StockDriftsStockDriftsTop 50 Cambiar Investors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DAL | DELTA AIR LINES INC | 2.75% | 894.1K | $59.4M | +14.11%(+110.56K) | $48.11(+92.78%) | 2026-03-31 | |
| AMRZ | AMRIZE LTD | 2.74% | 1.06M | $59.2M | -2.96%(-32.23K) | $49.35(+8.69%) | 2026-03-31 | |
| UNP | UNION PAC CORP | 2.73% | 242.8K | $58.9M | -3.40%(-8.55K) | $222.71(+26.74%) | 2026-03-31 | |
| SLB | SLB LIMITED | 2.69% | 1.13M | $58.1M | -15.04%(-200.12K) | $38.25(+17.98%) | 2026-03-31 | |
| UBER | UBER TECHNOLOGIES INC | 2.65% | 796.7K | $57.3M | +15.69%(+108.05K) | $63.56(+17.10%) | 2026-03-31 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 2.65% | 944.2K | $57.3M | -3.96%(-38.93K) | $58.07(+0.10%) | 2026-03-31 | |
| HON | HONEYWELL INTL INC | 2.65% | 253.3K | $57.3M | -4.29%(-11.34K) | $196.74(+16.83%) | 2026-03-31 | |
| LH | LABCORP HOLDINGS INC | 2.54% | 205.6K | $54.9M | +5.27%(+10.29K) | $195.84(+46.54%) | 2026-03-31 | |
| ELV | ELEVANCE HEALTH INC FORMERLY | 2.52% | 185.9K | $54.4M | +10.68%(+17.93K) | $417.16(+0.17%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.47% | 185.4K | $53.3M | -2.90%(-5.54K) | $46.76(+669.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.54% | +35.07% |
| Top 20 Holdings Unweighted | +11.18% | +37.43% |
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