Stock Taper

CAMBRIA INVESTMENT MANAGEMENT, L.P.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Cummins Inc.CMI721$514.22K
Affiliated Managers Group, Inc.AMG776$262.6K
Regeneron Pharmaceuticals, Inc.REGN830$517.54K
Comfort Systems USA, Inc.FIX875$1.73M
ASML Holding N.V.ASML910$1.81M
Waters CorporationWAT927$347.66K
MasTec, Inc.MTZ966$401.91K
Datadog, Inc.DDOG978$254.63K
WESCO International, Inc.WCC1.05K$363.05K
CrowdStrike Holdings, Inc.CRWD1.06K$807.4K
Alnylam Pharmaceuticals, Inc.ALNY1.06K$318.79K
F5, Inc.FFIV1.11K$462.96K
HCA Healthcare, Inc.HCA1.12K$436.68K
Charles River Laboratories International, Inc.CRL1.13K$256.5K
United Rentals, Inc.URI1.15K$1.3M
AutoNation, Inc.AN1.17K$216.44K
BlackRock, Inc.BLK1.2K$1.15M
Jabil Inc.JBL1.2K$464.12K
Royal Bank of CanadaRY1.21K$249.61K
Lithia Motors, Inc.LAD1.24K$359.92K