account_balance
Investment manager · 13F filer · SEC CIK 1716476
Vazirani Asset Management LLC
Reported value$20.3Mas of Jun 30, 2026
Positions14 8 new, 14 sold out
Top 10 weight89.0%AES alone is 17%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AESAes Corp
17.3%Added +60%
WBSWebster Finl Corp
15.0%New
WBDWarner Bros Discovery Inc
11.1%Trimmed −32%
ROKURoku Inc
10.6%New
NSCNorfolk Southn Corp
7.7%Trimmed −50%
IMXIInternational Money Express
7.5%New
SKYTSkywater Technology Inc
5.2%Trimmed −75%
EAElectronic Arts Inc
5.0%New
ELMEElme Communities
4.7%Trimmed −19%
UNFUnifirst Corp Mass
4.6%New
UNPUnion Pac Corp
3.3%New
BHFBrighthouse Finl Inc
3.1%Added +100%
AESAes Corp
17.3%Added +60%
WBSWebster Finl Corp
15.0%New
WBD11.1%
ROKU10.6%NSC7.7%IMXI7.5%SKYT5.2%
EA5.0%
ELME4.7%
UNF4.6%UNP3.3%BHF3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AES Aes Corp 17.3% Added +60%
WBS Webster Finl Corp 15.0% New
WBD Warner Bros Discovery Inc 11.1% Trimmed −32%
ROKU Roku Inc 10.6% NewNSC Norfolk Southn Corp 7.7% Trimmed −50%IMXI International Money Express 7.5% NewSKYT Skywater Technology Inc 5.2% Trimmed −75%
EA Electronic Arts Inc 5.0% New
ELME Elme Communities 4.7% Trimmed −19%
UNF Unifirst Corp Mass 4.6% NewUNP Union Pac Corp 3.3% NewBHF Brighthouse Finl Inc 3.1% Added +100%What changed