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CAMBIAR INVESTORS LLC — 13F Holdings & Portfolio

CIK 823621 · latest 13F-HR filed 2026-11-04

Backtest portfolio

CAMBIAR INVESTORS LLC manages $2.48B in 13F-reported U.S. long-equity assets across 187 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are UBER (3.06%), AER (3.01%), BMY (2.49%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 49 new positions and exited 12; 25 existing positions rose in reported value and 97 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$2.48B

Long-equity book

Holdings
187

Distinct positions

Period
2026-09-30

Filed 2026-11-04

Q/Q Activity
+49 / −12 / ↑25 / ↓97

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
UBER3.1% · +40%AER3.0% · newBMY2.5% · -3%ELV2.4% · +6%AMZN2.4% · +6%CME2.4% · -1%DAL2.2% · -9%NTNX2.2% · newMSFT2.2% · newMA2.1% · -3%UNP2.1% · -16%MDT2.1% · -1%CVX2.0% · +32%GOOGL2.0% · -20%LH2.0% · -23%OMC1.8% · +18%ICE1.8% · +11%AXP1.8% · -2%CMG1.8% · newJPM1.7% · -18%REGN1.7% · -5%EXE1.7% · newCNC1.6% · -4%MAS1.5% · -2%STZ1.5% · +27%SYY1.5% · -16%PEP1.4% · -16%SRE1.4% · +0%CB1.4% · -2%HONA1.3% · +62%PNC1.3% · -37%AMRZ1.3% · -19%USB1.3% · -14%CSCO1.3% · -9%SO1.3% · newAMAT1.2% · +8%ON1.2% · +7%FDX1.2% · -1%APTV1.2% · +4%HON1.1% · -0%ING1.1% · +28%VSNT1.1% · -6%ASML1.0% · -5%FDXF0.9% · -6%TJX0.9% · +2%BTI0.9% · newAZN0.8% · -1%SW0.8% · -5%SUNB0.7% · -4%PBR0.6% · newCNI0.6% · -4%TSM0.6% · -4%ALC0.6% · +16%EQH0.6% · newET0.6% · +248%SONY0.5% · -5%PM0.5% · newUAL0.5% · newCAMX0.5% · 0%SAP0.5% · +1%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

7 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 24.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 3, 2026.

Assets Under Management
$2.92B
Discretionary
$1.48B
Employees
28
Accounts
5,623
Address
200 COLUMBINE STREET
SUITE 800
DENVER, CO 80206
Phone
(888) 673-9950
Website
Name Title / Status Ownership Type
BARISH, BRIAN, MITCHELL ControlPRESIDENT/CHIEF INVESTMENT OFFICER
since Jul 2001
Less than 5%Individual
CAMBIAR HOLDINGS, LLLP ControlCLASS A MEMBER (MANAGING MEMBER)
since Jul 2001
75% or moreDomestic Entity
FITZPATRICK, KEVIN, MICHAEL ControlEXECUTIVE DIRECTOR - INSTITUTIONAL SALES & CLIENT SERVICE
since Jan 2026
Less than 5%Individual
LAFFRENZEN, ERIN, KATHLEEN ControlCHIEF COMPLIANCE OFFICER
since Jan 2023
Less than 5%Individual
NARRACCI, JONATHAN, DAVID ControlDIRECTOR - TRADING
since Jan 2026
Less than 5%Individual
BARISH, BRIAN, MITCHELL Control
Indirect owner via CAMBIAR HOLDINGS, LLLP
GENERAL & LIMITED PARTNER
since Jul 2001
75% or moreIndividual
Ownership & leadership changes · 9 filings with changes since Nov 17, 2011

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 30, 2026 filing
  • No longer listedGELDZAHLER, EVAN · CHIEF LEGAL OFFICER · Less than 5% · control person · listed since Jun 2014
  • No longer listedHOSTETLER, RODERICK, VAN · DIRECTOR/DIRECTOR OF TRADING · Less than 5% · control person · listed since May 2004
  • No longer listedSIMON, CHRISTINE, MATTEUCCI · EXECUTIVE DIRECTOR · Less than 5% · control person · listed since Jan 2002
  • AddedFITZPATRICK, KEVIN, MICHAEL · EXECUTIVE DIRECTOR - INSTITUTIONAL SALES & CLIENT SERVICE · Less than 5% · control person
  • AddedNARRACCI, JONATHAN, DAVID · DIRECTOR - TRADING · Less than 5% · control person
Mar 23, 2023 filing
  • ChangedBARISH, BRIAN, MITCHELL · indirect via CAMBIAR HOLDINGS, LLLP: ownership 50–75% → 75% or more
Jan 19, 2023 filing
  • AddedLAFFRENZEN, ERIN, KATHLEEN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedSIMON, CHRISTINE, MATTEUCCI · title EXECUTIVE DIRECTOR/CHIEF COMPLIANCE OFFICER → EXECUTIVE DIRECTOR
Mar 22, 2022 filing
  • No longer listedWIGTON, NANCY, HOLMES · EXECUTIVE DIRECTOR/DIRECTOR OF MARKETING · Less than 5% · control person · listed since Jul 2001
Mar 24, 2017 filing
  • ChangedSIMON, CHRISTINE, MATTEUCCI · title DIRECTOR/CHIEF COMPLIANCE OFFICER → EXECUTIVE DIRECTOR/CHIEF COMPLIANCE OFFICER
Mar 24, 2016 filing
  • ChangedHOSTETLER, RODERICK, VAN · title PRINCIPAL/DIRECTOR OF TRADING → DIRECTOR/DIRECTOR OF TRADING
  • ChangedSIMON, CHRISTINE, MATTEUCCI · title PRINCIPAL/CHIEF COMPLIANCE OFFICER → DIRECTOR/CHIEF COMPLIANCE OFFICER
  • ChangedWIGTON, NANCY, HOLMES · title PRINCIPAL/DIRECTOR OF MARKETING → EXECUTIVE DIRECTOR/DIRECTOR OF MARKETING
Mar 25, 2015 filing
  • AddedGELDZAHLER, EVAN · CHIEF LEGAL OFFICER · Less than 5% · control person
Mar 21, 2013 filing
  • AddedHOSTETLER, RODERICK, VAN · PRINCIPAL/DIRECTOR OF TRADING · Less than 5% · control person
Mar 30, 2012 filing
  • ChangedBARISH, BRIAN, MITCHELL · title PRESIDENT, TREASURER & CHARIMAN OF OVERSIGHT BOARD → PRESIDENT/CHIEF INVESTMENT OFFICER
  • ChangedSIMON, CHRISTINE, MATTEUCCI · title CHIEF COMPLIANCE OFFICER, SECRETARY AND OVERSIGHT BOARD MEMBER → PRINCIPAL/CHIEF COMPLIANCE OFFICER
  • ChangedWIGTON, NANCY, HOLMES · title PRINCIPAL AND OVERSIGHT BOARD MEMBER → PRINCIPAL/DIRECTOR OF MARKETING
Nov 17, 2011 filing (earliest on record)
  • ListedBARISH, BRIAN, MITCHELL · PRESIDENT, TREASURER & CHARIMAN OF OVERSIGHT BOARD · Less than 5% · control person
  • ListedBARISH, BRIAN, MITCHELL · GENERAL & LIMITED PARTNER · 50–75% · indirect via CAMBIAR HOLDINGS, LLLP · control person
  • ListedCAMBIAR HOLDINGS, LLLP · CLASS A MEMBER (MANAGING MEMBER) · 75% or more · control person
  • ListedSIMON, CHRISTINE, MATTEUCCI · CHIEF COMPLIANCE OFFICER, SECRETARY AND OVERSIGHT BOARD MEMBER · Less than 5% · control person
  • ListedWIGTON, NANCY, HOLMES · PRINCIPAL AND OVERSIGHT BOARD MEMBER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

CAMBIAR INVESTORS LLC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 UBER TECHNOLOGIES INC UBER 90353T100 $76.0M 3.06% 1,109,539 SH
2 AERCAP HOLDINGS NV AER N00985106 $74.6M 3.01% 520,000 SH
3 BRISTOL-MYERS SQUIBB CO BMY 110122108 $61.8M 2.49% 990,143 SH
4 ELEVANCE HEALTH INC FORMERLY ELV 036752103 $60.0M 2.42% 154,265 SH
5 AMAZON COM INC AMZN 023135106 $59.4M 2.39% 238,483 SH
6 CME GROUP INC CME 12572Q105 $59.2M 2.39% 226,003 SH
7 DELTA AIR LINES INC DAL 247361702 $54.1M 2.18% 648,056 SH
8 NUTANIX INC NTNX 67059N108 $53.7M 2.16% 762,626 SH
9 MICROSOFT CORP MSFT 594918104 $53.5M 2.15% 104,268 SH
10 MASTERCARD INCORPORATED MA 57636Q104 $53.2M 2.14% 96,524 SH
11 UNION PAC CORP UNP 907818108 $52.5M 2.11% 192,769 SH
12 MEDTRONIC PLC MDT G5960L103 $52.2M 2.10% 604,860 SH
13 CHEVRON CORPORATION CVX 166764100 $49.9M 2.01% 244,560 SH
14 ALPHABET INC GOOGL 02079K305 $49.0M 1.97% 142,416 SH
15 LABCORP HOLDINGS INC LH 504922105 $48.7M 1.96% 158,006 SH
16 OMNICOM GROUP INC OMC 681919106 $45.6M 1.84% 618,692 SH
17 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $44.2M 1.78% 290,781 SH
18 AMERICAN EXPRESS CO AXP 025816109 $44.0M 1.77% 144,620 SH
19 CHIPOTLE MEXICAN GRILL INC CMG 169656105 $43.8M 1.76% 1,370,197 SH
20 JPMORGAN CHASE & CO JPM 46625H100 $42.9M 1.73% 129,628 SH
21 REGENERON PHARMACEUTICALS REGN 75886F107 $41.6M 1.68% 54,834 SH
22 EXPAND ENERGY CORPORATION EXE 165167735 $41.1M 1.66% 488,870 SH
23 CENTENE CORP DEL CNC 15135B101 $40.4M 1.63% 651,124 SH
24 MASCO CORP MAS 574599106 $37.8M 1.52% 561,489 SH
25 CONSTELLATION BRANDS INC STZ 21036P108 $36.8M 1.48% 325,641 SH
26 SYSCO CORP SYY 871829107 $36.4M 1.46% 466,379 SH
27 PEPSICO INC PEP 713448108 $34.1M 1.38% 269,402 SH
28 SEMPRA SRE 816851109 $33.7M 1.36% 432,174 SH
29 CHUBB LIMITED CB H1467J104 $33.6M 1.35% 103,402 SH
30 HONEYWELL AEROSPACE INC HONA 43849R105 $33.3M 1.34% 214,898 SH
31 PNC FINL SVCS GROUP INC PNC 693475105 $32.2M 1.30% 144,656 SH
32 AMRIZE LTD AMRZ H2927K103 $32.1M 1.29% 858,903 SH
33 US BANCORP USB 902973304 $32.0M 1.29% 553,868 SH
34 CISCO SYS INC CSCO 17275R102 $31.8M 1.28% 295,299 SH
35 SOUTHERN CO SO 842587107 $31.2M 1.26% 376,592 SH
36 APPLIED MATLS INC AMAT 038222105 $30.7M 1.24% 59,960 SH
37 ON SEMICONDUCTOR CORP ON 682189105 $29.5M 1.19% 383,629 SH
38 FEDEX CORP FDX 31428X106 $29.3M 1.18% 102,945 SH
39 APTIV PLC APTV G3265R107 $28.9M 1.16% 672,024 SH
40 HONEYWELL INTL INC HON 438516205 $27.9M 1.13% 132,383 SH
41 ING GROEP N.V. ING 456837103 $27.3M 1.10% 768,824 SH
42 VERSANT MEDIA GROUP INC VSNT 925283103 $26.8M 1.08% 845,519 SH
43 ASML HLDG NV ASML N07059210 $25.7M 1.03% 14,174 SH
44 FEDEX FGHT HLDG CO INC FDXF 314352105 $23.5M 0.95% 215,177 SH
45 TJX COS INC NEW TJX 872540109 $22.6M 0.91% 170,745 SH
46 BRITISH AMERN TOB PLC BTI 110448107 $22.3M 0.90% 409,170 SH
47 ASTRAZENECA PLC AZN G0593M107 $20.8M 0.84% 128,997 SH
48 SMURFIT WESTROCK PLC SW G8267P108 $19.5M 0.78% 441,260 SH
49 SUNBELT RENTALS HOLDINGS INC SUNB 866966104 $18.5M 0.75% 252,712 SH
50 PETROLEO BRASILEIRO S A PBR 71654V408 $15.5M 0.62% 742,127 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-11-04 $2.48B 187 0001172661-26-004837
2026-06-30 2026-07-31 $2.30B 150 0001172661-26-003003
2026-03-31 2026-05-12 $2.16B 145 0001172661-26-001686
2025-12-31 2026-01-23 $2.24B 146 0001172661-26-000277
2025-09-30 2025-11-03 $2.20B 140 0001172661-25-004536
2016-12-31 2017-01-27 $5.83B 156 0001172661-17-000173
2016-09-30 2016-10-21 $6.86B 162 0001172661-16-004055
Filer Information
Address
200 COLUMBINE STREET
SUITE 800
DENVER, CO 80206
Phone
(303) 302-9000
Filing Manager
CAMBIAR INVESTORS LLC
Denver, CO
Signatory
Erin Laffrenzen
SVP, CCO