§ 13F · FUND PROFILE
Vazirani Asset Management LLC.
AUM · $28M (13F)Positions · 13Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AES | AES CORP | 240K | $4M | 17.3% | +60% |
| 2 | WBS | WEBSTER FINL CORP | 40K | $3M | 15.0% | NEW |
| 3 | WBD | WARNER BROS DISCOVERY INC | 85K | $2M | 11.1% | −32% |
| 4 | ROKU | ROKU INC | 16K | $2M | 10.6% | NEW |
| 5 | NSC | NORFOLK SOUTHN CORP | 5K | $2M | 7.7% | −50% |
| 6 | IMXI | INTERNATIONAL MONEY EXPRESS | 106K | $2M | 7.5% | NEW |
| 7 | SKYT | SKYWATER TECHNOLOGY INC | 31K | $1M | 5.2% | −75% |
| 8 | EA | ELECTRONIC ARTS INC | 5K | $1M | 5.0% | NEW |
| 9 | ELME | ELME COMMUNITIES | 650K | $962K | 4.7% | −19% |
| 10 | UNF | UNIFIRST CORP MASS | 4K | $926K | 4.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VAZIRANI SIGNAL
AC read
Vazirani Asset Management LLC is a Other fund managing $28 million in assets. The fund runs a focused portfolio of just 13 positions.
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