Fund HoldingsCambria Investment Management, L.P.

Total Portfolio Value
$1.67B
Total Bought
$444.44M
Total Sold
$244.12M
Net Transaction
+$200.32M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
CAMBRIA ETF TR0913,105+913,105024,4461.46%+24,446
REV GROUP INC0609,432+609,432013,4620.81%+13,462
WABASH NATL CORP0426,297+426,297012,7630.76%+12,763
TRAVEL PLUS LEISURE CO(TNL)0258,645+258,645012,6630.76%+12,663
PVH CORPORATION(PVH)091,935+91,935012,9270.77%+12,927
PHILLIPS 66(PSX)078,067+78,067012,7510.76%+12,751
MAGNOLIA OIL & GAS CORP(MGY)0474,395+474,395012,3110.74%+12,311
BRUNSWICK CORP(BC)0127,397+127,397012,2960.74%+12,296
CF INDS HLDGS INC(CF)0147,360+147,360012,2620.73%+12,262
KRAFT HEINZ CO(KHC)0332,045+332,045012,2520.73%+12,252
CHESAPEAKE ENERGY CORP(EXE)0137,791+137,791012,2400.73%+12,240
TD SYNNEX CORPORATION(SNX)0108,126+108,126012,2290.73%+12,229
AT&T INC(T)0694,309+694,309012,2200.73%+12,220
BOISE CASCADE CO DEL(BCC)085,404+85,404013,0980.78%+13,098
ISHARES TR079,534+79,534011,1100.66%+11,110
CAMBRIA ETF TR01,093,212+1,093,212029,5281.77%+29,528
VANECK BITCOIN TR(HODL)094,562+94,56207,5970.45%+7,597
CAMBRIA ETF TR0292,639+292,63907,3690.44%+7,369
LINCOLN NATL CORP IND(LNC)209,408391,500+182,0925,64812,5010.75%+6,853
DXC TECHNOLOGY CO(DXC)291,313592,224+300,9116,66212,5610.75%+5,899
XEROX HOLDINGS CORP365,957704,168+338,2116,70812,6050.75%+5,897
WHIRLPOOL CORP(WHR)0102,539+102,539012,2670.73%+12,267
SYNCHRONY FINANCIAL(SYF)190,092296,038+105,9467,26012,7650.76%+5,506
WESTERN UN CO(WU)603,545900,802+297,2577,19412,5930.75%+5,399
DEVON ENERGY CORP NEW(DVN)153,227243,932+90,7056,94112,2410.73%+5,299
HUNTSMAN CORP(HUN)291,275471,291+180,0167,32012,2680.73%+4,948
J P MORGAN EXCHANGE TRADED F
USD EMRNG MKT
0124,364+124,36404,8620.29%+4,862
INTERNATIONAL PAPER CO(IP)204,482313,631+109,1497,39212,2380.73%+4,846
APA CORPORATION(APA)0356,608+356,608012,2600.73%+12,260
AMN HEALTHCARE SVCS INC106,426199,709+93,2837,96912,4840.75%+4,515
FOX CORP(FOX)265,494391,875+126,3817,87712,2540.73%+4,377
MANPOWERGROUP INC WIS(MAN)103,074161,706+58,6328,19112,5550.75%+4,364
AMERICAN FINL GROUP INC OHIO66,77589,550+22,7757,93912,2220.73%+4,283
MARATHON OIL CORP0432,655+432,655012,2610.73%+12,261
LYONDELLBASELL INDUSTRIES N
SHS - A -
87,103119,642+32,5398,28212,2370.73%+3,955
SM ENERGY CO(SM)240,241263,841+23,6009,30213,1520.79%+3,850
PIONEER NAT RES CO37,70246,708+9,0068,47812,2610.73%+3,782
DISCOVER FINL SVCS76,53093,517+16,9878,60212,2590.73%+3,657
TAPESTRY INC(TPR)234,484258,261+23,7778,63112,2620.73%+3,631
METLIFE INC(MET)131,439164,949+33,5108,69212,2240.73%+3,532
SYLVAMO CORP(SLVM)181,671201,227+19,5568,92212,4240.74%+3,502
PROG HOLDINGS INC(PRG)292,349363,085+70,7369,03712,5050.75%+3,468
CAL MAINE FOODS INC(CALM)158,556213,037+54,4819,10012,5370.75%+3,438
OLIN CORP(OLN)162,650207,493+44,8438,77512,2010.73%+3,426
GREIF INC(GEF)135,035177,786+42,7518,85712,2760.73%+3,419
SLM CORP(SLM)482,513576,337+93,8249,22612,5580.75%+3,333
HAVERTY FURNITURE COS INC256,908362,467+105,5599,12012,3670.74%+3,247
ARROW ELECTRS INC73,01093,954+20,9448,92512,1630.73%+3,238
COTERRA ENERGY INC357,803439,252+81,4499,13112,2460.73%+3,115
FEDERATED HERMES INC(FHI)269,364338,610+69,2469,12112,2310.73%+3,110
DOW INC(DOW)170,094211,033+40,9399,32812,2250.73%+2,897
COMCAST CORP NEW(CCZ)216,089282,840+66,7519,41312,2610.73%+2,848
CHEVRON CORP NEW(CVX)077,468+77,468012,2200.73%+12,220
EOG RES INC(EOG)77,73495,613+17,8799,40212,2230.73%+2,821
AFFILIATED MANAGERS GROUP IN62,90973,134+10,2259,52612,2480.73%+2,722
CONOCOPHILLIPS(COP)82,94495,972+13,0289,62712,2150.73%+2,588
UNDER ARMOUR INC(UA)1,197,5891,756,813+559,22410,00012,5440.75%+2,544
ENCORE WIRE CORP50,74650,643-10310,83913,3080.80%+2,469
THE ODP CORP178,594235,909+57,31510,05512,5150.75%+2,460
CALIFORNIA RES CORP(CRC)193,297234,957+41,66010,56912,9460.77%+2,377
DUPONT DE NEMOURS INC(DD)128,859159,139+30,2809,91312,2010.73%+2,288
MOSAIC CO NEW(MOS)281,139378,022+96,88310,04512,2710.73%+2,225
CARTERS INC(CRI)137,932147,403+9,47110,33012,4820.75%+2,152
BRADY CORP(BRC)177,305210,719+33,41410,40612,4910.75%+2,085
VIATRIS INC(VTRS)962,6871,037,200+74,51310,42612,3840.74%+1,958
ETHAN ALLEN INTERIORS INC331,946362,795+30,84910,59612,5420.75%+1,946
PEABODY ENERGY CORP(BTU)433,309513,629+80,32010,53812,4610.75%+1,923
BERRY GLOBAL GROUP INC153,970202,383+48,41310,37612,2400.73%+1,864
EXXON MOBIL CORP0105,029+105,029012,2090.73%+12,209
CHORD ENERGY CORPORATION(CHRD)66,99972,637+5,63811,13712,9470.77%+1,810
VICTORY CAP HLDGS INC(VCTR)304,822289,391-15,43110,49812,2790.73%+1,781
VERIZON COMMUNICATIONS INC(VZ)278,240290,938+12,69810,49012,2080.73%+1,718
LOEWS CORP(L)161,680165,036+3,35611,25112,9210.77%+1,669
TEXTRON INC(TXT)130,833127,067-3,76610,52212,1900.73%+1,668
EASTMAN CHEM CO(EMN)117,691121,857+4,16610,57112,2130.73%+1,642
CNX RES CORP(CNX)565,541545,513-20,02811,31112,9400.77%+1,629
PBF ENERGY INC(PBF)242,889212,831-30,05810,67712,2530.73%+1,575
ACADEMY SPORTS & OUTDOORS IN(ASO)166,480185,479+18,99910,98812,5270.75%+1,540
UNIVERSAL HLTH SVCS INC(UHS)69,95766,773-3,18410,66412,1830.73%+1,519
PRINCIPAL FINANCIAL GROUP IN(PFG)136,991141,398+4,40710,77712,2040.73%+1,427
VALERO ENERGY CORP(VLO)071,745+71,745012,2460.73%+12,246
RYDER SYS INC(R)97,329101,653+4,32411,19912,2180.73%+1,019
JEFFERIES FINL GROUP INC(JEF)277,826276,516-1,31011,22712,1940.73%+967
STEEL DYNAMICS INC(STLD)102,27487,058-15,21612,07912,9050.77%+826
VANGUARD INDEX FDS58,87258,831-4110,59511,2890.68%+693
CAMBRIA ETF TR0390,690+390,690011,3730.68%+11,373
BEYOND INC015,847+15,84705690.03%+569
DNOW INC(DNOW)036,763+36,76305590.03%+559
HARTFORD FINL SVCS GROUP INC(HIG)05,408+5,40805570.03%+557
THOR INDS INC(THO)04,739+4,73905560.03%+556
MERCURY GENL CORP NEW(MCY)010,748+10,74805550.03%+555
SKYWARD SPECIALTY INS GROUP(SKWD)014,805+14,80505540.03%+554
ROBINHOOD MKTS INC(HOOD)027,318+27,31805500.03%+550
MASTERBRAND INC(MBC)029,285+29,28505490.03%+549
CAPITAL ONE FINL CORP(COF)03,667+3,66705460.03%+546
EPLUS INC(PLUS)06,935+6,93505450.03%+545
ALLY FINL INC(ALLY)013,340+13,34005410.03%+541
WORTHINGTON ENTERPRISES INC(WOR)08,355+8,35505200.03%+520
MR COOPER GROUP INC196,976170,902-26,07412,82713,3220.80%+495
WISDOMTREE TR(WT)0371,312+371,312013,9240.83%+13,924
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