-----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, TlK91Djg1Se9ytUHtn9THLJ2NqvblkaX4r/cfvNm1qUhwDgvelrWbDz3/BTb0D84 tLpg86G452NV9E7lL2ms1w== 0001172661-09-001307.txt : 20090806 0001172661-09-001307.hdr.sgml : 20090806 20090806172822 ACCESSION NUMBER: 0001172661-09-001307 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090630 FILED AS OF DATE: 20090806 DATE AS OF CHANGE: 20090806 EFFECTIVENESS DATE: 20090806 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: 09992826 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 cam2q09.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, 2009 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 August 06, 2009 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: $4,212,340 (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 - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ABBOTT LABS COM 002824100 92973 1976477 SH Sole 1976477 0 0 ACE LTD SHS H0023R105 101814 2301915 SH Sole 2301915 0 0 AETNA INC NEW COM 00817y108 104405 4167867 SH Sole 4167867 0 0 AGRIUM INC COM 008916108 404 10130 SH Sole 10130 0 0 ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 01881G106 27805 1384034 SH Sole 1384034 0 0 ALLIANT TECHSYSTEMS INC COM 018804104 931 11304 SH Sole 11304 0 0 ALLSTATE CORP COM 020002101 84514 3463677 SH Sole 3463677 0 0 ALTRIA GROUP INC COM 02209S103 114880 7009143 SH Sole 7009143 0 0 AMEDISYS INC COM 023436108 900 27270 SH Sole 27270 0 0 AMERICAN EQTY INVT LIFE HLD COM 025676206 1058 189571 SH Sole 189571 0 0 AMERIPRISE FINL INC COM 03076C106 106078 4370761 SH Sole 4370761 0 0 ANADARKO PETE CORP COM 032511107 107252 2362909 SH Sole 2362909 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 60470 2258887 SH Sole 2258887 0 0 ARM HLDGS PLC SPONSORED ADR 042068106 521 87200 SH Sole 87200 0 0 ASPEN INSURANCE HOLDINGS LTD SHS G05384105 892 39946 SH Sole 39946 0 0 ATMI INC COM 00207r101 931 59978 SH Sole 59978 0 0 AXA SPONSORED ADR 054536107 438 23100 SH Sole 23100 0 0 BP PLC SPONSORED ADR 055622104 168536 3534722 SH Sole 3534722 0 0 BRITISH SKY BROADCASTING GRO SPONSORED ADR 111013108 376 12530 SH Sole 12530 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 709 42783 SH Sole 42783 0 0 CA INC COM 12673P105 86761 4977697 SH Sole 4977697 0 0 CANADIAN NATL RY CO COM 136375102 420 9780 SH Sole 9780 0 0 CHATTEM INC COM 162456107 1075 15788 SH Sole 15788 0 0 CHEVRON CORP NEW COM 166764100 126618 1911222 SH Sole 1911222 0 0 CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 837 67501 SH Sole 67501 0 0 COLGATE PALMOLIVE CO COM 194162103 96959 1370632 SH Sole 1370632 0 0 CORN PRODS INTL INC COM 219023108 968 36134 SH Sole 36134 0 0 COVANTA HLDG CORP COM 22282E102 966 56981 SH Sole 56981 0 0 CVS CAREMARK CORPORATION COM 126650100 170337 5344757 SH Sole 5344757 0 0 DIAGEO P L C SPON ADR NEW 25243q205 647 11300 SH Sole 11300 0 0 DIEBOLD INC COM 253651103 993 37689 SH Sole 37689 0 0 DIRECTV GROUP INC COM 25459L106 168402 6815127 SH Sole 6815127 0 0 DREAMWORKS ANIMATION SKG INC CL A 26153C103 1039 37659 SH Sole 37659 0 0 DST SYS INC DEL COM 233326107 64151 1736163 SH Sole 1736163 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 130820 5106158 SH Sole 5106158 0 0 EL PASO CORP COM 28336L109 274 29695 SH Sole 29695 0 0 ENTERGY CORP NEW COM 29364G103 133754 1725410 SH Sole 1725410 0 0 EPICOR SOFTWARE CORP COM 29426L108 981 185062 SH Sole 185062 0 0 FEDERATED INVS INC PA CL B 314211103 890 36941 SH Sole 36941 0 0 FLEXTRONICS INTL LTD ORD y2573f102 101558 24471717 SH Sole 24471717 0 0 FLOWERS FOODS INC COM 343498101 1004 45949 SH Sole 45949 0 0 FOREST OIL CORP COM PAR $0.01 346091705 745 49900 SH Sole 49900 0 0 FRESH DEL MONTE PRODUCE INC ORD G36738105 849 52200 SH Sole 52200 0 0 HAIN CELESTIAL GROUP INC COM 405217100 983 62968 SH Sole 62968 0 0 HALLIBURTON CO COM 406216101 82709 3995619 SH Sole 3995619 0 0 HANOVER INS GROUP INC COM 410867105 1047 27461 SH Sole 27461 0 0 HARMONIC INC COM 413160102 1071 181778 SH Sole 181778 0 0 HEALTH NET INC COM 42222G108 839 53925 SH Sole 53925 0 0 HEIDRICK & STRUGGLES INTL IN COM 422819102 977 53521 SH Sole 53521 0 0 HOSPIRA INC COM 441060100 98347 2553152 SH Sole 2553152 0 0 INGRAM MICRO INC CL A 457153104 69506 3971771 SH Sole 3971771 0 0 INTEL CORP COM 458140100 138465 8366469 SH Sole 8366469 0 0 INTERPUBLIC GROUP COS INC COM 460690100 63355 12545449 SH Sole 12545449 0 0 INTERSIL CORP CL A 46069S109 1036 82391 SH Sole 82391 0 0 INVENTIV HEALTH INC COM 46122E105 959 70909 SH Sole 70909 0 0 INVERNESS MED INNOVATIONS IN COM 46126P106 920 25846 SH Sole 25846 0 0 JACK IN THE BOX INC COM 466367109 977 43524 SH Sole 43524 0 0 KBR INC COM 48242W106 67692 3670919 SH Sole 3670919 0 0 KENNAMETAL INC COM 489170100 776 40439 SH Sole 40439 0 0 KING PHARMACEUTICALS INC COM 495582108 764 79329 SH Sole 79329 0 0 KINROSS GOLD CORP COM NO PAR 496902404 468 25800 SH Sole 25800 0 0 LENNOX INTL INC COM 526107107 1044 32500 SH Sole 32500 0 0 LIMITED BRANDS INC COM 532716107 61672 5152249 SH Sole 5152249 0 0 MARATHON OIL CORP COM 565849106 130075 4317137 SH Sole 4317137 0 0 MATTEL INC COM 577081102 87792 5469913 SH Sole 5469913 0 0 MAX CAPITAL GROUP LTD SHS G6052F103 985 53342 SH Sole 53342 0 0 MICROSOFT CORP COM 594918104 123375 5190349 SH Sole 5190349 0 0 NCR CORP NEW COM 62886e108 1111 93942 SH Sole 93942 0 0 NEWS CORP CL A 65248E104 78831 8653231 SH Sole 8653231 0 0 NORFOLK SOUTHERN CORP COM 655844108 130489 3463995 SH Sole 3463995 0 0 OIL STS INTL INC COM 678026105 885 36555 SH Sole 36555 0 0 ON SEMICONDUCTOR CORP COM 682189105 1230 179304 SH Sole 179304 0 0 ORBITAL SCIENCES CORP COM 685564106 1017 67042 SH Sole 67042 0 0 ORTHOFIX INTL N V COM N6748L102 827 33075 SH Sole 33075 0 0 PEABODY ENERGY CORP COM 704549104 56034 1857875 SH Sole 1857875 0 0 PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 264 7900 SH Sole 7900 0 0 PHILIP MORRIS INTL INC COM 718172109 124373 2851285 SH Sole 2851285 0 0 PORTFOLIO RECOVERY ASSOCS IN COM 73640Q105 1019 26313 SH Sole 26313 0 0 PSYCHIATRIC SOLUTIONS INC COM 74439H108 1094 48103 SH Sole 48103 0 0 REINSURANCE GROUP AMER INC COM NEW 759351604 1022 29287 SH Sole 29287 0 0 RESMED INC COM 761152107 1059 26003 SH Sole 26003 0 0 ROBBINS & MYERS INC COM 770196103 785 40755 SH Sole 40755 0 0 ROSETTA RESOURCES INC COM 777779307 2177 248499 SH Sole 248499 0 0 SILGAN HOLDINGS INC COM 827048109 799 16295 SH Sole 16295 0 0 SOTHEBYS COM 835898107 1182 83783 SH Sole 83783 0 0 STAGE STORES INC COM NEW 85254C305 780 70295 SH Sole 70295 0 0 SUPERIOR ENERGY SVCS INC COM 868157108 832 48164 SH Sole 48164 0 0 SYNOPSYS INC COM 871607107 1006 51552 SH Sole 51552 0 0 TARGET CORP COM 87612E106 81185 2056867 SH Sole 2056867 0 0 TELEFONICA S A SPONSORED ADR 879382208 418 6160 SH Sole 6160 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 78591 1592842 SH Sole 1592842 0 0 TIME WARNER INC COM NEW 887317303 117297 4656504 SH Sole 4656504 0 0 TOTAL S A SPONSORED ADR 89151E109 1191 21955 SH Sole 21955 0 0 UNILEVER N V N Y SHS NEW 904784709 106563 4407069 SH Sole 4407069 0 0 UNIVERSAL CORP VA COM 913456109 917 27702 SH Sole 27702 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 749 15332 SH Sole 15332 0 0 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 585 30035 SH Sole 30035 0 0 WEATHERFORD INTERNATIONAL LT REG H27013103 83246 4255940 SH Sole 4255940 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 1030 29566 SH Sole 29566 0 0 WESTERN UN CO COM 959802109 155694 9493525 SH Sole 9493525 0 0 WILLIS GROUP HOLDINGS LTD SHS G96655108 83307 3237755 SH Sole 3237755 0 0 WPP PLC ADR 92933H101 2374 71388 SH Sole 71388 0 0 XTO ENERGY INC COM 98385x106 89608 2349444 SH Sole 2349444 0 0
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