Cambiar Investors LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.47 Billion distributed in 147 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Delta Air Lines, Inc. with a value of $67.6M, Diageo PLC with a value of $65.3M, Cme Group Inc. with a value of $62.8M, Medtronic PLC with a value of $61.5M, and Comcast Corp with a value of $60.7M.
Examining the 13F form we can see an decrease of $23.3M in the current position value, from $2.49B to 2.47B.
Below you can find more details about Cambiar Investors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.47 Billion
Financial Services: $567 Million
Healthcare: $405 Million
Technology: $292 Million
Industrials: $273 Million
Energy: $211 Million
Consumer Defensive: $179 Million
Consumer Cyclical: $125 Million
Communication Services: $119 Million
Other: $294 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
