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Cambria Investment Management, L.P.

Q2 2024 · 13F-HR

Cambria Investment Management, L.P.holdings as filed

Filed 2024-08-14 · accession 0001172661-24-003424

$1.64B
Reported value
343
Positions
2024-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
132061706EYLDCAMBRIA ETF TR$31.5M1.92%914,166CommonNONE
132061201SYLDCAMBRIA ETF TR$29.0M1.77%424,303CommonNONE
132061300FYLDCAMBRIA ETF TR$28.2M1.73%1,068,447CommonNONE
132061797MYLDCAMBRIA ETF TR$22.9M1.40%886,672CommonNONE
88636J337MFUTTIDAL TR II$19.3M1.18%1,002,751CommonNONE
7495271071RGREV GROUP INC$17.3M1.06%694,695CommonNONE
00737L103CVSAADTALEM GLOBAL ED INC$16.8M1.03%246,264CommonNONE
20854L108CEIXEURCONSOL ENERGY INC NEW$16.1M0.99%158,240CommonNONE
292562105WIREEURENCORE WIRE CORP$15.3M0.94%52,875CommonNONE
871332102SLVMSYLVAMO CORP$15.1M0.92%219,698CommonNONE
87162W100SNXTD SYNNEX CORPORATION$15.1M0.92%130,420CommonNONE
62482R10707WAMR COOPER GROUP INC$14.8M0.90%181,803CommonNONE
104674106BRCBRADY CORP$14.7M0.90%222,963CommonNONE
57686G105MATXMATSON INC$14.6M0.89%111,625CommonNONE
92645B103VCTRVICTORY CAP HLDGS INC$14.3M0.88%300,279CommonNONE
47233W109JEFJEFFERIES FINL GROUP INC$14.1M0.86%283,735CommonNONE
690742101OCOWENS CORNING NEW$14.1M0.86%81,133CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$13.9M0.85%293,782CommonNONE
12653C108CNXCNX RES CORP$13.8M0.85%569,657CommonNONE
35137L105FOXAFOX CORP$13.7M0.84%398,294CommonNONE
48666K109KBHKB HOME$13.5M0.83%192,519CommonNONE
001055102AFLAFLAC INC$13.4M0.82%150,413CommonNONE
26614N102DDDUPONT DE NEMOURS INC$13.4M0.82%166,865CommonNONE
05329W102ANAUTONATION INC$13.4M0.82%84,142CommonNONE
132061888VAMOCAMBRIA ETF TR$13.3M0.81%481,757CommonNONE
74319R101PRGPROG HOLDINGS INC$13.3M0.81%382,933CommonNONE
128030202CALMCAL MAINE FOODS INC$13.3M0.81%217,012CommonNONE
00206R102TAT&T INC$13.2M0.81%692,469CommonNONE
03940R107ARCH1USDARCH RESOURCES INC$13.2M0.81%86,886CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$13.1M0.80%70,884CommonNONE
745867101PHMPULTE GROUP INC$12.9M0.79%117,115CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$12.9M0.79%837,064CommonNONE
423452101HPHELMERICH & PAYNE INC$12.8M0.78%353,193CommonNONE
534187109LNCLINCOLN NATL CORP IND$12.8M0.78%410,294CommonNONE
783549108RRYDER SYS INC$12.8M0.78%102,981CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$12.7M0.78%675,253CommonNONE
277432100EMNEASTMAN CHEM CO$12.7M0.78%129,661CommonNONE
526057104LENLENNAR CORP$12.7M0.77%84,449CommonNONE
042735100ARWARROW ELECTRS INC$12.6M0.77%104,196CommonNONE
704551100BTUPEABODY ENERGY CORP$12.5M0.77%567,348CommonNONE
166764100CVXCHEVRON CORP NEW$12.5M0.77%80,174CommonNONE
78442P106SLMSLM CORP$12.5M0.77%603,063CommonNONE
889478103TOLTOLL BROTHERS INC$12.5M0.76%108,404CommonNONE
08579W103BERYEURBERRY GLOBAL GROUP INC$12.5M0.76%212,061CommonNONE
020764106AMRALPHA METALLURGICAL RESOUR I$12.5M0.76%44,470CommonNONE
565849106MRO*MARATHON OIL CORP$12.4M0.76%432,135CommonNONE
03076C106AMPAMERIPRISE FINL INC$12.4M0.76%28,987CommonNONE
13057Q305CRCCALIFORNIA RES CORP$12.4M0.76%232,324CommonNONE
093671105HRBBLOCK H & R INC$12.3M0.75%226,890CommonNONE
902681105UGIUGI CORP NEW$12.2M0.75%532,844CommonNONE
260557103DOWDOW INC$12.2M0.75%229,807CommonNONE
674215207CHRDCHORD ENERGY CORPORATION$12.2M0.74%72,639CommonNONE
894164102TNLTRAVEL PLUS LEISURE CO$12.2M0.74%270,697CommonNONE
626717102MURMURPHY OIL CORP$12.2M0.74%295,230CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$12.1M0.74%294,439CommonNONE
559663109MGYMAGNOLIA OIL & GAS CORP$12.1M0.74%477,331CommonNONE
254067101DDSDILLARDS INC$12.0M0.74%27,334CommonNONE
56418H100MANMANPOWERGROUP INC WIS$12.0M0.73%172,113CommonNONE
858119100STLDSTEEL DYNAMICS INC$12.0M0.73%92,735CommonNONE
165167735EXECHESAPEAKE ENERGY CORP$12.0M0.73%146,094CommonNONE
26875P101EOGEOG RES INC$12.0M0.73%95,377CommonNONE
38748G101BARGRANITESHARES GOLD TR$12.0M0.73%521,790CommonNONE
500255104KSSKOHLS CORP$12.0M0.73%520,078CommonNONE
127097103CTRACOTERRA ENERGY INC$11.9M0.73%446,202CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$11.9M0.73%124,147CommonNONE
099724106BWABORGWARNER INC$11.9M0.73%367,982CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$11.8M0.72%203,869CommonNONE
59156R108METMETLIFE INC$11.8M0.72%167,688CommonNONE
88636J857DARPTIDAL TR II$11.7M0.72%365,423CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$11.7M0.72%247,681CommonNONE
963320106WHRWHIRLPOOL CORP$11.6M0.71%113,963CommonNONE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$11.6M0.71%78,093CommonNONE
91913Y100VLOVALERO ENERGY CORP$11.6M0.71%73,930CommonNONE
464287291IXNISHARES TR$11.6M0.71%139,744CommonNONE
025932104AFGAMERICAN FINL GROUP INC OHIO$11.6M0.71%94,004CommonNONE
959802109WUWESTERN UN CO$11.5M0.71%944,734CommonNONE
23355L106DXCDXC TECHNOLOGY CO$11.5M0.70%602,697CommonNONE
883203101TXTTEXTRON INC$11.5M0.70%133,598CommonNONE
G0585R106AGOASSURED GUARANTY LTD$11.5M0.70%148,585CommonNONE
56585A102MPCMARATHON PETE CORP$11.5M0.70%66,050CommonNONE
447011107HUNHUNTSMAN CORP$11.4M0.70%501,781CommonNONE
09739D100BCCBOISE CASCADE CO DEL$11.4M0.70%95,388CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$11.4M0.69%144,946CommonNONE
314211103FHIFEDERATED HERMES INC$11.4M0.69%345,375CommonNONE
92556V106VTRSVIATRIS INC$11.3M0.69%1,067,602CommonNONE
20030N101CMCSACOMCAST CORP NEW$11.3M0.69%289,788CommonNONE
008252108AMGAFFILIATED MANAGERS GROUP IN$11.3M0.69%72,595CommonNONE
125269100CFCF INDS HLDGS INC$11.3M0.69%152,316CommonNONE
500754106KHCKRAFT HEINZ CO$11.3M0.69%350,329CommonNONE
718546104PSXPHILLIPS 66$11.3M0.69%79,936CommonNONE
78454L100SMSM ENERGY CO$11.2M0.68%258,612CommonNONE
132061508GMOMCAMBRIA ETF TR$11.1M0.68%388,376CommonNONE
297602104ETDETHAN ALLEN INTERIORS INC$11.0M0.67%394,064CommonNONE
20825C104COPCONOCOPHILLIPS$10.9M0.67%95,721CommonNONE
397624107GEFGREIF INC$10.9M0.67%189,866CommonNONE
680665205OLNOLIN CORP$10.8M0.66%228,601CommonNONE
419596101HVTHAVERTY FURNITURE COS INC$10.8M0.66%425,195CommonNONE
670346105NUENUCOR CORP$10.7M0.66%67,871CommonNONE
92189F106GDXVANECK ETF TRUST$10.5M0.64%310,062CommonNONE
61945C103MOSMOSAIC CO NEW$10.5M0.64%362,538CommonNONE
464288729EXIISHARES TR$10.4M0.63%76,819CommonNONE
922908611VBRVANGUARD INDEX FDS$10.4M0.63%56,828CommonNONE
46140H700DBBINVESCO DB MULTI-SECTOR COMM$10.3M0.63%510,322CommonNONE
693656100PVHPVH CORPORATION$10.3M0.63%97,062CommonNONE
117043109BCBRUNSWICK CORP$10.1M0.62%139,299CommonNONE
69318G106PBFPBF ENERGY INC$10.1M0.62%219,131CommonNONE
88337F105ODP1THE ODP CORP$10.0M0.61%255,062CommonNONE
12662P108CVICVR ENERGY INC$10.0M0.61%373,112CommonNONE
929566107WNCWABASH NATL CORP$9.9M0.61%454,328CommonNONE
047649108ATKRATKORE INC$9.8M0.60%72,700CommonNONE
146229109CRICARTERS INC$9.7M0.59%156,185CommonNONE
98421M106XRXXEROX HOLDINGS CORP$9.6M0.59%824,807CommonNONE
132061409GVALCAMBRIA ETF TR$9.5M0.58%455,414CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$9.3M0.57%67,339CommonNONE
132061813BLDGCAMBRIA ETF TR$8.6M0.53%362,323CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$8.2M0.50%586,471CommonNONE
783754104RYZRYERSON HLDG CORP$8.0M0.49%411,954CommonNONE
132061789TYLDCAMBRIA ETF TR$7.5M0.46%297,261CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$7.5M0.46%129,090CommonNONE
921937835BNDVANGUARD BD INDEX FDS$7.4M0.45%102,981CommonNONE
92189K105HODLVANECK BITCOIN TR$6.2M0.38%91,559CommonNONE
92189H300EMLCVANECK ETF TRUST$6.1M0.37%256,020CommonNONE
46641Q746JPMBJ P MORGAN EXCHANGE TRADED F$4.8M0.30%125,557CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$4.4M0.27%84,383CommonNONE
78464A490WIPSPDR SER TR$3.4M0.21%87,341CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$3.1M0.19%64,345CommonNONE
97717W125WTMFWISDOMTREE TR$2.8M0.17%76,941CommonNONE
02072L409QMOMEA SERIES TRUST$2.6M0.16%44,999CommonNONE
92189F353HYEMVANECK ETF TRUST$2.1M0.13%112,145CommonNONE
02072L565BOXXEA SERIES TRUST$1.6M0.10%15,088CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.6M0.10%19,960CommonNONE
464288414MUBISHARES TR$1.3M0.08%12,558CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.2M0.07%5,033CommonNONE
02072L300IMOMEA SERIES TRUST$1.1M0.07%39,589CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.1M0.07%14,080CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.1M0.07%2,320CommonNONE
92189F445IHYVANECK ETF TRUST$1.1M0.06%51,939CommonNONE
830879102SKYWSKYWEST INC$1.0M0.06%12,785CommonNONE
71363P106PRDOPERDOCEO ED CORP$1.0M0.06%48,263CommonNONE
438516106HONHONEYWELL INTL INC$1.0M0.06%4,810CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$1.0M0.06%17,572CommonNONE
69036R863OSG1EUROVERSEAS SHIPHOLDING GROUP I$875,6450.05%103,260CommonNONE
46817M107JXNJACKSON FINANCIAL INC$871,5150.05%11,736CommonNONE
703343103PATKPATRICK INDS INC$862,8640.05%7,949CommonNONE
402635502GPORGULFPORT ENERGY CORP$815,5510.05%5,401CommonNONE
29084Q100EMEEMCOR GROUP INC$797,7000.05%2,185CommonNONE
037598109APOGAPOGEE ENTERPRISES INC$784,6200.05%12,487CommonNONE
45781V101IIPRINNOVATIVE INDL PPTYS INC$779,1760.05%7,134CommonNONE
552848103MTGMGIC INVT CORP WIS$778,5160.05%36,126CommonNONE
988498101YUMYUM BRANDS INC$761,6450.05%5,750CommonNONE
53115L104LBRTLIBERTY ENERGY INC$757,6390.05%36,268CommonNONE
92840M102VSTVISTRA CORP$753,2710.05%8,761CommonNONE
704326107PAYXPAYCHEX INC$742,4230.05%6,262CommonNONE
129500104CALCALERES INC$726,4650.04%21,621CommonNONE
750236101RDNRADIAN GROUP INC$717,7880.04%23,080CommonNONE
36251C103GMS1EURGMS INC$697,7600.04%8,656CommonNONE
624756102MLIMUELLER INDS INC$696,3190.04%12,229CommonNONE
037833100AAPLAPPLE INC$689,9910.04%3,276CommonNONE
600544100MLKNMILLERKNOLL INC$683,4950.04%25,802CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$667,5560.04%5,641CommonNONE
55305B101MHOM/I HOMES INC$655,0370.04%5,363CommonNONE
816851109SRESEMPRA$647,4990.04%8,513CommonNONE
767204100RIORIO TINTO PLC$646,7070.04%9,809CommonNONE
75134P600METCRAMACO RES INC$634,4400.04%50,959CommonNONE
76009N100UPBDUPBOUND GROUP INC$633,2490.04%20,627CommonNONE
58155Q103MCKMCKESSON CORP$593,3850.04%1,016CommonNONE
464287440IEFISHARES TR$590,7750.04%6,327CommonNONE
464287176TIPISHARES TR$577,0360.04%5,441CommonNONE
540424108LLOEWS CORP$573,4050.04%7,672CommonNONE
93627C101HCCWARRIOR MET COAL INC$560,9130.03%8,936CommonNONE
71424F105PRPERMIAN RESOURCES CORP$560,3570.03%34,697CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$558,6540.03%6,048CommonNONE
887399103MTUSMETALLUS INC$553,4120.03%27,302CommonNONE
83307B101SNDLSNDL INC$530,5790.03%279,252CommonNONE
718172109PMPHILIP MORRIS INTL INC$527,2200.03%5,203CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$511,1430.03%3,289CommonNONE
452521107IMMRIMMERSION CORP$510,6150.03%54,263CommonNONE
23331A109DHID R HORTON INC$508,3350.03%3,607CommonNONE
87724P106TMHCTAYLOR MORRISON HOME CORP$504,7810.03%9,105CommonNONE
00326A104SGOLETFS GOLD TR$504,7100.03%22,714CommonNONE
687793109OSCROSCAR HEALTH INC$502,9490.03%31,792CommonNONE
770700102HOODROBINHOOD MKTS INC$493,6700.03%21,738CommonNONE
59001A102MTHMERITAGE HOMES CORP$493,4810.03%3,049CommonNONE
29357K103ENVAENOVA INTL INC$487,7910.03%7,836CommonNONE
719405102PLABPHOTRONICS INC$461,9950.03%18,727CommonNONE
589400100MCYMERCURY GENL CORP NEW$454,4530.03%8,552CommonNONE
100557107SAMBOSTON BEER INC$447,5080.03%1,467CommonNONE
00108J109ACMRACM RESH INC$442,8210.03%19,203CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$442,1280.03%4,832CommonNONE
969904101WSMWILLIAMS SONOMA INC$434,5670.03%1,539CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$433,3270.03%4,310CommonNONE
21871X109CRBGCOREBRIDGE FINL INC$428,7920.03%14,725CommonNONE
830940102SKWDSKYWARD SPECIALTY INS GROUP$426,2370.03%11,781CommonNONE
17259U204CIONCION INVT CORP$424,4300.03%35,019CommonNONE
45765U103NSITINSIGHT ENTERPRISES INC$423,4990.03%2,135CommonNONE
05969A105TBBKBANCORP INC DEL$422,0810.03%11,178CommonNONE
02005N100ALLYALLY FINL INC$421,0180.03%10,613CommonNONE
708062104PNNTPENNANTPARK INVT CORP$419,3570.03%55,544CommonNONE
50105F105KROKRONOS WORLDWIDE INC$418,7180.03%33,364CommonNONE
Y2106R110LPGDORIAN LPG LTD$417,2920.03%9,945CommonNONE
879433829TDSTELEPHONE & DATA SYS INC$416,8600.03%20,109CommonNONE
02209S103MOALTRIA GROUP INC$414,0950.03%9,091CommonNONE
248019101DLXDELUXE CORP$412,7920.03%18,379CommonNONE
59100U108CASHPATHWARD FINANCIAL INC$412,5650.03%7,293CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$410,1290.03%1,998CommonNONE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$409,8430.03%3,840CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$409,1170.03%243CommonNONE
22717L101CRONCRONOS GROUP INC$407,6660.02%174,964CommonNONE
294268107PLUSEPLUS INC$406,8610.02%5,522CommonNONE
018522300AEBAALLETE INC$406,3350.02%6,517CommonNONE
872280102CGBDCARLYLE SECURED LENDING INC$404,5070.02%22,802CommonNONE
14040H105COFCAPITAL ONE FINL CORP$404,2740.02%2,920CommonNONE
45781M101INVAINNOVIVA INC$403,9810.02%24,633CommonNONE
939653101ELMEELME COMMUNITIES$403,1880.02%25,310CommonNONE
67011P100DNOWDNOW INC$401,5750.02%29,248CommonNONE
83425V104SOLO BRANDS INC$398,2250.02%174,660CommonNONE
127203107WHDCACTUS INC$397,5540.02%7,538CommonNONE
043436104ABGASBURY AUTOMOTIVE GROUP INC$394,2150.02%1,730CommonNONE
829242106SBGISINCLAIR INC$393,4480.02%29,516CommonNONE
556269108SHOOMADDEN STEVEN LTD$393,3480.02%9,299CommonNONE
459044103IBOCINTERNATIONAL BANCSHARES COR$391,1450.02%6,837CommonNONE
018581108BFHBREAD FINANCIAL HOLDINGS INC$391,0590.02%8,776CommonNONE
174610105CFGCITIZENS FINL GROUP INC$390,6010.02%10,841CommonNONE
917047102URBNURBAN OUTFITTERS INC$388,9490.02%9,475CommonNONE
Y41053102INSWINTERNATIONAL SEAWAYS INC$387,8340.02%6,559CommonNONE
720190206PDMPIEDMONT OFFICE REALTY TR IN$386,2220.02%53,272CommonNONE
68629Y103ONLORION OFFICE REIT INC$384,5750.02%107,124CommonNONE
28035Q102EPCEDGEWELL PERS CARE CO$384,2160.02%9,560CommonNONE
Y2685T131GNKGENCO SHIPPING & TRADING LTD$383,1540.02%17,980CommonNONE
37045V100GMGENERAL MTRS CO$382,9230.02%8,242CommonNONE
42234Q102HTLFEURHEARTLAND FINL USA INC$382,5810.02%8,607CommonNONE
12621E103CNOCNO FINL GROUP INC$382,1480.02%13,786CommonNONE
651639106NEMNEWMONT CORP$381,8540.02%9,120CommonNONE
81617J301WTTRSELECT WATER SOLUTIONS INC$381,7440.02%35,677CommonNONE
08160H101BHEBENCHMARK ELECTRS INC$381,5390.02%9,669CommonNONE
74164M108PRIPRIMERICA INC$381,1300.02%1,611CommonNONE
806037107SCSCSCANSOURCE INC$380,1350.02%8,579CommonNONE
86722A103SXCSUNCOKE ENERGY INC$379,9460.02%38,770CommonNONE
502160104LXULSB INDS INC$379,0940.02%46,344CommonNONE
922907746VTEBVANGUARD MUN BD FDS$378,6290.02%7,556CommonNONE
29452E101EQHEQUITABLE HLDGS INC$378,2410.02%9,257CommonNONE
45867G101IDCCINTERDIGITAL INC$377,3050.02%3,237CommonNONE
05684B107BCSFBAIN CAP SPECIALTY FIN INC$376,3370.02%23,074CommonNONE
901109108TPCTUTOR PERINI CORP$375,6180.02%17,246CommonNONE
07556Q881BZHBEAZER HOMES USA INC$375,2120.02%13,654CommonNONE
053484101AVBAVALONBAY CMNTYS INC$374,8850.02%1,812CommonNONE
004239109AKRACADIA RLTY TR$374,7070.02%20,910CommonNONE
489170100KMTKENNAMETAL INC$374,5920.02%15,913CommonNONE
95040Q104WELLWELLTOWER INC$374,5700.02%3,593CommonNONE
744320102PRUPRUDENTIAL FINL INC$374,5390.02%3,196CommonNONE
428567101HB6HIBBETT INC$374,1310.02%4,290CommonNONE
82983N108SB9SITIO ROYALTIES CORP$372,5190.02%15,778CommonNONE
00191U102EFORASGN INC$372,0770.02%4,220CommonNONE
393657101GBXGREENBRIER COS INC$371,9220.02%7,506CommonNONE
G39108108GTESGATES INDL CORP PLC$371,8510.02%23,520CommonNONE
609027107MCRIMONARCH CASINO & RESORT INC$371,7170.02%5,456CommonNONE
78573L106SBRASABRA HEALTH CARE REIT INC$370,8010.02%24,078CommonNONE
06759L103BBDCBARINGS BDC INC$370,1970.02%38,047CommonNONE
966084204WSRWHITESTONE REIT$369,1000.02%27,731CommonNONE
29249E109ACTENACT HLDGS INC$368,8700.02%12,031CommonNONE
29476L107EQREQUITY RESIDENTIAL$367,2890.02%5,349CommonNONE
981475106WKCWORLD KINECT CORPORATION$367,2890.02%14,236CommonNONE
88033G407THCTENET HEALTHCARE CORP$363,7040.02%2,734CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$362,8790.02%10,595CommonNONE
91359V107UVEUNIVERSAL INS HLDGS INC$362,5560.02%19,326CommonNONE
91851C201EGYVAALCO ENERGY INC$361,9550.02%57,728CommonNONE
38147U107GSBDGOLDMAN SACHS BDC INC$361,7720.02%24,070CommonNONE
69924R1086PMPARAMOUNT GROUP INC$359,2790.02%77,598CommonNONE
431284108HIWHIGHWOODS PPTYS INC$356,8520.02%13,584CommonNONE
65336K103NXSTNEXSTAR MEDIA GROUP INC$356,4230.02%2,147CommonNONE
92707Y108VFFVILLAGE FARMS INTL INC$354,4010.02%347,452CommonNONE
11135E203BNLBROADSTONE NET LEASE INC$353,9330.02%22,302CommonNONE
37247D106GNWGENWORTH FINL INC$353,2490.02%58,485CommonNONE
90041L105TPBTURNING PT BRANDS INC$352,8940.02%10,997CommonNONE
885160101THOTHOR INDS INC$352,8670.02%3,776CommonNONE
292218104EIGEMPLOYERS HLDGS INC$352,7210.02%8,274CommonNONE
929042109VNOVORNADO RLTY TR$350,7350.02%13,341CommonNONE
25960P109DEIDOUGLAS EMMETT INC$350,3590.02%26,323CommonNONE
84863T106SPOKSPOK HLDGS INC$349,2940.02%23,585CommonNONE
14174T107CTRECARETRUST REIT INC$347,6850.02%13,852CommonNONE
101121101BXPBOSTON PROPERTIES INC$346,9520.02%5,636CommonNONE
82981J109SITCUSDSITE CTRS CORP$346,2310.02%23,878CommonNONE
807066105SCHLSCHOLASTIC CORP$346,2230.02%9,761CommonNONE
105368203BDNBRANDYWINE RLTY TR$344,0330.02%76,793CommonNONE
294628102HP5AEQUITY COMWLTH$343,0890.02%17,685CommonNONE
11120U105BRXBRIXMOR PPTY GROUP INC$342,0550.02%14,814CommonNONE
57638P104MBCMASTERBRAND INC$342,0440.02%23,300CommonNONE
57142B104MQMARQETA INC$338,5220.02%61,774CommonNONE
02665T306AMHAMERICAN HOMES 4 RENT$338,0450.02%9,097CommonNONE
758849103REGREGENCY CTRS CORP$337,8080.02%5,431CommonNONE
87901J105TGNATEGNA INC$336,7350.02%24,156CommonNONE
87265H109T86TRI POINTE HOMES INC$336,2930.02%9,028CommonNONE
009158106APDAIR PRODS & CHEMS INC$335,2140.02%1,308CommonNONE
45774W108IIININSTEEL INDS INC$333,4080.02%10,769CommonNONE
222795502CUZCOUSINS PPTYS INC$329,8640.02%14,249CommonNONE
292104106ESRTEMPIRE ST RLTY TR INC$328,6280.02%35,035CommonNONE
26884U109EPREPR PPTYS$328,1580.02%7,817CommonNONE
46124J201IVTINVENTRUST PPTYS CORP$327,4010.02%13,223CommonNONE
703395103PDCOEURPATTERSON COS INC$325,2340.02%13,484CommonNONE
76131N101ROICUSDRETAIL OPPORTUNITY INVTS COR$322,3720.02%25,935CommonNONE
488152208KELYAKELLY SVCS INC$321,7490.02%15,028CommonNONE
00081T108ACCOACCO BRANDS CORP$321,5320.02%68,411CommonNONE
85254J102STAGSTAG INDL INC$319,1670.02%8,851CommonNONE
804395101BFSSAUL CTRS INC$319,1270.02%8,679CommonNONE
63938C108NAVINAVIENT CORPORATION$317,1020.02%21,779CommonNONE
277276101EGPEASTGROUP PPTYS INC$316,7260.02%1,862CommonNONE
10922N103BHFBRIGHTHOUSE FINL INC$315,2990.02%7,275CommonNONE
981811102WORWORTHINGTON ENTERPRISES INC$314,9340.02%6,654CommonNONE
04621X108AIZASSURANT INC$312,7160.02%1,881CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$310,0610.02%6,274CommonNONE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$309,7550.02%5,817CommonNONE
867892101SHOSUNSTONE HOTEL INVS INC NEW$307,6600.02%29,413CommonNONE
08579X101BRYBERRY CORP$301,2810.02%46,638CommonNONE
21871N101CXWCORECIVIC INC$300,8630.02%23,179CommonNONE
875465106SKTTANGER INC$300,8130.02%11,096CommonNONE
252784301DRHDIAMONDROCK HOSPITALITY CO$299,6030.02%35,456CommonNONE
49427F108KRCKILROY RLTY CORP$298,3590.02%9,572CommonNONE
03784Y200APLEAPPLE HOSPITALITY REIT INC$295,9330.02%20,353CommonNONE
913456109UVVUNIVERSAL CORP VA$295,6460.02%6,135CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$292,8940.02%16,290CommonNONE
700517105PKPARK HOTELS & RESORTS INC$288,0650.02%19,230CommonNONE
70509V100PEBPEBBLEBROOK HOTEL TR$287,2100.02%20,888CommonNONE
16208T102CLDTCHATHAM LODGING TR$285,8800.02%33,554CommonNONE
90278Q108UFPIUFP INDUSTRIES INC$283,9200.02%2,535CommonNONE
03969T109ARCTARCTURUS THERAPEUTICS HLDGS$281,4130.02%11,557CommonNONE
76169C100REXRREXFORD INDL RLTY INC$280,9170.02%6,300CommonNONE
23204G100CUBICUSTOMERS BANCORP INC$274,8770.02%5,729CommonNONE
74965L101RLJRLJ LODGING TR$269,2740.02%27,962CommonNONE
51509P103LSEALANDSEA HOMES CORP$266,4730.02%28,996CommonNONE
444097109HUDSON PAC PPTYS INC$259,9660.02%54,047CommonNONE
46138E743PXFINVESCO EXCH TRADED FD TR II$258,5570.02%5,311CommonNONE
922020805VTIPVANGUARD MALVERN FDS$254,7890.02%5,249CommonNONE
16411R208LNGCHENIERE ENERGY INC$249,1330.02%1,425CommonNONE
912909108USX1UNITED STATES STL CORP NEW$248,0060.02%6,561CommonNONE
36237H101GIIIG III APPAREL GROUP LTD$247,2840.02%9,135CommonNONE
00109K105AFCGAFC GAMMA INC$235,3990.01%19,295CommonNONE
65290E101NXTNEXTRACKER INC$227,4150.01%4,851CommonNONE
35471R106FSPFRANKLIN STR PPTYS CORP$222,1160.01%145,174CommonNONE
97717W547WTVWISDOMTREE TR$210,0690.01%2,878CommonNONE
21036P108STZCONSTELLATION BRANDS INC$202,2220.01%786CommonNONE
690370101BBBYBEYOND INC$164,9000.01%12,607CommonNONE
92971A109MAPSWM TECHNOLOGY INC$120,4500.01%115,817CommonNONE
M549GJ111INCRINTERCURE LTD$98,3490.01%48,930CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.