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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
PPG +385,559+$57,660
PNC +240,967+$37,314
HLN +1,849,972+$15,225
CNHI +1,208,675+$14,722
VTV +5,388+$806
VEA +12,408+$594
VSAT +8,152+$228
IVE +1,276+$222
VXF +1,266+$208
PBA +6,000+$207
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
LHX -134,586-$23,434
CNI -171,910-$18,623
BAH -98,615-$10,776
FMC -55,690-$3,730
NOV -126,266-$2,639
AGG -6,198-$583
SHEL -3,664-$236
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
EFA +200,677+$16,299
RTX +146,952+$19,067
IWD +145,830+$24,651
TXN +88,429+$17,795
MRVL +79,763+$8,043
WTRG +75,708+$3,515
BMY +68,299-$1,465
COLD +61,119+$1,804
EEFT +54,601+$7,081
XRAY +42,685+$1,921
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
WMB -508,942-$16,162
CVE -469,787-$20,444
FWONK -392,515-$24,451
BCS -349,428-$2,528
ING -343,269-$2,008
UBER -171,755+$6,620
SU -155,659-$7,133
EQNR -150,233-$5,522
NVS -82,537-$8,546
Cambiar Investors LLC Info
Size ($ in 1000's)
At 12/31/2023: $2,539,135
At 09/30/2023: $2,352,675

Cambiar Investors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cambiar Investors LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Cambiar Investors LLC
As of  12/31/2023, we find all stocks held by Cambiar Investors LLC to be as follows, presented in the table below with each row detailing each Cambiar Investors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Cambiar Investors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Cambiar Investors LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
AMERICAN EXPRESS CO 318,263 +1,332 $59,623
     AXP318,263+1,332$59,623
GOLDMAN SACHS GROUP INC 153,224 +1,904 $59,109
     GS153,224+1,904$59,109
RTX CORPORATION 697,698 +146,952 $58,704
     RTX697,698+146,952$58,704
PPG INDS INC 385,559 +385,559 $57,660
     PPG385,559+385,559$57,660
UBER TECHNOLOGIES INC 931,861 -171,755 $57,375
     UBER931,861-171,755$57,375
AMAZON COM INC 374,392 -17,360 $56,885
     AMZN374,392-17,360$56,885
WATERS CORP 171,506 +982 $56,465
     WAT171,506+982$56,465
TEXAS INSTRS INC 326,081 +88,429 $55,584
     TXN326,081+88,429$55,584
UNION PAC CORP 226,032 +15,415 $55,518
     UNP226,032+15,415$55,518
JPMORGAN CHASE & CO 322,292 -6,879 $54,822
     JPM322,292-6,879$54,822
LABORATORY CORP AMER HLDGS 240,537 -911 $54,672
     LH240,537-911$54,672
TE CONNECTIVITY LTD 385,307 -2,180 $54,136
     TEL385,307-2,180$54,136
CENTENE CORP DEL 728,184 -11,655 $54,039
     CNC728,184-11,655$54,039
CONSTELLATION BRANDS INC 213,220 -1,612 $51,546
     STZ213,220-1,612$51,546
ALPHABET INC 361,236 -34,157 $50,461
     GOOGL361,236-34,157$50,461
MEDTRONIC PLC 607,640 +7,786 $50,057
     MDT607,640+7,786$50,057
UNITED PARCEL SERVICE INC 298,241 +39,644 $46,892
     UPS298,241+39,644$46,892
COLGATE PALMOLIVE CO 573,677 +378 $45,728
     CL573,677+378$45,728
SYSCO CORP 624,075 -17,106 $45,639
     SYY624,075-17,106$45,639
CHUBB LIMITED 198,276 -7,368 $44,810
     CB198,276-7,368$44,810
CHEVRON CORP NEW 299,455 -54,024 $44,667
     CVX299,455-54,024$44,667
SEMPRA 581,517 -887 $43,457
     SRE581,517-887$43,457
CENOVUS ENERGY INC 2,557,215 -469,787 $42,578
     CVE2,557,215-469,787$42,578
BRISTOL MYERS SQUIBB CO 806,812 +68,299 $41,398
     BMY806,812+68,299$41,398
INTERCONTINENTAL EXCHANGE IN (ICE) 312,779 -6,122 $40,170
     ICE312,779-6,122$40,170
JOHNSON & JOHNSON 252,708 -19,427 $39,609
     JNJ252,708-19,427$39,609
PNC FINL SVCS GROUP INC 240,967 +240,967 $37,314
     PNC240,967+240,967$37,314
MARVELL TECHNOLOGY INC 602,819 +79,763 $36,356
     MRVL602,819+79,763$36,356
APPLIED MATLS INC 219,610 -5,775 $35,592
     AMAT219,610-5,775$35,592
ROCKWELL AUTOMATION INC 111,216 +18,039 $34,530
     ROK111,216+18,039$34,530
MASTERCARD INCORPORATED 77,684 -49,976 $33,133
     MA77,684-49,976$33,133
TJX COS INC NEW 343,478 -2,619 $32,222
     TJX343,478-2,619$32,222
CORTEVA INC 662,618 -31,783 $31,753
     CTVA662,618-31,783$31,753
CONOCOPHILLIPS 272,497 -43,637 $31,629
     COP272,497-43,637$31,629
ISHARES TR (IWD) 186,941 +145,830 $30,892
     IWD186,941+145,830$30,892
WILLIAMS COS INC 862,993 -508,942 $30,058
     WMB862,993-508,942$30,058
ISHARES TR (EFA) 383,776 +200,677 $28,918
     EFA383,776+200,677$28,918
CME GROUP INC 136,843 -21,767 $28,819
     CME136,843-21,767$28,819
SUNCOR ENERGY INC NEW 761,234 -155,659 $24,390
     SU761,234-155,659$24,390
TAIWAN SEMICONDUCTOR MFG LTD 210,024 -33,833 $21,842
     TSM210,024-33,833$21,842
ING GROEP N.V. 1,367,082 -343,269 $20,534
     ING1,367,082-343,269$20,534
AGNICO EAGLE MINES LTD 363,887 -52,317 $19,959
     AEM363,887-52,317$19,959
SAP SE 120,837 -56,836 $18,680
     SAP120,837-56,836$18,680
BARCLAYS PLC 2,158,760 -349,428 $17,011
     BCS2,158,760-349,428$17,011
EQUINOR ASA 518,613 -150,233 $16,409
     EQNR518,613-150,233$16,409
SONY GROUP CORP 171,815 -16,703 $16,269
     SONY171,815-16,703$16,269
DIAGEO PLC 109,153 -7,920 $15,899
     DEO109,153-7,920$15,899
GSK PLC 425,840 -22,899 $15,782
     GSK425,840-22,899$15,782
NOVARTIS AG 156,124 -82,537 $15,764
     NVS156,124-82,537$15,764
TOTALENERGIES SE 231,434 -14,785 $15,594
     TTE231,434-14,785$15,594
HALEON PLC 1,849,972 +1,849,972 $15,225
     HLN1,849,972+1,849,972$15,225
GENTEX CORP 460,489 +3,990 $15,040
     GNTX460,489+3,990$15,040
CNH INDL N V 1,208,675 +1,208,675 $14,722
     CNHI1,208,675+1,208,675$14,722
REINSURANCE GRP OF AMERICA I 90,219 -4,924 $14,596
     RGA90,219-4,924$14,596
EPAM SYS INC 48,481 +520 $14,415
     EPAM48,481+520$14,415
CHARLES RIV LABS INTL INC 60,213 +9,651 $14,234
     CRL60,213+9,651$14,234
LINCOLN ELEC HLDGS INC 62,552 +657 $13,603
     LECO62,552+657$13,603
MAGNOLIA OIL & GAS CORP 638,629 -508 $13,596
     MGY638,629-508$13,596
FIDELITY NATIONAL FINANCIAL 262,796 +1,755 $13,408
     FNF262,796+1,755$13,408
EXPEDITORS INTL WASH INC 105,010 +743 $13,357
     EXPD105,010+743$13,357
HEALTHEQUITY INC 200,060 +2,391 $13,264
     HQY200,060+2,391$13,264
ULTA BEAUTY INC 26,406 +379 $12,939
     ULTA26,406+379$12,939
BRUKER CORP 175,421 +2,169 $12,890
     BRKR175,421+2,169$12,890
EURONET WORLDWIDE INC 124,196 +54,601 $12,605
     EEFT124,196+54,601$12,605
HUNT J B TRANS SVCS INC 62,896 +965 $12,563
     JBHT62,896+965$12,563
MASCO CORP 182,043 -29,307 $12,193
     MAS182,043-29,307$12,193
ATMOS ENERGY CORP 102,580 +1,240 $11,889
     ATO102,580+1,240$11,889
NNN REIT INC 273,883 +41,103 $11,804
     NNN273,883+41,103$11,804
AMERICOLD REALTY TRUST INC 388,563 +61,119 $11,762
     COLD388,563+61,119$11,762
ARCH CAP GROUP LTD 157,873 +19,571 $11,725
     ACGL157,873+19,571$11,725
AMERICAN FINL GROUP INC OHIO 98,443 +1,369 $11,704
     AFG98,443+1,369$11,704
DOLBY LABORATORIES INC 135,505 +1,959 $11,678
     DLB135,505+1,959$11,678
MAXIMUS INC 137,964 +1,977 $11,570
     MMS137,964+1,977$11,570
DENTSPLY SIRONA INC 323,432 +42,685 $11,511
     XRAY323,432+42,685$11,511
LAMB WESTON HLDGS INC 106,017 +1,920 $11,459
     LW106,017+1,920$11,459
ESSENTIAL UTILS INC 303,518 +75,708 $11,336
     WTRG303,518+75,708$11,336
BOK FINL CORP 130,781 +4,433 $11,201
     BOKF130,781+4,433$11,201
CBOE GLOBAL MKTS INC 62,472 -9,929 $11,155
     CBOE62,472-9,929$11,155
MOLINA HEALTHCARE INC 30,622 -7,170 $11,064
     MOH30,622-7,170$11,064
IPG PHOTONICS CORP 101,662 +2,804 $11,034
     IPGP101,662+2,804$11,034
LITTELFUSE INC 41,040 -942 $10,981
     LFUS41,040-942$10,981
QUEST DIAGNOSTICS INC 79,174 +3,561 $10,917
     DGX79,174+3,561$10,917
PACKAGING CORP AMER 67,001 -12,831 $10,915
     PKG67,001-12,831$10,915
TORO CO 112,368 +3,370 $10,786
     TTC112,368+3,370$10,786
WEX INC 54,693 +1,054 $10,641
     WEX54,693+1,054$10,641
AMDOCS LTD 117,730 +2,179 $10,347
     DOX117,730+2,179$10,347
TARGA RES CORP 117,602 -23,981 $10,216
     TRGP117,602-23,981$10,216
MERCURY SYS INC 278,450 +6,570 $10,183
     MRCY278,450+6,570$10,183
INCYTE CORP 141,870 -1,993 $8,908
     INCY141,870-1,993$8,908
AIR LEASE CORP 111,861 +1,105 $4,691
     AL111,861+1,105$4,691
ISHARES TR (SHY) 53,597 -33,980 $4,397
     SHY53,597-33,980$4,397
ENERGY TRANSFER L P 317,071 -80,253 $4,376
     ET317,071-80,253$4,376
WISDOMTREE TR 80,000 UNCH $4,019
     USFR80,000UNCH$4,019
ADVISORS INNER CIRCLE FD 130,834 +19,675 $3,452
     CAMX130,834+19,675$3,452
ISHARES TR (IJH) 12,279 +4,870 $3,403
     IJH12,279+4,870$3,403
INNOVATIVE INDL PPTYS INC 32,238 -231 $3,250
     IIPR32,238-231$3,250
MARCUS & MILLICHAP INC 70,732 UNCH $3,090
     MMI70,732UNCH$3,090
ENVESTNET INC 57,652 +22,823 $2,855
     ENV57,652+22,823$2,855
AMN HEALTHCARE SVCS INC 37,400 +10,344 $2,801
     AMN37,400+10,344$2,801
TEXAS CAP BANCSHARES INC (TCBI) 43,031 UNCH $2,781
     TCBI43,031UNCH$2,781
ADDUS HOMECARE CORP 29,610 UNCH $2,749
     ADUS29,610UNCH$2,749
FIRST AMERN FINL CORP 42,515 UNCH $2,740
     FAF42,515UNCH$2,740
M D C HLDGS INC 49,399 +56 $2,729
     MDC49,399+56$2,729
PGT INNOVATIONS INC 66,239 -25,522 $2,696
     PGTI66,239-25,522$2,696
MONARCH CASINO & RESORT INC 37,972 +202 $2,626
     MCRI37,972+202$2,626
RAMBUS INC DEL 38,441 UNCH $2,624
     RMBS38,441UNCH$2,624
ASGN INC 27,065 UNCH $2,603
     ASGN27,065UNCH$2,603
NV5 GLOBAL INC 23,401 UNCH $2,600
     NVEE23,401UNCH$2,600
UNIVERSAL DISPLAY CORP 13,506 UNCH $2,583
     OLED13,506UNCH$2,583
UNITED CMNTY BKS BLAIRSVLE G 86,279 UNCH $2,525
     UCBI86,279UNCH$2,525
CABOT CORP 30,157 UNCH $2,518
     CBT30,157UNCH$2,518
IDACORP INC 25,392 UNCH $2,497
     IDA25,392UNCH$2,497
UNITED BANKSHARES INC WEST V (UBSI) 66,044 UNCH $2,480
     UBSI66,044UNCH$2,480
ADVANCED ENERGY INDS 22,694 UNCH $2,472
     AEIS22,694UNCH$2,472
AXIS CAP HLDGS LTD 44,649 UNCH $2,472
     AXS44,649UNCH$2,472
DIODES INC 30,678 UNCH $2,470
     DIOD30,678UNCH$2,470
AVISTA CORP 68,151 UNCH $2,436
     AVA68,151UNCH$2,436
INSPERITY INC 20,782 -5,200 $2,436
     NSP20,782-5,200$2,436
HEALTHSTREAM INC 89,352 -21,969 $2,415
     HSTM89,352-21,969$2,415
ALAMO GROUP INC 11,419 -2,075 $2,400
     ALG11,419-2,075$2,400
HUB GROUP INC 26,003 UNCH $2,391
     HUBG26,003UNCH$2,391
GLOBUS MED INC 44,685 +2,371 $2,381
     GMED44,685+2,371$2,381
PROSPERITY BANCSHARES INC (PB) 34,351 UNCH $2,327
     PB34,351UNCH$2,327
FRONTDOOR INC 65,438 -8,454 $2,305
     FTDR65,438-8,454$2,305
ISHARES TR (AGZ) 21,159 +38 $2,294
     AGZ21,159+38$2,294
EXELIXIS INC 95,597 -28,820 $2,293
     EXEL95,597-28,820$2,293
JOHNSON OUTDOORS INC 42,672 UNCH $2,280
     JOUT42,672UNCH$2,280
TOWER SEMICONDUCTOR LTD 73,815 UNCH $2,253
     TSEM73,815UNCH$2,253
ISHARES TR (QLTA) 46,184 -12,619 $2,223
     QLTA46,184-12,619$2,223
ATMUS FILTRATION TECHNOLOGIE 94,590 UNCH $2,222
     ATMU94,590UNCH$2,222
WNS HLDGS LTD 33,810 UNCH $2,137
     WNS33,810UNCH$2,137
NETSTREIT CORP 118,389 UNCH $2,113
     NTST118,389UNCH$2,113
FORRESTER RESH INC 75,949 UNCH $2,036
     FORR75,949UNCH$2,036
RENAISSANCERE HLDGS LTD 10,380 -3,590 $2,034
     RNR10,380-3,590$2,034
DUCKHORN PORTFOLIO INC 198,438 UNCH $1,955
     NAPA198,438UNCH$1,955
U S PHYSICAL THERAPY 20,803 UNCH $1,938
     USPH20,803UNCH$1,938
INNOVAGE HLDG CORP 303,557 UNCH $1,821
     INNV303,557UNCH$1,821
HEALTHCARE SVCS GROUP INC 150,629 UNCH $1,562
     HCSG150,629UNCH$1,562
CERENCE INC 57,788 UNCH $1,136
     CRNC57,788UNCH$1,136
ISHARES TR (ACWI) 9,596 +1,208 $977
     ACWI9,596+1,208$977
ENI S P A 28,563 +264 $971
     E28,563+264$971
VANGUARD INDEX FDS (VTV) 5,388 +5,388 $806
     VTV5,388+5,388$806
VANGUARD TAX MANAGED FDS (VEA) 12,408 +12,408 $594
     VEA12,408+12,408$594
WELLTOWER INC 3,970 -265 $358
     WELL3,970-265$358
VIASAT INC 8,152 +8,152 $228
     VSAT8,152+8,152$228
ISHARES TR (IVE) 1,276 +1,276 $222
     IVE1,276+1,276$222
VANGUARD INDEX FDS (VXF) 1,266 +1,266 $208
     VXF1,266+1,266$208
PEMBINA PIPELINE CORP 6,000 +6,000 $207
     PBA6,000+6,000$207
LIBERTY MEDIA CORP DEL 3,182 -392,515 $201
     FWONK3,182-392,515$201
DALLASNEWS CORPORATION 10,851 UNCH $46
     DALN10,851UNCH$46
DIXIE GROUP INC 55,196 +10,350 $41
     DXYN55,196+10,350$41
ISHARES TR $0 (exited)
     AGG0-6,198$0
BOOZ ALLEN HAMILTON HLDG COR $0 (exited)
     BAH0-98,615$0
CANADIAN NATL RY CO $0 (exited)
     CNI0-171,910$0
FMC CORP $0 (exited)
     FMC0-55,690$0
L3HARRIS TECHNOLOGIES INC $0 (exited)
     LHX0-134,586$0
NOV INC $0 (exited)
     NOV0-126,266$0
SHELL PLC 0 -3,664 $0 (exited)
     SHEL0-3,664$0

See Summary: Cambiar Investors LLC Top Holdings
See Details: Top 10 Stocks Held By Cambiar Investors LLC

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