Verdad Advisers, LP Purchases in Q2 2024

Verdad Advisers, LP

  • $86.2 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
27.7K
New
$75.68 - $77.45 $2.09M - $2.14M
27.7K $2.13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.69K
+ 68.27%
$396.73 - $420.24 $1.07M - $1.13M
6.63K $2.7M
NUE
Nucor Corp

Basic Materials
5.41K
+ 9161.02%
$151.48 - $200.97 $819K - $1.09M
5.46K $863K
AMZN
Amazon Com Inc

Consumer Cyclical
3.45K
+ 96.88%
$173.67 - $197.85 $600K - $683K
7.02K $1.36M
EME
Emcor Group, Inc.

Industrials
1.82K
New
$328.63 - $398.69 $596K - $724K
1.82K $662K
HIG
Hartford Financial Services Group, Inc.

Financial Services
6.52K
+ 101.72%
$95.3 - $104.42 $621K - $681K
12.9K $1.3M
TMUS
T Mobile Us, Inc.

Communication Services
2.91K
+ 30.23%
$159.79 - $180.69 $465K - $525K
12.5K $2.21M
MSFT
Microsoft Corp

Technology
1.26K
+ 78.83%
$389.33 - $452.85 $491K - $571K
2.86K $1.28M
NVDA
Nvidia Corp

Technology
9.76K
+ 1230.64%
$118.11 - $1224.4 $1.15M - $11.9M
10.6K $1.3M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
6.71K
New
$62.29 - $83.66 $418K - $562K
6.71K $561K
CVLT
Commvault Systems Inc

Technology
4.43K
New
$94.15 - $121.57 $417K - $539K
4.43K $539K
ELV
Elevance Health, Inc.

Healthcare
865
+ 40.23%
$497.49 - $547.8 $430K - $474K
3.02K $1.63M
IBKR
Interactive Brokers Group, Inc.

Financial Services
4.15K
New
$107.39 - $128.6 $446K - $534K
4.15K $508K
THC
Tenet Healthcare Corp

Healthcare
3.81K
New
$91.08 - $140.75 $347K - $536K
3.81K $506K
SNX
Td Synnex Corp

Technology
4.2K
+ 62.23%
$111.7 - $132.85 $469K - $558K
10.9K $1.26M
PAGP
Plains Gp Holdings LP

Energy
25.8K
New
$17.4 - $19.65 $449K - $507K
25.8K $485K
GOOGL
Alphabet Inc.

Communication Services
1.86K
+ 41.5%
$150.53 - $185.41 $281K - $346K
6.36K $1.16M
QCOM
Qualcomm Inc

Technology
1.94K
+ 62.08%
$157.63 - $227.09 $305K - $440K
5.06K $1.01M
JLL
Jones Lang Lasalle Inc

Real Estate
1.93K
+ 44.59%
$173.39 - $211.6 $335K - $409K
6.27K $1.29M
ACGL
Arch Capital Group Ltd.

Financial Services
4.33K
New
$89.76 - $103.36 $389K - $448K
4.33K $437K
APG
A Pi Group Corp

Industrials
11.2K
New
$35.26 - $39.57 $394K - $442K
11.2K $420K
MU
Micron Technology Inc

Technology
3.07K
New
$106.77 - $153.45 $327K - $470K
3.07K $403K
WMT
Walmart Inc.

Consumer Defensive
2.31K
+ 7.18%
$58.85 - $68.9 $136K - $159K
34.5K $2.34M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.39K
New
$279.2 - $321.33 $387K - $445K
1.39K $391K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
55K
New
$6.83 - $10.99 $376K - $604K
55K $389K
ROP
Roper Technologies Inc

Industrials
671
+ 76.95%
$510.82 - $563.66 $343K - $378K
1.54K $869K
CHKP
Check Point Software Technologies LTD

Technology
2.26K
+ 53.95%
$146.79 - $165.0 $332K - $373K
6.45K $1.06M
GWW
W.W. Grainger, Inc.

Industrials
498
+ 68.69%
$879.03 - $1014.83 $438K - $505K
1.22K $1.1M
MUSA
Murphy Usa Inc.

Consumer Cyclical
622
+ 45.2%
$392.44 - $487.21 $244K - $303K
2K $937K
EA
Electronic Arts Inc.

Communication Services
2.53K
New
$125.24 - $141.23 $316K - $357K
2.53K $351K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.51K
New
$183.74 - $229.78 $278K - $347K
1.51K $324K
PGR
Progressive Corp

Financial Services
1.53K
+ 77.65%
$202.26 - $215.9 $308K - $329K
3.49K $724K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
9.84K
+ 9286.79%
$62.41 - $3427.61 $614K - $33.7M
9.95K $623K
FLEX
Flex Ltd.

Technology
9.07K
+ 107.96%
$26.34 - $33.78 $239K - $306K
17.5K $515K
XOM
Exxon Mobil Corp

Energy
2.29K
+ 86.62%
$108.36 - $122.2 $248K - $280K
4.94K $568K
MCK
Mckesson Corp

Healthcare
376
+ 80.17%
$518.81 - $607.81 $195K - $229K
845 $493K
JNJ
Johnson & Johnson

Healthcare
1.88K
+ 64.38%
$144.38 - $157.78 $272K - $297K
4.81K $702K
APP
App Lovin Corp

Technology
2.45K
+ 117.77%
$66.8 - $86.43 $164K - $212K
4.53K $377K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
81
+ 6.43%
$883.2 - $1071.19 $71.5K - $86.8K
1.34K $1.41M
CNM
Core & Main, Inc.

Industrials
4.61K
+ 116.63%
$47.19 - $62.03 $218K - $286K
8.57K $419K
UNH
Unitedhealth Group Inc

Healthcare
339
+ 32.53%
$439.2 - $524.63 $149K - $178K
1.38K $703K
NSIT
Insight Enterprises Inc

Technology
742
+ 31.22%
$173.22 - $210.34 $129K - $156K
3.12K $618K
V
Visa Inc.

Financial Services
602
+ 90.39%
$262.47 - $281.5 $158K - $169K
1.27K $332K
KR
Kroger CO

Consumer Defensive
5.64K
+ 30.3%
$49.37 - $57.82 $278K - $326K
24.3K $1.21M
CB
Chubb LTD

Financial Services
552
+ 26.42%
$243.01 - $274.28 $134K - $151K
2.64K $673K
CDNS
Cadence Design Systems Inc

Technology
409
+ 46.06%
$274.55 - $326.5 $112K - $134K
1.3K $399K
DECK
Deckers Outdoor Corp

Consumer Cyclical
87
+ 20.28%
$800.38 - $1093.92 $69.6K - $95.2K
516 $499K
CI
Cigna Corp

Healthcare
314
+ 43.79%
$330.57 - $364.08 $104K - $114K
1.03K $340K
RL
Ralph Lauren Corp

Consumer Cyclical
570
+ 28.57%
$157.33 - $188.32 $89.7K - $107K
2.57K $449K
Activity Summary
Buys All Purchases 56 New Holdings 16 Increased Positions 40 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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