Stock Taper

CAMBRIA INVESTMENT MANAGEMENT, L.P.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
NVR, Inc.NVR36$245.28K
First Citizens BancShares, Inc.FCNCA126$262.18K
Markel CorporationMKL126$246.08K
MercadoLibre, Inc.MELI161$273.28K
AutoZone, Inc.AZO185$591.25K
Teledyne Technologies IncorporatedTDY388$258.76K
Medpace Holdings, Inc.MEDP408$216.07K
IDEXX Laboratories, Inc.IDXX450$236.9K
Valmont Industries, Inc.VMI542$313.06K
W.W. Grainger, Inc.GWW548$745.5K
United Therapeutics CorporationUTHR556$301.26K
Ralph Lauren CorporationRL606$243.25K
Evercore Inc.EVR623$212.72K
Sterling Infrastructure, Inc.STRL639$536.35K
EMCOR Group, Inc.EME667$553.53K
Parker-Hannifin CorporationPH671$656.32K
Monolithic Power Systems, Inc.MPWR672$928.95K
Jones Lang LaSalle IncorporatedJLL679$210.46K
Woodward, Inc.WWD685$291.43K
Sandisk CorporationSNDK689$1.57M