Vazirani Asset Management as of June 30, 2022
Portfolio Holdings for Vazirani Asset Management
Vazirani Asset Management holds 30 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Campus Communities | 8.3 | $6.4M | 100k | 64.47 | |
| Cdk Global Inc equities | 7.8 | $6.0M | 110k | 54.77 | |
| Healthcare Trust Of Ame-cl A Cl A New | 7.2 | $5.6M | 200k | 27.91 | |
| Welbilt | 6.5 | $5.0M | 211k | 23.81 | |
| Zendesk | 6.2 | $4.8M | 65k | 74.08 | |
| Switch Inc - A Cl A | 5.4 | $4.2M | 125k | 33.50 | |
| Social Capital Hedosoph Vi-a Shs Cl A | 5.1 | $4.0M | 400k | 9.93 | |
| Tower Semiconductor Shs New (TSEM) | 5.1 | $3.9M | 85k | 46.18 | |
| Tegna (TGNA) | 4.1 | $3.1M | 150k | 20.97 | |
| LHC | 4.0 | $3.1M | 20k | 155.75 | |
| Activision Blizzard | 4.0 | $3.1M | 40k | 77.85 | |
| 3.6 | $2.8M | 75k | 37.39 | ||
| First Horizon National Corporation (FHN) | 3.5 | $2.7M | 125k | 21.86 | |
| Nielsen Holdings Shs Eur | 3.3 | $2.6M | 110k | 23.22 | |
| Vonage Holdings | 3.3 | $2.5M | 135k | 18.84 | |
| Meritor | 3.1 | $2.4M | 67k | 36.33 | |
| Change Healthcare | 3.0 | $2.3M | 100k | 23.06 | |
| Fireeye | 2.8 | $2.2M | 100k | 21.82 | |
| Sailpoint Technlgies Hldgs I | 2.7 | $2.1M | 33k | 62.69 | |
| Neophotonics Corp | 2.5 | $2.0M | 125k | 15.73 | |
| Citrix Systems | 2.5 | $1.9M | 20k | 97.15 | |
| Turning Point Therapeutics I | 2.4 | $1.9M | 25k | 75.24 | |
| Sanderson Farms | 1.4 | $1.1M | 5.0k | 215.60 | |
| Spirit Airlines (SAVE) | 0.8 | $596k | 25k | 23.84 | |
| Health Assurance Acquisit-a Com Cl A | 0.6 | $494k | 50k | 9.88 | |
| Hemisphere Media Group Cl A | 0.3 | $220k | 29k | 7.63 | |
| Frontier Acquisiton - Cw28 *w Exp 03/04/202 | 0.0 | $18k | 88k | 0.20 | |
| Burtech Acquisition -cw23 *w Exp 12/18/202 (BRKHW) | 0.0 | $12k | 113k | 0.11 | |
| Empowerment & Inc Cl A -cw27 *w Exp 01/12/202 | 0.0 | $8.0k | 100k | 0.08 | |
| Kludein I Acquisition-cw27 *w Exp 07/08/202 | 0.0 | $8.0k | 104k | 0.08 |
