managers (Combined)	$6.0M	0.3% ($6.0M/$2.4B)	QoQ -16.16% (-$1.2M) YoY +153.28% (+$3.7M)
ENI SPA(Ecusip26874R108)	179.2K	QoQ +1165.85% (+165.0K) YoY -6.59% (-12.7K)	All Managers (Combined)	$5.5M	0.2% ($5.5M/$2.4B)	QoQ +1331.02% (+$5.2M) YoY -8.92% (-$543.0K)
DENTSPLY SIRONA Inc.(XRAYcusip24906P109)	331.8K	QoQ +7.29% (-22.6K) YoY -0.75% (-2.5K)	All Managers (Combined)	$5.0M	0.2% ($5.0M/$2.4B)	QoQ -15.54% (-$912.2K) YoY -55.32% (-$6.1M)
(cusip464287457)✕	56.9K	QoQ -18.97% (-13.3K) YoY -21.02% (-15.2K)	All Managers (Combined)	$4.7M	0.2% ($4.7M/$2.4B)	QoQ -18.23% (-$1.1M) YoY -20.10% (-$1.2M)
NOV Inc.(NOVcusip62955J103)	290.1K	QoQ NEW(+290.1K) YoY NEW(+290.1K)	All Managers (Combined)	$4.4M	0.2% ($4.4M/$2.4B)	QoQ NEW(+$4.4M) YoY NEW(+$4.4M)
(cusip0075W0163)✕	135.0K	QoQ 0.00% (+0) YoY -9.81% (-14.7K)	All Managers (Combined)	$4.1M	0.2% ($4.1M/$2.4B)	QoQ +2.71% (+$107.4K) YoY -7.24% (-$317.2K)
(VTVcusip922908744)	18.8K	QoQ +86.55% (+8.7K) YoY +1107.46% (+17.2K)	All Managers (Combined)	$3.2M	0.1% ($3.2M/$2.4B)	QoQ +90.34% (+$1.5M) YoY +1180.71% (+$3.0M)
AXIS CAPITAL HOLDINGS LTD(AXScusipG0692U109)	29.8K	QoQ -16.46% (-5.9K) YoY -24.95% (-9.9K)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$2.4B)	QoQ -5.51% (-$174.0K) YoY +15.68% (-$404.5K)
GLOBUS MEDICAL INC(GMEDcusip379577208)	32.9K	QoQ -16.46% (-6.5K) YoY -24.80% (-10.8K)	All Managers (Combined)	$2.4M	0.1% ($2.4M/$2.4B)	QoQ -26.06% (-$847.9K) YoY +2.61% (-$61.3K)
IDACORP INC(IDAcusip451107106)	19.1K	QoQ -16.54% (-3.8K) YoY -23.10% (-5.8K)	All Managers (Combined)	$2.2M	0.1% ($2.2M/$2.4B)	QoQ -11.24% (-$281.9K) YoY -3.78% (-$87.6K)