SEC 13F Intelligence

Verdad Advisers, LP / CSCO

Verdad Advisers, LP’s Cisco Sys Inc Position

Does Verdad Advisers, LP own Cisco Sys Inc (CSCO)? Not currently — the last reported position was 29.9K shares worth $2M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2025
Shares
29.9K
% of Portfolio
+2.64%
Quarters Held
2
position exited

Position History CSCO

Reported value by quarter
Q3 ’24: $827,677Q3 ’24Q4 ’25: $2MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202529.9K$2M+2.64%
Q3 202415.6K$827,677+1.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Verdad Advisers, LP’s full portfolio or all institutional holders of CSCO.