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Erin Laffrenzen

Cambiar Investors Llc

Assets Managed
$2.159B
Holdings
145
Last Quarter
2026 - Q1
Filed Date
1mo 23d ago
Growth Rate
-3.53%(2Q avg: -0.88%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cambiar Investors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 145 positions.

Assets under management

The assets under management (AUM) of Cambiar Investors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.159B in assets, with a quarterly growth rate of -3.53% and a 2-quarter average growth rate of -0.88%. The portfolio is managed by Erin Laffrenzen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DAL
Delta Air Lines Inc
Recent Activity
Increased 14.12%
2.76%
$59.437M
894,062 shares@ $66.49 avg price
AMRZ
Amrize Ltd
Recent Activity
Decreased -2.96%
2.75%
$59.169M
1.056M shares@ $56.02 avg price
UNP
Union Pacific Corp
Recent Activity
Decreased -3.4%
2.73%
$58.916M
242,831 shares@ $242.62 avg price
SLB
Schlumberger Ltd
Recent Activity
Decreased -15.04%
2.69%
$58.076M
1.13M shares@ $51.39 avg price
UBER
Uber Technologies Inc
Recent Activity
Increased 15.69%
2.66%
$57.31M
796,747 shares@ $71.94 avg price
BMY
Bristol-myers Squibb Co
Recent Activity
Decreased -3.95%
2.66%
$57.269M
944,246 shares@ $60.66 avg price
HON
Honeywell International Inc
Recent Activity
Decreased -4.28%
2.66%
$57.253M
253,300 shares@ $226.03 avg price
LH
Labcorp Holdings Inc
Recent Activity
Increased 5.27%
2.55%
$54.857M
205,604 shares@ $266.81 avg price
ELV
Elevance Health Inc
Recent Activity
Increased 10.68%
2.53%
$54.419M
185,890 shares@ $292.76 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.9%
2.47%
$53.315M
185,404 shares@ $287.56 avg price

1-10 of 145