CAMBIAR INVESTORS LLC

CIK

823621

City

Denver

State / Country

Stock

CNC — Centene Corp

Top Portfolio Positions

132 positions · $2,080,705,214 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
DAL	Delta Air Lines, Inc. Industrials	894,062	$59,437,241	2.86%
AMRZ	Amrize Ltd Basic Materials	1,056,207	$59,168,716	2.84%
UNP	Union Pacific Corp Industrials	242,831	$58,915,657	2.83%
SLB	Slb Limited/Nv Energy	1,130,095	$58,075,582	2.79%
UBER	Uber Technologies, Inc Technology	796,747	$57,310,011	2.75%
BMY	Bristol Myers Squibb Co Healthcare	944,246	$57,268,519	2.75%
HON	Honeywell International Inc Industrials	253,300	$57,253,399	2.75%
LH	Labcorp Holdings Inc. Healthcare	205,604	$54,857,203	2.64%
ELV	Elevance Health, Inc. Healthcare	185,890	$54,419,297	2.62%
GOOGL	Alphabet Inc. Communication Services	185,404	$53,314,774	2.56%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$31,652,573	966,786	+1.0%	Shares	Sole	2026-05-12
2025-12-31	$39,387,092	957,159	-35.0%	Shares	Sole	2026-01-23
2025-09-30	$52,520,745	1,471,994	+102.5%	Shares	Sole	2025-11-03
2025-06-30	$39,465,251	727,068	-5.5%	Shares	Sole	2025-08-05
2025-03-31	$46,685,382	768,990	+13.9%	Shares	Sole	2025-05-13
2024-12-31	$40,913,429	675,362	-8.7%	Shares	Sole	2025-01-29
2024-09-30	$55,703,962	739,957	+0.4%	Shares	Sole	2024-10-28
2024-06-30	$48,879,409	737,246	+0.9%	Shares	Sole	2024-07-26
2024-03-31	$57,342,039	730,658	+0.3%	Shares	Sole	2024-05-02
2023-12-31	$54,038,534	728,184	-1.6%	Shares	Sole	2024-01-25
2023-09-30	$50,960,110	739,839	+0.4%	Shares	Sole	2023-10-30
2023-06-30	$49,716,787	737,091	+1.9%	Shares	Sole	2023-07-31
2023-03-31	$45,724,154	723,369	+21.9%	Shares	Sole	2023-05-08
2022-12-31	$48,669,654	593,460	+39.7%	Shares	Sole	2023-02-02
2022-09-30	$33,057,189	424,845	-1.6%	Shares	Sole	2022-10-28
2022-06-30	$36,542,974	431,899	-1.5%	Shares	Sole	2022-08-05
2022-03-31	$36,921,019	438,544	-44.0%	Shares	Sole	2022-04-28
2021-12-31	$64,497,199	782,733	-6.7%	Shares	Sole	2022-01-27
2021-09-30	$52,268,805	838,851	-0.8%	Shares	Sole	2021-10-22
2021-06-30	$61,645,614	845,271	+2.1%	Shares	Sole	2021-08-02
2021-03-31	$52,916,585	827,986	+25.7%	Shares	Sole	2021-05-14
2020-12-31	$39,526,753	658,450	+44.9%	Shares	Sole	2021-02-03
2020-09-30	$26,511,568	454,510	+26.1%	Shares	Sole	2020-10-21
2020-06-30	$22,911,745	360,531	-46.5%	Shares	Sole	2020-08-03
2020-03-31	$40,042,161	673,997	—	Shares	Sole	2020-04-30
No 13F history on record for this holder in this stock.