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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TEXAS CAPITAL BANCSHARES INC/TX

TCBI|88224Q107

Shares:29.7K

Value:$2.2M

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

MONARCH CASINO & RESORT INC

MCRI|609027107

Shares:28.0K

Value:$2.2M

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

HEALTHSTREAM INC

HSTM|42222N103

Shares:67.3K

Value:$2.2M

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

First American Financial Corp

FAF|31847R102

Shares:32.1K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$2.4B)

69349H107

Shares:38.3K

Value:$2.0M

% of Portfolio:0.1% ($2.0M/$2.4B)

RENAISSANCERE HOLDINGS LTD

RNR|G7496G103

Shares:7.8K

Value:$1.9M

% of Portfolio:0.1% ($1.9M/$2.4B)

Atmus Filtration Technologies Inc.

ATMU|04956D107

Shares:50.8K

Value:$1.9M

% of Portfolio:0.1% ($1.9M/$2.4B)

PROSPERITY BANCSHARES INC

PB|743606105

Shares:25.9K

Value:$1.8M

% of Portfolio:0.1% ($1.8M/$2.4B)

UNITED COMMUNITY BANKS INC

UCB|90984P303

Shares:65.3K

Value:$1.8M

% of Portfolio:0.1% ($1.8M/$2.4B)

Frontdoor, Inc.

FTDR|35905A109

Shares:46.6K

Value:$1.8M

% of Portfolio:0.1% ($1.8M/$2.4B)

NV5 Global, Inc.

NVEE|62945V109

Shares:91.3K

Value:$1.8M

% of Portfolio:0.1% ($1.8M/$2.4B)

UNITED BANKSHARES INC/WV

UBSI|909907107

Shares:49.9K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$2.4B)

NETSTREIT Corp.

NTST|64119V303

Shares:103.0K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$2.4B)

ADVANCED ENERGY INDUSTRIES INC

AEIS|007973100

Shares:17.0K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$2.4B)

EXELIXIS, INC.

EXEL|30161Q104

Shares:43.3K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$2.4B)

WNS (HOLDINGS) LTD

WNS|G98196101

Shares:25.7K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$2.4B)

ALAMO GROUP INC

ALG|011311107

Shares:8.6K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$2.4B)

RAMBUS INC

RMBS|750917106

Shares:28.8K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$2.4B)

U S PHYSICAL THERAPY INC /NV

USPH|90337L108

Shares:20.5K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$2.4B)

Hub Group, Inc.

HUBG|443320106

Shares:39.3K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
TEXAS CAPITAL BANCSHARES INC/TX(TCBIcusip88224Q107)	29.7K	QoQ -16.46% (-5.8K) YoY -22.97% (-8.9K)	All Managers (Combined)	$2.2M	0.1% ($2.2M/$2.4B)	QoQ -20.20% (-$561.4K) YoY -6.51% (-$154.5K)
MONARCH CASINO & RESORT INC(MCRIcusip609027107)	28.0K	QoQ -16.46% (-5.5K) YoY -24.19% (-8.9K)	All Managers (Combined)	$2.2M	0.1% ($2.2M/$2.4B)	QoQ -17.68% (-$468.2K) YoY -21.40% (-$593.4K)
HEALTHSTREAM INC(HSTMcusip42222N103)	67.3K	QoQ -16.48% (-13.3K) YoY -23.01% (-20.1K)	All Managers (Combined)	$2.2M	0.1% ($2.2M/$2.4B)	QoQ -15.48% (-$396.5K) YoY -7.07% (-$164.7K)
First American Financial Corp(FAFcusip31847R102)	32.1K	QoQ -16.46% (-6.3K) YoY -23.00% (-9.6K)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$2.4B)	QoQ -12.19% (-$292.8K) YoY -17.23% (-$438.9K)
(cusip69349H107)✕	38.3K	QoQ -16.39% (-7.5K) YoY NEW(+38.3K)	All Managers (Combined)	$2.0M	0.1% ($2.0M/$2.4B)	QoQ -9.06% (-$204.1K) YoY NEW(+$2.0M)
RENAISSANCERE HOLDINGS LTD(RNRcusipG7496G103)	7.8K	QoQ -16.52% (-1.6K) YoY -22.98% (-2.3K)	All Managers (Combined)	$1.9M	0.1% ($1.9M/$2.4B)	QoQ -19.47% (-$455.2K) YoY -21.35% (-$511.0K)
Atmus Filtration Technologies Inc.(ATMUcusip04956D107)	50.8K	QoQ -16.39% (-10.0K) YoY -42.03% (-36.8K)	All Managers (Combined)	$1.9M	0.1% ($1.9M/$2.4B)	QoQ -21.62% (-$514.5K) YoY -33.98% (-$960.1K)
PROSPERITY BANCSHARES INC(PBcusip743606105)	25.9K	QoQ -16.44% (-5.1K) YoY -22.95% (-7.7K)	All Managers (Combined)	$1.8M	0.1% ($1.8M/$2.4B)	QoQ -20.86% (-$486.3K) YoY -16.40% (-$362.1K)
UNITED COMMUNITY BANKS INC(UCBcusip90984P303)	65.3K	QoQ -16.50% (-12.9K) YoY -23.02% (-19.5K)	All Managers (Combined)	$1.8M	0.1% ($1.8M/$2.4B)	QoQ -27.30% (-$690.4K) YoY -17.73% (-$396.3K)
Frontdoor, Inc.(FTDRcusip35905A109)	46.6K	QoQ -16.47% (-9.2K) YoY -27.19% (-17.4K)	All Managers (Combined)	$1.8M	0.1% ($1.8M/$2.4B)	QoQ -41.29% (-$1.3M) YoY -14.14% (-$294.6K)
NV5 Global, Inc.(NVEEcusip62945V109)	91.3K	QoQ +7.06% (+6.0K) YoY +298.75% (-68.4K)	All Managers (Combined)	$1.8M	0.1% ($1.8M/$2.4B)	QoQ +9.50% (+$152.8K) YoY -21.59% (-$484.8K)
UNITED BANKSHARES INC/WV(UBSIcusip909907107)	49.9K	QoQ -16.50% (-9.9K) YoY -23.02% (-14.9K)	All Managers (Combined)	$1.7M	0.1% ($1.7M/$2.4B)	QoQ -22.90% (-$514.2K) YoY -25.43% (-$590.4K)
NETSTREIT Corp.(NTSTcusip64119V303)	103.0K	QoQ -16.43% (-20.3K) YoY -10.72% (-12.4K)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$2.4B)	QoQ -6.39% (-$111.6K) YoY -22.96% (-$486.9K)
ADVANCED ENERGY INDUSTRIES INC(AEIScusip007973100)	17.0K	QoQ -16.48% (-3.4K) YoY -23.37% (-5.2K)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$2.4B)	QoQ -31.16% (-$733.9K) YoY -28.38% (-$642.5K)
EXELIXIS, INC.(EXELcusip30161Q104)	43.3K	QoQ -49.84% (-43.0K) YoY -53.75% (-50.3K)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$2.4B)	QoQ -44.38% (-$1.3M) YoY -28.05% (-$623.2K)
WNS (HOLDINGS) LTD(WNScusipG98196101)	25.7K	QoQ -16.42% (-5.1K) YoY -22.17% (-7.3K)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$2.4B)	QoQ +8.44% (-$123.2K) YoY -5.29% (-$88.4K)
ALAMO GROUP INC(ALGcusip011311107)	8.6K	QoQ -16.47% (-1.7K) YoY -22.94% (-2.6K)	All Managers (Combined)	$1.5M	0.1% ($1.5M/$2.4B)	QoQ -19.93% (-$383.7K) YoY -39.85% (-$1.0M)
RAMBUS INC(RMBScusip750917106)	28.8K	QoQ -16.48% (-5.7K) YoY -22.99% (-8.6K)	All Managers (Combined)	$1.5M	0.1% ($1.5M/$2.4B)	QoQ -18.20% (-$332.2K) YoY -35.49% (-$821.5K)
U S PHYSICAL THERAPY INC /NV(USPHcusip90337L108)	20.5K	QoQ -16.43% (-4.0K) YoY +1.03% (-210)	All Managers (Combined)	$1.5M	0.1% ($1.5M/$2.4B)	QoQ -31.83% (-$693.4K) YoY -35.22% (-$807.4K)
Hub Group, Inc.(HUBGcusip443320106)	39.3K	QoQ -16.47% (-7.7K) YoY -22.97% (-11.7K)	All Managers (Combined)	$1.5M	0.1% ($1.5M/$2.4B)	QoQ -30.32% (-$635.5K) YoY -33.76% (-$744.3K)