Verdad Advisers, LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $104M in reported equity holdings across 210 positions. The largest holdings are AAPL (2.1%), BLTE (2.0%), ACAD (2.0%), CMCSA (2.0%), CLDT (1.8%). The portfolio is concentrated in Other (87.5%), Healthcare (3.5%), Communication Services (2.5%). Data sourced from SEC EDGAR 13F filings (CIK 1812822).