Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR
Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
Vazirani Asset Management LLC (CIK 1716476) reported $20.3M across 14 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AES ($3.5M, 17.31%), WBS ($3.1M, 15.04%), WBD ($2.3M, 11.15%), ROKU ($2.2M, 10.61%), NSC ($1.6M, 7.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AES | AES CORP | $3.5M | 17.31% | 240,000 | Added |
| 2 | WBS | WEBSTER FINL CORP | $3.1M | 15.04% | 40,000 | New |
| 3 | WBD | WARNER BROS DISCOVERY INC | $2.3M | 11.15% | 85,000 | Trimmed |
| 4 | ROKU | ROKU INC | $2.2M | 10.61% | 15,612 | New |
| 5 | NSC | NORFOLK SOUTHN CORP | $1.6M | 7.74% | 5,000 | Trimmed |
| 6 | IMXI | INTERNATIONAL MONEY EXPRESS | $1.5M | 7.53% | 105,900 | New |
| 7 | SKYT | SKYWATER TECHNOLOGY INC | $1.1M | 5.25% | 30,638 | Trimmed |
| 8 | EA | ELECTRONIC ARTS INC | $1.0M | 5.04% | 5,000 | New |
| 9 | ELME | ELME COMMUNITIES | $962,000 | 4.73% | 650,000 | Trimmed |
| 10 | UNF | UNIFIRST CORP MASS | $925,610 | 4.55% | 3,500 | New |
| 11 | UNP | UNION PAC CORP | $680,000 | 3.35% | 2,500 | New |
| 12 | BHF | BRIGHTHOUSE FINL INC | $633,000 | 3.11% | 10,000 | Added |
| 13 | TECK | TECK RESOURCES LTD | $534,426 | 2.63% | 8,988 | New |
| 14 | FTHM | FATHOM HOLDINGS INC | $398,217 | 1.96% | 394,274 | New |
| 15 | AAUC | ALLIED GOLD CORP | $0 | 0.00% | 0 | Exited |
| 16 | AL | AIR LEASE CORP | $0 | 0.00% | 0 | Exited |
| 17 | CTLP | CANTALOUPE INC | $0 | 0.00% | 0 | Exited |
| 18 | CWAN | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | Exited |
| 19 | DBRG | DIGITALBRIDGE GROUP INC | $0 | 0.00% | 0 | Exited |
| 20 | GDEN | GOLDEN ENTMT INC | $0 | 0.00% | 0 | Exited |
| 21 | GTLS | CHART INDS INC | $0 | 0.00% | 0 | Exited |
| 22 | HOLX | HOLOGIC INC | $0 | 0.00% | 0 | Exited |
| 23 | KVUE | KENVUE INC | $0 | 0.00% | 0 | Exited |
| 24 | KZR | KEZAR LIFE SCIENCES INC | $0 | 0.00% | 0 | Exited |
| 25 | PEN | PENUMBRA INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30