Cambria Investment Management, L.P. GVAL — CAMBRIA GLOBAL VALUE ETF

Ownership history in Cambria Investment Management, L.P.  ·  43 quarters on record

AI Ownership Summary

Cambria Investment Management, L.P. reported CAMBRIA GLOBAL VALUE ETF (GVAL) in 43 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.2% in 2025 Q4. The latest visible filing shows GVAL at 2.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GVAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cambria Investment Management, L.P.'s position in CAMBRIA GLOBAL VALUE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GVAL was reported at 2.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.2% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GVAL stock page Cambria Investment Management, L.P. fund profile Cambria Investment Management, L.P. full holdings
How Cambria Investment Management, L.P. held GVAL — position size vs. price
% of Fund (quarterly)    GVAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,121,652 -74,501 -6.2% 2.08% $37.2M 2026-05-15 $34.39
2025 Q4 ADDED — — — 1,196,153 +284,828 +31.3% 2.20% $37.6M 2026-02-17 $34.92
2025 Q3 ADDED — — — 911,325 +204,634 +29.0% 1.54% $25.4M 2025-11-12 $30.55
2025 Q2 REDUCED 9.0% +7.6% ❌ 706,691 -69,732 -9.0% 1.30% $19.2M 2025-08-13 $28.10
2025 Q1 ADDED — — — 776,423 +321,610 +70.7% 1.31% $18.8M 2025-05-15 $25.31
2024 Q4 REDUCED — — — 454,813 -2,326 -0.5% 0.58% $9.5M 2025-02-14 $22.16
2024 Q3 ADDED — — — 457,139 +1,725 +0.4% 0.62% $10.3M 2024-11-14 $19.98
2024 Q2 REDUCED 52.5% +7.3% ❌ 455,414 -502,559 -52.5% 0.58% $9.5M 2024-08-14 $20.02
2024 Q1 REDUCED — — — 957,973 -32,343 -3.3% 1.23% $20.5M 2024-05-14 $20.84
2023 Q4 REDUCED 42.5% +0.3% ❌ 990,316 -731,965 -42.5% 1.47% $21.1M 2024-02-13 $18.47
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GVAL

As of 2026 Q1 — sorted by position size

ALM First Financial Advisors, LLC 3Y 4.58% SMI Advisory Services, LLC 3Y 3.5% Del-Sette Capital Management, LLC 3Y 3.31% OPTIMA CAPITAL LLC 2.61% McGrath & Associates, Inc. 2.06% Rockport Wealth LLC 1.57% Sound Financial Strategies Group, LLC 3Y 1.39% Miller Global Investments, LLC 1.21% Fortis Group Advisors, LLC 3Y 0.75% ALTFEST L J & CO INC 3Y 7Y 0.63%

FAQ About Cambria Investment Management, L.P. and GVAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cambria Investment Management, L.P. reported owning GVAL?

Cambria Investment Management, L.P. reported GVAL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GVAL position in Cambria Investment Management, L.P.'s portfolio?

The largest reported portfolio weight for GVAL was 2.20% in 2025 Q4.

What is the latest reported GVAL position on this page?

The most recent filing on this page is 2026 Q1, when Cambria Investment Management, L.P. reported 1,121,652 shares, equal to 2.08% of portfolio, with an estimated market value of $37.2M.

What does the chart on this GVAL ownership page compare?

The chart compares Cambria Investment Management, L.P.'s quarterly GVAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cambria Investment Management, L.P. time their GVAL position?

Based on 13F filing dates vs. subsequent GVAL price moves, Cambria Investment Management, L.P. correctly timed 26 out of 41 reported position changes (63%). The annualised alpha on GVAL relative to SPY over the holding period was -4.9%.

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