0001420506-21-000308.txt : 20210216 0001420506-21-000308.hdr.sgml : 20210216 20210216143843 ACCESSION NUMBER: 0001420506-21-000308 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Verdad Advisers, LP CENTRAL INDEX KEY: 0001812822 IRS NUMBER: 465081802 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20934 FILM NUMBER: 21636447 BUSINESS ADDRESS: STREET 1: 695 ATLANTIC AVENUE STREET 2: 8TH FLOOR CITY: BOSTON STATE: MA ZIP: 02111 BUSINESS PHONE: 2022516707 MAIL ADDRESS: STREET 1: 695 ATLANTIC AVENUE STREET 2: 8TH FLOOR CITY: BOSTON STATE: MA ZIP: 02111 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001812822 XXXXXXXX 12-31-2020 12-31-2020 false Verdad Advisers, LP

695 ATLANTIC AVENUE 8TH FLOOR BOSTON MA 02111

13F HOLDINGS REPORT 028-20934 N DANIEL RASMUSSEN 2022516707 DANIEL RASMUSSEN, Managing Partner BOSTON MA 02-16-2021 0 39 265451 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR VERDAD ADVISERS, LP THE AARONS COMPANY INC COM 00258W108 3818 201395 SH SOLE 201395 0 0 ACCO BRANDS CORP COM 00081T108 11335 1341444 SH SOLE 1341444 0 0 ALBERTSONS COS INC COMMON STOCK 013091103 7647 435000 SH SOLE 435000 0 0 AMERICAN EAGLE OUTFITTERS IN COM 02553E106 13447 670000 SH SOLE 670000 0 0 AMERICAN WOODMARK CORPORATIO COM 030506109 7790 83000 SH SOLE 83000 0 0 AMKOR TECHNOLOGY INC COM 031652100 4901 325000 SH SOLE 325000 0 0 ARC DOCUMENT SOLUTIONS INC COM 00191G103 3835 2591331 SH SOLE 2591331 0 0 ASGN INC COM 00191U102 9606 115000 SH SOLE 115000 0 0 ATKORE INTL GROUP INC COM 047649108 1439 35000 SH SOLE 35000 0 0 BAUSCH HEALTH COS INC COM 071734107 5030 241807 SH SOLE 241807 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 16630 407500 SH SOLE 407500 0 0 CABOT CORP COM 127055101 4488 100000 SH SOLE 100000 0 0 CI FINL CORP COM 125491100 9885 626400 SH SOLE 626400 0 0 CIVEO CORP CDA COM NEW 17878Y207 1125 80953 SH SOLE 80953 0 0 CLEARWATER PAPER CORP COM 18538R103 2831 75000 SH SOLE 75000 0 0 CNO FINL GROUP INC COM 12621E103 5558 250000 SH SOLE 250000 0 0 COMMERCIAL METALS CO COM 201723103 8627 420000 SH SOLE 420000 0 0 COMMERCIAL VEH GROUP INC COM 202608105 6142 710000 SH SOLE 710000 0 0 COMTECH TELECOMMUNICATIONS C COM NEW 205826209 6724 325000 SH SOLE 325000 0 0 CORECIVIC INC COM 21871N101 2293 350000 SH SOLE 350000 0 0 DXC TECHNOLOGY CO COM 23355L106 6759 262500 SH SOLE 262500 0 0 GMS INC COM 36251C103 7620 250000 SH SOLE 250000 0 0 GRAY TELEVISION INC COM 389375106 2505 140000 SH SOLE 140000 0 0 HALLADOR ENERGY COMPANY COM 40609P105 1454 989189 SH SOLE 989189 0 0 INGLES MKTS INC CL A 457030104 5277 123700 SH SOLE 123700 0 0 INTERFACE INC COM 458665304 6668 635000 SH SOLE 635000 0 0 ISHARES TR IBOXX HI YD ETF 464288513 489 5600 SH SOLE 5600 0 0 KB HOME COM 48666K109 6704 200000 SH SOLE 200000 0 0 KRATON CORPORATION COM 50077C106 6253 225000 SH SOLE 225000 0 0 LKQ CORP COM 501889208 5286 150000 SH SOLE 150000 0 0 MANITOWOC CO INC COM NEW 563571405 5457 410000 SH SOLE 410000 0 0 MARCUS CORP DEL COM 566330106 8762 650000 SH SOLE 650000 0 0 MASTERCRAFT BOAT HLDGS INC COM 57637H103 8694 350000 SH SOLE 350000 0 0 MERITAGE HOMES CORP COM 59001A102 6874 83000 SH SOLE 83000 0 0 PRIMORIS SVCS CORP COM 74164F103 14219 515000 SH SOLE 515000 0 0 PROG HOLDINGS INC COM NPV 74319R101 11878 220500 SH SOLE 220500 0 0 PVH CORPORATION COM 693656100 6572 70000 SH SOLE 70000 0 0 RYERSON HLDG CORP COM 783754104 5724 419667 SH SOLE 419667 0 0 WESTROCK CO COM 96145D105 15105 347000 SH SOLE 347000 0 0