Vazirani Asset Management LLC

13F filer · CIK 0001716476

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$20.3MU.S. long equity reported on 13F

Positions138 new · 14 closed

Net flow last quarter-$17.7MBuys minus sells

Top 10 positions weight87.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202613 positions
AESAes Corp	$3.52M	17.31%	0.03%	+60.0%	Q1 2026
WBSWebster Financial Corp	$3.06M	15.04%	0.02%	New	Q2 2026
WBDWarner Bros. Discovery, Inc.	$2.27M	11.15%	0.00%	-32.0%	Q4 2025
ROKURoku, Inc	$2.16M	10.61%	0.01%	New	Q2 2026
NSCNorfolk Southern Corp	$1.57M	7.74%	0.00%	-50.0%	Q3 2025
IMXIInternational Money Express, Inc.	$1.53M	7.53%	0.35%	New	Q2 2026
EAElectronic Arts Inc.	$1.03M	5.04%	Not reported	Not reported	Q3 2025
ELMEElme Communities	$962K	4.73%	0.73%	-18.8%	Q1 2026
UNFUnifirst Corp	$926K	4.55%	0.02%	New	Q2 2026
UNPUnion Pacific Corp	$680K	3.35%	0.00%	New	Q2 2026
BHFBrighthouse Financial, Inc.	$633K	3.11%	0.02%	+100.0%	Q1 2026
TECKTeck Resources Ltd	$534K	2.63%	Not reported	New	Q2 2026
FTHMFathom Holdings Inc.	$398K	1.96%	1.17%	New	Q2 2026
Q1 2026Reported May 15, 202619 positions
ALSumisho Air Lease Corporation	$6.49M	14.97%	0.09%	New	Q1 2026
AAUCAllied Gold Corp	$6.4M	14.75%	0.12%	New	Q1 2026
WBDWarner Bros. Discovery, Inc.	$3.43M	7.91%	0.01%	+316.7%	Q4 2025
GTLSChart Industries Inc	$3.1M	7.15%	0.03%	New	Q1 2026
NSCNorfolk Southern Corp	$2.87M	6.62%	0.00%	-33.3%	Q3 2025
CWANClearwater Analytics Holdings, Inc.	$2.62M	6.03%	Not reported	New	Q1 2026
PRAProassurance Corp	$2.47M	5.70%	0.19%	New	Q1 2026
PENPenumbra Inc	$2.46M	5.68%	0.02%	New	Q1 2026
GDENNew Royal Holdco I Inc.	$2.23M	5.14%	Not reported	New	Q1 2026
AESAes Corp	$2.11M	4.87%	0.02%	New	Q1 2026
ELMEElme Communities	$1.61M	3.71%	0.90%	New	Q1 2026
HOLXHologic Inc	$1.51M	3.48%	0.01%	New	Q1 2026
KVUEKenvue Inc.	$862K	1.99%	0.00%	New	Q1 2026
CTLPCantaloupe, Inc.	$541K	1.25%	Not reported	New	Q1 2026
TERNTerns Pharmaceuticals, Inc.	$527K	1.22%	0.01%	New	Q1 2026
BHFBrighthouse Financial, Inc.	$299K	0.69%	0.01%	New	Q1 2026
DBRGDigitalBridge Group, Inc.	$170K	0.39%	0.01%	New	Q1 2026
KZRKezar Life Sciences, Inc.	$163K	0.38%	0.30%	-54.6%	Q4 2025
TILInstil Bio, Inc.	$82.4K	0.19%	0.15%	New	Q1 2026
Q4 2025Reported Feb 17, 202610 positions
NSCNorfolk Southern Corp	$4.33M	26.29%	0.01%	+20.0%	Q3 2025
DAYDayforce, Inc.	$3.46M	20.99%	0.03%	New	Q4 2025
EXKEndeavour Silver Corp	$2.54M	15.41%	0.01%	New	Q4 2025
FYBRFrontier Communications Parent, Inc.	$1.9M	11.55%	Not reported	-33.3%	Q1 2025
CFLTConfluent, Inc.	$1.81M	11.00%	0.05%	New	Q4 2025
WBDWarner Bros. Discovery, Inc.	$865K	5.25%	0.00%	New	Q4 2025
CDTXCidara Therapeutics, Inc.	$552K	3.35%	0.01%	New	Q4 2025
FOLDAmicus Therapeutics, Inc.	$356K	2.16%	0.01%	New	Q4 2025
HOUSAnywhere Real Estate Inc.	$354K	2.15%	0.02%	New	Q4 2025
KZRKezar Life Sciences, Inc.	$305K	1.85%	0.66%	New	Q4 2025
Q3 2025Reported Nov 14, 202513 positions
VRNAVerona Pharma plc	$6.4M	22.88%	0.01%	New	Q3 2025
COOPCooperative Bankshares Inc	$5.27M	18.83%	Not reported	New	Q3 2025
NSCNorfolk Southern Corp	$3.76M	13.42%	0.01%	New	Q3 2025
FYBRFrontier Communications Parent, Inc.	$2.8M	10.01%	Not reported	Not reported	Q1 2025
EAElectronic Arts Inc.	$2.02M	7.21%	Not reported	New	Q3 2025
SPRSpirit AeroSystems Holdings, Inc.	$1.93M	6.90%	0.04%	+100.0%	Q2 2025
ALEAllete Inc	$1.83M	6.53%	0.05%	New	Q3 2025
OMCOmnicom Group Inc.	$1.4M	5.01%	0.01%	+100.0%	Q2 2025
COMPCompass, Inc.	$865K	3.09%	0.02%	New	Q3 2025
HBIHanesbrands Inc.	$824K	2.94%	0.04%	New	Q3 2025
PLYMPlymouth Industrial REIT, Inc.	$447K	1.60%	0.04%	New	Q3 2025
SRDXSurmodics Inc	$299K	1.07%	0.07%	Not reported	Q3 2024
CCRNCross Country Healthcare Inc	$142K	0.51%	0.03%	New	Q3 2025

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