Cambiar Investors

Cambiar Investors as of Sept. 30, 2013

Portfolio Holdings for Cambiar Investors

Cambiar Investors holds 137 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Valero Energy Corporation (VLO) 2.4 $147M 4.3M 34.15
Google 2.4 $147M 168k 875.91
Abbott Laboratories (ABT) 2.4 $146M 4.4M 33.19
Occidental Petroleum Corporation (OXY) 2.3 $140M 1.5M 93.54
Ford Motor Company (F) 2.2 $136M 8.1M 16.87
Merck & Co (MRK) 2.2 $135M 2.8M 47.61
Target Corporation (TGT) 1.9 $118M 1.8M 63.98
Novartis (NVS) 1.8 $111M 1.4M 76.71
Stanley Black & Decker (SWK) 1.8 $107M 1.2M 90.57
KBR (KBR) 1.7 $104M 3.2M 32.64
Capital One Financial (COF) 1.7 $104M 1.5M 68.74
Symantec Corporation 1.7 $104M 4.2M 24.75
Vodafone 1.7 $104M 2.9M 35.18
National-Oilwell Var 1.7 $102M 1.3M 78.11
Halliburton Company (HAL) 1.7 $102M 2.1M 48.15
Honeywell International (HON) 1.7 $101M 1.2M 83.04
Comcast Corporation (CMCSA) 1.6 $101M 2.2M 45.12
MetLife (MET) 1.6 $100M 2.1M 46.95
Ace Limited Cmn 1.6 $99M 1.1M 93.56
Dow Chemical Company 1.6 $100M 2.6M 38.40
Flextronics International Ltd Com Stk (FLEX) 1.6 $100M 11M 9.09
Superior Energy Services 1.6 $99M 4.0M 25.04
Activision Blizzard 1.6 $98M 5.9M 16.68
Express Scripts Holding 1.6 $97M 1.6M 61.80
Aetna 1.6 $96M 1.5M 64.02
Prudential Financial (PRU) 1.6 $96M 1.2M 77.98
Baxter International (BAX) 1.5 $93M 1.4M 65.69
CVS Caremark Corporation (CVS) 1.5 $94M 1.6M 56.75
Rockwell Automation (ROK) 1.5 $93M 874k 106.94
Carnival Corporation (CCL) 1.5 $91M 2.8M 32.64
Regions Financial Corporation (RF) 1.5 $92M 9.9M 9.26
Darden Restaurants (DRI) 1.5 $91M 2.0M 46.29
Norfolk Southern (NSC) 1.5 $91M 1.2M 77.35
Procter & Gamble Company (PG) 1.5 $90M 1.2M 75.59
Willis Group Holdings 1.2 $75M 1.7M 43.33
ON Semiconductor (ON) 1.2 $73M 10M 7.31
Air Products & Chemicals (APD) 1.1 $69M 646k 106.57
Aercap Holdings Nv Ord Cmn (AER) 0.9 $56M 2.9M 19.46
Foster Wheeler Ltd Com Stk 0.8 $47M 1.8M 26.34
Ann 0.8 $47M 1.3M 36.22
Ptc (PTC) 0.8 $47M 1.7M 28.46
Magellan Health Services 0.8 $46M 773k 59.96
Key Energy Services 0.8 $47M 6.4M 7.29
Hanover Insurance (THG) 0.8 $46M 835k 55.32
Scotts Miracle-Gro Company (SMG) 0.8 $47M 848k 55.03
Exelis 0.8 $47M 3.0M 15.71
Darling International (DAR) 0.7 $45M 2.1M 21.16
Cathay General Ban (CATY) 0.7 $45M 1.9M 23.37
Carpenter Technology Corporation (CRS) 0.7 $45M 779k 58.11
Cabot Corporation (CBT) 0.7 $45M 1.0M 42.71
WellCare Health Plans 0.7 $45M 639k 69.74
Tetra Tech (TTEK) 0.7 $44M 1.7M 25.89
Genes (GCO) 0.7 $44M 667k 65.58
Regal-beloit Corporation (RRX) 0.7 $44M 647k 67.93
Crane 0.7 $43M 701k 61.67
Bruker Corporation (BRKR) 0.7 $43M 2.1M 20.65
Sotheby's 0.7 $43M 870k 49.13
First Niagara Financial 0.7 $43M 4.1M 10.37
Western Refining 0.7 $42M 1.4M 30.04
JDS Uniphase Corporation 0.7 $42M 2.9M 14.71
Air Lease Corp (AL) 0.7 $42M 1.5M 27.66
Atmel Corporation 0.7 $41M 5.6M 7.44
Health Net 0.7 $42M 1.3M 31.70
Teradyne (TER) 0.7 $42M 2.5M 16.52
Haemonetics Corporation (HAE) 0.7 $40M 1.0M 39.88
TCF Financial Corporation 0.7 $41M 2.8M 14.28
Umpqua Holdings Corporation 0.7 $41M 2.5M 16.22
Seaworld Entertainment (PRKS) 0.7 $41M 1.4M 29.63
Diebold Incorporated 0.7 $40M 1.3M 29.36
C&j Energy Services 0.7 $40M 2.0M 20.08
Microsemi Corporation 0.6 $38M 1.6M 24.25
Harsco Corporation (NVRI) 0.6 $37M 1.5M 24.90
Third Point Reinsurance 0.6 $35M 2.4M 14.49
Brink's Company (BCO) 0.6 $34M 1.2M 28.30
Approach Resources 0.6 $34M 1.3M 26.28
ABM Industries (ABM) 0.6 $34M 1.3M 26.62
Fresh Del Monte Produce (FDP) 0.6 $34M 1.1M 29.68
Elizabeth Arden 0.6 $34M 906k 36.92
Finish Line 0.6 $33M 1.3M 24.87
Quality Systems 0.5 $31M 1.4M 21.73
Scholastic Corporation (SCHL) 0.5 $31M 1.1M 28.67
Integra LifeSciences Holdings (IART) 0.5 $30M 738k 40.25
BJ's Restaurants (BJRI) 0.5 $29M 1000k 28.67
Lattice Semiconductor (LSCC) 0.5 $28M 6.2M 4.46
Avg Technologies 0.4 $25M 1.0M 23.94
Banco Bilbao Vizcaya Argentaria SA (BBVA) 0.4 $23M 2.0M 11.18
Arris 0.3 $21M 1.3M 17.05
Integrated Device Technology 0.3 $19M 2.0M 9.42
ConAgra Foods (CAG) 0.3 $19M 626k 30.34
Schlumberger (SLB) 0.3 $16M 184k 88.36
Nippon Telegraph & Telephone (NTTYY) 0.3 $17M 634k 26.06
Suncor Energy (SU) 0.3 $16M 443k 35.78
Shire 0.2 $15M 126k 119.89
Taiwan Semiconductor Mfg (TSM) 0.2 $15M 873k 16.96
Sap (SAP) 0.2 $15M 203k 73.92
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.2 $14M 255k 56.56
Coca-cola Enterprises 0.2 $15M 369k 40.21
Wpp Plc- (WPP) 0.2 $15M 141k 102.94
America Movil Sab De Cv spon adr l 0.2 $14M 693k 19.81
Barclays (BCS) 0.2 $13M 788k 17.04
Banco Itau Holding Financeira (ITUB) 0.2 $13M 947k 14.12
Koninklijke Philips Electronics NV (PHG) 0.2 $13M 405k 32.25
IAC/InterActive 0.2 $12M 221k 54.67
Unisys Corporation (UIS) 0.2 $10M 401k 25.19
Harman International Industries 0.1 $7.5M 113k 66.23
LSI Corporation 0.1 $5.3M 679k 7.83
Jabil Circuit (JBL) 0.1 $3.6M 165k 21.68
Korn/Ferry International (KFY) 0.0 $2.3M 109k 21.40
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.0 $2.5M 22k 113.52
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.0 $2.5M 30k 84.48
iShares Barclays Agency Bond Fund (AGZ) 0.0 $2.3M 21k 111.23
PowerShares Insured Nati Muni Bond 0.0 $1.0M 45k 23.07
Reinsurance Group of America (RGA) 0.0 $338k 5.1k 66.93
Expeditors International of Washington (EXPD) 0.0 $365k 8.3k 44.06
Dun & Bradstreet Corporation 0.0 $340k 3.3k 103.98
Global Payments (GPN) 0.0 $349k 6.8k 51.06
Endo Pharmaceuticals 0.0 $367k 8.1k 45.48
PerkinElmer (RVTY) 0.0 $372k 9.8k 37.79
CareFusion Corporation 0.0 $726k 20k 36.91
Maxim Integrated Products 0.0 $367k 12k 29.85
Manpower (MAN) 0.0 $348k 4.8k 72.65
Axis Capital Holdings (AXS) 0.0 $343k 7.9k 43.36
Whiting Petroleum Corporation 0.0 $790k 13k 59.87
Hertz Global Holdings 0.0 $345k 16k 22.13
Dolby Laboratories (DLB) 0.0 $372k 11k 34.52
Celanese Corporation (CE) 0.0 $743k 14k 52.78
Zions Bancorporation (ZION) 0.0 $309k 11k 27.41
Huntsman Corporation (HUN) 0.0 $396k 19k 20.62
Kirby Corporation (KEX) 0.0 $486k 5.6k 86.55
SPX Corporation 0.0 $376k 4.4k 84.68
URS Corporation 0.0 $370k 6.9k 53.82
United Therapeutics Corporation (UTHR) 0.0 $380k 4.8k 78.84
Allegheny Technologies Incorporated (ATI) 0.0 $376k 12k 30.54
Hollyfrontier Corp 0.0 $338k 8.0k 42.17
Vantiv Inc Cl A 0.0 $330k 12k 27.93
Adt 0.0 $336k 8.3k 40.72
Abercrombie & Fitch (ANF) 0.0 $245k 6.9k 35.36