-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, Ug/PxgVfMH+pa2kPWY/Y8OIvsio9/PKi983QFHzn4MxaMAPFCSXDAtAOnY88EIf/ daBoZGtOIvW1GJ+ylgiTew== 0001172661-08-000249.txt : 20080418 0001172661-08-000249.hdr.sgml : 20080418 20080418160012 ACCESSION NUMBER: 0001172661-08-000249 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080331 FILED AS OF DATE: 20080418 DATE AS OF CHANGE: 20080418 EFFECTIVENESS DATE: 20080418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CAMBIAR INVESTORS LLC CENTRAL INDEX KEY: 0000823621 IRS NUMBER: 840643524 STATE OF INCORPORATION: CO FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-01398 FILM NUMBER: 08764701 BUSINESS ADDRESS: STREET 1: 2401 E. 2ND AVE. STREET 2: SUITE 400 CITY: DENVER STATE: CO ZIP: 80206 BUSINESS PHONE: 3033029000 MAIL ADDRESS: STREET 1: CAMBIAR INVESTORS LLC STREET 2: 2401 E. 2ND AVE. CITY: DENVER STATE: CO ZIP: 80206 FORMER COMPANY: FORMER CONFORMED NAME: CAMBIAR INVESTORS INC DATE OF NAME CHANGE: 19990326 13F-HR 1 cam1q08.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2008 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Cambiar Investors LLC Address: 2401 East Second Avenue, Suite 400 Denver, CO 80206 13F File Number: 28-01398 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Christine M. Simon Title: Vice President Phone: 303-302-9000 Signature, Place, and Date of Signing: /s/ Christine M. Simon Denver, CO April 18, 2008 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form13F Information Table Entry Total: 103 Form13F Information Table Value Total: $6,033,611 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ACE LTD ORD G0070K103 122249 2220293 SH Sole 2220293 0 0 ALLSTATE CORP COM 020002101 127590 2654807 SH Sole 2654807 0 0 ALTRIA GROUP INC COM 02209S103 54208 2441806 SH Sole 2441806 0 0 AMEDISYS INC COM 023436108 1284 32631 SH Sole 32631 0 0 AMERICAN EQTY INVT LIFE HLD COM 025676206 1274 137280 SH Sole 137280 0 0 AMERISTAR CASINOS INC COM 03070Q101 1176 64460 SH Sole 64460 0 0 ANADARKO PETE CORP COM 032511107 156514 2483166 SH Sole 2483166 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 243954 5926977 SH Sole 5926977 0 0 ASPEN INSURANCE HOLDINGS LTD SHS G05384105 1384 52480 SH Sole 52480 0 0 BAKER HUGHES INC COM 057224107 170889 2494733 SH Sole 2494733 0 0 BARR PHARMACEUTICALS INC COM 068306109 127206 2633125 SH Sole 2633125 0 0 BJ SVCS CO COM 055482103 170995 5997731 SH Sole 5997731 0 0 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 1966 123800 SH Sole 123800 0 0 BOYD GAMING CORP COM 103304101 85246 4262295 SH Sole 4262295 0 0 BP PLC SPONSORED ADR 055622104 184204 3037170 SH Sole 3037170 0 0 BRITISH SKY BROADCASTING GRO SPONSORED ADR 111013108 217 4905 SH Sole 4905 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 125504 11751316 SH Sole 11751316 0 0 CALIFORNIA PIZZA KITCHEN INC COM 13054D109 1315 100320 SH Sole 100320 0 0 CAMPBELL SOUP CO COM 134429109 131817 3882695 SH Sole 3882695 0 0 CARTER INC COM 146229109 1287 79695 SH Sole 79695 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 930 35595 SH Sole 35595 0 0 CHEVRON CORP NEW COM 166764100 201282 2358034 SH Sole 2358034 0 0 CHUNGHWA TELECOM CO LTD SPON ADR NEW 17133Q304 589 22650 SH Sole 22650 0 0 CONAGRA FOODS INC COM 205887102 144082 6015933 SH Sole 6015933 0 0 CVS CAREMARK CORPORATION COM 126650100 192597 4754315 SH Sole 4754315 0 0 CYMER INC COM 232572107 1054 40485 SH Sole 40485 0 0 DIEBOLD INC COM 253651103 2233 59455 SH Sole 59455 0 0 DIRECTV GROUP INC COM 25459L106 295508 11920453 SH Sole 11920453 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 210926 4510827 SH Sole 4510827 0 0 EL PASO CORP COM 28336L109 212960 12798076 SH Sole 12798076 0 0 EURONET WORLDWIDE INC COM 298736109 1078 55945 SH Sole 55945 0 0 FAIR ISAAC CORP COM 303250104 1305 60655 SH Sole 60655 0 0 FAIRCHILD SEMICONDUCTOR INTL COM 303726103 1426 119590 SH Sole 119590 0 0 FLEXTRONICS INTL LTD ORD y2573f102 149599 15931725 SH Sole 15931725 0 0 GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 449 32440 SH Sole 32440 0 0 HALLIBURTON CO COM 406216101 226881 5768662 SH Sole 5768662 0 0 HANOVER INS GROUP INC COM 410867105 1636 39775 SH Sole 39775 0 0 HEIDRICK & STRUGGLES INTL IN COM 422819102 4708 144740 SH Sole 144740 0 0 INFINEON TECHNOLOGIES AG SPONSORED ADR 45662N103 112699 16054019 SH Sole 16054019 0 0 INGRAM MICRO INC CL A 457153104 116597 7365557 SH Sole 7365557 0 0 INTEL CORP COM 458140100 262636 12400174 SH Sole 12400174 0 0 INTERNATIONAL GAME TECHNOLOG COM 459902102 129469 3219810 SH Sole 3219810 0 0 INTERNATIONAL RECTIFIER CORP COM 460254105 1230 57220 SH Sole 57220 0 0 INTERPUBLIC GROUP COS INC COM 460690100 143290 17038101 SH Sole 17038101 0 0 INVENTIV HEALTH INC COM 46122E105 1310 45485 SH Sole 45485 0 0 INVERNESS MED INNOVATIONS IN COM 46126P106 1510 50180 SH Sole 50180 0 0 ISHARES TR US TIPS BD FD 464287176 1248 11360 SH Sole 11360 0 0 ISHARES TR IBOXX INV CPBD 464287242 998 9490 SH Sole 9490 0 0 ISHARES TR 1-3 YR TRS BD 464287457 1439 17080 SH Sole 17080 0 0 ITT EDUCATIONAL SERVICES INC COM 45068B109 645 14040 SH Sole 14040 0 0 K V PHARMACEUTICAL CO CL A 482740206 1373 55020 SH Sole 55020 0 0 KENNAMETAL INC COM 489170100 1306 44370 SH Sole 44370 0 0 KINROSS GOLD CORP COM NO PAR 496902404 1350 61050 SH Sole 61050 0 0 LIFEPOINT HOSPITALS INC COM 53219L109 1472 53580 SH Sole 53580 0 0 LIMITED BRANDS INC COM 532716107 99935 5844137 SH Sole 5844137 0 0 MACYS INC COM 55616P104 102358 4438777 SH Sole 4438777 0 0 MANPOWER INC COM 56418h100 13052 232000 SH Sole 232000 0 0 MAX CAPITAL GROUP LTD SHS G6052F103 1102 42095 SH Sole 42095 0 0 MICRON TECHNOLOGY INC COM 595112103 2405 402900 SH Sole 402900 0 0 NABORS INDUSTRIES LTD SHS G6359F103 211178 6253425 SH Sole 6253425 0 0 NEW FRONTIER MEDIA INC COM 644398109 1404 314900 SH Sole 314900 0 0 NEW YORK TIMES CO CL A 650111107 994 52630 SH Sole 52630 0 0 NEWMONT MINING CORP COM 651639106 176641 3899361 SH Sole 3899361 0 0 NORFOLK SOUTHERN CORP COM 655844108 197915 3643501 SH Sole 3643501 0 0 OIL STS INTL INC COM 678026105 1981 44200 SH Sole 44200 0 0 ON SEMICONDUCTOR CORP COM 682189105 1547 272343 SH Sole 272343 0 0 PACER INTL INC TENN COM 69373H106 901 54840 SH Sole 54840 0 0 PACIFIC CAP BANCORP NEW COM 69404P101 1401 65145 SH Sole 65145 0 0 PARAMETRIC TECHNOLOGY CORP COM NEW 699173209 1389 86890 SH Sole 86890 0 0 PARKER DRILLING CO COM 701081101 6321 978530 SH Sole 978530 0 0 PETROHAWK ENERGY CORP COM 716495106 1969 97630 SH Sole 97630 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 2004 19630 SH Sole 19630 0 0 PORTFOLIO RECOVERY ASSOCS IN COM 73640Q105 901 21000 SH Sole 21000 0 0 PRESTIGE BRANDS HLDGS INC COM 74112D101 1395 170560 SH Sole 170560 0 0 PSS WORLD MED INC COM 69366A100 1241 74460 SH Sole 74460 0 0 QIMONDA AG SPONSORED ADR 746904101 47178 10946067 SH Sole 10946067 0 0 SAKS INC COM 79377W108 1093 87685 SH Sole 87685 0 0 SCIELE PHARMA INC COM 808627103 1250 64100 SH Sole 64100 0 0 SCIENTIFIC GAMES CORP CL A 80874p109 1455 68920 SH Sole 68920 0 0 SEMTECH CORP COM 816850101 1682 117380 SH Sole 117380 0 0 SIEMENS A G SPONSORED ADR 826197501 1123 10305 SH Sole 10305 0 0 SMART MODULAR TECHNOLOGIES I ORD SHS G82245104 5888 948100 SH Sole 948100 0 0 SOUTHWEST GAS CORP COM 844895102 1467 52480 SH Sole 52480 0 0 ST MARY LD & EXPL CO COM 792228108 1719 44660 SH Sole 44660 0 0 STAGE STORES INC COM NEW 85254C305 1591 98220 SH Sole 98220 0 0 STMICROELECTRONICS N V NY REGISTRY 861012102 1140 106920 SH Sole 106920 0 0 SUPERIOR ENERGY SVCS INC COM 868157108 1633 41215 SH Sole 41215 0 0 SYBASE INC COM 871130100 1501 57080 SH Sole 57080 0 0 SYMANTEC CORP COM 871503108 137207 8255537 SH Sole 8255537 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 951 92620 SH Sole 92620 0 0 TARGET CORP COM 87612E106 197510 3897193 SH Sole 3897193 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 769 16650 SH Sole 16650 0 0 THQ INC COM NEW 872443403 1947 89320 SH Sole 89320 0 0 TOTAL S A SPONSORED ADR 89151E109 4106 55480 SH Sole 55480 0 0 TRAVELERS COMPANIES INC COM 89417e109 128773 2691178 SH Sole 2691178 0 0 TRIZETTO GROUP INC COM 896882107 1248 74760 SH Sole 74760 0 0 TWEEN BRANDS INC COM 901166108 1011 40845 SH Sole 40845 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 1409 26250 SH Sole 26250 0 0 WATSCO INC COM 942622200 1479 35700 SH Sole 35700 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 1544 34915 SH Sole 34915 0 0 WESTERN UN CO COM 959802109 258550 12155630 SH Sole 12155630 0 0 WPP GROUP PLC SPON ADR 0905 929309409 182120 3053654 SH Sole 3053654 0 0 WYNDHAM WORLDWIDE CORP COM 98310W108 80139 3875201 SH Sole 3875201 0 0
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