Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Vazirani Asset Management LLC (CIK 1716476) reported $43.4M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AL ($6.5M, 14.97%), AAUCD ($6.4M, 14.75%), WBD ($3.4M, 7.91%), SKYT ($3.4M, 7.90%), GTLS ($3.1M, 7.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AL | AIR LEASE CORP | $6.5M | 14.97% | 100,000 | New |
| 2 | AAUCD | ALLIED GOLD CORP | $6.4M | 14.75% | 148,400 | New |
| 3 | WBD | WARNER BROS DISCOVERY INC | $3.4M | 7.91% | 125,000 | Added |
| 4 | SKYT | SKYWATER TECHNOLOGY INC | $3.4M | 7.90% | 125,000 | New |
| 5 | GTLS | CHART INDS INC | $3.1M | 7.15% | 15,000 | New |
| 6 | NSC | NORFOLK SOUTHN CORP | $2.9M | 6.62% | 10,000 | Trimmed |
| 7 | CWAN | CLEARWATER ANALYTICS HLDGS I | $2.6M | 6.03% | 110,600 | New |
| 8 | PRA | PROASSURANCE CORP | $2.5M | 5.70% | 100,000 | New |
| 9 | PEN | PENUMBRA INC | $2.5M | 5.68% | 7,500 | New |
| 10 | GDEN | GOLDEN ENTMT INC | $2.2M | 5.14% | 83,584 | New |
| 11 | AES | AES CORP | $2.1M | 4.87% | 150,000 | New |
| 12 | ELME | ELME COMMUNITIES | $1.6M | 3.71% | 800,000 | New |
| 13 | HOLX | HOLOGIC INC | $1.5M | 3.48% | 20,000 | New |
| 14 | KVUE | KENVUE INC | $862,000 | 1.99% | 50,000 | New |
| 15 | CTLP | CANTALOUPE INC | $540,500 | 1.25% | 50,000 | New |
| 16 | TERN | TERNS PHARMACEUTICALS INC | $527,200 | 1.22% | 10,000 | New |
| 17 | BHF | BRIGHTHOUSE FINL INC | $299,400 | 0.69% | 5,000 | New |
| 18 | DBRG | DIGITALBRIDGE GROUP INC | $169,867 | 0.39% | 11,016 | New |
| 19 | KZR | KEZAR LIFE SCIENCES INC | $163,240 | 0.38% | 22,000 | Trimmed |
| 20 | TIL | INSTIL BIO INC | $82,400 | 0.19% | 10,000 | New |
| 21 | EXAS | EXACT SCIENCES CORP | $0 | 0.00% | 0 | Exited |
| 22 | CDAY | DAYFORCE INC | $0 | 0.00% | 0 | Exited |
| 23 | CDTX | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
| 24 | CFLT | CONFLUENT INC | $0 | 0.00% | 0 | Exited |
| 25 | FYBR | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31