Stock Taper

CAMBRIA INVESTMENT MANAGEMENT, L.P.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Comfort Systems USA, Inc.FIX875$1.73M
Regeneron Pharmaceuticals, Inc.REGN830$517.54K
Affiliated Managers Group, Inc.AMG776$262.6K
Cummins Inc.CMI721$514.22K
Sandisk CorporationSNDK689$1.57M
Woodward, Inc.WWD685$291.43K
Jones Lang LaSalle IncorporatedJLL679$210.46K
Monolithic Power Systems, Inc.MPWR672$928.95K
Parker-Hannifin CorporationPH671$656.32K
EMCOR Group, Inc.EME667$553.53K
Sterling Infrastructure, Inc.STRL639$536.35K
Evercore Inc.EVR623$212.72K
Ralph Lauren CorporationRL606$243.25K
United Therapeutics CorporationUTHR556$301.26K
W.W. Grainger, Inc.GWW548$745.5K
Valmont Industries, Inc.VMI542$313.06K
IDEXX Laboratories, Inc.IDXX450$236.9K
Medpace Holdings, Inc.MEDP408$216.07K
Teledyne Technologies IncorporatedTDY388$258.76K
AutoZone, Inc.AZO185$591.25K