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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 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FCX FREEPORT MCMORAN INC Basic Materials 6,501.0 $382K 0.02% NEW $58.78 +5.5%
62 BKR BAKER HUGHES COMPANY Energy 6,024.0 $368K 0.02% NEW $61.05 +8.2%
63 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,337.0 $368K 0.02% NEW $157.28 -2.7%
64 LPG DORIAN LPG LTD Energy 10,661.0 $365K 0.02% NEW $34.20 +35.8%
65 CME CME GROUP INC Financial Services 1,234.0 $364K 0.02% NEW $295.35 -1.4%
66 SNOW SNOWFLAKE INC Technology 2,397.0 $362K 0.02% NEW $150.82 +14.2%
67 SCHL SCHOLASTIC CORP Communication Services 9,016.0 $352K 0.02% NEW $39.06 +4.2%
68 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4,776.0 $346K 0.02% NEW $72.46 +19.8%
69 CVS CVS HEALTH CORP Healthcare 4,804.0 $345K 0.02% NEW $71.82 +29.9%
70 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,019.0 $337K 0.02% NEW $330.87 -10.1%
71 CPNG COUPANG INC Consumer Cyclical 17,805.0 $336K 0.02% NEW $18.88 -14.6%
72 PNC PNC FINL SVCS GROUP INC Financial Services 1,601.0 $333K 0.02% NEW $208.09 +5.4%
73 ARCB ARCBEST CORP Industrials 3,373.0 $332K 0.02% NEW $98.36 +26.6%
74 UPS UNITED PARCEL SVCS INC Industrials 3,352.0 $330K 0.02% NEW $98.38 +2.7%
75 USB US BANCORP Financial Services 6,319.0 $329K 0.02% NEW $52.01 +5.4%
76 ANGLOGOLD ASHANTI PLC 3,375.0 $329K 0.02% NEW $97.36
77 RGR STURM RUGER & CO INC Industrials 8,193.0 $328K 0.02% NEW $40.09 -0.1%
78 FERG FERGUSON ENTERPRISES INC Industrials 1,398.0 $326K 0.02% NEW $233.26 -4.3%
79 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 14,914.0 $318K 0.02% NEW $21.34 -17.2%
80 CVLG COVENANT LOGISTICS GROUP INC Industrials 11,508.0 $312K 0.02% NEW $27.15 +37.8%
Page 4 of 8  ·  143 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%