Cambiar Investors

Cambiar Investors as of June 30, 2013

Portfolio Holdings for Cambiar Investors

Cambiar Investors holds 116 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ford Motor Company (F) 2.6 $164M 11M 15.47
Google 2.6 $161M 183k 880.37
Dow Chemical Company 2.3 $145M 4.5M 32.17
Occidental Petroleum Corporation (OXY) 2.3 $145M 1.6M 89.23
Valero Energy Corporation (VLO) 2.3 $143M 4.1M 34.77
Merck & Co (MRK) 2.3 $143M 3.1M 46.45
Devon Energy Corporation (DVN) 1.9 $119M 2.3M 51.88
Vodafone 1.9 $118M 4.1M 28.75
Mosaic (MOS) 1.9 $117M 2.2M 53.81
Halliburton Company (HAL) 1.8 $114M 2.7M 41.72
Flextronics International Ltd Com Stk (FLEX) 1.8 $112M 15M 7.74
Prudential Financial (PRU) 1.8 $110M 1.5M 73.03
MetLife (MET) 1.8 $108M 2.4M 45.76
KBR (KBR) 1.7 $107M 3.3M 32.50
Capital One Financial (COF) 1.7 $106M 1.7M 62.81
Express Scripts Holding 1.7 $106M 1.7M 61.74
Carnival Corporation (CCL) 1.7 $105M 3.1M 34.29
Aetna 1.7 $105M 1.7M 63.54
Baxter International (BAX) 1.7 $105M 1.5M 69.27
Ace Limited Cmn 1.7 $104M 1.2M 89.48
Target Corporation (TGT) 1.7 $104M 1.5M 68.86
Novartis (NVS) 1.7 $104M 1.5M 70.71
National-Oilwell Var 1.6 $102M 1.5M 68.90
Honeywell International (HON) 1.6 $101M 1.3M 79.34
Stanley Black & Decker (SWK) 1.6 $100M 1.3M 77.30
Darden Restaurants (DRI) 1.6 $100M 2.0M 50.48
Procter & Gamble Company (PG) 1.6 $100M 1.3M 76.99
Abbott Laboratories (ABT) 1.6 $99M 2.8M 34.88
Regions Financial Corporation (RF) 1.6 $99M 10M 9.53
Symantec Corporation 1.6 $99M 4.4M 22.48
Norfolk Southern (NSC) 1.5 $93M 1.3M 72.65
ON Semiconductor (ON) 1.4 $90M 11M 8.08
Superior Energy Services 1.4 $86M 3.3M 25.94
CVS Caremark Corporation (CVS) 1.4 $86M 1.5M 57.18
Air Products & Chemicals (APD) 1.4 $84M 920k 91.57
Rockwell Automation (ROK) 1.3 $81M 969k 83.14
Willis Group Holdings 1.2 $77M 1.9M 40.78
Royal Dutch Shell 1.2 $73M 1.1M 63.80
Harman International Industries 0.8 $51M 948k 54.20
Aercap Holdings Nv Ord Cmn (AER) 0.8 $49M 2.8M 17.46
Diebold Incorporated 0.7 $43M 1.3M 33.69
Magellan Health Services 0.7 $43M 764k 56.08
Ann 0.7 $43M 1.3M 33.20
WellCare Health Plans 0.7 $42M 749k 55.55
Finisar Corporation 0.7 $41M 2.4M 16.95
Exelis 0.7 $41M 3.0M 13.79
Crane 0.7 $41M 679k 59.92
Umpqua Holdings Corporation 0.7 $41M 2.7M 15.01
Health Net 0.7 $41M 1.3M 31.82
Air Lease Corp (AL) 0.7 $41M 1.5M 27.59
First Niagara Financial 0.7 $40M 4.0M 10.07
Hanover Insurance (THG) 0.7 $40M 819k 48.93
Scotts Miracle-Gro Company (SMG) 0.7 $40M 835k 48.31
TreeHouse Foods (THS) 0.7 $40M 615k 65.54
Teradyne (TER) 0.7 $40M 2.3M 17.57
Ptc (PTC) 0.7 $40M 1.6M 24.53
Atmel Corporation 0.6 $40M 5.4M 7.34
Tetra Tech (TTEK) 0.6 $39M 1.7M 23.51
Sotheby's 0.6 $39M 1.0M 37.91
TCF Financial Corporation 0.6 $39M 2.7M 14.18
Darling International (DAR) 0.6 $39M 2.1M 18.66
Microsemi Corporation 0.6 $39M 1.7M 22.75
Cabot Corporation (CBT) 0.6 $38M 1.0M 37.42
Cathay General Ban (CATY) 0.6 $39M 1.9M 20.35
Wendy's/arby's Group (WEN) 0.6 $39M 6.6M 5.83
Aspen Insurance Holdings 0.6 $38M 1.0M 37.09
Bruker Corporation (BRKR) 0.6 $38M 2.4M 16.15
Foster Wheeler Ltd Com Stk 0.6 $38M 1.7M 21.71
C&j Energy Services 0.6 $38M 1.9M 19.37
Carpenter Technology Corporation (CRS) 0.6 $37M 824k 45.07
Western Refining 0.6 $36M 1.3M 28.07
Seaworld Entertainment (SEAS) 0.6 $37M 1.0M 35.10
Key Energy Services 0.6 $35M 5.9M 5.95
JDS Uniphase Corporation 0.6 $35M 2.4M 14.39
Intrepid Potash 0.6 $35M 1.8M 19.05
Harsco Corporation (NVRI) 0.5 $33M 1.4M 23.19
Aeropostale 0.5 $31M 2.3M 13.80
Fresh Del Monte Produce (FDP) 0.5 $31M 1.1M 27.88
Korn/Ferry International (KFY) 0.5 $31M 1.7M 18.74
ABM Industries (ABM) 0.5 $30M 1.2M 24.51
Finish Line 0.5 $30M 1.4M 21.86
Integra LifeSciences Holdings (IART) 0.5 $30M 822k 36.63
McDermott International 0.5 $30M 3.7M 8.18
Quality Systems 0.5 $31M 1.6M 18.71
Lattice Semiconductor (LSCC) 0.5 $31M 6.0M 5.07
Approach Resources 0.5 $28M 1.1M 24.57
Brink's Company (BCO) 0.4 $27M 1.1M 25.51
Atwood Oceanics 0.3 $19M 365k 52.05
Nidec Corporation (NJDCY) 0.3 $18M 1.0M 17.52
America Movil Sab De Cv spon adr l 0.2 $13M 616k 21.75
Nippon Telegraph & Telephone (NTTYY) 0.2 $14M 523k 26.01
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.2 $13M 264k 49.68
LifePoint Hospitals 0.2 $13M 258k 48.84
Schlumberger (SLB) 0.2 $13M 177k 71.66
Shire 0.2 $13M 133k 95.11
Sap (SAP) 0.2 $12M 166k 72.83
US Airways 0.2 $13M 764k 16.42
Suncor Energy (SU) 0.2 $13M 425k 29.49
Wpp Plc- (WPP) 0.2 $12M 144k 85.39
Coca-cola Enterprises 0.2 $12M 339k 35.16
American Equity Investment Life Holding (AEL) 0.2 $11M 727k 15.70
Banco Bilbao Vizcaya Argentaria SA (BBVA) 0.2 $11M 1.4M 8.41
Banco Itau Holding Financeira (ITUB) 0.2 $11M 821k 12.92
Royal Dutch Shell 0.1 $7.2M 109k 66.27
LSI Corporation 0.1 $4.9M 691k 7.14
Barclays (BCS) 0.1 $4.5M 264k 17.12
Verizon Communications (VZ) 0.1 $3.3M 66k 50.34
Jabil Circuit (JBL) 0.1 $3.1M 152k 20.38
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.0 $2.5M 22k 113.67
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.0 $2.6M 31k 84.28
iShares Barclays Agency Bond Fund (AGZ) 0.0 $2.5M 23k 110.71
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.0 $1.1M 10k 105.00
CareFusion Corporation 0.0 $387k 11k 36.85
Celanese Corporation (CE) 0.0 $329k 7.3k 44.86
Ing U S 0.0 $391k 15k 27.06
iShares Lehman Aggregate Bond (AGG) 0.0 $214k 2.0k 107.00