0001172661-26-003003.txt : 20260731 0001172661-26-003003.hdr.sgml : 20260731 20260731170230 ACCESSION NUMBER: 0001172661-26-003003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260630 FILED AS OF DATE: 20260731 DATE AS OF CHANGE: 20260731 EFFECTIVENESS DATE: 20260731 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CAMBIAR INVESTORS LLC CENTRAL INDEX KEY: 0000823621 ORGANIZATION NAME: EIN: 841596610 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-01398 FILM NUMBER: 261229392 BUSINESS ADDRESS: STREET 1: 200 COLUMBINE STREET STREET 2: SUITE 800 CITY: DENVER STATE: CO ZIP: 80206 BUSINESS PHONE: 3033029000 MAIL ADDRESS: STREET 1: 200 COLUMBINE STREET STREET 2: SUITE 800 CITY: DENVER STATE: CO ZIP: 80206 FORMER COMPANY: FORMER CONFORMED NAME: CAMBIAR INVESTORS INC DATE OF NAME CHANGE: 19990326 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false 0000823621 XXXXXXXX 06-30-2026 06-30-2026 false CAMBIAR INVESTORS LLC

200 Columbine Street Suite 800 Denver CO 80206

13F HOLDINGS REPORT 028-01398 000115093 801-60541 N Erin Laffrenzen 303-302-9000 /s/ Erin Laffrenzen Denver CO 07-31-2026 0 150 2304001350 INFORMATION TABLE 2 infotable.xml LAZARD INC COM 52110M109 4662847 111179 SH SOLE 110059 0 1120 CME GROUP INC COM 12572Q105 50409085 228271 SH SOLE 224329 0 3942 NNN REIT INC COM 637417106 3536233 75999 SH SOLE 74911 0 1088 TEXAS INSTRS INC COM 882508104 42833851 143704 SH SOLE 140846 0 2858 ENI SPA SPONSORED ADR 26874R108 259745 5543 SH SOLE 5543 0 0 ALIGN TECHNOLOGY INC COM 016255101 10799637 64032 SH SOLE 63760 0 272 ICHOR HOLDINGS SHS G4740B105 2314764 20616 SH SOLE 20616 0 0 JPMORGAN CHASE & CO COM 46625H100 52020593 158924 SH SOLE 155382 0 3542 MARVELL TECHNOLOGY INC COM 573874104 1146579 3849 SH SOLE 3069 0 780 OMNICOM GROUP INC COM 681919106 38036560 522265 SH SOLE 513375 0 8890 SOUTHWEST AIRLS CO COM 844741108 11873855 230919 SH SOLE 229805 0 1114 LAMB WESTON HLDGS INC COM 513272104 2835156 65659 SH SOLE 64650 0 1009 SUNBELT RENTALS HOLDINGS INC SHS 866966104 19652363 262697 SH SOLE 260763 0 1934 ATMUS FILTRATION TECHNOLOGIE COM 04956D107 1462750 28687 SH SOLE 28687 0 0 AMERICAN EXPRESS CO COM 025816109 49930097 147613 SH SOLE 144929 0 2684 ALPHABET INC CAP STK CL A 02079K305 63523232 177752 SH SOLE 174163 0 3589 IDACORP INC COM 451107106 1869009 12353 SH SOLE 12353 0 0 CONSTELLATION BRANDS INC CL A 21036P108 35671717 256465 SH SOLE 251918 0 4547 WEX INC COM 96208T104 4233970 30009 SH SOLE 29711 0 298 GLOBUS MED INC CL A 379577208 4964672 62836 SH SOLE 62227 0 609 METALLUS INC COM 887399103 1725891 92343 SH SOLE 92343 0 0 SYSCO CORP COM 871829107 46201436 552781 SH SOLE 541980 0 10801 TOYOTA MOTOR CORP ADS 892331307 665259 3950 SH SOLE 3950 0 0 UNITED BANKSHARES INC WEST V COM 909907107 1526826 33315 SH SOLE 33315 0 0 SOUTHSTATE BK CORP COM 84472E102 3488708 34922 SH SOLE 34469 0 453 BORGWARNER INC COM 099724106 3418471 51483 SH SOLE 50931 0 552 HONEYWELL INTL INC COM 438516205 29665183 132493 SH SOLE 130399 0 2094 VERSANT MEDIA GROUP INC COM CL A 925283103 32501474 902568 SH SOLE 886826 0 15742 WATSCO INC COM 942622200 3466777 8319 SH SOLE 8232 0 87 EAGLE MATLS INC COM 26969P108 1680525 7469 SH SOLE 7469 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 486126 4139 SH SOLE 4139 0 0 WILLSCOT HLDGS CORP COM CL A 971378104 4228567 146520 SH SOLE 144370 0 2150 BOK FINL CORP COM NEW 05561Q201 5507286 39655 SH SOLE 39271 0 384 DIAGEO PLC SPON ADR NEW 25243Q205 44036505 547854 SH SOLE 539744 0 8110 FEDEX CORP COM 31428X106 32538904 103915 SH SOLE 101892 0 2023 ADVISORS INNER CIRCLE FD CAMBIAR AGGRES 0075W0163 13589242 397673 SH SOLE 397673 0 0 HALEON PLC SPON ADS 405552100 452374 48486 SH SOLE 48486 0 0 INGREDION INC COM 457187102 1721449 18176 SH SOLE 18176 0 0 CHEVRON CORPORATION COM 166764100 30742347 185463 SH SOLE 182136 0 3327 PACKAGING CORP AMER COM 695156109 3510103 14731 SH SOLE 14508 0 223 CORTEVA INC COM 22052L104 205966 2432 SH SOLE 2096 0 336 GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 17065018 4526530 SH SOLE 4508233 0 18297 BARCLAYS PLC ADR 06738E204 13990353 520862 SH SOLE 515250 0 5612 BRISTOL-MYERS SQUIBB CO COM 110122108 58629330 1017517 SH SOLE 1000176 0 17341 ISHARES TR 1 3 YR TREAS BD 464287457 4115279 50119 SH SOLE 50119 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 3849296 201323 SH SOLE 201323 0 0 ZILLOW GROUP INC CL A 98954M101 6717070 214124 SH SOLE 212937 0 1187 ISHARES TR RUS 1000 VAL ETF 464287598 14020454 57833 SH SOLE 56777 0 1056 ASML HLDG NV N Y REGISTRY SHS N07059210 29604857 14881 SH SOLE 14772 0 109 APPLIED MATLS INC COM 038222105 40131561 55507 SH SOLE 54298 0 1209 FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 34365788 227588 SH SOLE 223543 0 4045 SOLVENTUM CORP COM SHS 83444M101 3443050 44628 SH SOLE 43986 0 642 PINNACLE WEST CAP CORP COM 723484101 3480496 32528 SH SOLE 32038 0 490 TERRENO RLTY CORP COM 88146M101 1512056 23345 SH SOLE 23345 0 0 DOLBY LABORATORIES INC COM CL A 25659T107 2455591 46702 SH SOLE 46323 0 379 HONEYWELL AEROSPACE INC COM 43849R105 29291774 132494 SH SOLE 130400 0 2094 VANGUARD INDEX FDS VALUE ETF 922908744 641150 2942 SH SOLE 2905 0 37 EURONET WORLDWIDE INC COM 298736109 2449816 33472 SH SOLE 33292 0 180 SAP SE SPON ADR 803054204 9642200 62567 SH SOLE 61915 0 652 PNC FINL SVCS GROUP INC COM 693475105 56602038 229884 SH SOLE 225329 0 4555 HUB GROUP INC CL A 443320106 1512025 34529 SH SOLE 34529 0 0 ASTRAZENECA PLC ORD G0593M107 24631448 129899 SH SOLE 128942 0 957 PHREESIA INC COM 71944F106 3495482 339697 SH SOLE 335881 0 3816 HALOZYME THERAPEUTICS INC COM 40637H109 1811090 23139 SH SOLE 23139 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 786846 778 SH SOLE 640 0 138 NOVO-NORDISK A S ADR 670100205 14091148 293933 SH SOLE 292361 0 1572 GOPRO INC CL A 38268T103 52853 67934 SH SOLE 67934 0 0 DIODES INC COM 254543101 2222836 20311 SH SOLE 20311 0 0 REGENERON PHARMACEUTICALS COM 75886F107 35899068 57573 SH SOLE 56424 0 1149 NXP SEMICONDUCTORS N V COM N6596X109 3025288 10765 SH SOLE 10765 0 0 MASTERCARD INCORPORATED CL A 57636Q104 50927035 99157 SH SOLE 97142 0 2015 ISHARES TR A RATE CP BD ETF 46429B291 873608 18384 SH SOLE 18384 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 835549 11727 SH SOLE 11633 0 94 ALCON AG ORD SHS H01301128 12430409 185252 SH SOLE 184404 0 848 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 16349131 34234 SH SOLE 33791 0 443 CBOE GLOBAL MKTS INC COM 12503M108 2228439 9183 SH SOLE 9015 0 168 SEMPRA COM 816851109 39892649 430295 SH SOLE 421135 0 9160 OLLIES BARGAIN OUTLET HLDGS COM 681116109 1568890 20407 SH SOLE 20407 0 0 AMRIZE LTD SHS H2927K103 56537709 1060745 SH SOLE 1042664 0 18081 PROSPERITY BANCSHARES INC COM 743606105 5419410 74208 SH SOLE 73573 0 635 RAMBUS INC DEL COM 750917106 2214501 16683 SH SOLE 16683 0 0 TXNM ENERGY INC COM 69349H107 1587512 27959 SH SOLE 27959 0 0 SAIA INC COM 78709Y105 2915691 6923 SH SOLE 6829 0 94 AMERICOLD REALTY TRUST INC COM 03064D108 5920734 376637 SH SOLE 373068 0 3569 TOWER SEMICONDUCTOR LTD SHS NEW M87915274 5814357 22308 SH SOLE 22093 0 215 RTX CORPORATION COM 75513E101 951686 5016 SH SOLE 4194 0 822 REINSURANCE GROUP AMER INC COM NEW 759351604 5225661 24574 SH SOLE 24292 0 282 ISHARES TR 7-10 YR TRSY BD 464287440 448262 4740 SH SOLE 4740 0 0 HEALTHCARE SVCS GROUP INC COM 421906108 1975926 80453 SH SOLE 80453 0 0 CANADIAN NATL RY CO COM 136375102 15695680 131631 SH SOLE 130701 0 930 ISHARES TR CORE S&P MCP ETF 464287507 3065971 39761 SH SOLE 38401 0 1360 LATTICE SEMICONDUCTOR CORP COM 518415104 6465007 42266 SH SOLE 41898 0 368 ESSENTIAL UTILS INC COM 29670G102 3205283 83667 SH SOLE 82457 0 1210 LITTELFUSE INC COM 537008104 3805648 8358 SH SOLE 8220 0 138 ON SEMICONDUCTOR CORP COM 682189105 33932675 358924 SH SOLE 352782 0 6142 WELLTOWER INC COM 95040Q104 376997 1661 SH SOLE 1176 0 485 TEXAS CAP BANCSHARES INC COM 88224Q107 1769154 17133 SH SOLE 17133 0 0 ISHARES TR AGENCY BOND ETF 464288166 1072877 9818 SH SOLE 9818 0 0 NOVARTIS AG SPONSORED ADR 66987V109 203893 1301 SH SOLE 1051 0 250 PEPSICO INC COM 713448108 43189215 318975 SH SOLE 312911 0 6064 ING GROEP N.V. SPONSORED ADR 456837103 18921669 602985 SH SOLE 596576 0 6409 ISHARES TR MSCI EAFE ETF 464287465 14602723 140573 SH SOLE 137077 0 3496 NOV INC COM 62955J103 1670335 90045 SH SOLE 90045 0 0 CISCO SYS INC COM 17275R102 37964364 323211 SH SOLE 317657 0 5554 FIRST AMERN FINL CORP COM 31847R102 1781831 25978 SH SOLE 25978 0 0 ATMOS ENERGY CORP COM 049560105 3348929 19440 SH SOLE 19136 0 304 CENTENE CORP DEL COM 15135B101 43472742 677251 SH SOLE 665961 0 11290 US BANCORP COM NEW 902973304 38909318 644194 SH SOLE 631507 0 12687 COOPER COS INC COM 216648501 3138675 43769 SH SOLE 43389 0 380 TJX COS INC NEW COM 872540109 25372463 167475 SH SOLE 164027 0 3448 QUEST DIAGNOSTICS INC COM 74834L100 3622226 17090 SH SOLE 16830 0 260 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 1052365 20901 SH SOLE 20901 0 0 LABCORP HOLDINGS INC COM SHS 504922105 57636600 205845 SH SOLE 202230 0 3615 TE CONNECTIVITY PLC ORD SHS G87052109 663297 3290 SH SOLE 2839 0 451 WEYERHAEUSER CO COM NEW 962166104 26319468 1099393 SH SOLE 1078961 0 20432 ADDUS HOMECARE CORP COM 006739106 1606917 15994 SH SOLE 15994 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 32221457 261729 SH SOLE 257044 0 4685 UNION PAC CORP COM 907818108 62222176 228758 SH SOLE 224609 0 4149 NETSTREIT CORP COM 64119V303 1847163 87419 SH SOLE 87419 0 0 SLB LIMITED COM STK 806857108 25535330 549265 SH SOLE 539632 0 9633 ACV AUCTIONS INC COM CL A 00091G104 3906169 543278 SH SOLE 538372 0 4906 EPR PPTYS COM SH BEN INT 26884U109 1724579 29729 SH SOLE 29729 0 0 RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 14652019 226286 SH SOLE 224438 0 1848 SMURFIT WESTROCK PLC SHS G8267P108 21425504 463154 SH SOLE 459826 0 3328 GENTEX CORP COM 371901109 5047809 199755 SH SOLE 197828 0 1927 HF SINCLAIR CORP COM 403949100 3369458 48377 SH SOLE 47698 0 679 SONY GROUP CORP SPONSORED ADR 835699307 12160051 606184 SH SOLE 599639 0 6545 MASCO CORP COM 574599106 46749750 574533 SH SOLE 564816 0 9717 ALAMO GROUP INC COM 011311107 1426128 8670 SH SOLE 8670 0 0 RENAISSANCERE HLDGS LTD COM G7496G103 1664676 5253 SH SOLE 5253 0 0 CHUBB LIMITED COM H1467J104 35833241 105163 SH SOLE 102963 0 2200 APTIV PLC COM SHS G3265R107 39504475 643605 SH SOLE 632939 0 10666 HEALTHSTREAM INC COM 42222N103 1844662 67694 SH SOLE 67694 0 0 MONARCH CASINO & RESORT INC COM 609027107 1569976 11929 SH SOLE 11929 0 0 SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103 4603679 307527 SH SOLE 305383 0 2144 DELTA AIR LINES INC COM NEW 247361702 66373283 708662 SH SOLE 696490 0 12172 MEDTRONIC PLC SHS G5960L103 47891937 612194 SH SOLE 601215 0 10979 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 1825768 52031 SH SOLE 52031 0 0 UBER TECHNOLOGIES INC COM 90353T100 57322461 794380 SH SOLE 780407 0 13973 CLOROX CO DEL COM 189054109 2613529 27384 SH SOLE 27137 0 247 AEGON LTD AMER REG 1 CERT 0076CA104 384991 45615 SH SOLE 45615 0 0 ISHARES TR CORE MSCI EURO 46434V738 286623 3813 SH SOLE 3813 0 0 AMAZON COM INC COM 023135106 53526159 224579 SH SOLE 219979 0 4600 WILLIAMS COS INC COM 969457100 313269 4214 SH SOLE 3112 0 1102 ELEVANCE HEALTH INC FORMERLY COM 036752103 56058060 144954 SH SOLE 142554 0 2400 LAUDER ESTEE COS INC CL A 518439104 845318 10707 SH SOLE 10319 0 388 LINCOLN ELEC HLDGS INC COM 533900106 2668641 10051 SH SOLE 9861 0 190 HEALTHEQUITY INC COM 42226A107 1629915 18046 SH SOLE 18046 0 0 BANNER CORP COM NEW 06652V208 1737207 26147 SH SOLE 26147 0 0 FIDELITY NATL FINL INC COM SHS 31620R303 3301011 69996 SH SOLE 68898 0 1098