Cambiar Investors

Cambiar Investors as of March 31, 2011

Portfolio Holdings for Cambiar Investors

Cambiar Investors holds 114 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Hess (HES) 4.1 $296M 3.5M 85.21
Apache Corporation 3.5 $255M 1.9M 130.92
Target Corporation (TGT) 3.1 $229M 4.6M 50.01
Sprint Nextel Corporation 3.0 $218M 47M 4.64
Norfolk Southern (NSC) 3.0 $215M 3.1M 69.27
Western Union Company (WU) 2.9 $212M 10M 20.77
Halliburton Company (HAL) 2.9 $210M 4.2M 49.84
Corning Incorporated (GLW) 2.8 $203M 9.8M 20.63
Flextronics International Ltd Com Stk (FLEX) 2.8 $201M 27M 7.47
Devon Energy Corporation (DVN) 2.7 $199M 2.2M 91.77
Applied Materials (AMAT) 2.7 $199M 13M 15.62
Abbott Laboratories (ABT) 2.7 $199M 4.0M 49.05
Motorola Mobility Holdings 2.7 $196M 8.0M 24.40
Archer Daniels Midland Company (ADM) 2.6 $191M 5.3M 36.01
MetLife (MET) 2.6 $190M 4.2M 44.73
Medtronic 2.6 $188M 4.8M 39.35
Honeywell International (HON) 2.5 $186M 3.1M 59.71
National-Oilwell Var 2.5 $181M 2.3M 79.27
Vodafone 2.2 $162M 5.6M 28.75
ON Semiconductor (ON) 2.0 $146M 15M 9.86
CVS Caremark Corporation (CVS) 1.9 $136M 4.0M 34.32
Chevron Corporation (CVX) 1.8 $133M 1.2M 107.49
Baxter International (BAX) 1.8 $132M 2.5M 53.77
KBR (KBR) 1.8 $130M 3.4M 37.77
Cooper Industries 1.8 $129M 2.0M 64.90
Unilever 1.8 $129M 4.1M 31.36
Union Pacific Corporation (UNP) 1.8 $128M 1.3M 98.33
Owens-Illinois 1.7 $127M 4.2M 30.19
Ace Limited Cmn 1.7 $126M 1.9M 64.70
Aetna 1.7 $126M 3.4M 37.43
Ralcorp Holdings 1.7 $125M 1.8M 68.43
Time Warner 1.7 $124M 3.5M 35.70
Bank of New York Mellon Corporation (BK) 1.7 $122M 4.1M 29.87
Willis Group Holdings 1.7 $121M 3.0M 40.36
Teva Pharmaceutical Industries (TEVA) 1.6 $120M 2.4M 50.17
Hospira 1.6 $119M 2.2M 55.20
Computer Sciences Corporation 1.6 $114M 2.3M 48.73
Bank Of America Corporation warrant 1.2 $87M 11M 7.67
DST Systems 0.7 $54M 1.0M 52.82
Forest Oil Corporation 0.4 $30M 799k 37.83
Solutia 0.4 $30M 1.2M 25.40
Harman International Industries 0.4 $29M 609k 46.82
Key Energy Services 0.4 $29M 1.8M 15.55
PMC-Sierra 0.4 $27M 3.6M 7.51
Universal Health Services (UHS) 0.3 $20M 394k 49.41
Complete Production Services 0.3 $20M 629k 31.81
Chicago Bridge & Iron Company 0.3 $19M 478k 40.66
Wabtec Corporation (WAB) 0.3 $20M 287k 67.83
Briggs & Stratton Corporation 0.3 $19M 838k 22.65
LifePoint Hospitals 0.3 $19M 465k 40.20
GATX Corporation (GATX) 0.3 $19M 499k 38.66
Health Net 0.3 $19M 572k 32.70
Medicis Pharmaceutical Corporation 0.3 $19M 587k 32.04
Kirby Corporation (KEX) 0.3 $19M 331k 57.29
Reinsurance Group of America (RGA) 0.2 $18M 290k 62.78
Diebold Incorporated 0.2 $18M 510k 35.46
Crane 0.2 $18M 373k 48.43
Alere 0.2 $18M 464k 39.14
Jabil Circuit (JBL) 0.2 $18M 892k 20.43
Oil States International (OIS) 0.2 $19M 244k 76.14
Temple-Inland 0.2 $18M 768k 23.40
PrivateBan 0.2 $18M 1.2M 15.29
Alterra Capital Holdings Lim 0.2 $18M 807k 22.26
Spirit AeroSystems Holdings (SPR) 0.2 $18M 700k 25.67
Emdeon 0.2 $18M 1.1M 16.11
Broadridge Financial Solutions (BR) 0.2 $18M 773k 22.69
Curtiss-Wright (CW) 0.2 $17M 491k 35.14
Harsco Corporation (NVRI) 0.2 $18M 506k 35.29
Jack in the Box (JACK) 0.2 $17M 768k 22.68
Synopsys (SNPS) 0.2 $18M 636k 27.65
Penske Automotive (PAG) 0.2 $18M 883k 20.02
TriQuint Semiconductor 0.2 $18M 1.4M 12.91
Microsemi Corporation 0.2 $17M 836k 20.71
American Equity Investment Life Holding 0.2 $18M 1.4M 13.12
Euronet Worldwide (EEFT) 0.2 $18M 922k 19.33
Cathay General Ban (CATY) 0.2 $17M 1.0M 17.05
Teradyne (TER) 0.2 $18M 983k 17.81
Umpqua Holdings Corporation 0.2 $17M 1.5M 11.44
Par Pharmaceutical Companies 0.2 $17M 534k 31.08
Hanover Insurance (THG) 0.2 $17M 372k 45.25
Bally Technologies 0.2 $16M 431k 37.85
Alliant Techsystems 0.2 $16M 228k 70.67
Aercap Holdings Nv Ord Cmn (AER) 0.2 $15M 1.2M 12.57
Orthofix International Nv Com Stk 0.2 $14M 426k 32.46
Diana Shipping (DSX) 0.2 $13M 1.1M 11.84
SK Tele 0.1 $10M 552k 18.81
Bank of America Corporation (BAC) 0.1 $8.5M 641k 13.33
First Commonwealth Financial (FCF) 0.1 $7.7M 1.1M 6.85
GulfMark Offshore 0.1 $7.8M 175k 44.51
iShares Barclays TIPS Bond Fund (TIP) 0.1 $7.4M 68k 109.16
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.1 $4.8M 44k 108.21
Verizon Communications (VZ) 0.1 $3.6M 93k 38.54
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.1 $3.6M 43k 83.75
Texas Capital Bancshares (TCBI) 0.0 $1.9M 72k 25.99
Carter's (CRI) 0.0 $1.4M 50k 28.64
Royal Dutch Shell 0.0 $1.4M 20k 73.23
iShares Barclays Agency Bond Fund (AGZ) 0.0 $1.7M 15k 109.33
Banco Santander (BSBR) 0.0 $1.1M 87k 12.26
Gerdau SA (GGB) 0.0 $1.0M 82k 12.50
HSBC Holdings (HSBC) 0.0 $919k 18k 51.82
Canadian Natl Ry (CNI) 0.0 $930k 12k 75.31
Koninklijke Philips Electronics NV (PHG) 0.0 $1.0M 32k 32.17
Diageo (DEO) 0.0 $943k 12k 76.22
Rio Tinto (RIO) 0.0 $941k 13k 71.10
Telefonica (TEF) 0.0 $897k 36k 25.22
Canadian Natural Resources (CNQ) 0.0 $1.0M 21k 49.43
Siliconware Precision Industries 0.0 $945k 157k 6.04
NTT DoCoMo 0.0 $920k 52k 17.59
Nomura Holdings (NMR) 0.0 $991k 191k 5.20
Tenaris (TS) 0.0 $267k 5.4k 49.38
Aircastle 0.0 $145k 12k 12.08
Smith & Wesson Holding Corporation 0.0 $107k 30k 3.57
Bank Of America Corp w exp 10/201 0.0 $101k 40k 2.52
Aviva 0.0 $254k 18k 14.10