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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 6 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VNQI VANGUARD INTL EQUITY INDEX F 25,434.0 $1.1M 0.06% +434.0 +1.7% $44.45 +3.3%
102 UNP UNION PAC CORP Industrials 4,616.0 $1.1M 0.06% +362.0 +8.5% $242.62 +11.7%
103 WDC WESTERN DIGITAL CORP Technology 4,117.0 $1.1M 0.06% +819.0 +24.8% $270.49 +95.2%
104 AA ALCOA CORP Basic Materials 16,040.0 $1.1M 0.06% +2K +10.6% $66.33 +12.1%
105 LOW LOWES COS INC Consumer Cyclical 4,466.0 $1.1M 0.06% +643.0 +16.8% $236.28 -10.2%
106 PATHWARD FINANCIAL INC 11,402.0 $1.0M 0.06% +229.0 +2.0% $89.23
107 PHIN PHINIA INC Consumer Cyclical 14,791.0 $1.0M 0.06% +510.0 +3.6% $68.44 +11.5%
108 GIII G III APPAREL GROUP LTD Consumer Cyclical 36,389.0 $1.0M 0.06% +16K +75.8% $27.70 +13.1%
109 KSS KOHLS CORP Consumer Cyclical 77,668.0 $1.0M 0.06% +49K +169.4% $12.90 +0.6%
110 F FORD MTR CO Consumer Cyclical 84,708.0 $978K 0.06% +36K +75.1% $11.54 +31.6%
111 MTG MGIC INVT CORP WIS Financial Services 36,323.0 $953K 0.05% +8K +28.6% $26.25 -0.6%
112 LAUR LAUREATE ED INC Consumer Defensive 26,953.0 $939K 0.05% +7K +33.3% $34.84 -4.3%
113 URBN URBAN OUTFITTERS INC Consumer Cyclical 14,731.0 $933K 0.05% +2K +13.8% $63.35 +17.5%
114 GE GE AEROSPACE Industrials 3,213.0 $912K 0.05% +326.0 +11.3% $283.77 +10.1%
115 APP APPLOVIN CORP Technology 2,282.0 $908K 0.05% +374.0 +19.6% $398.00 +28.4%
116 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 34,692.0 $907K 0.05% +6K +19.7% $26.13 -5.6%
117 MRK MERCK & CO INC Healthcare 7,270.0 $875K 0.05% +1K +20.7% $120.29 +0.8%
118 MS MORGAN STANLEY Financial Services 5,142.0 $846K 0.05% +3K +154.4% $164.57 +21.9%
119 UNH UNITEDHEALTH GROUP INC Healthcare 3,120.0 $844K 0.05% +1K +54.7% $270.59 +39.8%
120 HIG HARTFORD INSURANCE GROUP INC Financial Services 6,027.0 $815K 0.05% +401.0 +7.1% $135.23 -0.1%
Page 6 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%