13F 机构持仓

CAMBIAR INVESTORS LLC

Denver CO · SEC CIK 0000823621

2026Q22026Q1 更早 9 个季度 🔒
$23.04亿2026Q2 申报市值
150持仓数
25.5%前十大占比 · 第一大 2.9%
9 / 5新建仓 / 清仓
申报市值走势$23.04亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DAL 2.9%
GOOGL 2.8%
UNP 2.7%
BMY 2.5%
LH 2.5%
UBER 2.5%
PNC 2.5%
AMRZ 2.5%
ELV 2.4%
AMZN 2.3%

2026Q2 买入最多 按季末市值估算

OMC 新建仓+$3,803.66万
CSCO 新建仓+$3,796.44万
FDXF 新建仓+$3,436.58万
ICE 重新持有+$3,201.81万
HONA 新建仓+$2,929.18万

2026Q2 卖出最多 按季末市值估算

AMAT 减仓-$6,691.44万
TXN 减仓-$3,898.67万
EL 减仓-$3,347.32万
CMCSA 清仓-$3,248.38万
HON 减仓-$2,704.87万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
CMCSA COMCAST CORP NEW $00.00%0 -1,131,447-100.0% -$3,248.38万 清仓
ICLR ICON PLC $00.00%0 -87,045-100.0% -$963.24万 清仓
— WEBSTER FINL CORP $00.00%0 -52,826-100.0% -$366.72万 清仓
USPH U S PHYSICAL THERAPY $00.00%0 -18,621-100.0% -$139.58万 清仓
MGA MAGNA INTL INC $00.00%0 -6,545-100.0% -$36.53万 清仓
— GOPRO INC $5.29万0.00%67,934 67,934— $5.29万 新建仓
NVS NOVARTIS AG $20.39万0.01%1,301 -125-8.8% -$1.96万 减仓
CTVA CORTEVA INC $20.60万0.01%2,432 -146-5.7% -$1.24万 减仓
E ENI SPA $25.97万0.01%5,543 -4,937-47.1% -$23.13万 减仓
IEUR ISHARES TR $28.66万0.01%3,813 -898-19.1% -$6.75万 减仓
WMB WILLIAMS COS INC $31.33万0.01%4,214 -105-2.4% -$7,806 减仓
WELL WELLTOWER INC $37.70万0.02%1,661 00.0% — 不变
AEG AEGON LTD $38.50万0.02%45,615 -17,985-28.3% -$15.18万 减仓
IEF ISHARES TR $44.83万0.02%4,740 00.0% — 不变
HLN HALEON PLC $45.24万0.02%48,486 -2,531-5.0% -$2.36万 减仓
IEI ISHARES TR $48.61万0.02%4,139 00.0% — 不变
VTV VANGUARD INDEX FDS $64.11万0.03%2,942 88643.1% $19.31万 加仓
TEL TE CONNECTIVITY PLC $66.33万0.03%3,290 -313-8.7% -$6.31万 减仓
TM TOYOTA MOTOR CORP $66.53万0.03%3,950 3,950— $66.53万 新建仓
GS GOLDMAN SACHS GROUP INC $78.68万0.03%778 -1-0.1% -$1,011 减仓
VEA VANGUARD TAX-MANAGED FDS $83.55万0.04%11,727 7,884205.2% $56.17万 加仓
EL LAUDER ESTEE COS INC $84.53万0.04%10,707 -423,979-97.5% -$3,347.32万 减仓
QLTA ISHARES TR $87.36万0.04%18,384 3011.7% $1.43万 加仓
RTX RTX CORPORATION $95.17万0.04%5,016 -351-6.5% -$6.66万 减仓
USFR WISDOMTREE TR $105.24万0.05%20,901 1,6328.5% $8.22万 加仓
AGZ ISHARES TR $107.29万0.05%9,818 1321.4% $1.44万 加仓
MRVL MARVELL TECHNOLOGY INC $114.66万0.05%3,849 -998-20.6% -$29.73万 减仓
ALG ALAMO GROUP INC $142.61万0.06%8,670 00.0% — 不变
ATMU ATMUS FILTRATION TECHNOLOGIE $146.28万0.06%28,687 -230-0.8% -$1.17万 减仓
HUBG HUB GROUP INC $151.20万0.07%34,529 -286-0.8% -$1.25万 减仓
TRNO TERRENO RLTY CORP $151.21万0.07%23,345 -100-0.4% -$6,477 减仓
UBSI UNITED BANKSHARES INC WEST V $152.68万0.07%33,315 -163-0.5% -$7,470 减仓
OLLI OLLIES BARGAIN OUTLET HLDGS $156.89万0.07%20,407 20,407— $156.89万 新建仓
MCRI MONARCH CASINO & RESORT INC $157.00万0.07%11,929 -4,942-29.3% -$65.04万 减仓
TXNM TXNM ENERGY INC $158.75万0.07%27,959 -49-0.2% -$2,782 减仓
ADUS ADDUS HOMECARE CORP $160.69万0.07%15,994 -78-0.5% -$7,837 减仓
HQY HEALTHEQUITY INC $162.99万0.07%18,046 18,046— $162.99万 新建仓
RNR RENAISSANCERE HLDGS LTD $166.47万0.07%5,253 -21-0.4% -$6,655 减仓
NOV NOV INC $167.03万0.07%90,045 -313-0.3% -$5,806 减仓
EXP EAGLE MATLS INC $168.05万0.07%7,469 00.0% — 不变
INGR INGREDION INC $172.14万0.07%18,176 5,42542.5% $51.38万 加仓
EPR EPR PPTYS $172.46万0.07%29,729 29,729— $172.46万 新建仓
MTUS METALLUS INC $172.59万0.07%92,343 -463-0.5% -$8,653 减仓
BANR BANNER CORP $173.72万0.08%26,147 4,29519.7% $28.54万 加仓
TCBI TEXAS CAP BANCSHARES INC $176.92万0.08%17,133 -88-0.5% -$9,087 减仓
FAF FIRST AMERN FINL CORP $178.18万0.08%25,978 -126-0.5% -$8,642 减仓
HALO HALOZYME THERAPEUTICS INC $181.11万0.08%23,139 -122-0.5% -$9,549 减仓
UCB UNITED CMNTY BKS BLAIRSVLE G $182.58万0.08%52,031 -250-0.5% -$8,773 减仓
HSTM HEALTHSTREAM INC $184.47万0.08%67,694 4650.7% $1.27万 加仓
NTST NETSTREIT CORP $184.72万0.08%87,419 -438-0.5% -$9,255 减仓
IDA IDACORP INC $186.90万0.08%12,353 -26-0.2% -$3,934 减仓
HCSG HEALTHCARE SVCS GROUP INC $197.59万0.09%80,453 -397-0.5% -$9,750 减仓
RMBS RAMBUS INC DEL $221.45万0.10%16,683 -1,811-9.8% -$24.04万 减仓
DIOD DIODES INC $222.28万0.10%20,311 -7,212-26.2% -$78.93万 减仓
CBOE CBOE GLOBAL MKTS INC $222.84万0.10%9,183 -2,652-22.4% -$64.36万 减仓
ICHR ICHOR HOLDINGS $231.48万0.10%20,616 -19,935-49.2% -$223.83万 减仓
EEFT EURONET WORLDWIDE INC $244.98万0.11%33,472 -4,833-12.6% -$35.37万 减仓
DLB DOLBY LABORATORIES INC $245.56万0.11%46,702 -5,247-10.1% -$27.59万 减仓
CLX CLOROX CO DEL $261.35万0.11%27,384 -3,705-11.9% -$35.36万 减仓
LECO LINCOLN ELEC HLDGS INC $266.86万0.12%10,051 -399-3.8% -$10.59万 减仓
LW LAMB WESTON HLDGS INC $283.52万0.12%65,659 9,92717.8% $42.86万 加仓
SAIA SAIA INC $291.57万0.13%6,923 -528-7.1% -$22.24万 减仓
NXPI NXP SEMICONDUCTORS N V $302.53万0.13%10,765 -20,710-65.8% -$582.01万 减仓
IJH ISHARES TR $306.60万0.13%39,761 -22,480-36.1% -$173.34万 减仓
COO COOPER COS INC $313.87万0.14%43,769 -2,341-5.1% -$16.79万 减仓
WTRG ESSENTIAL UTILS INC $320.53万0.14%83,667 -559-0.7% -$2.14万 减仓
FNF FIDELITY NATL FINL INC $330.10万0.14%69,996 6,3149.9% $29.78万 加仓
ATO ATMOS ENERGY CORP $334.89万0.15%19,440 -895-4.4% -$15.42万 减仓
DINO HF SINCLAIR CORP $336.95万0.15%48,377 -13,629-22.0% -$94.93万 减仓
BWA BORGWARNER INC $341.85万0.15%51,483 -21,475-29.4% -$142.59万 减仓
SOLV SOLVENTUM CORP $344.31万0.15%44,628 2,3695.6% $18.28万 加仓
WSO WATSCO INC $346.68万0.15%8,319 -828-9.1% -$34.51万 减仓
PNW PINNACLE WEST CAP CORP $348.05万0.15%32,528 -3,276-9.1% -$35.05万 减仓
SSB SOUTHSTATE BK CORP $348.87万0.15%34,922 4,42114.5% $44.17万 加仓
PHR PHREESIA INC $349.55万0.15%339,697 17,0225.3% $17.52万 加仓
PKG PACKAGING CORP AMER $351.01万0.15%14,731 -1,782-10.8% -$42.46万 减仓
NNN NNN REIT INC $353.62万0.15%75,999 -4,863-6.0% -$22.63万 减仓
DGX QUEST DIAGNOSTICS INC $362.22万0.16%17,090 -1,585-8.5% -$33.59万 减仓
LFUS LITTELFUSE INC $380.56万0.17%8,358 -3,321-28.4% -$151.22万 减仓
ET ENERGY TRANSFER L P $384.93万0.17%201,323 -62,360-23.6% -$119.23万 减仓
— ACV AUCTIONS INC $390.62万0.17%543,278 -16,888-3.0% -$12.14万 减仓
SHY ISHARES TR $411.53万0.18%50,119 4120.8% $3.38万 加仓
WSC WILLSCOT HLDGS CORP $422.86万0.18%146,520 -14,982-9.3% -$43.24万 减仓
WEX WEX INC $423.40万0.18%30,009 -1,922-6.0% -$27.12万 减仓
SRAD SPORTRADAR GROUP AG $460.37万0.20%307,527 36,39413.4% $54.48万 加仓
LAZ LAZARD INC $466.28万0.20%111,179 -9,685-8.0% -$40.62万 减仓
GMED GLOBUS MED INC $496.47万0.22%62,836 4,7258.1% $37.33万 加仓
GNTX GENTEX CORP $504.78万0.22%199,755 -9,083-4.3% -$22.95万 减仓
RGA REINSURANCE GROUP AMER INC $522.57万0.23%24,574 2761.1% $5.87万 加仓
PB PROSPERITY BANCSHARES INC $541.94万0.24%74,208 3,6845.2% $26.90万 加仓
BOKF BOK FINL CORP $550.73万0.24%39,655 -817-2.0% -$11.35万 减仓
TSEM TOWER SEMICONDUCTOR LTD $581.44万0.25%22,308 -9,948-30.8% -$259.28万 减仓
COLD AMERICOLD REALTY TRUST INC $592.07万0.26%376,637 -2,628-0.7% -$4.13万 减仓
LSCC LATTICE SEMICONDUCTOR CORP $646.50万0.28%42,266 -22,041-34.3% -$337.14万 减仓
ZG ZILLOW GROUP INC $671.71万0.29%214,124 132,821163.4% $416.66万 加仓
SAP SAP SE $964.22万0.42%62,567 4,1667.1% $64.20万 加仓
ALGN ALIGN TECHNOLOGY INC $1,079.96万0.47%64,032 -2,569-3.9% -$43.33万 减仓
LUV SOUTHWEST AIRLS CO $1,187.39万0.52%230,919 145,056168.9% $745.88万 加仓
SONY SONY GROUP CORP $1,216.01万0.53%606,184 -18,865-3.0% -$37.84万 减仓
ALC ALCON AG $1,243.04万0.54%185,252 -47,397-20.4% -$318.03万 减仓