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 |
---|---|---|---|
BOXXEa Series Trust
| 0.1% | $1.646M 15,108 shares@ $108.94 avg price | Increased 0.14% |
IMOMEa Series Trust
| 0.08% | $1.201M 41,671 shares@ $28.82 avg price | Increased 5.26% |
IHYVaneck Etf Trust
| 0.08% | $1.177M 54,671 shares@ $21.54 avg price | Increased 5.27% |
VCSHVanguard Scottsdale Fds
| 0.08% | $1.173M 14,820 shares@ $79.16 avg price | Increased 5.26% |
VGLTVanguard Scottsdale Fds
| 0.07% | $1.135M 18,496 shares@ $61.35 avg price | Increased 5.26% |
IIPRInnovative Indl Pptys Inc
| 0.06% | $979,618 7,278 shares@ $134.6 avg price | Increased 2.02% |
SNDLSndl Inc
| 0.06% | $847,591 411,452 shares@ $2.06 avg price | Increased 47.35% |
PMPhilip Morris Intl Inc
| 0.05% | $782,423 6,445 shares@ $121.4 avg price | Increased 23.88% |
OSCROscar Health Inc
| 0.05% | $736,093 34,705 shares@ $21.21 avg price | Increased 9.17% |
DHID R Horton Inc
| 0.05% | $707,947 3,711 shares@ $190.77 avg price | Increased 2.89% |