StockDriftsStockDriftsTop 14 Vazirani Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AES | AES CORP | 17.31% | 240.0K | $3.5M | +60.00%(+90.00K) | $14.26(+3.28%) | 2026-06-30 | |
| WBS | WEBSTER FINL CORP | 15.04% | 40.0K | $3.1M | new | $72.17(+9.46%) | 2026-06-30 | |
| WBD | WARNER BROS DISCOVERY INC | 11.15% | 85.0K | $2.3M | -32.00%(-40.00K) | $27.19(+2.95%) | 2026-06-30 | |
| ROKU | ROKU INC | 10.61% | 15.6K | $2.2M | new | $113.19(+39.31%) | 2026-06-30 | |
| NSC | NORFOLK SOUTHN CORP | 7.74% | 5.0K | $1.6M | -50.00%(-5.00K) | $280.92(+19.04%) | 2026-06-30 | |
| IMXI | INTERNATIONAL MONEY EXPRESS | 7.53% | 105.9K | $1.5M | new | $15.13(-3.54%) | 2026-06-30 | |
| SKYT | SKYWATER TECHNOLOGY INC | 5.25% | 30.6K | $1.1M | -75.49%(-94.36K) | $22.78(+42.46%) | 2026-06-30 | |
| EA | ELECTRONIC ARTS INC | 5.04% | 5.0K | $1.0M | new | $180.70(+16.05%) | 2026-06-30 | |
| ELME | ELME COMMUNITIES | 4.73% | 650.0K | $962K | -18.75%(-150.00K) | $9.70(-83.31%) | 2026-06-30 | |
| UNF | UNIFIRST CORP MASS | 4.55% | 3.5K | $926K | new | $256.89(+11.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | -3.06% | -8.92% | — | — | -18.27% |
| Top 20 Holdings Unweighted | -15.87% | -40.45% | — | — | -42.33% |
Vazirani Asset Management LLC reports $20.33M in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are AES (17.3%), WBS (15.0%) and WBD (11.2%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -8.92% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Vazirani Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1716476). View Vazirani Asset Management LLC’s 13F filings on SEC