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VERDAD ADVISERS, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Septerna IncSEPN12.97K$434.37K
OneSpan Inc.OSPN14.11K$202.51K
BGSF, Inc.BGSF14.42K$82.33K
APA CorporationAPA14.56K$474.28K
AT&T Inc.T14.85K$307.44K
LENZ Therapeutics, Inc.LENZ15.9K$90.31K
AC Immune S.A.ACIU16.3K$38.79K
Eastman Kodak CompanyKODK16.67K$154.21K
Enliven Therapeutics, Inc.ELVN16.96K$860.57K
BioAge Labs Inc.BIOA17.39K$426.33K
Movado Group, Inc.MOV18.76K$737.53K
Par Pacific Holdings, Inc.PARR20K$1.12M
Universal Insurance Holdings, Inc.UVE20.56K$850.28K
Celldex Therapeutics, Inc.CLDX20.7K$770.4K
Verizon Communications Inc.VZ20.94K$886.51K
FIGS, Inc.FIGS21.48K$219.77K
Marcus & Millichap, Inc.MMI21.97K$684.87K
Erasca, Inc.ERAS22.46K$411.47K
The RMR Group Inc.RMR22.5K$461.84K
Vera Therapeutics, Inc.VERA23.49K$1.01M