0001172661-23-001884.txt : 20230508 0001172661-23-001884.hdr.sgml : 20230508 20230508154258 ACCESSION NUMBER: 0001172661-23-001884 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230508 DATE AS OF CHANGE: 20230508 EFFECTIVENESS DATE: 20230508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CAMBIAR INVESTORS LLC CENTRAL INDEX KEY: 0000823621 IRS NUMBER: 841596610 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-01398 FILM NUMBER: 23897464 BUSINESS ADDRESS: STREET 1: 200 COLUMBINE STREET STREET 2: SUITE 800 CITY: DENVER STATE: CO ZIP: 80206 BUSINESS PHONE: 3033029000 MAIL ADDRESS: STREET 1: 200 COLUMBINE STREET STREET 2: SUITE 800 CITY: DENVER STATE: CO ZIP: 80206 FORMER COMPANY: FORMER CONFORMED NAME: CAMBIAR INVESTORS INC DATE OF NAME CHANGE: 19990326 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0000823621 XXXXXXXX 03-31-2023 03-31-2023 false CAMBIAR INVESTORS LLC

200 Columbine Street Suite 800 Denver CO 80206

13F HOLDINGS REPORT 028-01398 000115093 801-60541 N Christine M. Simon 303-302-9000 /s/ Christine M. Simon Denver CO 05-08-2023 0 140 2321736210 INFORMATION TABLE 2 infotable.xml ADDUS HOMECARE CORP COM 006739106 BBG001T56D18 2596937 24325 SH SOLE 24325 0 0 ADVANCED ENERGY INDS COM 007973100 BBG001S8L5Z6 2868264 29268 SH SOLE 29268 0 0 AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 24982742 490146 SH SOLE 486719 0 3427 AIR LEASE CORP CL A 00912X302 BBG001T92VD1 4855581 123332 SH SOLE 123332 0 0 ALAMO GROUP INC COM 011311107 BBG001S7YVC2 2632567 14295 SH SOLE 14295 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 58266697 561715 SH SOLE 549649 0 12066 AMAZON COM INC COM 023135106 BBG001S5PQL7 47489127 459765 SH SOLE 449585 0 10180 AMDOCS LTD SHS G02602103 BBG001SBX7P3 9894451 103035 SH SOLE 102636 0 399 AMEDISYS INC COM 023436108 BBG001S5NN72 6618176 89982 SH SOLE 89782 0 200 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 47378753 287231 SH SOLE 280970 0 6261 AMERICAN FINL GROUP INC OHIO COM 025932104 BBG001S8JK86 8686278 71492 SH SOLE 71214 0 278 AMERICOLD REALTY TRUST INC COM 03064D108 BBG001SMQ866 9969477 350421 SH SOLE 349294 0 1127 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 36762282 299294 SH SOLE 292674 0 6620 ARCH CAP GROUP LTD ORD G0450A105 BBG001S9HZ74 10524737 155072 SH SOLE 154510 0 562 ATMOS ENERGY CORP COM 049560105 BBG001S5VG05 10323862 91882 SH SOLE 91547 0 335 AVISTA CORP COM 05379B107 BBG001S5NZ48 2218437 52260 SH SOLE 52260 0 0 AXIS CAP HLDGS LTD SHS G0692U109 BBG001SGW5F8 2422923 44441 SH SOLE 44441 0 0 BARCLAYS PLC ADR 06738E204 BBG001S5P2T2 18566759 2582303 SH SOLE 2565376 0 16927 BOK FINL CORP COM NEW 05561Q201 BBG001S6VBZ6 7024938 83224 SH SOLE 82960 0 264 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG001T91S76 10185241 109885 SH SOLE 109459 0 426 BRUKER CORP COM 116794108 BBG001SF69P0 10413345 132082 SH SOLE 131590 0 492 BURLINGTON STORES INC COM 122017106 BBG004S641P3 10574074 52321 SH SOLE 52150 0 171 BWX TECHNOLOGIES INC COM 05605H100 BBG001SGJPH7 2633937 41782 SH SOLE 41782 0 0 CANADIAN NATL RY CO COM 136375102 BBG001S8WVQ7 23340365 197850 SH SOLE 196608 0 1242 CBOE GLOBAL MKTS INC COM 12503M108 BBG001T71BP7 10370845 77256 SH SOLE 76995 0 261 CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 44803443 2566062 SH SOLE 2520322 0 45740 CENTENE CORP DEL COM 15135B101 BBG001S6T7Q8 45724154 723369 SH SOLE 708163 0 15206 CERENCE INC COM 156727109 BBG00MMDJG93 1851412 65910 SH SOLE 65910 0 0 CHARLES RIV LABS INTL INC COM 159864107 BBG001S7Q271 8695818 43087 SH SOLE 43000 0 87 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 39819687 244053 SH SOLE 239028 0 5025 CHUBB LIMITED COM H1467J104 BBG001S8S1L3 41625202 214364 SH SOLE 209357 0 5007 COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP 191241108 BBG001S6R487 902069 11210 SH SOLE 11210 0 0 COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 49190034 654558 SH SOLE 639369 0 15189 CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 49986069 221285 SH SOLE 216570 0 4715 CORTEVA INC COM 22052L104 BBG00BN969D0 35041256 581019 SH SOLE 568419 0 12600 DENTSPLY SIRONA INC COM 24906P109 BBG001S5XLV8 9845336 250645 SH SOLE 249807 0 838 DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 21362028 117905 SH SOLE 116889 0 1016 DIODES INC COM 254543101 BBG001SCJ937 2778348 29952 SH SOLE 29952 0 0 DIXIE GROUP INC CL A 255519100 BBG001S5QPG4 34896 45916 SH SOLE 45916 0 0 DOLBY LABORATORIES INC COM CL A 25659T107 BBG001SDXGH8 10955713 128257 SH SOLE 127869 0 388 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 5962082 478114 SH SOLE 478114 0 0 ENVESTNET INC COM 29404K106 BBG001T7SQ20 2711845 46222 SH SOLE 46222 0 0 ESSENTIAL UTILS INC COM 29670G102 BBG001S5VFD3 8816471 201981 SH SOLE 201231 0 750 EURONET WORLDWIDE INC COM 298736109 BBG001S9DW39 10686450 95500 SH SOLE 95172 0 328 EXELIXIS INC COM 30161Q104 BBG001SD42W4 2744244 141383 SH SOLE 141210 0 173 EXPEDITORS INTL WASH INC COM 302130109 BBG001S5QZZ1 10442459 94828 SH SOLE 94493 0 335 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 BBG006N7S6J1 7911855 226506 SH SOLE 225650 0 856 FIRST AMERN FINL CORP COM 31847R102 BBG001T1LV65 2388426 42911 SH SOLE 42911 0 0 FISERV INC COM 337738108 BBG001S5R6Q4 35083495 310391 SH SOLE 303152 0 7239 FORRESTER RESH INC COM 346563109 BBG001S98HN6 2071662 64039 SH SOLE 64039 0 0 FORWARD AIR CORP COM 349853101 BBG001SC0FW1 2553481 23696 SH SOLE 23696 0 0 FRONTDOOR INC COM 35905A109 BBG00H9MNF05 2596938 93147 SH SOLE 93147 0 0 GENTEX CORP COM 371901109 BBG001S5RMR8 12068288 430549 SH SOLE 429425 0 1124 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 50827660 155384 SH SOLE 152080 0 3304 HAIN CELESTIAL GROUP INC COM 405217100 BBG001SBCKV0 1418151 82691 SH SOLE 82691 0 0 HEALTHCARE SVCS GROUP INC COM 421906108 BBG001S5RTV8 2198769 158527 SH SOLE 158527 0 0 HEALTHEQUITY INC COM 42226A107 BBG001T8JKN8 10787141 183736 SH SOLE 183396 0 340 HEALTHSTREAM INC COM 42222N103 BBG001SCR2T5 2765880 102062 SH SOLE 102062 0 0 HUBBELL INC COM 443510607 BBG001S5S1L9 8996144 36974 SH SOLE 36811 0 163 HUMANA INC COM 444859102 BBG001S5S1X6 28463976 58633 SH SOLE 57241 0 1392 ICU MED INC COM 44930G107 BBG001S712B3 1939270 11756 SH SOLE 11756 0 0 IDACORP INC COM 451107106 BBG001S5S4M2 2758407 25463 SH SOLE 25463 0 0 INCYTE CORP COM 45337C102 BBG001S8Q6N2 8958228 123955 SH SOLE 123565 0 390 ING GROEP N.V. SPONSORED ADR 456837103 BBG001SB1FR8 27235323 2294467 SH SOLE 2276535 0 17932 INNOVAGE HLDG CORP COM 45784A104 BBG00Z6F87V4 2468924 309389 SH SOLE 309389 0 0 INSPERITY INC COM 45778Q107 BBG001S894P4 2620861 21562 SH SOLE 21562 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 50692136 486069 SH SOLE 475998 0 10071 IPG PHOTONICS CORP COM 44980X109 BBG001SG95B8 11076937 89830 SH SOLE 89523 0 307 ISHARES TR AGENCY BOND ETF 464288166 BBG001T2RRQ4 2281705 21082 SH SOLE 21082 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 29133885 191343 SH SOLE 181958 0 9385 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 10313899 144210 SH SOLE 137434 0 6776 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 1400042 14051 SH SOLE 14051 0 0 ISHARES TR A RATE CP BD ETF 46429B291 BBG002NCM1M2 3589387 75029 SH SOLE 75029 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 6275545 76382 SH SOLE 76382 0 0 ISHARES TR MSCI ACWI ETF 464288257 BBG001S56QV7 692451 7596 SH SOLE 7596 0 0 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 1797400 7185 SH SOLE 7005 0 180 JAMES RIV GROUP LTD COM G5005R107 BBG007HRJXK1 1948596 94363 SH SOLE 94363 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 39023265 251763 SH SOLE 246548 0 5215 JOHNSON OUTDOORS INC CL A 479167108 BBG001SD39D1 2140513 33971 SH SOLE 33971 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 53750399 412481 SH SOLE 402966 0 9515 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 46893118 238958 SH SOLE 233364 0 5594 LABORATORY CORP AMER HLDGS COM NEW 50540R409 BBG001S7RX54 47077213 205201 SH SOLE 201405 0 3796 LAMB WESTON HLDGS INC COM 513272104 BBG003CVMLR1 9777010 93542 SH SOLE 93239 0 303 LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 BBG00BFHDFQ5 37207422 497226 SH SOLE 494103 0 3123 LINCOLN ELEC HLDGS INC COM 533900106 BBG001S5TV87 10575007 62537 SH SOLE 62298 0 239 M D C HLDGS INC COM 552676108 BBG001S5T272 2576226 66278 SH SOLE 66278 0 0 MAGNOLIA OIL & GAS CORP CL A 559663109 BBG00GNC8DM1 12754771 582942 SH SOLE 581430 0 1512 MANPOWERGROUP INC WIS COM 56418H100 BBG001S5SYW5 2114419 25620 SH SOLE 25620 0 0 MARCUS & MILLICHAP INC COM 566324109 BBG005GBRSS5 2310250 71948 SH SOLE 71948 0 0 MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 32494182 750443 SH SOLE 733901 0 16542 MASCO CORP COM 574599106 BBG001S5SZ70 9421144 189484 SH SOLE 188848 0 636 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 49897647 137304 SH SOLE 134214 0 3090 MAXIMUS INC COM 577933104 BBG001S6G4K5 11011311 139915 SH SOLE 139439 0 476 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 46074249 571499 SH SOLE 558751 0 12748 MERCURY SYS INC COM 589378108 BBG001SBFLT8 12536515 245237 SH SOLE 244621 0 616 MOLINA HEALTHCARE INC COM 60855R100 BBG001SKBQ20 8889228 33232 SH SOLE 33137 0 95 MONARCH CASINO & RESORT INC COM 609027107 BBG001S7DVP1 2642113 35632 SH SOLE 35632 0 0 NATIONAL RETAIL PROPERTIES I COM 637417106 BBG001S6Z1P5 9032251 204581 SH SOLE 203907 0 674 NETSTREIT CORP COM 64119V303 BBG00W5FQQM0 2121248 116042 SH SOLE 116042 0 0 NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 28308952 307706 SH SOLE 304972 0 2734 NUVASIVE INC COM 670704105 BBG001SK3C57 1936571 46879 SH SOLE 46879 0 0 ONEOK INC NEW COM 682680103 BBG001S5TWK1 30685182 482927 SH SOLE 471342 0 11585 PERFICIENT INC COM 71375U101 BBG001SCS189 2321630 32160 SH SOLE 32160 0 0 PGT INNOVATIONS INC COM 69336V101 BBG001SNS069 3058950 121822 SH SOLE 121822 0 0 PROSPERITY BANCSHARES INC COM 743606105 BBG001S7SL77 1975899 32118 SH SOLE 32118 0 0 QIAGEN NV SHS NEW N72482123 BBG001S91B01 553732 12056 SH SOLE 12056 0 0 QUEST DIAGNOSTICS INC COM 74834L100 BBG001S9GX43 9760422 68988 SH SOLE 68773 0 215 RAMBUS INC DEL COM 750917106 BBG001S7RF80 2792081 54469 SH SOLE 54469 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 46920515 479123 SH SOLE 468352 0 10771 REINSURANCE GRP OF AMERICA I COM NEW 759351604 BBG001S6P9Q8 10553623 79494 SH SOLE 79281 0 213 RENAISSANCERE HLDGS LTD COM G7496G103 BBG001S6T1Z1 2871874 14335 SH SOLE 14335 0 0 ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 35026192 119360 SH SOLE 116684 0 2676 SAP SE SPON ADR 803054204 BBG001S6RD41 33214946 262465 SH SOLE 260422 0 2043 SEMPRA COM 816851109 BBG001SBVZ73 44873962 296864 SH SOLE 289963 0 6901 SHELL PLC SPON ADS 780259305 BBG0147BN6H1 33024047 573932 SH SOLE 569736 0 4196 SONY GROUP CORPORATION SPONSORED ADR 835699307 BBG001S5W6H8 25394872 280142 SH SOLE 277337 0 2805 SUNCOR ENERGY INC NEW COM 867224107 BBG001S5YSF0 26051074 839004 SH SOLE 835914 0 3090 SYSCO CORP COM 871829107 BBG001S5WJS8 49954604 646829 SH SOLE 632934 0 13895 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 27630103 297034 SH SOLE 294712 0 2322 TARGA RES CORP COM 87612G101 BBG001TC94B9 9207676 126219 SH SOLE 125777 0 442 TE CONNECTIVITY LTD SHS H84989104 BBG001STLRP3 36735771 280105 SH SOLE 274145 0 5960 TEXAS CAP BANCSHARES INC COM 88224Q107 BBG001SJ1VS5 2100972 42912 SH SOLE 42912 0 0 TJX COS INC NEW COM 872540109 BBG001S5WQ93 36964841 471731 SH SOLE 460617 0 11114 TORO CO COM 891092108 BBG001S5WX98 9281304 83495 SH SOLE 83174 0 321 TOTALENERGIES SE SPONSORED ADS 89151E109 BBG001S6WYD9 909547 15403 SH SOLE 15403 0 0 U S PHYSICAL THERAPY COM 90337L108 BBG001S71ZL9 2501013 25544 SH SOLE 25544 0 0 UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 37208731 1173777 SH SOLE 1148308 0 25469 UNION PAC CORP COM 907818108 BBG001S5X2M0 42906418 213189 SH SOLE 208341 0 4848 UNITED BANKSHARES INC WEST V COM 909907107 BBG001S5WZV8 2075674 58968 SH SOLE 58968 0 0 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 BBG001S9SSJ5 1655593 58876 SH SOLE 58876 0 0 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 48721364 251154 SH SOLE 245287 0 5867 UNIVERSAL DISPLAY CORP COM 91347P105 BBG001S5V9H3 2751386 17736 SH SOLE 17736 0 0 V F CORP COM 918204108 BBG001S5X749 6914605 301816 SH SOLE 301173 0 643 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 729359 5281 SH SOLE 5281 0 0 VIASAT INC COM 92552V100 BBG001S98NF2 209436 6189 SH SOLE 6189 0 0 WATSCO INC COM 942622200 BBG001S82CQ2 9813327 30844 SH SOLE 30734 0 110 WELLTOWER INC COM 95040Q104 BBG001S5RTQ4 27871997 388785 SH SOLE 379050 0 9735 WEX INC COM 96208T104 BBG001SCJLG6 10030648 54547 SH SOLE 54356 0 191 WILLIAMS COS INC COM 969457100 BBG001S5XH10 41889370 1402859 SH SOLE 1377231 0 25628 WNS HLDGS LTD SPON ADR 92932M101 BBG001SBK8N7 3133773 33635 SH SOLE 33635 0 0