Cambiar Investors 13F annual report
Cambiar Investors is an investment fund managing more than $2.56 trillion ran by Christine Simon. There are currently 139 companies in Mrs. Simon’s portfolio. The largest investments include Texas Instrs Inc and Alphabet Inc, together worth $129 billion.
$2.56 trillion Assets Under Management (AUM)
As of 19th July 2024, Cambiar Investors’s top holding is 334,662 shares of Texas Instrs Inc currently worth over $65.1 billion and making up 2.5% of the portfolio value.
In addition, the fund holds 350,746 shares of Alphabet Inc worth $63.9 billion, whose value grew 19.2% in the past six months.
The third-largest holding is Goldman Sachs worth $62.8 billion and the next is Cenovus Inc worth $62.1 billion, with 3,157,773 shares owned.
Currently, Cambiar Investors's portfolio is worth at least $2.56 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Cambiar Investors
The Cambiar Investors office and employees reside in Denver, Colorado. According to the last 13-F report filed with the SEC, Christine Simon serves as the Executive Director, CCO at Cambiar Investors.
Recent trades
In the most recent 13F filing, Cambiar Investors revealed that it had opened a new position in
Labcorp and bought 280,163 shares worth $57 billion.
This means they effectively own approximately 0.1% of the company.
Labcorp makes up
14.9%
of the fund's Health Care sector allocation and has decreased its share price by 2.1% in the past year.
The investment fund also strengthened its position in Cenovus Inc by buying
9,239 additional shares.
This makes their stake in Cenovus Inc total 3,157,773 shares worth $62.1 billion.
Cenovus Inc soared 10.7% in the past year.
On the other hand, there are companies that Cambiar Investors is getting rid of from its portfolio.
Cambiar Investors closed its position in Laboratory Corp Amer Hldgs on 26th July 2024.
It sold the previously owned 241,749 shares for $52.8 billion.
Christine Simon also disclosed a decreased stake in Texas Instrs Inc by approximately 0.1%.
This leaves the value of the investment at $65.1 billion and 334,662 shares.
One of the largest hedge funds
The two most similar investment funds to Cambiar Investors are Harvest Portfolios and Tekla Capital Management. They manage $2.56 trillion and $2.56 trillion respectively.
Christine Simon investment strategy
Cambiar Investors’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Health Care — making up 15.0% of
the total portfolio value.
The fund focuses on investments in the United States as
53.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
35% of the total holdings value.
On the other hand, small-cap stocks make up only 1.4% of the portfolio.
The average market cap of the portfolio companies is close to $57.3 billion.
The complete list of Cambiar Investors trades based on 13F SEC filings
These positions were updated on July 26th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Texas Instrs Inc |
1.86%
334,662
|
$65,101,799,000 | 2.55% |
| Alphabet Inc |
4.62%
350,746
|
$63,888,384,000 | 2.50% |
| Goldman Sachs Group, Inc. |
3.79%
138,736
|
$62,753,068,000 | 2.45% |
| Cenovus Energy Inc |
0.29%
3,157,773
|
$62,081,817,000 | 2.43% |
| Chevron Corp. |
1.38%
382,073
|
$59,763,859,000 | 2.34% |
| Labcorp Holdings Inc. |
Opened
280,163
|
$57,015,972,000 | 2.23% |
| TE Connectivity Ltd |
0.53%
378,907
|
$56,998,980,000 | 2.23% |
| CME Group Inc |
42.23%
288,135
|
$56,647,341,000 | 2.22% |
| Delta Air Lines, Inc. |
17.80%
1,187,561
|
$56,337,894,000 | 2.20% |
| RTX Corp |
19.43%
559,899
|
$56,208,261,000 | 2.20% |
| Sempra |
1.67%
720,830
|
$54,826,330,000 | 2.14% |
| Medtronic Plc |
6.93%
694,515
|
$54,665,276,000 | 2.14% |
| Amazon.com Inc. |
3.06%
282,268
|
$54,548,291,000 | 2.13% |
| Constellation Brands Inc |
1.93%
210,596
|
$54,182,139,000 | 2.12% |
| Ppg Inds Inc |
9.28%
427,930
|
$53,872,108,000 | 2.11% |
| Laboratory Corp Amer Hldgs |
Closed
241,749
|
$52,812,487,000 | |
| Diageo plc |
6.41%
418,146
|
$52,719,848,000 | 2.06% |
| Union Pac Corp |
1.77%
228,907
|
$51,792,498,000 | 2.03% |
| Comcast Corp New |
Opened
1,300,003
|
$50,908,117,000 | 1.99% |
| Waters Corp. |
0.02%
170,234
|
$49,388,288,000 | 1.93% |
| Centene Corp. |
0.90%
737,246
|
$48,879,410,000 | 1.91% |
| JPMorgan Chase & Co. |
1.44%
241,209
|
$48,786,932,000 | 1.91% |
| Chubb Limited |
2.42%
190,094
|
$48,489,178,000 | 1.90% |
| Applied Matls Inc |
2.06%
176,836
|
$41,731,528,000 | 1.63% |
| Conocophillips |
4.33%
357,137
|
$40,849,330,000 | 1.60% |
| Williams Cos Inc |
3.06%
956,611
|
$40,655,968,000 | 1.59% |
| Marvell Technology Inc |
1.95%
573,371
|
$40,078,633,000 | 1.57% |
| Johnson & Johnson |
8.12%
272,522
|
$39,831,816,000 | 1.56% |
| Colgate-Palmolive Co. |
1.39%
406,233
|
$39,420,850,000 | 1.54% |
| Corteva Inc |
0.15%
709,006
|
$38,243,784,000 | 1.50% |
| Tjx Cos Inc New |
1.05%
339,578
|
$37,387,538,000 | 1.46% |
| Pnc Finl Svcs Group Inc |
0.70%
240,398
|
$37,377,081,000 | 1.46% |
| American Express Co. |
44.26%
161,149
|
$37,314,051,000 | 1.46% |
| Intercontinental Exchange In |
8.44%
266,293
|
$36,452,849,000 | 1.43% |
| Mastercard Incorporated |
0.70%
76,525
|
$33,759,769,000 | 1.32% |
| Bristol-Myers Squibb Co. |
2.29%
785,724
|
$32,631,118,000 | 1.28% |
| Sysco Corp. |
1.95%
438,277
|
$31,288,595,000 | 1.22% |
| Uber Technologies Inc |
0.10%
394,656
|
$28,683,598,000 | 1.12% |
| ING Groep N.V. |
10.49%
1,494,954
|
$25,623,512,000 | 1.00% |
| Novartis AG |
52.88%
216,656
|
$23,065,198,000 | 0.90% |
| Sap SE |
6.76%
100,866
|
$20,345,681,000 | 0.80% |
| Barclays plc |
13.70%
1,842,143
|
$19,729,352,000 | 0.77% |
| TotalEnergies SE |
24.03%
267,411
|
$17,830,965,000 | 0.70% |
| Reinsurance Grp Of America I |
5.56%
84,418
|
$17,328,483,000 | 0.68% |
| GSK Plc |
Closed
390,593
|
$16,744,722,000 | |
| Healthequity Inc |
0.85%
190,031
|
$16,380,672,000 | 0.64% |
| Equinor ASA |
3.90%
572,243
|
$16,343,260,000 | 0.64% |
| Magnolia Oil & Gas Corp |
2.89%
627,074
|
$15,890,055,000 | 0.62% |
| Cnh Indl N V |
38.00%
1,523,620
|
$15,434,271,000 | 0.60% |
| Gentex Corp. |
0.81%
448,599
|
$15,122,272,000 | 0.59% |
| Targa Res Corp |
1.73%
115,991
|
$14,937,321,000 | 0.58% |
| Taiwan Semiconductor Mfg Ltd |
53.31%
83,861
|
$14,575,880,000 | 0.57% |
| Ishares Tr |
34.59%
453,722
|
$41,906,656,000 | 1.64% |
| Ulta Beauty Inc |
Closed
26,186
|
$13,692,136,000 | |
| Haleon Plc |
6.14%
1,591,444
|
$13,145,327,000 | 0.51% |
| Littelfuse, Inc. |
0.67%
51,418
|
$13,141,927,000 | 0.51% |
| Expeditors Intl Wash Inc |
0.80%
104,239
|
$13,007,985,000 | 0.51% |
| Quest Diagnostics, Inc. |
0.94%
93,349
|
$12,777,611,000 | 0.50% |
| Fidelity National Financial Inc |
1.17%
257,450
|
$12,723,179,000 | 0.50% |
| Euronet Worldwide Inc |
1.18%
122,726
|
$12,702,141,000 | 0.50% |
| Pinnacle West Cap Corp |
0.83%
165,145
|
$12,613,775,000 | 0.49% |
| Sony Group Corp |
6.82%
147,140
|
$12,499,543,000 | 0.49% |
| Agnico Eagle Mines Ltd |
43.55%
189,043
|
$12,363,412,000 | 0.48% |
| Packaging Corp Amer |
0.89%
66,481
|
$12,136,771,000 | 0.47% |
| Bok Finl Corp |
1.00%
131,468
|
$12,047,728,000 | 0.47% |
| American Finl Group Inc Ohio |
0.90%
97,856
|
$12,038,245,000 | 0.47% |
| Atmos Energy Corp. |
0.12%
103,167
|
$12,034,431,000 | 0.47% |
| Lamb Weston Holdings Inc |
32.79%
141,671
|
$11,911,698,000 | 0.47% |
| Maximus Inc. |
0.67%
137,708
|
$11,801,576,000 | 0.46% |
| NNN REIT Inc |
0.61%
273,966
|
$11,670,952,000 | 0.46% |
| Americold Realty Trust Inc |
3.17%
454,641
|
$11,611,531,000 | 0.45% |
| Lincoln Elec Hldgs Inc |
0.16%
61,371
|
$11,577,025,000 | 0.45% |
| WEX Inc |
18.26%
64,895
|
$11,495,500,000 | 0.45% |
| Essential Utils Inc |
0.80%
307,005
|
$11,460,497,000 | 0.45% |
| Masco Corp. |
0.65%
171,417
|
$11,428,371,000 | 0.45% |
| Arch Cap Group Ltd |
28.77%
112,111
|
$11,310,879,000 | 0.44% |
| Hunt J B Trans Svcs Inc |
10.82%
69,759
|
$11,161,440,000 | 0.44% |
| Molina Healthcare Inc |
21.43%
37,366
|
$11,108,912,000 | 0.43% |
| Toro Co. |
1.79%
116,308
|
$10,875,961,000 | 0.43% |
| Dolby Laboratories Inc |
0.55%
136,095
|
$10,782,807,000 | 0.42% |
| Cboe Global Mkts Inc |
0.42%
62,396
|
$10,611,064,000 | 0.42% |
| Amdocs Ltd |
0.48%
131,487
|
$10,376,954,000 | 0.41% |
| Bruker Corp |
21.51%
161,024
|
$10,274,941,000 | 0.40% |
| Wisdomtree Tr |
No change
190,000
|
$9,558,900,000 | 0.37% |
| Incyte Corp. |
6.53%
157,661
|
$9,557,410,000 | 0.37% |
| Charles Riv Labs Intl Inc |
0.70%
45,436
|
$9,386,169,000 | 0.37% |
| Epam Sys Inc |
0.14%
48,074
|
$9,043,200,000 | 0.35% |
| IPG Photonics Corp |
1.93%
102,341
|
$8,636,557,000 | 0.34% |
| DENTSPLY Sirona Inc |
1.47%
329,372
|
$8,204,657,000 | 0.32% |
| Air Lease Corp |
0.87%
146,549
|
$6,965,474,000 | 0.27% |
| Eni S P A |
3.19%
197,960
|
$6,095,188,000 | 0.24% |
| Energy Transfer L P |
0.87%
321,211
|
$5,210,042,000 | 0.20% |
| Advisors Inner Circle Fd |
18.17%
176,902
|
$5,047,049,000 | 0.20% |
| Globus Med Inc |
No change
43,688
|
$2,992,191,000 | 0.12% |
| Envestnet Inc. |
No change
47,157
|
$2,951,557,000 | 0.12% |
| Tower Semiconductor Ltd. |
No change
72,021
|
$2,831,146,000 | 0.11% |
| Axis Cap Hldgs Ltd |
No change
39,653
|
$2,801,484,000 | 0.11% |
| Universal Display Corp. |
No change
13,207
|
$2,776,772,000 | 0.11% |
| Addus HomeCare Corporation |
No change
23,112
|
$2,683,534,000 | 0.10% |
| Innovative Indl Pptys Inc |
No change
23,068
|
$2,519,487,000 | 0.10% |
| Monarch Casino & Resort, Inc. |
No change
36,975
|
$2,519,107,000 | 0.10% |
| Healthstream Inc |
No change
87,359
|
$2,437,316,000 | 0.10% |
| Advanced Energy Inds |
1.46%
21,872
|
$2,378,799,000 | 0.09% |
| Texas Cap Bancshares Inc |
No change
38,535
|
$2,356,030,000 | 0.09% |
| Idacorp, Inc. |
No change
24,894
|
$2,318,876,000 | 0.09% |
| Avista Corp. |
No change
66,657
|
$2,306,999,000 | 0.09% |
| Renaissancere Hldgs Ltd |
No change
10,181
|
$2,275,555,000 | 0.09% |
| First Amern Finl Corp |
No change
41,718
|
$2,250,686,000 | 0.09% |
| Rambus Inc. |
No change
37,444
|
$2,200,209,000 | 0.09% |
| Hub Group, Inc. |
No change
51,010
|
$2,195,981,000 | 0.09% |
| United Cmnty Bks Blairsvle G |
No change
84,886
|
$2,161,198,000 | 0.08% |
| frontdoor, inc. |
No change
63,943
|
$2,160,634,000 | 0.08% |
| Diodes, Inc. |
No change
29,981
|
$2,156,533,000 | 0.08% |
| NV5 Global Inc |
No change
22,903
|
$2,129,292,000 | 0.08% |
| United Bankshares Inc West V |
No change
64,850
|
$2,103,734,000 | 0.08% |
| Exelixis Inc |
No change
93,605
|
$2,103,304,000 | 0.08% |
| Prosperity Bancshares Inc. |
No change
33,554
|
$2,051,492,000 | 0.08% |
| ASGN Inc |
No change
23,067
|
$2,033,817,000 | 0.08% |
| Cabot Corp. |
21.98%
21,971
|
$2,018,915,000 | 0.08% |
| Alamo Group Inc. |
No change
11,220
|
$1,941,060,000 | 0.08% |
| Atmus Filtration Technologie |
24.84%
65,836
|
$1,894,760,000 | 0.07% |
| Amn Healthcare Svcs Inc |
No change
36,703
|
$1,880,295,000 | 0.07% |
| U.S. Physical Therapy, Inc. |
No change
20,305
|
$1,876,588,000 | 0.07% |
| NetSTREIT Corp. |
No change
115,398
|
$1,857,908,000 | 0.07% |
| Insperity Inc |
No change
20,284
|
$1,850,104,000 | 0.07% |
| Wns Hldgs Ltd |
No change
33,063
|
$1,735,808,000 | 0.07% |
| Marcus & Millichap Inc |
No change
54,139
|
$1,706,461,000 | 0.07% |
| Healthcare Svcs Group Inc |
No change
148,641
|
$1,572,622,000 | 0.06% |
| Innovage Hldg Corp |
No change
298,586
|
$1,480,987,000 | 0.06% |
| Johnson Outdoors Inc |
No change
41,676
|
$1,457,826,000 | 0.06% |
| Duckhorn Portfolio, Inc. |
No change
196,453
|
$1,394,816,000 | 0.05% |
| Forrester Resh Inc |
No change
73,955
|
$1,263,151,000 | 0.05% |
| Rockwell Automation Inc |
98.55%
1,822
|
$501,560,000 | 0.02% |
| Vanguard Tax-managed Fds |
Opened
7,546
|
$372,923,000 | 0.01% |
| United Parcel Service, Inc. |
2.19%
2,678
|
$366,484,000 | 0.01% |
| Vanguard Index Fds |
22.46%
1,903
|
$305,260,000 | 0.01% |
| Welltower Inc. |
No change
2,438
|
$254,162,000 | 0.01% |
| Suncor Energy, Inc. |
98.92%
6,480
|
$246,888,000 | 0.01% |
| Pembina Pipeline Corporation |
No change
6,000
|
$222,480,000 | 0.01% |
| Dallasnews Corporation |
184.92%
30,917
|
$110,992,000 | 0.00% |
| Gannett Co Inc. |
Opened
10,660
|
$49,143,000 | 0.00% |
| Dixie Group Inc. |
No change
73,589
|
$48,201,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 142 holdings | |||
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