0001420506-22-001719.txt : 20220815 0001420506-22-001719.hdr.sgml : 20220815 20220815141128 ACCESSION NUMBER: 0001420506-22-001719 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 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: 221164784 BUSINESS ADDRESS: STREET 1: 695 ATLANTIC AVENUE STREET 2: 4TH FLOOR CITY: BOSTON STATE: MA ZIP: 02111 BUSINESS PHONE: 2022516707 MAIL ADDRESS: STREET 1: 695 ATLANTIC AVENUE STREET 2: 4TH FLOOR CITY: BOSTON STATE: MA ZIP: 02111 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001812822 XXXXXXXX 06-30-2022 06-30-2022 false Verdad Advisers, LP
695 ATLANTIC AVENUE 4TH FLOOR BOSTON MA 02111
13F HOLDINGS REPORT 028-20934 N
DANIEL RASMUSSEN Managing Partner 2022516707 DANIEL RASMUSSEN, Managing Partner BOSTON MA 08-15-2022 0 28 106082 false
INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR VERDAD ADVISERS, LP ACADEMY SPORTS & OUTDOORS IN COM 00402L107 1955 55000 SH SOLE 55000 0 0 ADVANSIX INC COM 00773T101 1087 32500 SH SOLE 32500 0 0 ALJ REGL HLDGS INC COM 001627108 1840 953294 SH SOLE 953294 0 0 ARC DOCUMENT SOLUTIONS INC COM 00191G103 1907 725000 SH SOLE 725000 0 0 COLGATE PALMOLIVE CO COM 194162103 3847 48000 SH SOLE 48000 0 0 CORECIVIC INC COM 21871N101 1389 125000 SH SOLE 125000 0 0 DASEKE INC COM 23753F107 2364 370000 SH SOLE 370000 0 0 DXC TECHNOLOGY CO COM 23355L106 2728 90000 SH SOLE 90000 0 0 GOOD TIMES RESTAURANTS INC COM NEW 382140879 873 290000 SH SOLE 290000 0 0 HUNT J B TRANS SVCS INC COM 445658107 1181 7500 SH SOLE 7500 0 0 INGLES MKTS INC CL A 457030104 1562 18000 SH SOLE 18000 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 21483 210000 SH SOLE 210000 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 21481 180000 SH SOLE 180000 0 0 KROGER CO COM 501044101 3644 77000 SH SOLE 77000 0 0 MARCUS CORP DEL COM 566330106 4099 277500 SH SOLE 277500 0 0 MICROSOFT CORP COM 594918104 1027 4000 SH SOLE 4000 0 0 OCCIDENTAL PETE CORP COM 674599105 2650 45000 SH SOLE 45000 0 0 PROGRESSIVE CORP COM 743315103 3488 30000 SH SOLE 30000 0 0 RYERSON HLDG CORP COM 783754104 1703 80000 SH SOLE 80000 0 0 SALEM MEDIA GROUP INC CL A 794093104 1696 800000 SH SOLE 800000 0 0 SECURITY NATL FINL CORP CL A NEW 814785309 1244 147000 SH SOLE 147000 0 0 SHELL PLC SPON ADS 780259305 1569 30000 SH SOLE 30000 0 0 STERLING INFRASTRUCTURE INC COM 859241101 877 40000 SH SOLE 40000 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1553 19000 SH SOLE 19000 0 0 TRACTOR SUPPLY CO COM 892356106 1308 6750 SH SOLE 6750 0 0 TRAVELCENTERS OF AMERICA INC COM NEW 89421B109 862 25000 SH SOLE 25000 0 0 UNIVERSAL CORP VA COM 913456109 1361 22500 SH SOLE 22500 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 15304 260000 SH SOLE 260000 0 0