Fund HoldingsCambria Investment Management, L.P.

Total Portfolio Value
$1.44B
Total Bought
$424.40M
Total Sold
$231.68M
Net Transaction
+$192.72M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
CAMBRIA ETF TR359,669495,380+135,71122,24933,4732.33%+11,224
LISTED FD TR
GRIZZ GROWT ETF
0422,845+422,845011,1950.78%+11,195
CAMBRIA ETF TR548,367907,969+359,60214,60925,6961.79%+11,086
ARCH RESOURCES INC066,553+66,553011,0440.77%+11,044
ACADEMY SPORTS & OUTDOORS IN(ASO)0166,480+166,480010,9880.76%+10,988
CENTENE CORP DEL(CNC)0143,671+143,671010,6620.74%+10,662
INVESCO EXCH TRADED FD TR II0514,361+514,361010,6060.74%+10,606
VANGUARD INDEX FDS058,872+58,872010,5950.74%+10,595
EASTMAN CHEM CO(EMN)0117,691+117,691010,5710.74%+10,571
PEABODY ENERGY CORP(BTU)0433,309+433,309010,5380.73%+10,538
TEXTRON INC(TXT)0130,833+130,833010,5220.73%+10,522
CHORD ENERGY CORPORATION(CHRD)066,999+66,999011,1370.78%+11,137
VICTORY CAP HLDGS INC(VCTR)0304,822+304,822010,4980.73%+10,498
VERIZON COMMUNICATIONS INC(VZ)0278,240+278,240010,4900.73%+10,490
BRADY CORP(BRC)0177,305+177,305010,4060.72%+10,406
BERRY GLOBAL GROUP INC0153,970+153,970010,3760.72%+10,376
CARTERS INC(CRI)0137,932+137,932010,3300.72%+10,330
VANECK ETF TRUST
GOLD MINERS ETF
0337,385+337,385010,4620.73%+10,462
UNDER ARMOUR INC(UA)01,197,589+1,197,589010,0000.70%+10,000
INVESCO DB MULTI-SECTOR COMM(DBP)0200,049+200,04909,9920.70%+9,992
PBF ENERGY INC(PBF)13,063242,889+229,82669910,6770.74%+9,978
INVESCO DB MULTI-SECTOR COMM(DBA)0459,792+459,79209,5360.66%+9,536
COMCAST CORP NEW(CCZ)0216,089+216,08909,4130.66%+9,413
KB HOME(KBH)145,288211,843+66,5556,72413,2320.92%+6,508
ADTALEM GLOBAL ED INC(CVSA)205,025236,503+31,4788,78513,9420.97%+5,157
BUILDERS FIRSTSOURCE INC(BLDR)075,566+75,566012,6150.88%+12,615
PENNYMAC FINL SVCS INC NEW(PFSI)111,366134,670+23,3047,41711,9010.83%+4,484
UNITED STATES STL CORP NEW292,389286,387-6,0029,49713,9330.97%+4,436
VIATRIS INC(VTRS)660,352962,687+302,3356,51110,4260.73%+3,915
ASSURED GUARANTY LTD(AGO)161,669182,224+20,5559,78413,6360.95%+3,852
MR COOPER GROUP INC168,423196,976+28,5539,02112,8270.89%+3,806
MATSON INC(MATX)104,910119,359+14,4499,30813,0820.91%+3,774
AMERIPRISE FINL INC(AMP)32,54937,863+5,31410,73114,3821.00%+3,651
SLM CORP(SLM)0482,513+482,51309,2260.64%+9,226
OWENS CORNING NEW(OC)84,448100,179+15,73111,52014,8501.03%+3,330
CATHAY GEN BANCORP(CATY)197,984227,914+29,9306,88210,1580.71%+3,276
UNIVERSAL HLTH SVCS INC(UHS)069,957+69,957010,6640.74%+10,664
NUCOR CORP(NUE)78,79488,713+9,91912,31915,4401.07%+3,120
ADVANCE AUTO PARTS INC(AAP)090,092+90,09205,4980.38%+5,498
WARRIOR MET COAL INC(HCC)214,637227,831+13,19410,96413,8910.97%+2,927
LINCOLN NATL CORP IND(LNC)112,980209,408+96,4282,7895,6480.39%+2,858
STEEL DYNAMICS INC(STLD)86,057102,274+16,2179,22712,0790.84%+2,852
SM ENERGY CO(SM)163,587240,241+76,6546,4869,3020.65%+2,816
DISCOVER FINL SVCS076,530+76,53008,6020.60%+8,602
AFLAC INC(AFL)131,272155,310+24,03810,07512,8130.89%+2,738
HAVERTY FURNITURE COS INC221,925256,908+34,9836,3879,1200.63%+2,733
TAPESTRY INC(TPR)0234,484+234,48408,6310.60%+8,631
ENCORE WIRE CORP45,34550,746+5,4018,27410,8390.75%+2,566
RYERSON HLDG CORP(RYZ)0389,700+389,700013,5150.94%+13,515
HF SINCLAIR CORP(DINO)111,917158,410+46,4936,3718,8030.61%+2,431
AFFILIATED MANAGERS GROUP IN062,909+62,90909,5260.66%+9,526
JEFFERIES FINL GROUP INC(JEF)241,570277,826+36,2568,84911,2270.78%+2,378
WESTERN UN CO(WU)373,910603,545+229,6354,9287,1940.50%+2,266
LOEWS CORP(L)141,951161,680+19,7298,98711,2510.78%+2,264
PRINCIPAL FINANCIAL GROUP IN(PFG)118,629136,991+18,3628,55010,7770.75%+2,227
AMN HEALTHCARE SVCS INC0106,426+106,42607,9690.55%+7,969
SYNCHRONY FINANCIAL(SYF)0190,092+190,09207,2600.51%+7,260
CAL MAINE FOODS INC(CALM)145,202158,556+13,3547,0319,1000.63%+2,069
PROG HOLDINGS INC(PRG)210,054292,349+82,2956,9769,0370.63%+2,061
ETHAN ALLEN INTERIORS INC286,216331,946+45,7308,55810,5960.74%+2,038
THE ODP CORP174,342178,594+4,2528,04610,0550.70%+2,009
SYLVAMO CORP(SLVM)160,795181,671+20,8766,9698,9220.62%+1,953
DXC TECHNOLOGY CO(DXC)0291,313+291,31306,6620.46%+6,662
RYDER SYS INC(R)87,47197,329+9,8589,35511,1990.78%+1,844
MCKESSON CORP(MCK)023,844+23,844011,0390.77%+11,039
ATKORE INC69,97176,311+6,34010,43912,2100.85%+1,771
OLIN CORP(OLN)140,418162,650+22,2327,0188,7750.61%+1,757
MANPOWERGROUP INC WIS(MAN)0103,074+103,07408,1910.57%+8,191
TOLL BROTHERS INC(TOL)0151,916+151,916015,6151.09%+15,615
DOW INC(DOW)149,295170,094+20,7997,6989,3280.65%+1,630
METLIFE INC(MET)112,442131,439+18,9977,0748,6920.60%+1,618
XEROX HOLDINGS CORP324,683365,957+41,2745,0946,7080.47%+1,614
EA SERIES TRUST
ALPHA ARCH 1-3
015,210+15,21001,5990.11%+1,599
THE CIGNA GROUP(CI)30,66634,595+3,9298,77310,3590.72%+1,587
DUPONT DE NEMOURS INC(DD)112,442128,859+16,4178,3879,9130.69%+1,526
AMERICAN FINL GROUP INC OHIO58,10466,775+8,6716,4887,9390.55%+1,450
MOSAIC CO NEW(MOS)241,831281,139+39,3088,60910,0450.70%+1,436
INTERNATIONAL PAPER CO(IP)173,505204,482+30,9776,1547,3920.51%+1,238
AUTONATION INC(AN)099,344+99,344014,9191.04%+14,919
CONSOL ENERGY INC NEW148,276166,722+18,44615,55616,7611.17%+1,205
CALIFORNIA RES CORP(CRC)167,856193,297+25,4419,40210,5690.74%+1,168
PLAINS GP HLDGS L P(PAGP)707,543787,570+80,02711,40612,5620.87%+1,156
HUNTSMAN CORP(HUN)0291,275+291,27507,3200.51%+7,320
FEDERATED HERMES INC(FHI)236,182269,364+33,1827,9999,1210.63%+1,121
LYONDELLBASELL INDUSTRIES N
SHS - A -
76,66587,103+10,4387,2608,2820.58%+1,022
MARATHON PETE CORP(MPC)78,24486,700+8,45611,84112,8630.90%+1,021
PIONEER NAT RES CO32,81837,702+4,8847,5338,4780.59%+945
RANGE RES CORP(RRC)264,965311,187+46,2228,5889,4730.66%+885
GREIF INC(GEF)119,974135,035+15,0618,0158,8570.62%+841
PENSKE AUTOMOTIVE GRP INC(PAG)83,40792,007+8,60013,93414,7681.03%+834
CONOCOPHILLIPS(COP)73,43782,944+9,5078,7989,6270.67%+830
PULTE GROUP INC(PHM)177,178134,826-42,35213,12013,9170.97%+797
FOX CORP(FOX)0265,494+265,49407,8770.55%+7,877
ARROW ELECTRS INC073,010+73,01008,9250.62%+8,925
EOG RES INC(EOG)68,86477,734+8,8708,7299,4020.65%+673
CNX RES CORP(CNX)471,288565,541+94,25310,64211,3110.79%+669
COTERRA ENERGY INC313,385357,803+44,4188,4779,1310.64%+654
BEAZER HOMES USA INC(BZH)018,742+18,74206330.04%+633
PERMIAN RESOURCES CORP(PR)094,079+94,07901,2790.09%+1,279
DEVON ENERGY CORP NEW(DVN)134,769153,227+18,4586,4286,9410.48%+513
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