0001420506-23-000985.txt : 20230512
0001420506-23-000985.hdr.sgml : 20230512
20230512110241
ACCESSION NUMBER: 0001420506-23-000985
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230512
DATE AS OF CHANGE: 20230512
EFFECTIVENESS DATE: 20230512
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: 23913950
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
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0001812822
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03-31-2023
03-31-2023
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
05-12-2023
0
38
49671196
false
INFORMATION TABLE
2
Form13F_InfoTable.xml
INFORMATION TABLE FOR VERDAD ADVISERS, LP (6157)
ACADEMY SPORTS & OUTDOORS IN
COM
00402L107
1957500
30000
SH
SOLE
30000
0
0
ARC DOCUMENT SOLUTIONS INC
COM
00191G103
2297930
724899
SH
SOLE
724899
0
0
ARK RESTAURANTS CORP
COM
040712101
180746
10229
SH
SOLE
10229
0
0
BERKSHIRE HILLS BANCORP INC
COM
084680107
601440
24000
SH
SOLE
24000
0
0
BHP GROUP LTD
SPONSORED ADS
088606108
1426725
22500
SH
SOLE
22500
0
0
BRASKEM S A
SP ADR PFD A
105532105
1001000
130000
SH
SOLE
130000
0
0
CHIPMOS TECHNOLOGIES INC
SPONSORD ADS NEW
16965P202
1506600
60000
SH
SOLE
60000
0
0
COMPANHIA SIDERURGICA NACION
SPONSORED ADR
20440W105
1296154
422200
SH
SOLE
422200
0
0
CORECIVIC INC
COM
21871N101
1242000
135000
SH
SOLE
135000
0
0
CULLEN FROST BANKERS INC
COM
229899109
948060
9000
SH
SOLE
9000
0
0
DASEKE INC
COM
23753F107
2172323
281025
SH
SOLE
281025
0
0
DXC TECHNOLOGY CO
COM
23355L106
1405800
55000
SH
SOLE
55000
0
0
ENTRAVISION COMMUNICATIONS C
CL A
29382R107
958320
158400
SH
SOLE
158400
0
0
EQUINOR ASA
SPONSORED ADR
29446M102
966620
34000
SH
SOLE
34000
0
0
EVEREST RE GROUP LTD
COM
G3223R108
1790100
5000
SH
SOLE
5000
0
0
GREIF INC
CL A
397624107
950550
15000
SH
SOLE
15000
0
0
HCA HEALTHCARE INC
COM
40412C101
2056704
7800
SH
SOLE
7800
0
0
HINGHAM INSTN SVGS MASS
COM
433323102
758680
3250
SH
SOLE
3250
0
0
HUNT J B TRANS SVCS INC
COM
445658107
1544048
8800
SH
SOLE
8800
0
0
INGLES MKTS INC
CL A
457030104
887000
10000
SH
SOLE
10000
0
0
JPMORGAN CHASE & CO
COM
46625H100
1950350
14967
SH
SOLE
14967
0
0
KROGER CO
COM
501044101
1974800
40000
SH
SOLE
40000
0
0
LIVE OAK BANCSHARES INC
COM
53803X105
913875
37500
SH
SOLE
37500
0
0
MARCUS CORP DEL
COM
566330106
1840000
115000
SH
SOLE
115000
0
0
MICROSOFT CORP
COM
594918104
1441500
5000
SH
SOLE
5000
0
0
OCCIDENTAL PETE CORP
COM
674599105
1248600
20000
SH
SOLE
20000
0
0
PROGRESSIVE CORP
COM
743315103
1072950
7500
SH
SOLE
7500
0
0
QUALCOMM INC
COM
747525103
2003006
15700
SH
SOLE
15700
0
0
RESOURCES CONNECTION INC
COM
76122Q105
980950
57500
SH
SOLE
57500
0
0
RYERSON HLDG CORP
COM
783754104
2910400
80000
SH
SOLE
80000
0
0
SALEM MEDIA GROUP INC
CL A
794093104
947972
869699
SH
SOLE
869699
0
0
SECURITY NATL FINL CORP
CL A NEW
814785309
72754
11678
SH
SOLE
11678
0
0
SIBANYE STILLWATER LTD
SPONSORED ADR
82575P107
956800
115000
SH
SOLE
115000
0
0
SOUTHWESTERN ENERGY CO
COM
845467109
950000
190000
SH
SOLE
190000
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
1023220
11000
SH
SOLE
11000
0
0
TRACTOR SUPPLY CO
COM
892356106
1527760
6500
SH
SOLE
6500
0
0
UNIVERSAL LOGISTICS HLDGS IN
COM
91388P105
937318
32155
SH
SOLE
32155
0
0
WESTLAKE CHEM PARTNERS LP
COM UNIT RP LP
960417103
970641
44100
SH
SOLE
44100
0
0