Vazirani Asset Management LLC
•CIK: 1716476•Filing: Q4 2025
**Vazirani Asset Management LLC** manages $16M across a concentrated portfolio of 10 positions. The fund exhibits significant conviction in its top holdings, led by NSC at $4.3M and DAY at $3.5M. Further allocations include substantial stakes in EXK ($2.5M) and FYBR ($1.9M). This structure suggests a focused, high-conviction approach to generating alpha within its current mandate.
Total AUM
$16.5M
QoQ Performance
-41.1%
Positions
10
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NSC
DAY
EXK
FYBR
8QR
WBD
NSC26.3%
DAY21.0%
EXK15.4%
FYBR11.6%
8QR11.0%
WBD5.2%
CDTX3.4%
AM62.2%
📈 Biggest Buys
📉 Biggest Sells
FYBR
FRONTIER COMMUNICATIONS PARE
-33.3%
11.6% of portfolio
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW8 new positions
↑1 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023