Vazirani Asset Management LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Vazirani Asset Management LLC disclosed 17 US equity positions worth $26.1m in its Q2 2025 13F filing. The largest position was JNP at 17.4% of the reported book, followed by 2655787D and AZEK. Against the Q1 2025 filing, it opened 12 new positions, added to 2 and reduced 3 among the top 17 holdings.
What did Vazirani Asset Management LLC own in Q2 2025? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | JNP JUNIPER NETWORKS INC | 17.4% | $4.6m | 114,230 | – | new | |
| 2 | 2655787D BLUEPRINT MEDICINES CORP | 12.3% | $3.2m | 25,000 | – | new | |
| 3 | AZEK AZEK CO INC | 12.2% | $3.2m | 58,490 | – | new | |
| 4 | FYBR FRONTIER COMMUNICATIONS PARE | 10.4% | $2.7m | 75,000 | -12% | reduced | |
| 5 | ENSTAR GROUP LIMITED | 9.6% | $2.5m | 7,500 | – | new | |
| 6 | KEL KELLANOVA | 9.1% | $2.4m | 30,000 | -25% | reduced | |
| 7 | THIRD HARMONIC BIO INC | 4.7% | $1.2m | 225,500 | 170% | added | |
| 8 | S9Q SPIRIT AEROSYSTEMS HLDGS INC | 3.6% | $953.8k | 25,000 | – | new | |
| 9 | SKAA SKECHERS U S A INC | 3.6% | $946.5k | 15,000 | – | new | |
| 10 | DNB DUN & BRADSTREET HLDGS INC | 3.5% | $909.0k | 100,000 | 300% | added | |
| 11 | AMED AMEDISYS INC | 2.8% | $733.0k | 7,450 | -1% | reduced | |
| 12 | OMC OMNICOM GROUP INC | Communication Services | 2.4% | $618.7k | 8,600 | – | new |
| 13 | WBA WALGREENS BOOTS ALLIANCE INC | 2.2% | $574.0k | 50,000 | – | new | |
| 14 | BLUE ACQUISITION CORP. | 1.9% | $502.0k | 50,000 | – | new | |
| 15 | BLUE WTR ACQUISITION CORP. I | 1.9% | $500.5k | 50,000 | – | new | |
| 16 | 2662247D ITEOS THERAPEUTICS INC | 1.3% | $348.9k | 35,000 | – | new | |
| 17 | AGS PLAYAGS INC | 1.0% | $255.5k | 20,457 | – | 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.