Vazirani Asset Management as of June 30, 2025
Portfolio Holdings for Vazirani Asset Management
Vazirani Asset Management holds 17 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Juniper Networks (JNPR) | 17.4 | $4.6M | 114k | 39.93 | |
| Blueprint Medicines (BPMC) | 12.3 | $3.2M | 25k | 128.18 | |
| Azek Cl A (AZEK) | 12.2 | $3.2M | 59k | 54.35 | |
| Frontier Communications Pare | 10.4 | $2.7M | 75k | 36.40 | |
| Enstar Group SHS (ESGR) | 9.6 | $2.5M | 7.5k | 336.36 | |
| Kellogg Company (K) | 9.1 | $2.4M | 30k | 79.53 | |
| Third Harmonic Bio (THRD) | 4.7 | $1.2M | 226k | 5.43 | |
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 3.6 | $954k | 25k | 38.15 | |
| Skechers U S A Cl A | 3.6 | $947k | 15k | 63.10 | |
| Dun & Bradstreet Hldgs | 3.5 | $909k | 100k | 9.09 | |
| Amedisys (AMED) | 2.8 | $733k | 7.5k | 98.39 | |
| Omni (OMC) | 2.4 | $619k | 8.6k | 71.94 | |
| Walgreen Boots Alliance | 2.2 | $574k | 50k | 11.48 | |
| Blue Acquisition Corp. Unit 06/02/2030 (BACCU) | 1.9 | $502k | 50k | 10.04 | |
| Blue Wtr Acquisition Corp. I Unit 05/23/2030 (BLUWU) | 1.9 | $501k | 50k | 10.01 | |
| Iteos Therapeutics | 1.3 | $349k | 35k | 9.97 | |
| Playags (AGS) | 1.0 | $256k | 21k | 12.49 |
