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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 4 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MTB M & T BK CORP Financial Services 44,145.0 $9.1M 0.51% +2K +5.4% $206.72 +3.1%
62 CRBG COREBRIDGE FINL INC Financial Services 380,629.0 $9.1M 0.51% +90K +31.0% $23.86 +16.3%
63 GEF GREIF INC Consumer Cyclical 135,196.0 $9.1M 0.51% +12K +9.6% $67.07 -4.1%
64 LKQ LKQ CORP Consumer Cyclical 308,690.0 $9.1M 0.51% +28K +10.1% $29.37 -7.6%
65 ADT ADT INC DEL Industrials 1,378,610.0 $9.1M 0.51% +327K +31.1% $6.57 +6.1%
66 AGO ASSURED GUARANTY LTD Financial Services 110,657.0 $9.0M 0.50% +17K +18.0% $81.48 -5.6%
67 NTRS NORTHERN TR CORP Financial Services 64,066.0 $8.9M 0.50% +2K +4.0% $139.57 +20.2%
68 BEN FRANKLIN RESOURCES INC Financial Services 377,610.0 $8.9M 0.50% +16K +4.3% $23.62 +31.3%
69 THC TENET HEALTHCARE CORP Healthcare 47,177.0 $8.9M 0.50% +1K +2.2% $188.71 -7.9%
70 AMP AMERIPRISE FINL INC Financial Services 20,020.0 $8.9M 0.50% +3K +15.1% $444.40 +1.8%
71 WU WESTERN UN CO Financial Services 1,017,957.0 $8.9M 0.50% +113K +12.5% $8.73 -4.1%
72 UHS UNIVERSAL HLTH SVCS INC Healthcare 49,414.0 $8.8M 0.49% +11K +27.6% $178.97 -11.8%
73 WNC WABASH NATL CORP Industrials 1,021,664.0 $8.8M 0.49% +123K +13.6% $8.62 -9.9%
74 BYD BOYD GAMING CORP Consumer Cyclical 107,117.0 $8.8M 0.49% +6K +5.6% $82.18 -3.5%
75 LEN LENNAR CORP Consumer Cyclical 99,310.0 $8.6M 0.48% +27K +36.5% $86.84 +2.3%
76 MMS MAXIMUS INC Industrials 133,486.0 $8.6M 0.48% +33K +33.2% $64.10 -4.6%
77 JPMB J P MORGAN EXCHANGE TRADED F 146,569.0 $5.7M 0.32% +18K +13.8% $39.06 +1.6%
78 ICVT ISHARES TR 45,905.0 $4.7M 0.26% +1K +2.9% $101.66 +16.4%
79 SPHY SPDR SERIES TRUST 181,628.0 $4.2M 0.23% +5K +2.9% $23.18 +1.0%
80 PFF ISHARES TR 138,320.0 $4.2M 0.23% +4K +2.9% $30.29 +3.1%
Page 4 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%