Verdad Advisers as of Sept. 30, 2022
Portfolio Holdings for Verdad Advisers
Verdad Advisers holds 25 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Ishs 5-10yr Invt (IGIB) | 28.1 | $19M | 400k | 48.28 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 13.7 | $9.4M | 163k | 57.79 | |
Marcus Corporation (MCS) | 5.6 | $3.9M | 278k | 13.89 | |
Progressive Corporation (PGR) | 5.1 | $3.5M | 30k | 116.20 | |
Colgate-Palmolive Company (CL) | 4.9 | $3.4M | 48k | 70.25 | |
Kroger (KR) | 4.9 | $3.4M | 77k | 43.75 | |
Occidental Petroleum Corporation (OXY) | 3.8 | $2.6M | 43k | 61.46 | |
Dxc Technology (DXC) | 3.2 | $2.2M | 90k | 24.48 | |
Ryerson Tull (RYI) | 3.2 | $2.2M | 85k | 25.74 | |
Everest Re Group (EG) | 2.9 | $2.0M | 7.5k | 262.40 | |
Daseke (DSKE) | 2.8 | $1.9M | 350k | 5.41 | |
Arc Document Solutions (ARC) | 2.4 | $1.6M | 725k | 2.26 | |
Salem Media Group Cl A (SALM) | 2.2 | $1.5M | 886k | 1.74 | |
Corecivic (CXW) | 2.1 | $1.5M | 165k | 8.84 | |
Ingles Mkts Cl A (IMKTA) | 2.1 | $1.4M | 18k | 79.22 | |
Academy Sports & Outdoor (ASO) | 1.8 | $1.3M | 30k | 42.17 | |
Advansix (ASIX) | 1.5 | $1.0M | 33k | 32.09 | |
Universal Corporation (UVV) | 1.5 | $1.0M | 23k | 46.04 | |
Tractor Supply Company (TSCO) | 1.5 | $1.0M | 5.5k | 185.82 | |
Shell Spon Ads (SHEL) | 1.4 | $995k | 20k | 49.75 | |
J.B. Hunt Transport Services (JBHT) | 1.4 | $939k | 6.0k | 156.50 | |
Sterling Construction Company (STRL) | 1.2 | $805k | 38k | 21.47 | |
Ark Restaurants (ARKR) | 1.1 | $744k | 40k | 18.60 | |
Security Natl Finl Corp Cl A New (SNFCA) | 1.1 | $733k | 116k | 6.35 | |
Good Times Restaurants Com New (GTIM) | 0.7 | $474k | 219k | 2.17 |