Cambiar Investors Holdings in 3rd Quarter: 13F Alert

The following is an analysis of Cambiar Investors LLC as of September 30, according to a filing with the U.S. Securities and Exchange Commission on 10/26/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Target Corp                  TGT US       201,617,956    4,111,296      362,201
Hess Corp                    HES US       159,210,067    3,034,885      -49,529
CVS Caremark Corp            CVS US       156,345,629    4,654,529    1,359,288
Honeywell International Inc  HON US       156,278,456    3,559,063      381,732
Medtronic Inc                MDT US       155,922,258    4,690,802      -42,350
Flextronics Intl Ltd         FLEX US      152,895,441   27,157,272   -1,294,576
Vodafone Group Plc-Sp ADR    VOD US       152,575,027    5,946,026     -928,860
Sprint Nextel Corp           S US         152,179,363   50,059,001   18,354,846
Apache Corp                  APA US       150,565,144    1,876,435      136,929
Devon Energy Corporation     DVN US       144,293,522    2,602,697      314,919
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
NYSE Euronext                NYX US        96,906,082    4,169,797    4,169,797
Baker Hughes Inc             BHI US        92,057,528    1,994,746    1,994,746
Navistar International Corp  NAV US        84,678,149    2,636,306    2,636,306
NCR Corporation              NCR US        24,079,752    1,425,681    1,425,681
Teradyne Inc                 TER US        17,782,086    1,615,085    1,615,085
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Motorola Mobility Holdings I MMI US      -173,104,232            0   -7,854,094
Owens-Illinois Inc           OI US       -117,063,294            0   -4,535,579
Medicis Pharmaceutical-Cl A  MRX US       -22,286,127            0     -583,865
Gulfmark Offshore Inc-Cl A   GLF US       -21,670,334            0     -490,390
Aegion Corp                  AEGN US      -21,098,085            0   -1,006,108
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
CVS Caremark Corp            CVS US        32,510,472    4,654,529    1,359,288
Target Corp                  TGT US        25,747,910    4,111,296      362,201
Hanesbrands Inc              HBI US         6,416,531    1,050,897      355,051
Euronet Worldwide Inc        EEFT US        2,887,788    1,242,329      160,793
NTT Docomo Inc-Spon ADR      DCM US         1,505,019      131,220       81,468
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
National Oilwell Varco Inc   NOV US      -100,655,834    2,281,728     -499,578
Applied Materials Inc        AMAT US      -72,311,140   12,568,076   -2,993,305
Hess Corp                    HES US       -71,380,724    3,034,885      -49,529
Corning Inc                  GLW US       -67,606,375    9,786,239     -602,978
Eaton Corp                   ETN US       -58,167,333    2,731,777     -283,683
 
 
SOURCE: SEC 13F-HR 
FILER: Cambiar Investors LLC 
QUARTER ENDED: 09/30/2011 
SEC RECEIVED: 10/26/2011 

To contact the reporter on this story: Chris Cappucci in Princeton at ccappucci1@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

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