Cambiar Investors Llc Buys Vipshop Holdings, Penn National Gaming Inc, SAP SE, Sells Stanley Black & Decker Inc, American Water Works Co Inc, Itau Unibanco Holding SA

Denver, CO, based Investment company Cambiar Investors Llc (Current Portfolio) buys Vipshop Holdings, Penn National Gaming Inc, SAP SE, GrafTech International, Mercury Systems Inc, sells Stanley Black & Decker Inc, American Water Works Co Inc, Itau Unibanco Holding SA, American Express Co, Knight-Swift Transportation Holdings Inc during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Cambiar Investors Llc. As of 2021Q2, Cambiar Investors Llc owns 146 stocks with a total value of $3.1 billion. These are the details of the buys and sells.

For the details of CAMBIAR INVESTORS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/cambiar+investors+llc/current-portfolio/portfolio

These are the top 5 holdings of CAMBIAR INVESTORS LLC
  1. Alibaba Group Holding Ltd (BABA) - 413,806 shares, 3.02% of the total portfolio. Shares reduced by 8.66%
  2. SAP SE (SAP) - 623,849 shares, 2.82% of the total portfolio. Shares added by 25.69%
  3. Alphabet Inc (GOOGL) - 31,458 shares, 2.47% of the total portfolio. Shares added by 3.28%
  4. Smith & Nephew PLC (SNN) - 1,753,143 shares, 2.45% of the total portfolio. Shares reduced by 12.76%
  5. Yum China Holdings Inc (YUMC) - 1,090,735 shares, 2.32% of the total portfolio. Shares reduced by 11.71%
New Purchase: Vipshop Holdings Ltd (VIPS)

Cambiar Investors Llc initiated holding in Vipshop Holdings Ltd. The purchase prices were between $17.52 and $33.09, with an estimated average price of $25.25. The stock is now traded at around $16.990000. The impact to a portfolio due to this purchase was 1.85%. The holding were 2,865,442 shares as of 2021-06-30.

New Purchase: Penn National Gaming Inc (PENN)

Cambiar Investors Llc initiated holding in Penn National Gaming Inc. The purchase prices were between $73.78 and $107.52, with an estimated average price of $86.66. The stock is now traded at around $69.350000. The impact to a portfolio due to this purchase was 0.91%. The holding were 369,991 shares as of 2021-06-30.

New Purchase: Mercury Systems Inc (MRCY)

Cambiar Investors Llc initiated holding in Mercury Systems Inc. The purchase prices were between $57.69 and $79.28, with an estimated average price of $69.13. The stock is now traded at around $66.110000. The impact to a portfolio due to this purchase was 0.46%. The holding were 216,285 shares as of 2021-06-30.

New Purchase: IPG Photonics Corp (IPGP)

Cambiar Investors Llc initiated holding in IPG Photonics Corp. The purchase prices were between $187.5 and $238.71, with an estimated average price of $210.62. The stock is now traded at around $219.060000. The impact to a portfolio due to this purchase was 0.33%. The holding were 48,342 shares as of 2021-06-30.

New Purchase: Vontier Corp (VNT)

Cambiar Investors Llc initiated holding in Vontier Corp. The purchase prices were between $30.27 and $35.19, with an estimated average price of $32.9. The stock is now traded at around $32.360000. The impact to a portfolio due to this purchase was 0.29%. The holding were 281,517 shares as of 2021-06-30.

New Purchase: ING Groep NV (ING)

Cambiar Investors Llc initiated holding in ING Groep NV. The purchase prices were between $12.02 and $14.21, with an estimated average price of $13.1. The stock is now traded at around $12.820000. The impact to a portfolio due to this purchase was 0.13%. The holding were 306,850 shares as of 2021-06-30.

Added: SAP SE (SAP)

Cambiar Investors Llc added to a holding in SAP SE by 25.69%. The purchase prices were between $122.79 and $145.84, with an estimated average price of $138.82. The stock is now traded at around $143.840000. The impact to a portfolio due to this purchase was 0.58%. The holding were 623,849 shares as of 2021-06-30.

Added: GrafTech International Ltd (EAF)

Cambiar Investors Llc added to a holding in GrafTech International Ltd by 1104.59%. The purchase prices were between $11.34 and $13.87, with an estimated average price of $12.55. The stock is now traded at around $11.340000. The impact to a portfolio due to this purchase was 0.49%. The holding were 1,421,649 shares as of 2021-06-30.

Added: U.S. Bancorp (USB)

Cambiar Investors Llc added to a holding in U.S. Bancorp by 31.35%. The purchase prices were between $54.74 and $62.21, with an estimated average price of $58.61. The stock is now traded at around $55.572800. The impact to a portfolio due to this purchase was 0.38%. The holding were 869,173 shares as of 2021-06-30.

Added: Uber Technologies Inc (UBER)

Cambiar Investors Llc added to a holding in Uber Technologies Inc by 34.14%. The purchase prices were between $43.81 and $60.74, with an estimated average price of $52.32. The stock is now traded at around $43.860000. The impact to a portfolio due to this purchase was 0.34%. The holding were 823,056 shares as of 2021-06-30.

Added: Mastercard Inc (MA)

Cambiar Investors Llc added to a holding in Mastercard Inc by 28.39%. The purchase prices were between $356.05 and $395.65, with an estimated average price of $371.26. The stock is now traded at around $379.880000. The impact to a portfolio due to this purchase was 0.26%. The holding were 99,541 shares as of 2021-06-30.

Added: WEX Inc (WEX)

Cambiar Investors Llc added to a holding in WEX Inc by 30.43%. The purchase prices were between $187.76 and $229.02, with an estimated average price of $205.13. The stock is now traded at around $187.685000. The impact to a portfolio due to this purchase was 0.07%. The holding were 50,679 shares as of 2021-06-30.

Sold Out: American Water Works Co Inc (AWK)

Cambiar Investors Llc sold out a holding in American Water Works Co Inc. The sale prices were between $149.59 and $162.2, with an estimated average price of $155.61.

Sold Out: Knight-Swift Transportation Holdings Inc (KNX)

Cambiar Investors Llc sold out a holding in Knight-Swift Transportation Holdings Inc. The sale prices were between $44.72 and $50.14, with an estimated average price of $47.78.

Sold Out: A.O. Smith Corp (AOS)

Cambiar Investors Llc sold out a holding in A.O. Smith Corp. The sale prices were between $66.05 and $72.25, with an estimated average price of $68.99.

Sold Out: Visa Inc (V)

Cambiar Investors Llc sold out a holding in Visa Inc. The sale prices were between $211.73 and $237.32, with an estimated average price of $228.16.

Sold Out: Charles River Laboratories International Inc (CRL)

Cambiar Investors Llc sold out a holding in Charles River Laboratories International Inc. The sale prices were between $289.83 and $371.65, with an estimated average price of $332.71.

Sold Out: Hub Group Inc (HUBG)

Cambiar Investors Llc sold out a holding in Hub Group Inc. The sale prices were between $64.28 and $74.44, with an estimated average price of $68.11.



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