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Portfolio (Quarterly) Guide ↗

Cambria Investment Management, L.P.

· CIK 0001529389
13F Portfolio $1.8B AUM 682 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 143 New 231 Added 266 Reduced 105 Exited
Page 12 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GNW GENWORTH FINL INC Financial Services 29,446.0 $239K 0.01% +11K +62.5% $8.12 +11.7%
222 LXFR LUXFER HLDGS PLC Industrials 19,442.0 $237K 0.01% +7K +62.4% $12.18 +33.3%
223 SIGA SIGA TECHNOLOGIES INC Healthcare 42,083.0 $225K 0.01% +16K +62.5% $5.35 -12.5%
224 DXC DXC TECHNOLOGY CO Technology 17,530.0 $220K 0.01% +7K +62.4% $12.57 -24.4%
225 DOCU DOCUSIGN INC Technology 4,580.0 $217K 0.01% +1K +42.1% $47.41 +4.5%
226 SPOK SPOK HLDGS INC Healthcare 19,744.0 $215K 0.01% +8K +62.5% $10.90 +0.6%
227 ACCO ACCO BRANDS CORP Industrials 69,906.0 $210K 0.01% +27K +62.5% $3.00 +27.3%
228 NUS NU SKIN ENTERPRISES INC Consumer Defensive 25,194.0 $183K 0.01% +10K +62.5% $7.28 -18.5%
229 NAVI NAVIENT CORPORATION Financial Services 20,521.0 $168K 0.01% +8K +62.5% $8.18 +3.2%
230 CARS CARS COM INC Consumer Cyclical 19,981.0 $162K 0.01% +8K +62.4% $8.12 +18.8%
231 DH DEFINITIVE HEALTHCARE CORP Healthcare 117,196.0 $144K 0.01% +45K +62.5% $1.23 -30.7%
Page 12 of 12  ·  231 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 22.5%
Consumer Cyclical 19.3%
Energy 15.1%
Industrials 8.6%
Healthcare 6.7%
Consumer Defensive 6.7%
Basic Materials 6.6%
Communication Services 5.8%
Technology 5.7%
Real Estate 2.3%