0001420506-22-000927.txt : 20220513 0001420506-22-000927.hdr.sgml : 20220513 20220513152448 ACCESSION NUMBER: 0001420506-22-000927 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220513 DATE AS OF CHANGE: 20220513 EFFECTIVENESS DATE: 20220513 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: 22922194 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 03-31-2022 03-31-2022 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 05-13-2022 0 34 122084 false
INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR VERDAD ADVISERS, LP ACADEMY SPORTS & OUTDOORS IN COM 00402L107 4602 116800 SH SOLE 116800 0 0 ADVANSIX INC COM 00773T101 1737 34000 SH SOLE 34000 0 0 ALBERTSONS COS INC COMMON STOCK 013091103 998 30000 SH SOLE 30000 0 0 ALJ REGL HLDGS INC COM 001627108 2686 1025000 SH SOLE 1025000 0 0 ALPHABET INC CAP STK CL A 02079K305 3894 1400 SH SOLE 1400 0 0 APPLIED MATLS INC COM 038222105 3756 28500 SH SOLE 28500 0 0 ARC DOCUMENT SOLUTIONS INC COM 00191G103 2977 763435 SH SOLE 763435 0 0 BLUELINX HLDGS INC COM NEW 09624H208 3091 43000 SH SOLE 43000 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 968 15000 SH SOLE 15000 0 0 COLGATE PALMOLIVE CO COM 194162103 3640 48000 SH SOLE 48000 0 0 CONDUENT INC COM 206787103 1548 300000 SH SOLE 300000 0 0 DASEKE INC COM 23753F107 4889 485500 SH SOLE 485500 0 0 DXC TECHNOLOGY CO COM 23355L106 3834 117500 SH SOLE 117500 0 0 FASTENAL CO COM 311900104 3920 66000 SH SOLE 66000 0 0 GOOD TIMES RESTAURANTS INC COM NEW 382140879 1015 290000 SH SOLE 290000 0 0 HCA HEALTHCARE INC COM 40412C101 3509 14000 SH SOLE 14000 0 0 HUNT J B TRANS SVCS INC COM 445658107 3715 18500 SH SOLE 18500 0 0 INGLES MKTS INC CL A 457030104 1425 16000 SH SOLE 16000 0 0 INTERFACE INC COM 458665304 1221 90000 SH SOLE 90000 0 0 KROGER CO COM 501044101 4417 77000 SH SOLE 77000 0 0 MARCUS CORP DEL COM 566330106 5266 247600 SH SOLE 247600 0 0 MICROSOFT CORP COM 594918104 3700 12000 SH SOLE 12000 0 0 PROGRESSIVE CORP COM 743315103 4047 35500 SH SOLE 35500 0 0 RYERSON HLDG CORP COM 783754104 1401 40000 SH SOLE 40000 0 0 SALEM MEDIA GROUP INC CL A 794093104 1854 546915 SH SOLE 546915 0 0 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 29288 550000 SH SOLE 550000 0 0 SECURITY NATL FINL CORP CL A NEW 814785309 1500 150000 SH SOLE 150000 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 5636 135000 SH SOLE 135000 0 0 STELLANTIS N.V SHS N82405106 1993 122500 SH SOLE 122500 0 0 STERLING CONSTR INC COM 859241101 1474 55000 SH SOLE 55000 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1851 17750 SH SOLE 17750 0 0 TRACTOR SUPPLY CO COM 892356106 3851 16500 SH SOLE 16500 0 0 TRAVELCENTERS OF AMERICA INC COM NEW 89421B109 1074 25000 SH SOLE 25000 0 0 UNIVERSAL CORP VA COM 913456109 1307 22500 SH SOLE 22500 0 0