Vazirani Asset Management LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
VA
Vazirani Asset Management LLC
Institutional Filer 163.33%$43.4M20

Current Portfolio Holdings

Showing all 20 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1ALAir Lease CorporationIndustrials100K$6.5M14.97%
2AAUCAllied Gold CorporationBasic Materials148K$6.4M14.75%
3WBDWarner Bros. Discovery, Inc.Communication Services125K$3.4M7.91%
4SKYTSkyWater Technology, Inc.Technology125K$3.4M7.90%
5GTLSChart Industries, Inc.Industrials15K$3.1M7.15%
6NSCNorfolk Southern CorporationIndustrials10K$2.9M6.62%
7CWANClearwater Analytics Holdings, Inc.Technology111K$2.6M6.03%
8PRAProAssurance CorporationFinancial Services100K$2.5M5.70%
9PENPenumbra, Inc.Healthcare8K$2.5M5.68%
10GDENGolden Entertainment, Inc.Consumer Cyclical84K$2.2M5.14%
11AESThe AES CorporationUtilities150K$2.1M4.87%
12ELMEElme CommunitiesReal Estate800K$1.6M3.71%
13HOLXHologic, Inc.Healthcare20K$1.5M3.48%
14KVUEKenvue Inc.Consumer Defensive50K$862K1.99%
15CTLPCantaloupe, Inc.Technology50K$541K1.25%
Showing 1 to 15 of 20 holdings