Institutions / Vazirani Asset Management LLC
Vazirani Asset Management LLC
CIK 1716476 · Institution · as of Dec 31, 2025
Portfolio value
$16.47M
Positions
10
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Norfolk Southern Corp | $4.33M | 26.3% |
| Dayforce, Inc. | $3.46M | 21.0% |
| Exact Sciences Corp. | $2.54M | 15.4% |
| Frontier Communications Pare | $1.90M | 11.6% |
| Confluent, Inc. | $1.81M | 11.0% |
| Warner Bros. Discovery, Inc. | $864.6K | 5.2% |
| Cidara Therapeutics Inc | $552.2K | 3.4% |
| Amicus Therapeutics Inc | $356.0K | 2.2% |
| Anywhere Real Estate Inc | $354.0K | 2.1% |
| Kezar Life Sciences Inc | $304.6K | 1.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.