CAMBRIA INVESTMENT MANAGEMENT, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMCSA | 240K | $8.56M |
 | MAN | 237K | $9.57M |
 | LKQ | 234K | $8.67M |
 | SYF | 232K | $15.49M |
 | CVE | 219K | $2.98M |
 | TNL | 216K | $11.15M |
 | PBF | 212K | $4.60M |
 | ATGE | 196K | $24.96M |
 | DOW | 192K | $5.08M |
 | AVT | 192K | $10.17M |
 | ASO | 191K | $8.55M |
 | TAP | 186K | $8.97M |
 | HRB | 186K | $10.19M |
 | ZD | 183K | $5.55M |
 | SPB | 179K | $9.49M |
 | CNC | 174K | $9.44M |
 | BFH | 174K | $9.92M |
 | LYB | 160K | $9.27M |
 | PYPL | 158K | $11.69M |
 | TMHC | 156K | $9.62M |
Comcast Corporation
CMCSA
Shares Held
240K
Value
$8.56M
ManpowerGroup Inc.
MAN
Shares Held
237K
Value
$9.57M
LKQ Corporation
LKQ
Shares Held
234K
Value
$8.67M
Synchrony Financial
SYF
Shares Held
232K
Value
$15.49M
Cenovus Energy Inc.
CVE
Shares Held
219K
Value
$2.98M
Travel + Leisure Co.
TNL
Shares Held
216K
Value
$11.15M
PBF Energy Inc.
PBF
Shares Held
212K
Value
$4.60M
Adtalem Global Education Inc.
ATGE
Shares Held
196K
Value
$24.96M
Dow Inc.
DOW
Shares Held
192K
Value
$5.08M
Avnet, Inc.
AVT
Shares Held
192K
Value
$10.17M
Academy Sports and Outdoors, Inc.
ASO
Shares Held
191K
Value
$8.55M
Molson Coors Beverage Company
TAP
Shares Held
186K
Value
$8.97M
H&R Block, Inc.
HRB
Shares Held
186K
Value
$10.19M
Ziff Davis, Inc.
ZD
Shares Held
183K
Value
$5.55M
Spectrum Brands Holdings, Inc.
SPB
Shares Held
179K
Value
$9.49M
Centene Corporation
CNC
Shares Held
174K
Value
$9.44M
Bread Financial Holdings, Inc.
BFH
Shares Held
174K
Value
$9.92M
LyondellBasell Industries N.V.
LYB
Shares Held
160K
Value
$9.27M
PayPal Holdings, Inc.
PYPL
Shares Held
158K
Value
$11.69M
Taylor Morrison Home Corporation
TMHC
Shares Held
156K
Value
$9.62M