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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 8 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CBRE CBRE GROUP INC Real Estate 1,538.0 $208K 0.01% NEW $135.46 +3.0%
142 W WAYFAIR INC Consumer Cyclical 2,744.0 $206K 0.01% NEW $75.21 +36.3%
143 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 43,197.0 $202K 0.01% NEW $4.68 -45.4%
Page 8 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 21.9%
Consumer Cyclical 19.5%
Energy 15.3%
Industrials 8.7%
Healthcare 6.8%
Consumer Defensive 6.8%
Basic Materials 6.7%
Technology 5.8%
Communication Services 5.6%
Real Estate 2.3%