Cambiar Investors LLC Incresed Positions in Q2 2025

Cambiar Investors LLC

  • $2.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SLB
Schlumberger Limited

Energy
948K
+ 261.79%
$31.95 - $42.2 $30.3M - $40M
1.31M $44.3M
ABNB
Airbnb, Inc.

Consumer Cyclical
103K
+ 31.61%
$105.69 - $140.64 $10.8M - $14.4M
427K $56.5M
DAL
Delta Air Lines, Inc.

Industrials
226K
+ 19.52%
$35.88 - $52.99 $8.12M - $12M
1.39M $68.1M
ASML
Asml Holding Nv

Technology
20.4K
+ 3060.45%
$595.37 - $815.24 $12.1M - $16.6M
21K $16.8M
EL
Estee Lauder Companies Inc

Consumer Defensive
93.6K
+ 17.62%
$50.06 - $80.8 $4.68M - $7.56M
625K $50.5M
AMZN
Amazon Com Inc

Consumer Cyclical
30.3K
+ 12.67%
$167.32 - $223.3 $5.07M - $6.77M
270K $59.1M
RTX
Raytheon Technologies Corp

Industrials
45.6K
+ 20.35%
$113.75 - $148.48 $5.19M - $6.77M
270K $39.4M
UNP
Union Pacific Corp

Industrials
44.7K
+ 22.42%
$208.27 - $238.46 $9.31M - $10.7M
244K $56.1M
PB
Prosperity Bancshares Inc

Financial Services
117K
+ 453.95%
$63.76 - $73.75 $7.48M - $8.65M
143K $10.1M
GOOGL
Alphabet Inc.

Communication Services
3.45K
+ 1.03%
$144.7 - $178.6 $499K - $616K
337K $59.4M
PPG
Ppg Industries Inc

Basic Materials
42.8K
+ 10.97%
$91.66 - $115.04 $3.92M - $4.92M
433K $49.3M
AMAT
Applied Materials Inc

Technology
900
+ 0.64%
$126.95 - $183.52 $114K - $165K
141K $25.9M
USB
Us Bancorp \De\

Financial Services
54.8K
+ 6.14%
$36.4 - $45.76 $2M - $2.51M
948K $42.9M
GNTX
Gentex Corp

Consumer Cyclical
183K
+ 65.77%
$20.83 - $23.52 $3.81M - $4.3M
461K $10.1M
IPGP
Ipg Photonics Corp

Technology
35.6K
+ 35.96%
$49.68 - $69.26 $1.77M - $2.47M
135K $9.25M
CMCSA
Comcast Corp

Communication Services
129K
+ 9.73%
$32.84 - $36.72 $4.22M - $4.72M
1.45M $51.8M
PNC
Pnc Financial Services Group, Inc.

Financial Services
222
+ 0.1%
$149.76 - $186.42 $33.2K - $41.4K
233K $43.4M
SKX
Skechers Usa Inc

Consumer Cyclical
19.5K
+ 15.03%
$45.48 - $63.1 $889K - $1.23M
150K $9.44M
EPAM
Epam Systems, Inc.

Technology
10.1K
+ 26.68%
N/A
47.8K $8.87M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
68.6K
+ 29.27%
$22.25 - $30.3 $1.53M - $2.08M
303K $8.3M
LFUS
Littelfuse Inc

Technology
1.69K
+ 4.64%
$149.72 - $227.31 $253K - $384K
38.1K $8.65M
DEO
Diageo PLC

Consumer Defensive
32.4K
+ 6.68%
$99.86 - $115.75 $3.24M - $3.75M
518K $52.2M
USFR
Wisdomtree Floating Rate Treas

ETFs
19.1K
+ 10.9%
$50.28 - $50.47 $961K - $964K
194K $9.78M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
12.2K
+ 24.17%
$483.07 - $625.6 $5.87M - $7.61M
62.5K $32.8M
ICLR
Icon PLC

Healthcare
18.3K
+ 30.11%
$126.62 - $168.7 $2.32M - $3.09M
79.2K $11.5M
JBHT
Hunt J B Transport Services Inc

Industrials
3.21K
+ 6.31%
$124.73 - $152.78 $400K - $490K
54.1K $7.76M
ADUS
Addus Home Care Corp

Healthcare
2
+ 0.02%
$96.32 - $118.0 $193 - $236
12.9K $1.48M
VSAT
Viasat Inc

Technology
944
+ 8.45%
$7.7 - $14.6 $7.27K - $13.8K
12.1K $176K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
31
+ 0.19%
$46.39 - $47.84 $1.44K - $1.48K
16.4K $786K
TTC
Toro CO

Industrials
2.71K
+ 2.94%
$63.51 - $77.8 $172K - $211K
94.7K $6.7M
Flutter Entmt PLC
219K
+ 438.74%
N/A
269K $0
CBT
Cabot Corp

Basic Materials
12
+ 0.07%
$72.47 - $84.35 $870 - $1.01K
17K $1.27M
WEX
Wex Inc.

Technology
1.25K
+ 2.44%
$113.47 - $161.8 $142K - $202K
52.4K $7.7M
COLD
Americold Realty Trust

Real Estate
82.8K
+ 21.71%
$16.31 - $21.47 $1.35M - $1.78M
464K $7.72M
DLB
Dolby Laboratories, Inc.

Industrials
2.61K
+ 2.37%
$69.36 - $81.21 $181K - $212K
113K $8.36M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.85K
+ 1.05%
$160.0 - $195.62 $296K - $362K
178K $29M
BMY
Bristol Myers Squibb CO

Healthcare
7.22K
+ 0.71%
$44.12 - $59.6 $318K - $430K
1.02M $47.2M
Activity Summary
Buys All Purchases 50 New Holdings 12 Increased Positions 38 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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