Vazirani Asset Management LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Vazirani Asset Management LLC disclosed 14 US equity positions worth $27.0m in its Q1 2025 13F filing. The largest position was BECNUSD at 18.4% of the reported book, followed by KEL and ITCIEUR. Against the Q4 2024 filing, it opened 10 new positions, added to 1 and reduced 3 among the top 14 holdings.
What did Vazirani Asset Management LLC own in Q1 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | BECNUSD BEACON ROOFING SUPPLY INC | 18.4% | $4.9m | 40,000 | – | new | |
| 2 | KEL KELLANOVA | 12.2% | $3.3m | 40,000 | -38% | reduced | |
| 3 | ITCIEUR INTRA-CELLULAR THERAPIES INC | 12.2% | $3.3m | 25,000 | – | new | |
| 4 | APY1EUR CHAMPIONX CORPORATION | 12.2% | $3.3m | 110,000 | – | new | |
| 5 | FYBR FRONTIER COMMUNICATIONS PARE | 11.4% | $3.1m | 85,453 | – | new | |
| 6 | ATSG* AIR TRANSPORT SERVICES GRP I | 10.6% | $2.9m | 127,400 | – | new | |
| 7 | G2C EVERI HLDGS INC | 9.4% | $2.5m | 185,580 | – | new | |
| 8 | DFSEUR DISCOVER FINL SVCS | 4.7% | $1.3m | 7,500 | -71% | reduced | |
| 9 | AMED AMEDISYS INC | 2.6% | $694.7k | 7,500 | -25% | reduced | |
| 10 | MONEYLION INC | 2.5% | $662.5k | 2,500,000 | 150% | added | |
| 11 | 0VVB PARAMOUNT GLOBAL | 1.1% | $299.0k | 25,000 | – | new | |
| 12 | THIRD HARMONIC BIO INC | 1.1% | $289.6k | 83,449 | – | new | |
| 13 | DNB DUN & BRADSTREET HLDGS INC | 0.8% | $223.5k | 25,000 | – | new | |
| 14 | SWTXUSD SPRINGWORKS THERAPEUTICS INC | 0.8% | $220.7k | 5,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.