Vazirani Asset Management LLC
CIK: 0001716476SEC EDGAR →
Portfolio Value
$16.5M
Holdings
10
As of
Q4 2025
New Positions
10
Closed Positions
13
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NORFOLK SOUTHN CORP | 15,000 | $4.3M | 26.28% |
| 2 | DAYFORCE INC | 50,000 | $3.5M | 20.99% |
| 3 | EXACT SCIENCES CORP | 25,000 | $2.5M | 15.41% |
| 4 | FRONTIER COMMUNICATIONS PARE | 50,000 | $1.9M | 11.55% |
| 5 | CONFLUENT INC | 59,920 | $1.8M | 10.99% |
| 6 | WARNER BROS DISCOVERY INC | 30,000 | $864K | 5.24% |
| 7 | CIDARA THERAPEUTICS INC | 2,500 | $552K | 3.35% |
| 8 | AMICUS THERAPEUTICS INC | 25,000 | $356K | 2.16% |
| 9 | ANYWHERE REAL ESTATE INC | 25,000 | $354K | 2.15% |
| 10 | KEZAR LIFE SCIENCES INC | 48,428 | $304K | 1.85% |
Quarterly Changes
New Positions (8)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 5 | $6.6M | 40.2% |
| Industrials | 1 | $4.3M | 26.3% |
| Healthcare | 2 | $2.8M | 17.3% |
| Technology | 1 | $1.8M | 11.0% |
| Communication Services | 1 | $864K | 5.2% |