Vazirani Asset Management LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Vazirani Asset Management LLC disclosed 13 US equity positions worth $28.0m in its Q3 2025 13F filing. The largest position was VRNA at 22.9% of the reported book, followed by 07WA and NSC. Against the Q2 2025 filing, it opened 10 new positions, added to 2 and reduced 0 among the top 13 holdings.
What did Vazirani Asset Management LLC own in Q3 2025? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VRNA VERONA PHARMA PLC | 22.9% | $6.4m | 60,000 | – | new | |
| 2 | 07WA MR COOPER GROUP INC | 18.8% | $5.3m | 25,000 | – | new | |
| 3 | NSC NORFOLK SOUTHN CORP | Industrials | 13.4% | $3.8m | 12,500 | – | new |
| 4 | FYBR FRONTIER COMMUNICATIONS PARE | 10.0% | $2.8m | 75,000 | 0% | held | |
| 5 | EA ELECTRONIC ARTS INC | Communication Services | 7.2% | $2.0m | 10,000 | – | new |
| 6 | S9Q SPIRIT AEROSYSTEMS HLDGS INC | 6.9% | $1.9m | 50,000 | 100% | added | |
| 7 | AEBA ALLETE INC | 6.5% | $1.8m | 27,500 | – | new | |
| 8 | OMC OMNICOM GROUP INC | Communication Services | 5.0% | $1.4m | 17,200 | 100% | added |
| 9 | COMP COMPASS INC | Real Estate | 3.1% | $864.8k | 107,700 | – | new |
| 10 | HN9 HANESBRANDS INC | 2.9% | $823.8k | 125,000 | – | new | |
| 11 | PLYM PLYMOUTH INDL REIT INC | 1.6% | $446.6k | 20,000 | – | new | |
| 12 | SU6 SURMODICS INC | 1.1% | $298.9k | 10,000 | – | new | |
| 13 | CROSS CTRY HEALTHCARE INC | 0.5% | $142.0k | 10,000 | – | 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.