Vazirani Asset Management LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Vazirani Asset Management LLC disclosed 14 US equity positions worth $20.3m in its Q2 2026 13F filing. The largest position was AES at 17.3% of the reported book, followed by WED and WBD. Against the Q1 2026 filing, it opened 8 new positions, added to 2 and reduced 4 among the top 14 holdings.
What did Vazirani Asset Management LLC own in Q2 2026? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | AES AES CORP | Utilities | 17.3% | $3.5m | 240,000 | 60% | added |
| 2 | WED WEBSTER FINL CORP | 15.0% | $3.1m | 40,000 | – | new | |
| 3 | WBD WARNER BROS DISCOVERY INC | Communication Services | 11.1% | $2.3m | 85,000 | -32% | reduced |
| 4 | ROKU ROKU INC | Communication Services | 10.6% | $2.2m | 15,612 | – | new |
| 5 | NSC NORFOLK SOUTHN CORP | Industrials | 7.7% | $1.6m | 5,000 | -50% | reduced |
| 6 | IMXI INTERNATIONAL MONEY EXPRESS | Technology | 7.5% | $1.5m | 105,900 | – | new |
| 7 | SKYWATER TECHNOLOGY INC | 5.2% | $1.1m | 30,638 | -75% | reduced | |
| 8 | EA ELECTRONIC ARTS INC | Communication Services | 5.0% | $1.0m | 5,000 | – | new |
| 9 | ELME ELME COMMUNITIES | Real Estate | 4.7% | $962.0k | 650,000 | -19% | reduced |
| 10 | UNF UNIFIRST CORP MASS | Industrials | 4.6% | $925.6k | 3,500 | – | new |
| 11 | UNP UNION PAC CORP | Industrials | 3.3% | $680.0k | 2,500 | – | new |
| 12 | BHF BRIGHTHOUSE FINL INC | Financial Services | 3.1% | $633.0k | 10,000 | 100% | added |
| 13 | TECK TECK RESOURCES LTD | Basic Materials | 2.6% | $534.4k | 8,988 | – | new |
| 14 | FTHM FATHOM HOLDINGS INC | 2.0% | $398.2k | 394,274 | – | 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.