Jonathan Keetz
@Cambria Investment Management, L.p.
Latest period2024 - Q3ReportedManaged Assets$1.665BTotal holdings332
Assets growth rate1.75%Assets growth rate (2-Q avg)-0.19%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Cambria Investment Management, L.p.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 332 positions.
Assets under management
The assets under management (AUM) of Cambria Investment Management, L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.665B in assets, with a quarterly growth rate of 1.75% and a 2-quarter average growth rate of -0.19%. The portfolio is managed by Jonathan Keetz, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
HRMYHarmony Biosciences Hldgs In
| 0.8% | $13.262M 331,551 shares@ $40.0 avg price | New Position |
AVTAvnet Inc
| 0.79% | $13.04M 240,105 shares@ $54.31 avg price | New Position |
INGRIngredion Inc
| 0.78% | $12.921M 94,572 shares@ $136.63 avg price | New Position |
IPGInterpublic Group Cos Inc
| 0.78% | $12.842M 406,010 shares@ $31.64 avg price | New Position |
CIThe Cigna Group
| 0.75% | $12.383M 35,744 shares@ $346.45 avg price | New Position |
DBPInvesco Db Multi-sector Comm
| 0.56% | $9.256M 145,104 shares@ $63.79 avg price | New Position |
REZIshares Tr
| 0.56% | $9.214M 103,733 shares@ $88.82 avg price | New Position |
IXGIshares Tr
| 0.56% | $9.204M 97,312 shares@ $94.59 avg price | New Position |
LYLDCambria Etf Tr
| 0.18% | $2.948M 109,501 shares@ $26.93 avg price | New Position |
ABMAbm Inds Inc
| 0.05% | $720,227 13,651 shares@ $52.77 avg price | New Position |