0001420506-21-000645.txt : 20210514 0001420506-21-000645.hdr.sgml : 20210514 20210514104944 ACCESSION NUMBER: 0001420506-21-000645 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210514 DATE AS OF CHANGE: 20210514 EFFECTIVENESS DATE: 20210514 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: 21922612 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 03-31-2021 03-31-2021 false Verdad Advisers, LP
695 ATLANTIC AVENUE 8TH FLOOR BOSTON MA 02111
13F HOLDINGS REPORT 028-20934 N
DANIEL RASMUSSEN Managing Partner 2022516707 DANIEL RASMUSSEN, Managing Partner BOSTON MA 05-14-2021 0 37 313842 false
INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR VERDAD ADVISERS, LP ACCO BRANDS CORP COM 00081T108 11479 1360039 SH SOLE 1360039 0 0 ALBERTSONS COS INC COMMON STOCK 013091103 10618 556800 SH SOLE 556800 0 0 ALJ REGL HLDGS INC COM 001627108 618 425872 SH SOLE 425872 0 0 AMERICAN EAGLE OUTFITTERS IN COM 02553E106 18421 630000 SH SOLE 630000 0 0 AMERICAN WOODMARK CORPORATIO COM 030506109 8182 83000 SH SOLE 83000 0 0 AMKOR TECHNOLOGY INC COM 031652100 7706 325000 SH SOLE 325000 0 0 ARC DOCUMENT SOLUTIONS INC COM 00191G103 5485 2599574 SH SOLE 2599574 0 0 ASGN INC COM 00191U102 10976 115000 SH SOLE 115000 0 0 BAUSCH HEALTH COS INC COM 071734107 7675 241807 SH SOLE 241807 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 18780 405000 SH SOLE 405000 0 0 CLEARWATER PAPER CORP COM 18538R103 3762 100000 SH SOLE 100000 0 0 CNO FINL GROUP INC COM 12621E103 6073 250000 SH SOLE 250000 0 0 COMMERCIAL METALS CO COM 201723103 13107 425000 SH SOLE 425000 0 0 COMMERCIAL VEH GROUP INC COM 202608105 5384 557948 SH SOLE 557948 0 0 COMTECH TELECOMMUNICATIONS C COM NEW 205826209 6707 270000 SH SOLE 270000 0 0 DASEKE INC COM 23753F107 5472 644520 SH SOLE 644520 0 0 DXC TECHNOLOGY CO COM 23355L106 11410 365000 SH SOLE 365000 0 0 GMS INC COM 36251C103 10438 250000 SH SOLE 250000 0 0 HALLADOR ENERGY COMPANY COM 40609P105 1995 1066806 SH SOLE 1066806 0 0 INGLES MKTS INC CL A 457030104 7731 125400 SH SOLE 125400 0 0 INTERFACE INC COM 458665304 8086 647900 SH SOLE 647900 0 0 ISHARES TR IBOXX HI YD ETF 464288513 635 7285 SH SOLE 7285 0 0 KB HOME COM 48666K109 6747 145000 SH SOLE 145000 0 0 KRATON CORPORATION COM 50077C106 8233 225000 SH SOLE 225000 0 0 LKQ CORP COM 501889208 6350 150000 SH SOLE 150000 0 0 MANITOWOC CO INC COM NEW 563571405 8248 400000 SH SOLE 400000 0 0 MARCUS CORP DEL COM 566330106 15124 756601 SH SOLE 756601 0 0 MASTERCRAFT BOAT HLDGS INC COM 57637H103 9307 350000 SH SOLE 350000 0 0 MERITAGE HOMES CORP COM 59001A102 6802 74000 SH SOLE 74000 0 0 PRIMORIS SVCS CORP COM 74164F103 15704 474000 SH SOLE 474000 0 0 PROG HOLDINGS INC COM NPV 74319R101 7623 176094 SH SOLE 176094 0 0 PVH CORPORATION COM 693656100 8456 80000 SH SOLE 80000 0 0 RYERSON HLDG CORP COM 783754104 8070 473589 SH SOLE 473589 0 0 SALEM MEDIA GROUP INC CL A 794093104 2026 689000 SH SOLE 689000 0 0 THE AARONS COMPANY INC COM 00258W108 5557 216395 SH SOLE 216395 0 0 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 7835 45000 SH SOLE 45000 0 0 WESTROCK CO COM 96145D105 17020 327000 SH SOLE 327000 0 0