13F Filings History of Verdad Advisers, LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$82,995,494
Signature - Title
Daniel Rasmussen - Managing Partner
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Verdad Advisers, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Verdad Advisers, LP reported 104 stock holdings with total value $82,995,494 as of Q4 2025. Top holdings included C, TJX, JNJ, CMCSA, and CVX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 104 $82,995,494 $0 $0 $0 C, TJX, JNJ, CMCSA, CVX 13F-HR 17 Feb 2026, 11:52
Q3 2024 93 $73,785,010 +$22,739,292 -$38,466,326 -$15,727,034 BRKB, TJX, TMUS, WMT, MSFT 13F-HR 14 Nov 2024, 10:40
Q2 2024 111 $85,298,782 +$22,547,222 -$25,947,996 -$3,400,774 TJX, BRKB, WMT, TMUS, HYG 13F-HR 06 Aug 2024, 11:02
Q1 2024 147 $91,226,703 +$71,590,051 -$32,043,631 +$39,546,420 TJX, STLA, COR, WMT, VST 13F-HR 14 May 2024, 14:13
Q4 2023 53 $49,276,851 +$17,246,924 -$38,940,718 -$21,693,794 VSS, IWN, ASO, RYI, ARC 13F-HR 09 Feb 2024, 12:12
Q3 2023 51 $65,415,549 +$36,884,286 -$31,881,516 +$5,002,770 SPY, DIHP, DUHP, IEFA, ARC 13F-HR 13 Nov 2023, 09:50
Q2 2023 46 $63,843,379 +$27,420,284 -$13,009,456 +$14,410,828 VOO, VEA, RYI, DXJ, ARC 13F-HR 09 Aug 2023, 10:09
Q1 2023 38 $49,671,196 +$21,528,022 -$73,337,191 -$51,809,169 RYI, ARC, DSKE, HCA, QCOM 13F-HR 12 May 2023, 11:02
Q4 2022 29 $99,212,340 +$62,842,102 -$36,302,491 +$26,539,611 SPY, IEF, PGR, KR, CL 13F-HR 13 Feb 2023, 11:05
Q3 2022 25 $68,770,000 +$22,655,120 -$56,569,957 -$33,914,837 IGIB, VGSH, MCS, PGR, CL 13F-HR 14 Nov 2022, 10:41
Q2 2022 28 $106,082,000 +$65,539,767 -$70,549,082 -$5,009,315 IEF, IEI, VGSH, MCS, CL 13F-HR 15 Aug 2022, 14:11
Q1 2022 34 $116,818,000 +$57,028,837 -$82,729,212 -$25,700,375 SCHR, SPYV, DSKE, ASO, KR 13F-HR 13 May 2022, 15:24
Q4 2021 42 $147,632,000 +$61,966,074 -$60,915,730 +$1,050,344 IEF, SPY, VMBS, MCS, DSKE 13F-HR 09 Feb 2022, 12:35
Q3 2021 45 $138,391,000 +$95,402,124 -$11,848,713 +$83,553,411 CPER, SPY, USO, FALN, IEF 13F-HR 12 Nov 2021, 09:05
Q2 2021 22 $50,966,000 +$8,967,329 -$279,238,857 -$270,271,528 DXC, MCS, PDS, ACI, ARC 13F-HR 10 Aug 2021, 12:29
Q1 2021 37 $313,842,000 +$27,796,653 -$23,883,329 +$3,913,324 BLDR, AEO, WRK, PRIM, MCS 13F-HR 14 May 2021, 10:49
Q4 2020 39 $255,566,000 $0 $0 $0 BLDR, WRK, PRIM, AEO, PRG 13F-HR 16 Feb 2021, 14:38