0001420506-23-000405.txt : 20230213
0001420506-23-000405.hdr.sgml : 20230213
20230213110551
ACCESSION NUMBER: 0001420506-23-000405
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230213
DATE AS OF CHANGE: 20230213
EFFECTIVENESS DATE: 20230213
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: 23615688
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
X0202
13F-HR
LIVE
false
true
false
0001812822
XXXXXXXX
12-31-2022
12-31-2022
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
02-13-2023
0
29
99212340
false
INFORMATION TABLE
2
Form13F_InfoTable.xml
INFORMATION TABLE FOR VERDAD ADVISERS, LP (5875)
ACADEMY SPORTS & OUTDOORS IN
COM
00402L107
1576200
30000
SH
SOLE
30000
0
0
ADVANSIX INC
COM
00773T101
950500
25000
SH
SOLE
25000
0
0
ALGOMA STL GROUP INC
COM
015658107
1172900
185000
SH
SOLE
185000
0
0
ARC DOCUMENT SOLUTIONS INC
COM
00191G103
2124250
725000
SH
SOLE
725000
0
0
ARK RESTAURANTS CORP
COM
040712101
646536
39042
SH
SOLE
39042
0
0
BRASKEM S A
SP ADR PFD A
105532105
1144563
124409
SH
SOLE
124409
0
0
CHIPMOS TECHNOLOGIES INC
SPONSORD ADS NEW
16965P202
1071500
50000
SH
SOLE
50000
0
0
COLGATE PALMOLIVE CO
COM
194162103
2954625
37500
SH
SOLE
37500
0
0
COMPANHIA SIDERURGICA NACION
SPONSORED ADR
20440W105
1035000
375000
SH
SOLE
375000
0
0
CORECIVIC INC
COM
21871N101
1907400
165000
SH
SOLE
165000
0
0
DASEKE INC
COM
23753F107
1707000
300000
SH
SOLE
300000
0
0
DXC TECHNOLOGY CO
COM
23355L106
2252500
85000
SH
SOLE
85000
0
0
EVEREST RE GROUP LTD
COM
G3223R108
2484525
7500
SH
SOLE
7500
0
0
GOPRO INC
CL A
38268T103
996000
200000
SH
SOLE
200000
0
0
HUNT J B TRANS SVCS INC
COM
445658107
958980
5500
SH
SOLE
5500
0
0
INGLES MKTS INC
CL A
457030104
1832740
19000
SH
SOLE
19000
0
0
ISHARES TR
BARCLAYS 7 10 YR
464287440
27297300
285000
SH
SOLE
285000
0
0
KROGER CO
COM
501044101
3566400
80000
SH
SOLE
80000
0
0
MARCUS CORP DEL
COM
566330106
2571838
178724
SH
SOLE
178724
0
0
OCCIDENTAL PETE CORP
COM
674599105
944850
15000
SH
SOLE
15000
0
0
OSCAR HEALTH INC
CL A
687793109
1102464
448156
SH
SOLE
448156
0
0
PROGRESSIVE CORP
COM
743315103
3891300
30000
SH
SOLE
30000
0
0
RYERSON HLDG CORP
COM
783754104
2572100
85000
SH
SOLE
85000
0
0
SALEM MEDIA GROUP INC
CL A
794093104
913184
869699
SH
SOLE
869699
0
0
SECURITY NATL FINL CORP
CL A NEW
814785309
584000
80000
SH
SOLE
80000
0
0
SIBANYE STILLWATER LTD
SPONSORED ADR
82575P107
1066000
100000
SH
SOLE
100000
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
27726175
72500
SH
SOLE
72500
0
0
TRACTOR SUPPLY CO
COM
892356106
1237335
5500
SH
SOLE
5500
0
0
UNIVERSAL CORP VA
COM
913456109
924175
17500
SH
SOLE
17500
0
0