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CIK: 0001716476
Total reported value
$20.3M
$20.3M
13 檔
99.6%
During the Q3 2025 filing period, Vazirani Asset Management LLC (CIK: 0001716476) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $20.3M across 13 reported positions.
Vazirani Asset Management LLC executed strategic sector rebalancing during Q3 2025, establishing 12 new positions while fully exiting 14 holdings and trimming 1 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VRNA | Verona Pharma PLC - Adr | Stock-Other | 22.88% | — | — | |
| 2 | 07WA | Mr Cooper Group Inc | Stock-Other | 18.83% | — | — | |
| 3 | NSC | Norfolk Southern CORP | Stock-Industrials | 13.42% | +1.12% | — | |
| 4 | FYBR | Frontier Communications Pare | Stock-Other | 10.01% | — | — | |
| 5 | EA | Electronic Arts Inc | Stock-Comm Services | 7.21% | +5.04% | NEW | |
| 6 | S9Q | Spirit Aerosystems Hold-cl A | Stock-Other | 6.90% | — | +100.00% | |
| 7 | AEBA | Allete Inc | Stock-Other | 6.53% | — | — | |
| 8 | OMC | Omnicom Group | Stock-Comm Services | 5.01% | — | +100.00% | |
| 9 | COMP | Compass Inc - Class A | Stock-Real Estate | 3.09% | — | — | |
| 10 | HN9 | Hanesbrands Inc | Stock-Other | 2.94% | — | — | |
| 11 | PLYM | Plymouth Industrial Reit Inc | Stock-Other | 1.60% | — | — | |
| 12 | SU6 | Surmodics Inc | Stock-Other | 1.07% | — | — | |
| 13 | CCRN | Cross Country Healthcare Inc | Stock-Other | 0.51% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FYBR | Frontier Communications Pare | -1.3% | — | Trim |
| 2 | VRNA | Verona Pharma PLC - Adr | — | NEW | New buy |
| 3 | 07WA | Mr Cooper Group Inc | — | NEW | New buy |
| 4 | BECNUSD | Beacon Roofing Supply Inc | — | EXIT | Sold out |
| 5 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 6 | KEL | Kellanova | — | EXIT | Sold out |
| 7 | ITCIEUR | Intra-cellular Therapies Inc | — | EXIT | Sold out |
| 8 | APY1EUR | Championx CORP | — | EXIT | Sold out |
| 9 | ATSG* | Air Transport Services Group | — | EXIT | Sold out |
| 10 | G2C | Everi Holdings Inc | — | EXIT | Sold out |
| 11 | EA | Electronic Arts Inc | — | NEW | New buy |
| 12 | S9Q | Spirit Aerosystems Hold-cl A | — | NEW | New buy |
| 13 | AEBA | Allete Inc | — | NEW | New buy |
| 14 | OMC | Omnicom Group | — | NEW | New buy |
| 15 | DFSEUR | Discover Financial Services | — | EXIT | Sold out |
| 16 | COMP | Compass Inc - Class A | — | NEW | New buy |
| 17 | HN9 | Hanesbrands Inc | — | NEW | New buy |
| 18 | AMED | Amedisys Inc | — | EXIT | Sold out |
| 19 | ✓ | Moneylion Inc | — | EXIT | Sold out |
| 20 | PLYM | Plymouth Industrial Reit Inc | — | NEW | New buy |
| 21 | 0VVB | Paramount Global-class B | — | EXIT | Sold out |
| 22 | SU6 | Surmodics Inc | — | NEW | New buy |
| 23 | ✓ | Third Harmonic Bio Inc | — | EXIT | Sold out |
| 24 | DNB | Dun & Bradstreet Holdings In | — | EXIT | Sold out |
| 25 | SWTXUSD | Springworks Therapeutics Inc | — | EXIT | Sold out |
| 26 | WBA | Walgreens Boots Alliance Inc | — | EXIT | Sold out |
| 27 | CCRN | Cross Country Healthcare Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Vazirani Asset Management LLC reported a total U.S. public equity portfolio value of $20.3M across 13 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VRNA, 07WA, NSC) accounted for 99.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
VRNA
市值: $6.4M
Top Position Liquidated / Trimmed
BECNUSD
前期市值: $4.9M
During Q3 2025, Vazirani Asset Management LLC's top holdings by market value included VRNA (22.9%)、07WA (18.8%)、NSC (13.4%). The largest single position, VRNA, represented 22.9% of total portfolio value.
In Q3 2025, Vazirani Asset Management LLC made 27 total portfolio adjustments, initiating 12 new buys, adding to 0 positions, trimming 1 holdings, and fully liquidating 14 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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