Vazirani Asset Management LLC Top Holdings and 13F Report (2023) About Vazirani Asset Management LLCInvestment ActivityVazirani Asset Management LLC has $26.15 million in total holdings as of June 30, 2023.Vazirani Asset Management LLC owns shares of 17 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 72.84% of the portfolio was purchased this quarter.About 81.93% of the portfolio was sold this quarter.This quarter, Vazirani Asset Management LLC has purchased 15 new stocks and bought additional shares in 2 stocks.Vazirani Asset Management LLC sold shares of 4 stocks and completely divested from 9 stocks this quarter.Largest Holdings Juniper Networks $4,561,204Blueprint Medicines $3,204,500AZEK $3,178,932Frontier Communications Parent $2,730,000Enstar Group $2,522,700 Largest New Holdings this Quarter 48203R104 - Juniper Networks $4,561,204 Holding09627Y109 - Blueprint Medicines $3,204,500 Holding05478C105 - AZEK $3,178,932 HoldingG3075P101 - Enstar Group $2,522,700 Holding848574109 - Spirit Aerosystems $953,750 Holding Largest Purchases this Quarter Juniper Networks 114,230 shares (about $4.56M)Blueprint Medicines 25,000 shares (about $3.20M)AZEK 58,490 shares (about $3.18M)Enstar Group 7,500 shares (about $2.52M)Spirit Aerosystems 25,000 shares (about $953.75K) Largest Sales this Quarter Walgreens Boots Alliance 75,000 shares (about $861K)Kellanova 10,000 shares (about $795.30K)Frontier Communications Parent 10,453 shares (about $380.49K)Amedisys 50 shares (about $4.92K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVazirani Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJNPRJuniper Networks$4,561,204$4,561,204 ▲New Holding114,23017.4%Computer and TechnologyBPMCBlueprint Medicines$3,204,500$3,204,500 ▲New Holding25,00012.3%MedicalAZEKAZEK$3,178,932$3,178,932 ▲New Holding58,49012.2%ConstructionFYBRFrontier Communications Parent$2,730,000$380,489 ▼-12.2%75,00010.4%Computer and TechnologyESGREnstar Group$2,522,700$2,522,700 ▲New Holding7,5009.6%FinanceKKellanova$2,385,900$795,300 ▼-25.0%30,0009.1%Consumer DiscretionaryTHRDThird Harmonic Bio$1,224,465$771,337 ▲170.2%225,5004.7%MedicalSPRSpirit Aerosystems$953,750$953,750 ▲New Holding25,0003.6%AerospaceSKXSkechers U.S.A.$946,500$946,500 ▲New Holding15,0003.6%Consumer DiscretionaryDNBDun & Bradstreet$909,000$681,750 ▲300.0%100,0003.5%Business ServicesAMEDAmedisys$733,006$4,920 ▼-0.7%7,4502.8%MedicalOMCOmnicom Group$618,684$618,684 ▲New Holding8,6002.4%Business ServicesWBAWalgreens Boots Alliance$574,000$861,000 ▼-60.0%50,0002.2%Retail/WholesaleBLUE ACQUISITION CORP.$502,000$502,000 ▲New Holding50,0001.9%UNIT 06/02/2030BLUE WTR ACQUISITION CORP. I$500,500$500,500 ▲New Holding50,0001.9%UNIT 05/23/2030ITOSiTeos Therapeutics$348,950$348,950 ▲New Holding35,0001.3%MedicalAGSPlayAGS$255,508$255,508 ▲New Holding20,4571.0%Consumer DiscretionaryBECNBeacon Roofing Supply$0$4,948,000 ▼-100.0%00.0%Retail/WholesaleITCIIntra-Cellular Therapies$0$3,298,000 ▼-100.0%00.0%MedicalCHXChampionX$0$3,278,000 ▼-100.0%00.0%ConstructionATSGAir Transport Services Group$0$2,858,856 ▼-100.0%00.0%TransportationEVRIEveri$0$2,536,879 ▼-100.0%00.0%Business ServicesDFSDiscover Financial Services$0$1,280,250 ▼-100.0%00.0%FinanceMONEYLION INC$0$662,500 ▼-100.0%00.0%*W EXP 09/22/202PARAParamount Global$0$299,000 ▼-100.0%00.0%Consumer DiscretionarySWTXSpringWorks Therapeutics$0$220,650 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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