Vazirani Asset Management LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Vazirani Asset Management LLC disclosed 10 US equity positions worth $16.5m in its Q4 2025 13F filing. The largest position was NSC at 26.3% of the reported book, followed by DAY and EXK. Against the Q3 2025 filing, it opened 8 new positions, added to 1 and reduced 1 among the top 10 holdings.
What did Vazirani Asset Management LLC own in Q4 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NSC NORFOLK SOUTHN CORP | Industrials | 26.3% | $4.3m | 15,000 | 20% | added |
| 2 | DAY DAYFORCE INC | 21.0% | $3.5m | 50,000 | – | new | |
| 3 | EXK EXACT SCIENCES CORP | Basic Materials | 15.4% | $2.5m | 25,000 | – | new |
| 4 | FYBR FRONTIER COMMUNICATIONS PARE | 11.6% | $1.9m | 50,000 | -33% | reduced | |
| 5 | 8QR CONFLUENT INC | 11.0% | $1.8m | 59,920 | – | new | |
| 6 | WBD WARNER BROS DISCOVERY INC | Communication Services | 5.2% | $864.6k | 30,000 | – | new |
| 7 | CDTX CIDARA THERAPEUTICS INC | 3.4% | $552.2k | 2,500 | – | new | |
| 8 | AM6 AMICUS THERAPEUTICS INC | 2.2% | $356.0k | 25,000 | – | new | |
| 9 | ANYWHERE REAL ESTATE INC | 2.1% | $354.0k | 25,000 | – | new | |
| 10 | 2KZ0 KEZAR LIFE SCIENCES INC | 1.8% | $304.6k | 48,428 | – | 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.