-----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, JAlhRLAP1GeMVeUtfRf+nHtZCwr38ozOptnr+jSfxszY9OBMKjwvMDb7IzzfFl/X BWrkj8X4px8/eWZgDpGLWQ== 0001172661-08-000669.txt : 20081030 0001172661-08-000669.hdr.sgml : 20081030 20081030095434 ACCESSION NUMBER: 0001172661-08-000669 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080930 FILED AS OF DATE: 20081030 DATE AS OF CHANGE: 20081030 EFFECTIVENESS DATE: 20081030 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: 081149554 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 cam3q08.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: September 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 October 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: $5,819,932 (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 SHS H0023R105 107548 1986850 SH Sole 1986850 0 0 AETNA INC NEW COM 00817y108 111501 3087804 SH Sole 3087804 0 0 ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 01881G106 14247 384939 SH Sole 384939 0 0 ALLIANT TECHSYSTEMS INC COM 018804104 1473 15680 SH Sole 15680 0 0 ALLIANZ SE SP ADR 1/10 SH 018805101 1484 108240 SH Sole 108240 0 0 ALLSTATE CORP COM 020002101 184057 3990821 SH Sole 3990821 0 0 AMEDISYS INC COM 023436108 1514 31111 SH Sole 31111 0 0 AMERICAN EQTY INVT LIFE HLD COM 025676206 1180 157360 SH Sole 157360 0 0 AMERIPRISE FINL INC COM 03076C106 107017 2801496 SH Sole 2801496 0 0 ANADARKO PETE CORP COM 032511107 211590 4361772 SH Sole 4361772 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 158732 7244751 SH Sole 7244751 0 0 ARM HLDGS PLC SPONSORED ADR 042068106 558 107250 SH Sole 107250 0 0 ASPEN INSURANCE HOLDINGS LTD SHS G05384105 1802 65510 SH Sole 65510 0 0 BAKER HUGHES INC COM 057224107 135371 2236064 SH Sole 2236064 0 0 BARR PHARMACEUTICALS INC COM 068306109 128106 1961806 SH Sole 1961806 0 0 BJ SVCS CO COM 055482103 97917 5118482 SH Sole 5118482 0 0 BP PLC SPONSORED ADR 055622104 168705 3362668 SH Sole 3362668 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1241 80655 SH Sole 80655 0 0 CAMPBELL SOUP CO COM 134429109 118842 3078796 SH Sole 3078796 0 0 CANADIAN PAC RY LTD COM 13645T100 665 12350 SH Sole 12350 0 0 CARTER INC COM 146229109 1563 79205 SH Sole 79205 0 0 CHEVRON CORP NEW COM 166764100 115920 1405429 SH Sole 1405429 0 0 CONAGRA FOODS INC COM 205887102 78654 4041836 SH Sole 4041836 0 0 CVS CAREMARK CORPORATION COM 126650100 818276 6310048 SH Sole 6310048 0 0 CYTEC INDS INC COM 232820100 1371 35240 SH Sole 35240 0 0 DIEBOLD INC COM 253651103 1515 45770 SH Sole 45770 0 0 DIRECTV GROUP INC COM 25459L106 120217 4591954 SH Sole 4591954 0 0 DST SYS INC DEL COM 233326107 2247 40135 SH Sole 40135 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 197697 4905624 SH Sole 4905624 0 0 EBAY INC COM 278642103 112668 5034322 SH Sole 5034322 0 0 EL PASO CORP COM 28336L109 172841 13545554 SH Sole 13545554 0 0 EPICOR SOFTWARE CORP COM 29426L108 1566 198505 SH Sole 198505 0 0 EURONET WORLDWIDE INC COM 298736109 1540 92065 SH Sole 92065 0 0 FAIR ISAAC CORP COM 303250104 1419 61565 SH Sole 61565 0 0 FAIRCHILD SEMICONDUCTOR INTL COM 303726103 1108 124650 SH Sole 124650 0 0 FEDERATED INVS INC PA CL B 314211103 1793 62155 SH Sole 62155 0 0 FLEXTRONICS INTL LTD ORD y2573f102 134465 18992173 SH Sole 18992173 0 0 FORMFACTOR INC COM 346375108 1564 89755 SH Sole 89755 0 0 FRESH DEL MONTE PRODUCE INC ORD G36738105 1611 72580 SH Sole 72580 0 0 HALLIBURTON CO COM 406216101 153748 4746784 SH Sole 4746784 0 0 HANOVER INS GROUP INC COM 410867105 1764 38755 SH Sole 38755 0 0 HARMONIC INC COM 413160102 1667 197270 SH Sole 197270 0 0 HEALTH NET INC COM 42222G108 1483 62840 SH Sole 62840 0 0 HEIDRICK & STRUGGLES INTL IN COM 422819102 1590 52745 SH Sole 52745 0 0 HONDA MOTOR LTD AMERN SHS 438128308 556 18480 SH Sole 18480 0 0 HUMANA INC COM 444859102 125336 3042140 SH Sole 3042140 0 0 INFINEON TECHNOLOGIES AG SPONSORED ADR 45662N103 79515 14224451 SH Sole 14224451 0 0 INGRAM MICRO INC CL A 457153104 107837 6710425 SH Sole 6710425 0 0 INTEL CORP COM 458140100 165596 8841211 SH Sole 8841211 0 0 INTERPUBLIC GROUP COS INC COM 460690100 75082 9688005 SH Sole 9688005 0 0 INVENTIV HEALTH INC COM 46122E105 1374 77825 SH Sole 77825 0 0 INVERNESS MED INNOVATIONS IN COM 46126P106 1587 52890 SH Sole 52890 0 0 ISHARES TR US TIPS BD FD 464287176 1031 10180 SH Sole 10180 0 0 ISHARES TR IBOXX INV CPBD 464287242 826 9200 SH Sole 9200 0 0 ISHARES TR RUSSELL1000VAL 464287598 265 4140 SH Sole 4140 0 0 ISHARES TR 1-3 YR TRS BD 464287457 1082 12950 SH Sole 12950 0 0 JACK IN THE BOX INC COM 466367109 1289 61100 SH Sole 61100 0 0 K V PHARMACEUTICAL CO CL A 482740206 1415 62320 SH Sole 62320 0 0 KBR INC COM 48242W106 1428 93500 SH Sole 93500 0 0 KENNAMETAL INC COM 489170100 1195 44050 SH Sole 44050 0 0 KINROSS GOLD CORP COM NO PAR 496902404 775 48050 SH Sole 48050 0 0 KLA-TENCOR CORP COM 482480100 96094 3036141 SH Sole 3036141 0 0 LIFEPOINT HOSPITALS INC COM 53219L109 1446 44980 SH Sole 44980 0 0 LIMITED BRANDS INC COM 532716107 79015 4562093 SH Sole 4562093 0 0 LINCOLN NATL CORP IND COM 534187109 142834 3336472 SH Sole 3336472 0 0 MARATHON OIL CORP COM 565849106 168880 4235778 SH Sole 4235778 0 0 MAX CAPITAL GROUP LTD SHS G6052F103 1127 48495 SH Sole 48495 0 0 NABORS INDUSTRIES LTD SHS G6359F103 107805 4326044 SH Sole 4326044 0 0 NASDAQ OMX GROUP INC COM 631103108 28340 927060 SH Sole 927060 0 0 NEWMONT MINING CORP COM 651639106 172269 4444495 SH Sole 4444495 0 0 NEWS CORP CL A 65248E104 105252 8778313 SH Sole 8778313 0 0 OIL STS INTL INC COM 678026105 1104 31220 SH Sole 31220 0 0 ON SEMICONDUCTOR CORP COM 682189105 1489 220233 SH Sole 220233 0 0 ORTHOFIX INTL N V COM N6748L102 1182 63430 SH Sole 63430 0 0 PARKER DRILLING CO COM 701081101 1671 208320 SH Sole 208320 0 0 PETRO-CDA COM 71644E102 107897 3235278 SH Sole 3235278 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 1440 32775 SH Sole 32775 0 0 PHILIP MORRIS INTL INC COM 718172109 100453 2088429 SH Sole 2088429 0 0 PORTFOLIO RECOVERY ASSOCS IN COM 73640Q105 1458 29975 SH Sole 29975 0 0 PSS WORLD MED INC COM 69366A100 1815 93080 SH Sole 93080 0 0 REINSURANCE GROUP AMER INC CL A 759351406 1692 31340 SH Sole 31340 0 0 RESMED INC COM 761152107 1486 34550 SH Sole 34550 0 0 ROSETTA RESOURCES INC COM 777779307 1260 68635 SH Sole 68635 0 0 ROYAL GOLD INC COM 780287108 1369 38070 SH Sole 38070 0 0 SAKS INC COM 79377W108 1176 127135 SH Sole 127135 0 0 SCIELE PHARMA INC COM 808627103 1208 39230 SH Sole 39230 0 0 SCIENTIFIC GAMES CORP CL A 80874p109 1217 52850 SH Sole 52850 0 0 SEMTECH CORP COM 816850101 1612 115460 SH Sole 115460 0 0 SHANDA INTERACTIVE ENTMT LTD SPONSORED ADR 81941Q203 435 17020 SH Sole 17020 0 0 SIEMENS A G SPONSORED ADR 826197501 870 9265 SH Sole 9265 0 0 SONY CORP ADR NEW 835699307 411 13320 SH Sole 13320 0 0 SOUTHWEST GAS CORP COM 844895102 1047 34600 SH Sole 34600 0 0 ST MARY LD & EXPL CO COM 792228108 1314 36845 SH Sole 36845 0 0 STAGE STORES INC COM NEW 85254C305 1326 97100 SH Sole 97100 0 0 SUPERIOR ENERGY SVCS INC COM 868157108 1038 33335 SH Sole 33335 0 0 SYMANTEC CORP COM 871503108 82160 4196140 SH Sole 4196140 0 0 TARGET CORP COM 87612E106 113594 2315878 SH Sole 2315878 0 0 TELEFONICA S A SPONSORED ADR 879382208 864 12080 SH Sole 12080 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 41534 907054 SH Sole 907054 0 0 THQ INC COM NEW 872443403 1064 88380 SH Sole 88380 0 0 TIME WARNER INC COM 887317105 135110 10305858 SH Sole 10305858 0 0 TOTAL S A SPONSORED ADR 89151E109 226 3730 SH Sole 3730 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 1291 23040 SH Sole 23040 0 0 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 1704 77090 SH Sole 77090 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 1467 30040 SH Sole 30040 0 0 WPP GROUP PLC SPON ADR 0905 929309409 129698 3191376 SH Sole 3191376 0 0 XTO ENERGY INC COM 98385x106 124162 2669005 SH Sole 2669005 0 0
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