CAMBIAR INVESTORS LLC: 13F holdings
CIK 8236212026Q2
| Positions | 150 |
|---|
| Reported value | $2.3bn |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 150 (+5 vs prior quarter) |
|---|
| Reported value | $2.3bn (+6.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DAL DELTA AIR LINES INC | 708,662 | $66.4m | 2.9% |
| GOOGL ALPHABET INC | 177,752 | $63.5m | 2.8% |
| UNP UNION PAC CORP | 228,758 | $62.2m | 2.7% |
| BMY BRISTOL-MYERS SQUIBB CO | 1,017,517 | $58.6m | 2.5% |
| LH LABCORP HOLDINGS INC | 205,845 | $57.6m | 2.5% |
| UBER UBER TECHNOLOGIES INC | 794,380 | $57.3m | 2.5% |
| PNC PNC FINL SVCS GROUP INC | 229,884 | $56.6m | 2.5% |
| AMRIZE LTD | 1,060,745 | $56.5m | 2.5% |
| ELV ELEVANCE HEALTH INC FORMERLY | 144,954 | $56.1m | 2.4% |
| AMZN AMAZON COM INC | 224,579 | $53.5m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="823621")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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