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Form 13F-HR Verdad Advisers, LP For: Jun 30

August 15, 2022 2:12 PM EDT

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The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

Report for the Calendar Year or Quarter Ended: 06-30-2022
Check here if Amendment   Amendment Number:
This Amendment (Check only one.):   is a restatement.
  adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Verdad Advisers, LP
Address: 695 ATLANTIC AVENUE
4TH FLOOR
BOSTON , MA02111
Form 13F File Number: 028-20934

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: DANIEL RASMUSSEN
Title: Managing Partner
Phone: 2022516707
Signature, Place, and Date of Signing:
DANIEL RASMUSSEN, Managing Partner BOSTON , MA 08-15-2022
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
  13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
  13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 28
Form 13F Information Table Value Total: 106,082
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 1,955 55,000 SH SOLE 55,000 0 0
ADVANSIX INC COM 00773T101 1,087 32,500 SH SOLE 32,500 0 0
ALJ REGL HLDGS INC COM 001627108 1,840 953,294 SH SOLE 953,294 0 0
ARC DOCUMENT SOLUTIONS INC COM 00191G103 1,907 725,000 SH SOLE 725,000 0 0
COLGATE PALMOLIVE CO COM 194162103 3,847 48,000 SH SOLE 48,000 0 0
CORECIVIC INC COM 21871N101 1,389 125,000 SH SOLE 125,000 0 0
DASEKE INC COM 23753F107 2,364 370,000 SH SOLE 370,000 0 0
DXC TECHNOLOGY CO COM 23355L106 2,728 90,000 SH SOLE 90,000 0 0
GOOD TIMES RESTAURANTS INC COM NEW 382140879 873 290,000 SH SOLE 290,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 1,181 7,500 SH SOLE 7,500 0 0
INGLES MKTS INC CL A 457030104 1,562 18,000 SH SOLE 18,000 0 0
ISHARES TR 7-10 YR TRSY BD 464287440 21,483 210,000 SH SOLE 210,000 0 0
ISHARES TR 3 7 YR TREAS BD 464288661 21,481 180,000 SH SOLE 180,000 0 0
KROGER CO COM 501044101 3,644 77,000 SH SOLE 77,000 0 0
MARCUS CORP DEL COM 566330106 4,099 277,500 SH SOLE 277,500 0 0
MICROSOFT CORP COM 594918104 1,027 4,000 SH SOLE 4,000 0 0
OCCIDENTAL PETE CORP COM 674599105 2,650 45,000 SH SOLE 45,000 0 0
PROGRESSIVE CORP COM 743315103 3,488 30,000 SH SOLE 30,000 0 0
RYERSON HLDG CORP COM 783754104 1,703 80,000 SH SOLE 80,000 0 0
SALEM MEDIA GROUP INC CL A 794093104 1,696 800,000 SH SOLE 800,000 0 0
SECURITY NATL FINL CORP CL A NEW 814785309 1,244 147,000 SH SOLE 147,000 0 0
SHELL PLC SPON ADS 780259305 1,569 30,000 SH SOLE 30,000 0 0
STERLING INFRASTRUCTURE INC COM 859241101 877 40,000 SH SOLE 40,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,553 19,000 SH SOLE 19,000 0 0
TRACTOR SUPPLY CO COM 892356106 1,308 6,750 SH SOLE 6,750 0 0
TRAVELCENTERS OF AMERICA INC COM NEW 89421B109 862 25,000 SH SOLE 25,000 0 0
UNIVERSAL CORP VA COM 913456109 1,361 22,500 SH SOLE 22,500 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 15,304 260,000 SH SOLE 260,000 0 0


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