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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Marcus & Millichap, Inc.

MMI|566324109

Shares:41.7K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$2.4B)

UNIVERSAL DISPLAY CORP \PA\

OLED|91347P105

Shares:10.2K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$2.4B)

CABOT CORP

CBT|127055101

Shares:16.9K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$2.4B)

INSPERITY, INC.

NSP|45778Q107

Shares:15.8K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$2.4B)

Addus HomeCare Corp

ADUS|006739106

Shares:12.9K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$2.4B)

TOWER SEMICONDUCTOR LTD

TSEM|M87915274

Shares:35.0K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$2.4B)

HEALTHEQUITY, INC.

HQY|42226A107

Shares:13.8K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$2.4B)

464288257

Shares:10.3K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$2.4B)

HEALTHCARE SERVICES GROUP INC

HCSG|421906108

Shares:114.4K

Value:$1.2M

% of Portfolio:0.0% ($1.2M/$2.4B)

ASGN Inc

ASGN|00191U102

Shares:17.8K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$2.4B)

DIODES INC /DEL/

DIOD|254543101

Shares:23.1K

Value:$996.4K

% of Portfolio:0.0% ($996.4K/$2.4B)

464288166

Shares:8.3K

Value:$910.6K

% of Portfolio:0.0% ($910.6K/$2.4B)

JOHNSON OUTDOORS INC

JOUT|479167108

Shares:32.1K

Value:$797.2K

% of Portfolio:0.0% ($797.2K/$2.4B)

46429B291

Shares:16.4K

Value:$779.9K

% of Portfolio:0.0% ($779.9K/$2.4B)

InnovAge Holding Corp.

INNV|45784A104

Shares:230.1K

Value:$685.7K

% of Portfolio:0.0% ($685.7K/$2.4B)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:11.4K

Value:$683.1K

% of Portfolio:0.0% ($683.1K/$2.4B)

AMN HEALTHCARE SERVICES INC

AMN|001744101

Shares:23.3K

Value:$570.7K

% of Portfolio:0.0% ($570.7K/$2.4B)

464288661

Shares:4.6K

Value:$541.8K

% of Portfolio:0.0% ($541.8K/$2.4B)

FORRESTER RESEARCH, INC.

FORR|346563109

Shares:56.9K

Value:$526.2K

% of Portfolio:0.0% ($526.2K/$2.4B)

Marvell Technology, Inc.

MRVL|573874104

Shares:7.8K

Value:$477.6K

% of Portfolio:0.0% ($477.6K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Marcus & Millichap, Inc.(MMIcusip566324109)	41.7K	QoQ -16.44% (-8.2K) YoY -22.96% (-12.4K)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$2.4B)	QoQ -24.76% (-$472.9K) YoY -22.33% (-$413.2K)
UNIVERSAL DISPLAY CORP \PA\(OLEDcusip91347P105)	10.2K	QoQ -16.47% (-2.0K) YoY -23.04% (-3.0K)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$2.4B)	QoQ -20.31% (-$361.4K) YoY -36.27% (-$807.0K)
CABOT CORP(CBTcusip127055101)	16.9K	QoQ -16.37% (-3.3K) YoY -39.81% (-11.2K)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$2.4B)	QoQ -23.85% (-$441.5K) YoY -45.73% (-$1.2M)
INSPERITY, INC.(NSPcusip45778Q107)	15.8K	QoQ -16.52% (-3.1K) YoY -22.28% (-4.5K)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$2.4B)	QoQ -3.90% (-$57.1K) YoY -36.73% (-$816.8K)
Addus HomeCare Corp(ADUScusip006739106)	12.9K	QoQ -16.44% (-2.5K) YoY -44.28% (-10.2K)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$2.4B)	QoQ -34.08% (-$658.5K) YoY -46.67% (-$1.1M)
TOWER SEMICONDUCTOR LTD(TSEMcusipM87915274)	35.0K	QoQ -16.41% (-6.9K) YoY -51.35% (-37.0K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$2.4B)	QoQ -42.13% (-$909.8K) YoY -48.13% (-$1.2M)
HEALTHEQUITY, INC.(HQYcusip42226A107)	13.8K	QoQ -41.76% (-9.9K) YoY -92.77% (-177.8K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$2.4B)	QoQ -46.36% (-$1.1M) YoY -92.17% (-$14.4M)
(cusip464288257)✕	10.3K	QoQ -39.66% (-6.8K) YoY +91.50% (+4.9K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$2.4B)	QoQ -40.23% (-$810.7K) YoY +102.39% (+$609.3K)
HEALTHCARE SERVICES GROUP INC(HCSGcusip421906108)	114.4K	QoQ -16.51% (-22.6K) YoY -23.04% (-34.3K)	All Managers (Combined)	$1.2M	0.0% ($1.2M/$2.4B)	QoQ -27.54% (-$438.4K) YoY -37.84% (-$702.1K)
ASGN Inc(ASGNcusip00191U102)	17.8K	QoQ -16.37% (-3.5K) YoY -22.84% (-5.3K)	All Managers (Combined)	$1.1M	0.0% ($1.1M/$2.4B)	QoQ -36.76% (-$652.1K) YoY -53.58% (-$1.3M)
DIODES INC /DEL/(DIODcusip254543101)	23.1K	QoQ -16.48% (-4.6K) YoY -23.01% (-6.9K)	All Managers (Combined)	$996.4K	0.0% ($996.4K/$2.4B)	QoQ -41.53% (-$707.9K) YoY -52.85% (-$1.1M)
(cusip464288166)✕	8.3K	QoQ +32.88% (+2.1K) YoY -55.35% (-10.3K)	All Managers (Combined)	$910.6K	0.0% ($910.6K/$2.4B)	QoQ +34.70% (+$234.6K) YoY -54.78% (-$1.1M)
JOHNSON OUTDOORS INC(JOUTcusip479167108)	32.1K	QoQ -16.48% (-6.3K) YoY -22.99% (-9.6K)	All Managers (Combined)	$797.2K	0.0% ($797.2K/$2.4B)	QoQ -37.13% (-$470.9K) YoY -58.51% (-$1.1M)
(cusip46429B291)✕	16.4K	QoQ +20.89% (+2.8K) YoY -62.75% (-27.6K)	All Managers (Combined)	$779.9K	0.0% ($779.9K/$2.4B)	QoQ +22.80% (+$144.8K) YoY -62.71% (-$1.3M)
InnovAge Holding Corp.(INNVcusip45784A104)	230.1K	QoQ -16.44% (-45.3K) YoY -22.94% (-68.5K)	All Managers (Combined)	$685.7K	0.0% ($685.7K/$2.4B)	QoQ -36.64% (-$396.5K) YoY -48.27% (-$640.1K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	11.4K	QoQ -47.54% (-10.4K) YoY -98.84% (-975.3K)	All Managers (Combined)	$683.1K	0.0% ($683.1K/$2.4B)	QoQ -42.08% (-$496.3K) YoY -98.22% (-$37.8M)
AMN HEALTHCARE SERVICES INC(AMNcusip001744101)	23.3K	QoQ -16.43% (-4.6K) YoY -36.43% (-13.4K)	All Managers (Combined)	$570.7K	0.0% ($570.7K/$2.4B)	QoQ -14.55% (-$97.2K) YoY -75.12% (-$1.7M)
(cusip464288661)✕	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$541.8K	0.0% ($541.8K/$2.4B)	QoQ NEW(+$541.8K) YoY NEW(+$541.8K)
FORRESTER RESEARCH, INC.(FORRcusip346563109)	56.9K	QoQ -16.49% (-11.2K) YoY -23.00% (-17.0K)	All Managers (Combined)	$526.2K	0.0% ($526.2K/$2.4B)	QoQ -50.75% (-$542.4K) YoY -67.00% (-$1.1M)
Marvell Technology, Inc.(MRVLcusip573874104)	7.8K	QoQ -65.68% (-14.8K) YoY -98.67% (-577.0K)	All Managers (Combined)	$477.6K	0.0% ($477.6K/$2.4B)	QoQ -80.87% (-$2.0M) YoY -98.84% (-$41.0M)