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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 13 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NVR NVR INC Consumer Cyclical 36.0 $237K 0.01% -6.0 -14.3% $6589.83 -8.4%
242 GTES GATES INDL CORP PLC Industrials 10,407.0 $235K 0.01% -2K -15.0% $22.61 +8.3%
243 TDY TELEDYNE TECHNOLOGIES INC Technology 388.0 $235K 0.01% -144.0 -27.1% $605.01 +2.6%
244 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 5,234.0 $235K 0.01% -2K -29.4% $44.84 +6.1%
245 GLOBUS MED INC 2,682.0 $231K 0.01% -602.0 -18.3% $86.16
246 WCC WESCO INTL INC Industrials 840.0 $230K 0.01% -659.0 -44.0% $273.62 +32.9%
247 CCL CARNIVAL CORP Consumer Cyclical 8,851.0 $229K 0.01% -3K -27.2% $25.88 +0.4%
248 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 121.0 $228K 0.01% -13.0 -9.7% $1884.66 +5.7%
249 AN AUTONATION INC Consumer Cyclical 1,165.0 $227K 0.01% -281.0 -19.4% $195.26 -2.7%
250 NWS NEWS CORP NEW Communication Services 7,915.0 $226K 0.01% -228.0 -2.8% $28.51 +4.1%
251 AX AXOS FINANCIAL INC Financial Services 2,587.0 $220K 0.01% -548.0 -17.5% $85.09 +1.2%
252 IONS IONIS PHARMACEUTICALS INC Healthcare 2,885.0 $217K 0.01% -799.0 -21.7% $75.09 +0.6%
253 VMI VALMONT INDS INC Industrials 542.0 $217K 0.01% -220.0 -28.9% $399.57 +28.5%
254 AMG AFFILIATED MANAGERS GROUP Financial Services 776.0 $215K 0.01% -759.0 -49.5% $276.70 +9.1%
255 ZM ZOOM COMMUNICATIONS INC Technology 2,649.0 $213K 0.01% -952.0 -26.4% $80.39 +20.4%
256 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 2,468.0 $211K 0.01% -752.0 -23.4% $85.66 +9.3%
257 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 2,278.0 $210K 0.01% -404.0 -15.1% $92.04 -11.1%
258 RL RALPH LAUREN CORP Consumer Cyclical 609.0 $209K 0.01% -26.0 -4.1% $343.99 +9.8%
259 BLOCK INC 3,437.0 $207K 0.01% -247.0 -6.7% $60.18
260 JLL JONES LANG LASALLE INC Real Estate 679.0 $207K 0.01% -316.0 -31.8% $304.32 -4.2%
Page 13 of 14  ·  266 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%