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Cambria Investment Management’s Barings BDC BBDC Stock Holding History

Cambria Investment Management’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,156
Closed -$120K – 532
2025
Q2 		$120K Buy
13,156
+1,887
+17% +$16.8K 0.01% 440
2025
Q1 		$108K Sell
11,269
-17,300
-61% -$171K 0.01% 350
2024
Q4 		$273K Buy
28,569
+649
+2% +$6.34K 0.02% 344
2024
Q3 		$274K Sell
27,920
-10,127
-27% -$101K 0.02% 307
2024
Q2 		$370K Buy
+38,047
New +$364K 0.02% 258

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambria Investment Management's BBDC Position: Q3 2025 in Review

Cambria Investment Management sold out of Barings BDC (BBDC) in Q3 2025, closing a stake of 13,156 shares — an estimated $120K sold.

Cambria Investment Management first reported a position in BBDC in Q2 2024 and held it in 5 quarters. The position peaked at $370K in Q2 2024. 210 funds tracked by Wall St. Rank hold BBDC as of Q3 2025.

  • Cambria Investment Management reported no remaining Barings BDC position as of Q3 2025 after selling out during the quarter.
  • Cambria Investment Management sold 13,156 Barings BDC shares in Q3 2025, an estimated $120K.
  • Cambria Investment Management first reported a position in Barings BDC in Q2 2024 and held it in 5 quarters.
  • Cambria Investment Management's Barings BDC position peaked at $370K in Q2 2024.
  • 210 funds tracked by Wall St. Rank held Barings BDC as of Q3 2025.

Based on Cambria Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.