Verdad Advisers, LP
Top Portfolio Positions
177 positions ·
$88,183,972 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BLTE |
Belite Bio, Inc
Healthcare
|
13,813 | $2,202,344 | 2.50% | |
| STT |
State Street Corp
Financial Services
|
16,665 | $2,109,122 | 2.39% | |
| ATHM |
Autohome Inc.
Communication Services
|
121,317 | $2,107,276 | 2.39% | |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
21,572 | $2,097,877 | 2.38% | |
| ZYME |
Zymeworks Inc.
Healthcare
|
82,698 | $2,070,757 | 2.35% | |
| CALM |
Cal-Maine Foods Inc
Consumer Defensive
|
24,637 | $1,950,018 | 2.21% | |
| ZM |
Zoom Communications, Inc.
Technology
|
21,580 | $1,734,816 | 1.97% | |
| CRC |
California Resources Corp
Energy
|
22,500 | $1,557,450 | 1.77% | |
| TENX |
Tenax Therapeutics, Inc.
Healthcare
|
95,330 | $1,524,326 | 1.73% | |
| ACAD |
Acadia Pharmaceuticals Inc
Healthcare
|
68,290 | $1,520,135 | 1.72% |
Portfolio Trend
Holdings in CMTL
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,408 | 19,099 | Shares | Sole | 2026-05-15 | |
| 2021-03-31 | $6,706,800 | 270,000 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,724,250 | 325,000 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||