0001420506-22-002177.txt : 20221114 0001420506-22-002177.hdr.sgml : 20221114 20221114104127 ACCESSION NUMBER: 0001420506-22-002177 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221381872 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 09-30-2022 09-30-2022 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 11-14-2022 0 25 68770 false
INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR VERDAD ADVISERS, LP ACADEMY SPORTS & OUTDOORS IN COM 00402L107 1265 30000 SH SOLE 30000 0 0 ADVANSIX INC COM 00773T101 1043 32500 SH SOLE 32500 0 0 ARC DOCUMENT SOLUTIONS INC COM 00191G103 1639 725000 SH SOLE 725000 0 0 ARK RESTAURANTS CORP COM 040712101 744 40000 SH SOLE 40000 0 0 COLGATE PALMOLIVE CO COM 194162103 3372 48000 SH SOLE 48000 0 0 CORECIVIC INC COM 21871N101 1459 165000 SH SOLE 165000 0 0 DASEKE INC COM 23753F107 1894 350000 SH SOLE 350000 0 0 DXC TECHNOLOGY CO COM 23355L106 2203 90000 SH SOLE 90000 0 0 EVEREST RE GROUP LTD COM G3223R108 1968 7500 SH SOLE 7500 0 0 GOOD TIMES RESTAURANTS INC COM NEW 382140879 474 218597 SH SOLE 218597 0 0 HUNT J B TRANS SVCS INC COM 445658107 939 6000 SH SOLE 6000 0 0 INGLES MKTS INC CL A 457030104 1426 18000 SH SOLE 18000 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 19312 400000 SH SOLE 400000 0 0 KROGER CO COM 501044101 3369 77000 SH SOLE 77000 0 0 MARCUS CORP DEL COM 566330106 3854 277500 SH SOLE 277500 0 0 OCCIDENTAL PETE CORP COM 674599105 2612 42500 SH SOLE 42500 0 0 PROGRESSIVE CORP COM 743315103 3486 30000 SH SOLE 30000 0 0 RYERSON HLDG CORP COM 783754104 2188 85000 SH SOLE 85000 0 0 SALEM MEDIA GROUP INC CL A 794093104 1541 885452 SH SOLE 885452 0 0 SECURITY NATL FINL CORP CL A NEW 814785309 733 115452 SH SOLE 115452 0 0 SHELL PLC SPON ADS 780259305 995 20000 SH SOLE 20000 0 0 STERLING CONSTR INC COM 859241101 805 37500 SH SOLE 37500 0 0 TRACTOR SUPPLY CO COM 892356106 1022 5500 SH SOLE 5500 0 0 UNIVERSAL CORP VA COM 913456109 1036 22500 SH SOLE 22500 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 9391 162500 SH SOLE 162500 0 0