Vazirani Asset Management as of Sept. 30, 2025
Portfolio Holdings for Vazirani Asset Management
Vazirani Asset Management holds 13 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Verona Pharma Sponsored Ads (VRNA) | 22.9 | $6.4M | 60k | 106.71 | |
| Mr Cooper Group | 18.8 | $5.3M | 25k | 210.79 | |
| Norfolk Southern (NSC) | 13.4 | $3.8M | 13k | 300.41 | |
| Frontier Communications Pare (FYBR) | 10.0 | $2.8M | 75k | 37.35 | |
| Electronic Arts (EA) | 7.2 | $2.0M | 10k | 201.70 | |
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 6.9 | $1.9M | 50k | 38.60 | |
| Allete Com New (ALE) | 6.5 | $1.8M | 28k | 66.40 | |
| Omni (OMC) | 5.0 | $1.4M | 17k | 81.53 | |
| Compass Cl A (COMP) | 3.1 | $865k | 108k | 8.03 | |
| Hanesbrands (HBI) | 2.9 | $824k | 125k | 6.59 | |
| Plymouth Indl Reit (PLYM) | 1.6 | $447k | 20k | 22.33 | |
| SurModics (SRDX) | 1.1 | $299k | 10k | 29.89 | |
| Cross Country Healthcare (CCRN) | 0.5 | $142k | 10k | 14.20 |
