Vazirani Asset Management LLC Top Holdings and 13F Report (2026) About Vazirani Asset Management LLCInvestment ActivityVazirani Asset Management LLC has $43.38 million in total holdings as of March 31, 2026.Vazirani Asset Management LLC owns shares of 20 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 91.11% of the portfolio was purchased this quarter.About 29.06% of the portfolio was sold this quarter.This quarter, Vazirani Asset Management LLC has purchased 10 new stocks and bought additional shares in 1 stock.Vazirani Asset Management LLC sold shares of 2 stocks and completely divested from 7 stocks this quarter.Largest Holdings Air Lease $6,494,000ALLIED GOLD CORP $6,399,008Warner Bros. Discovery $3,432,500SkyWater Technology $3,426,250Chart Industries $3,101,250 Largest New Holdings this Quarter 00912X302 - Air Lease $6,494,000 Holding01921D204 - ALLIED GOLD CORP $6,399,008 Holding83089J108 - SkyWater Technology $3,426,250 Holding16115Q308 - Chart Industries $3,101,250 Holding185123106 - Clearwater Analytics $2,615,690 Holding Largest Purchases this Quarter Air Lease 100,000 shares (about $6.49M)ALLIED GOLD CORP 148,400 shares (about $6.40M)SkyWater Technology 125,000 shares (about $3.43M)Chart Industries 15,000 shares (about $3.10M)Clearwater Analytics 110,600 shares (about $2.62M) Largest Sales this Quarter Norfolk Southern 5,000 shares (about $1.44M)KEZAR LIFE SCIENCES INC 26,428 shares (about $196.10K) 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 PortfolioSectorALAir Lease$6,494,000$6,494,000 â–²New Holding100,00015.0%TransportationALLIED GOLD CORP$6,399,008$6,399,008 â–²New Holding148,40014.8%COM NEWWBDWarner Bros. Discovery$3,432,500$2,608,700 â–²316.7%125,0007.9%Consumer DiscretionarySKYTSkyWater Technology$3,426,250$3,426,250 â–²New Holding125,0007.9%Computer and TechnologyGTLSChart Industries$3,101,250$3,101,250 â–²New Holding15,0007.1%IndustrialsNSCNorfolk Southern$2,870,000$1,435,000 â–¼-33.3%10,0006.6%TransportationCWANClearwater Analytics$2,615,690$2,615,690 â–²New Holding110,6006.0%Computer and TechnologyPRAProAssurance$2,472,000$2,472,000 â–²New Holding100,0005.7%FinancePENPenumbra$2,462,775$2,462,775 â–²New Holding7,5005.7%MedicalGDENGolden Entertainment$2,230,857$2,230,857 â–²New Holding83,5845.1%Consumer DiscretionaryAESAES$2,113,500$2,113,500 â–²New Holding150,0004.9%UtilitiesELMEElme Communities$1,608,000$1,608,000 â–²New Holding800,0003.7%FinanceHOLXHologic$1,511,800$1,511,800 â–²New Holding20,0003.5%MedicalKVUEKenvue$862,000$862,000 â–²New Holding50,0002.0%Consumer StaplesCTLPCantaloupe$540,500$540,500 â–²New Holding50,0001.2%Business ServicesTERNTerns Pharmaceuticals$527,200$527,200 â–²New Holding10,0001.2%MedicalBHFBrighthouse Financial$299,400$299,400 â–²New Holding5,0000.7%FinanceDBRGDigitalBridge Group$169,867$169,867 â–²New Holding11,0160.4%FinanceKEZAR LIFE SCIENCES INC$163,240$196,096 â–¼-54.6%22,0000.4%COM NEWINSTIL BIO INC$82,400$82,400 â–²New Holding10,0000.2%COM NEWCDAYCeridian HCM$0$3,458,000 â–¼-100.0%00.0%Computer and TechnologyEXASExact Sciences$0$2,539,000 â–¼-100.0%00.0%MedicalFYBRFrontier Communications Parent$0$1,903,500 â–¼-100.0%00.0%Computer and TechnologyCFLTConfluent$0$1,811,981 â–¼-100.0%00.0%Computer and TechnologyCIDARA THERAPEUTICS INC$0$552,225 â–¼-100.0%00.0%COM NEWFOLDAmicus Therapeutics$0$356,000 â–¼-100.0%00.0%MedicalHOUSAnywhere Real Estate$0$354,000 â–¼-100.0%00.0%FinanceShowing 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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