Holders — by stockHoldings — by fund
Vazirani Asset Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001716476
$20.3M
disclosed book value
14
positions
17.3%
largest position share
Positions, as of 2026-06-30
top 14 of 14 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AESAES CORP | 240,000 | $3.5M | 17.3% |
| 2 | WBSWEBSTER FINL CORP | 40,000 | $3.1M | 15% |
| 3 | WBDWARNER BROS DISCOVERY INC | 85,000 | $2.3M | 11.1% |
| 4 | ROKUROKU INC | 15,612 | $2.2M | 10.6% |
| 5 | NSCNORFOLK SOUTHN CORP | 5,000 | $1.6M | 7.7% |
| 6 | IMXIINTERNATIONAL MONEY EXPRESS | 105,900 | $1.5M | 7.5% |
| 7 | SKYWATER TECHNOLOGY INC | 30,638 | $1.1M | 5.2% |
| 8 | EAELECTRONIC ARTS INC | 5,000 | $1.0M | 5% |
| 9 | ELMEELME COMMUNITIES | 650,000 | $962,000 | 4.7% |
| 10 | UNFUNIFIRST CORP MASS | 3,500 | $925,610 | 4.6% |
| 11 | UNPUNION PAC CORP | 2,500 | $680,000 | 3.3% |
| 12 | BHFBRIGHTHOUSE FINL INC | 10,000 | $633,000 | 3.1% |
| 13 | TECKTECK RESOURCES LTD | 8,988 | $534,426 | 2.6% |
| 14 | FTHMFATHOM HOLDINGS INC | 394,274 | $398,217 | 2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.