Verdad Advisers, LP

**Verdad Advisers, LP** manages $87M across a diversified portfolio of 104 positions. The fund exhibits concentrated exposure to established market leaders, with top holdings including TRVC at $4.0M and TJX at $3.8M. Significant allocations are also directed toward healthcare and technology names, notably JNJ ($3.6M), CMCSA ($2.9M), and GOOGL ($2.7M). This positioning suggests a focus on resilient, blue-chip names across varied sectors.

📌 Top Holdings