CAMBIAR INVESTORS LLC
CIK 823621
13F filing for Q2 2026・No. 1,510
- Holdings
- US$2.3B
- Quarter change
- +US$144.84M
- Entries
- 150
- Net bought (estimate)
- −US$10.4M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 6
- Cut 93
- Added 40
- Corporate actions 2
- Unchanged 6
Largest holdings
150 stocks worth US$2.3B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DALDELTA AIR LINES INCCOM NEW | Cut | 708,662 | US$66.37M | 2.88% |
| GOOGLAlphabetCAP STK CL A | Cut | 177,752 | US$63.52M | 2.76% |
| UNPUNION PAC CORPCOM | Cut | 228,758 | US$62.22M | 2.70% |
| BMYBRISTOL-MYERS SQUIBB COCOM | Added | 1,017,517 | US$58.63M | 2.54% |
| LHLABCORP HOLDINGS INCCOM SHS | Added | 205,845 | US$57.64M | 2.50% |
| UBERUBER TECHNOLOGIES INCCOM | Cut | 794,380 | US$57.32M | 2.49% |
| PNCPNC FINL SVCS GROUP INCCOM | Cut | 229,884 | US$56.6M | 2.46% |
| AMRZAMRIZE LTDSHS | Added | 1,060,745 | US$56.54M | 2.45% |
| ELVELEVANCE HEALTH INC FORMERLYCOM | Cut | 144,954 | US$56.06M | 2.43% |
| AMZNAmazonCOM | Cut | 224,579 | US$53.53M | 2.32% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 31, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.