HoldingsChannel.com
Cambiar Investors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
NXP SEMICONDUCTORS N V 1,224,232 -409,606 $155,796
     NXPI1,224,232-409,606$155,796
SMITH & NEPHEW PLC 3,200,166 -297,087 $153,832
     SNN3,200,166-297,087$153,832
AERCAP HOLDINGS NV 2,440,853 -653,054 $150,039
     AER2,440,853-653,054$150,039
SAP SE 1,105,863 -86,663 $148,175
     SAP1,105,863-86,663$148,175
ROYAL DUTCH SHELL PLC      $139,491
     RDS.A2,365,049-1,137,106$139,491
HSBC HLDGS PLC 3,502,657 -83,632 $136,919
     HSBC3,502,657-83,632$136,919
ASML HOLDING N V 406,880 -45,405 $120,412
     ASML406,880-45,405$120,412
NUTRIEN LTD 2,388,555 -371,151 $114,436
     NTR2,388,555-371,151$114,436
LLOYDS BANKING GROUP PLC 33,071,706 -2,290,084 $109,467
     LYG33,071,706-2,290,084$109,467
ISHARES TR (EFA) 1,192,505 +920,511 $82,808
     EFA1,192,505+920,511$82,808
ALPHABET INC 40,742 -4,050 $54,569
     GOOGL40,742-4,050$54,569
AMERICAN EXPRESS CO 403,122 -17,710 $50,185
     AXP403,122-17,710$50,185
TWITTER INC 1,527,220 +726,908 $48,947
     TWTR1,527,220+726,908$48,947
RAYTHEON CO 220,543 -14,557 $48,462
     RTN220,543-14,557$48,462
MARVELL TECHNOLOGY GROUP LTD 1,813,112 +1,813,112 $48,156
     MRVL1,813,112+1,813,112$48,156
HP INC 2,312,145 +1,568 $47,515
     HPQ2,312,145+1,568$47,515
SKYWORKS SOLUTIONS INC 389,419 -189,140 $47,073
     SWKS389,419-189,140$47,073
SANOFI 937,456 +937,456 $47,060
     SNY937,456+937,456$47,060
GOLDMAN SACHS GROUP INC 203,774 +203,774 $46,854
     GS203,774+203,774$46,854
CITIGROUP INC 581,644 -39,957 $46,468
     C581,644-39,957$46,468
ROCKWELL AUTOMATION INC 221,667 -45,425 $44,925
     ROK221,667-45,425$44,925
VERIZON COMMUNICATIONS INC 731,405 -32,236 $44,908
     VZ731,405-32,236$44,908
DELTA AIR LINES INC DEL 766,659 +215,787 $44,834
     DAL766,659+215,787$44,834
STANLEY BLACK & DECKER INC 268,728 +70,889 $44,539
     SWK268,728+70,889$44,539
AMERICAN INTL GROUP INC      $44,195
     AIG801,897-23,792$41,161
     AIG.WT295,095+30,015$3,034
JOHNSON & JOHNSON 302,129 -4,362 $44,072
     JNJ302,129-4,362$44,072
GILEAD SCIENCES INC 666,343 +13,233 $43,299
     GILD666,343+13,233$43,299
DOW INC 787,036 -29,840 $43,074
     DOW787,036-29,840$43,074
HOME DEPOT INC 194,095 -9,533 $42,386
     HD194,095-9,533$42,386
CHEVRON CORP NEW 351,636 +106,468 $42,376
     CVX351,636+106,468$42,376
CORTEVA INC 1,398,379 -113,025 $41,336
     CTVA1,398,379-113,025$41,336
KKR & CO INC 1,408,510 -238,321 $41,086
     KKR1,408,510-238,321$41,086
VMWARE INC 269,462 +269,462 $40,902
     VMW269,462+269,462$40,902
WELLS FARGO CO NEW 749,894 -111,083 $40,344
     WFC749,894-111,083$40,344
PRINCIPAL FINL GROUP INC 704,430 -32,573 $38,744
     PFG704,430-32,573$38,744
INVITATION HOMES INC 1,215,826 -76,679 $36,438
     INVH1,215,826-76,679$36,438
THE CHARLES SCHWAB CORPORATI 708,069 -285,819 $33,676
     SCHW708,069-285,819$33,676
CENTENE CORP DEL 507,546 +24,934 $31,909
     CNC507,546+24,934$31,909
AMERICAN WTR WKS CO INC NEW 257,322 -25,905 $31,612
     AWK257,322-25,905$31,612
CITIZENS FINL GROUP INC 756,985 -487,558 $30,741
     CFG756,985-487,558$30,741
MEDTRONIC PLC 264,840 -174,304 $30,046
     MDT264,840-174,304$30,046
BIOGEN INC 99,622 -28,644 $29,561
     BIIB99,622-28,644$29,561
UNITED PARCEL SERVICE INC 251,885 -10,841 $29,486
     UPS251,885-10,841$29,486
APPLIED MATLS INC 457,668 -417,002 $27,936
     AMAT457,668-417,002$27,936
BOOKING HLDGS INC 11,408 -2,165 $23,429
     BKNG11,408-2,165$23,429
AIR LEASE CORP 243,081 -32,131 $11,551
     AL243,081-32,131$11,551
ISHARES TR (IWD) 82,855 +41,066 $11,308
     IWD82,855+41,066$11,308
ON SEMICONDUCTOR CORP 433,439 -1,322 $10,567
     ON433,439-1,322$10,567
AXA EQUITABLE HLDGS INC 382,684 -4,635 $9,483
     EQH382,684-4,635$9,483
CDK GLOBAL INC 168,758 +22,595 $9,228
     CDK168,758+22,595$9,228

See Full List: All Stocks Held By Cambiar Investors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Cambiar Investors LLC

Size ($ in 1000's)
At 12/31/2019: $3,112,663
At 09/30/2019: $3,117,433

Cambiar Investors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cambiar Investors LLC 13F filings. Link to 13F filings: SEC filings

Cambiar Investors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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