-----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, PMF9jG/lk8v3SSu0TOvYRT439b5HtoN+VpI41m9pywZJyuRzE+jmMdGPPP5WMp1H QVVhaF1qyWI7mKJOP2mXeg== 0001172661-08-000402.txt : 20080731 0001172661-08-000402.hdr.sgml : 20080731 20080730211047 ACCESSION NUMBER: 0001172661-08-000402 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080630 FILED AS OF DATE: 20080731 DATE AS OF CHANGE: 20080730 EFFECTIVENESS DATE: 20080731 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: 08980242 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 cam2q08.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: June 30, 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 July 30, 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: 107 Form13F Information Table Value Total: $6,760,405 (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 137478 2495513 SH Sole 2495513 0 0 ALLSTATE CORP COM 020002101 152412 3343108 SH Sole 3343108 0 0 AMEDISYS INC COM 023436108 1167 23141 SH Sole 23141 0 0 AMERICAN EQTY INVT LIFE HLD COM 025676206 1281 157130 SH Sole 157130 0 0 ANADARKO PETE CORP COM 032511107 196858 2630383 SH Sole 2630383 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 227707 6746881 SH Sole 6746881 0 0 ARM HLDGS PLC SPONSORED ADR 042068106 909 178630 SH Sole 178630 0 0 ASPEN INSURANCE HOLDINGS LTD SHS G05384105 1555 65710 SH Sole 65710 0 0 BAKER HUGHES INC COM 057224107 176178 2017150 SH Sole 2017150 0 0 BARR PHARMACEUTICALS INC COM 068306109 147287 3267246 SH Sole 3267246 0 0 BJ SVCS CO COM 055482103 210731 6597703 SH Sole 6597703 0 0 BP PLC SPONSORED ADR 055622104 281691 4049033 SH Sole 4049033 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 126851 12559502 SH Sole 12559502 0 0 CAMPBELL SOUP CO COM 134429109 139162 4159047 SH Sole 4159047 0 0 CARTER INC COM 146229109 1095 79225 SH Sole 79225 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 911 36885 SH Sole 36885 0 0 CHENIERE ENERGY INC COM NEW 16411R208 328 75000 SH Sole 75000 0 0 CHEVRON CORP NEW COM 166764100 229867 2318845 SH Sole 2318845 0 0 COMPANHIA VALE DO RIO DOCE SPONSORED ADR 204412209 433 12100 SH Sole 12100 0 0 CONAGRA FOODS INC COM 205887102 139144 7217019 SH Sole 7217019 0 0 CVS CAREMARK CORPORATION COM 126650100 195948 4951933 SH Sole 4951933 0 0 DELTA PETE CORP COM NEW 247907207 2815 110300 SH Sole 110300 0 0 DEUTSCHE BK AG LDN BRH DBL LONG ETN38 25154H749 4476 196370 SH Sole 196370 0 0 DIEBOLD INC COM 253651103 1517 42645 SH Sole 42645 0 0 DIRECTV GROUP INC COM 25459L106 99534 3841545 SH Sole 3841545 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 235728 5496110 SH Sole 5496110 0 0 EBAY INC COM 278642103 142314 5207231 SH Sole 5207231 0 0 EL PASO CORP COM 28336L109 239308 11007725 SH Sole 11007725 0 0 EPICOR SOFTWARE CORP COM 29426L108 1374 198895 SH Sole 198895 0 0 EURONET WORLDWIDE INC COM 298736109 1560 92320 SH Sole 92320 0 0 FAIR ISAAC CORP COM 303250104 1463 70455 SH Sole 70455 0 0 FAIRCHILD SEMICONDUCTOR INTL COM 303726103 1468 125120 SH Sole 125120 0 0 FLEXTRONICS INTL LTD ORD y2573f102 194645 20706905 SH Sole 20706905 0 0 FORMFACTOR INC COM 346375108 1510 81915 SH Sole 81915 0 0 FRESH DEL MONTE PRODUCE INC ORD G36738105 1246 52885 SH Sole 52885 0 0 GFI GROUP INC COM 361652209 1257 139560 SH Sole 139560 0 0 GLG PARTNERS INC COM 37929X107 1431 183500 SH Sole 183500 0 0 GLOBAL INDS LTD COM 379336100 5929 330665 SH Sole 330665 0 0 HALLIBURTON CO COM 406216101 240207 4526223 SH Sole 4526223 0 0 HANOVER INS GROUP INC COM 410867105 1650 38825 SH Sole 38825 0 0 HARMONIC INC COM 413160102 1669 175540 SH Sole 175540 0 0 HEIDRICK & STRUGGLES INTL IN COM 422819102 3842 138985 SH Sole 138985 0 0 HUMANA INC COM 444859102 133266 3350906 SH Sole 3350906 0 0 INFINEON TECHNOLOGIES AG SPONSORED ADR 45662N103 140099 16424302 SH Sole 16424302 0 0 INGRAM MICRO INC CL A 457153104 155884 8782206 SH Sole 8782206 0 0 INTEL CORP COM 458140100 281086 13085931 SH Sole 13085931 0 0 INTERNATIONAL GAME TECHNOLOG COM 459902102 38711 1549666 SH Sole 1549666 0 0 INTERPUBLIC GROUP COS INC COM 460690100 142562 16577013 SH Sole 16577013 0 0 INVENTIV HEALTH INC COM 46122E105 1452 52255 SH Sole 52255 0 0 INVERNESS MED INNOVATIONS IN COM 46126P106 1521 45850 SH Sole 45850 0 0 ISHARES TR US TIPS BD FD 464287176 1217 11280 SH Sole 11280 0 0 ISHARES TR IBOXX INV CPBD 464287242 987 9730 SH Sole 9730 0 0 ISHARES TR 1-3 YR TRS BD 464287457 1402 16910 SH Sole 16910 0 0 JACK IN THE BOX INC COM 466367109 1370 61140 SH Sole 61140 0 0 K V PHARMACEUTICAL CO CL A 482740206 1694 87620 SH Sole 87620 0 0 KENNAMETAL INC COM 489170100 1435 44080 SH Sole 44080 0 0 KINROSS GOLD CORP COM NO PAR 496902404 4521 191470 SH Sole 191470 0 0 LIFEPOINT HOSPITALS INC COM 53219L109 1505 53170 SH Sole 53170 0 0 LIMITED BRANDS INC COM 532716107 102881 6105712 SH Sole 6105712 0 0 LINCOLN NATL CORP IND COM 534187109 125856 2777048 SH Sole 2777048 0 0 MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 1261 49850 SH Sole 49850 0 0 MARATHON OIL CORP COM 565849106 219334 4228533 SH Sole 4228533 0 0 MAX CAPITAL GROUP LTD SHS G6052F103 1502 70425 SH Sole 70425 0 0 MICRON TECHNOLOGY INC COM 595112103 2417 402900 SH Sole 402900 0 0 NABORS INDUSTRIES LTD SHS G6359F103 191195 3883700 SH Sole 3883700 0 0 NEWMONT MINING CORP COM 651639106 240182 4604711 SH Sole 4604711 0 0 NORFOLK SOUTHERN CORP COM 655844108 215435 3437614 SH Sole 3437614 0 0 NOVELLUS SYS INC COM 670008101 1231 58080 SH Sole 58080 0 0 OIL STS INTL INC COM 678026105 1991 31390 SH Sole 31390 0 0 ON SEMICONDUCTOR CORP COM 682189105 2471 269438 SH Sole 269438 0 0 ORTHOFIX INTL N V COM N6748L102 1559 53850 SH Sole 53850 0 0 PACER INTL INC TENN COM 69373H106 1171 54440 SH Sole 54440 0 0 PARAMETRIC TECHNOLOGY CORP COM NEW 699173209 1210 72580 SH Sole 72580 0 0 PARKER DRILLING CO COM 701081101 5906 589980 SH Sole 589980 0 0 PETRO-CDA COM 71644E102 162232 2909988 SH Sole 2909988 0 0 PETROHAWK ENERGY CORP COM 716495106 1150 24840 SH Sole 24840 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 2715 38330 SH Sole 38330 0 0 PHILIP MORRIS INTL INC COM 718172109 208416 4219804 SH Sole 4219804 0 0 PORTFOLIO RECOVERY ASSOCS IN COM 73640Q105 1559 41565 SH Sole 41565 0 0 PRESTIGE BRANDS HLDGS INC COM 74112D101 1800 168900 SH Sole 168900 0 0 PSS WORLD MED INC COM 69366A100 1487 91240 SH Sole 91240 0 0 QIMONDA AG SPONSORED ADR 746904101 651 273570 SH Sole 273570 0 0 ROYAL GOLD INC COM 780287108 1734 55300 SH Sole 55300 0 0 SAKS INC COM 79377W108 957 87185 SH Sole 87185 0 0 SCIELE PHARMA INC COM 808627103 1312 67780 SH Sole 67780 0 0 SCIENTIFIC GAMES CORP CL A 80874p109 1569 52970 SH Sole 52970 0 0 SEMTECH CORP COM 816850101 1633 116040 SH Sole 116040 0 0 SIEMENS A G SPONSORED ADR 826197501 1135 10305 SH Sole 10305 0 0 SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 585 40470 SH Sole 40470 0 0 SMART MODULAR TECHNOLOGIES I ORD SHS G82245104 3765 983050 SH Sole 983050 0 0 SOUTHWEST GAS CORP COM 844895102 1550 52140 SH Sole 52140 0 0 ST MARY LD & EXPL CO COM 792228108 1850 28615 SH Sole 28615 0 0 STAGE STORES INC COM NEW 85254C305 1139 97560 SH Sole 97560 0 0 STMICROELECTRONICS N V NY REGISTRY 861012102 703 68100 SH Sole 68100 0 0 SUPERIOR ENERGY SVCS INC COM 868157108 1844 33435 SH Sole 33435 0 0 SYBASE INC COM 871130100 1357 46130 SH Sole 46130 0 0 SYMANTEC CORP COM 871503108 139159 7191675 SH Sole 7191675 0 0 TARGET CORP COM 87612E106 206198 4435322 SH Sole 4435322 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 763 16650 SH Sole 16650 0 0 THQ INC COM NEW 872443403 1792 88470 SH Sole 88470 0 0 TOTAL S A SPONSORED ADR 89151E109 3152 36960 SH Sole 36960 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 1455 23020 SH Sole 23020 0 0 WATSCO INC COM 942622200 1476 35310 SH Sole 35310 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 1501 34685 SH Sole 34685 0 0 WESTERN UN CO COM 959802109 142049 5746318 SH Sole 5746318 0 0 WPP GROUP PLC SPON ADR 0905 929309409 122334 2558210 SH Sole 2558210 0 0 YAMANA GOLD INC COM 98462Y100 161133 9742044 SH Sole 9742044 0 0
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