Latest Vazirani Asset Management LLC Stock Portfolio
About Vazirani Asset Management LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Vazirani Asset Management LLC reported an equity portfolio of $28 Millions as of 30 Sep, 2025.
The top stock holdings of Vazirani Asset Management LLC are VRNA, COOP, NSC. The fund has invested 22.9% of it's portfolio in VERONA PHARMA PLC and 18.8% of portfolio in MR COOPER GROUP INC.
The fund managers got completely rid off JUNIPER NETWORKS INC (JNPR), BLUEPRINT MEDICINES CORP (BPMC) and AZEK CO INC (AZEK) stocks. Vazirani Asset Management LLC opened new stock positions in VERONA PHARMA PLC (VRNA), MR COOPER GROUP INC (COOP) and NORFOLK SOUTHN CORP (NSC). The fund showed a lot of confidence in some stocks as they added substantially to OMNICOM GROUP INC (OMC) and SPIRIT AEROSYSTEMS HLDGS INC (SPR).
The top stock holdings of Vazirani Asset Management LLC are VRNA, COOP, NSC. The fund has invested 22.9% of it's portfolio in VERONA PHARMA PLC and 18.8% of portfolio in MR COOPER GROUP INC.
The fund managers got completely rid off JUNIPER NETWORKS INC (JNPR), BLUEPRINT MEDICINES CORP (BPMC) and AZEK CO INC (AZEK) stocks. Vazirani Asset Management LLC opened new stock positions in VERONA PHARMA PLC (VRNA), MR COOPER GROUP INC (COOP) and NORFOLK SOUTHN CORP (NSC). The fund showed a lot of confidence in some stocks as they added substantially to OMNICOM GROUP INC (OMC) and SPIRIT AEROSYSTEMS HLDGS INC (SPR).
Vazirani Asset Management LLC Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| verona pharma plc | 6,402,600 |
| mr cooper group inc | 5,269,750 |
| norfolk southn corp | 3,755,120 |
| electronic arts inc | 2,017,000 |
| allete inc | 1,826,000 |
| compass inc | 864,831 |
| hanesbrands inc | 823,750 |
| plymouth indl reit inc | 446,600 |
New stocks bought by Vazirani Asset Management LLC
Additions
| Ticker | % Inc. |
|---|---|
| omnicom group inc | 100 |
| spirit aerosystems hldgs inc | 100 |
Additions to existing portfolio by Vazirani Asset Management LLC
Reductions
Sold off
| Ticker | $ Sold |
|---|---|
| third harmonic bio inc | -1,224,460 |
| juniper networks inc | -4,561,200 |
| dun & bradstreet hldgs inc | -909,000 |
| azek co inc | -3,178,930 |
| walgreens boots alliance inc | -574,000 |
| blue acquisition corp. | -502,000 |
| blue wtr acquisition corp. i | -500,500 |
| iteos therapeutics inc | -348,950 |
Vazirani Asset Management LLC got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Healthcare | 24.5 |
| Communication Services | 22.2 |
| Industrials | 20.3 |
| Financial Services | 18.8 |
| Utilities | 6.5 |
| Real Estate | 4.7 |
| Consumer Cyclical | 2.9 |
Market Cap. Distribution
| Category | % |
|---|---|
| MID-CAP | 68.2 |
| LARGE-CAP | 25.6 |
| SMALL-CAP | 6.1 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 39.8 |
| RUSSELL 2000 | 34.6 |
| S&P 500 | 25.6 |
Vazirani Asset Management LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Vazirani Asset Management LLC
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AGS | playags inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ALE | allete inc | 6.53 | 27,500 | 1,826,000 | new | |||
| AMED | amedisys inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AZEK | azek co inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BPMC | blueprint medicines corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CCRN | cross ctry healthcare inc | 0.51 | 10,000 | 142,000 | new | |||
| COMP | compass inc | 3.09 | 107,700 | 864,831 | new | |||
| COOP | mr cooper group inc | 18.83 | 25,000 | 5,269,750 | new | |||
| DNB | dun & bradstreet hldgs inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| EA | electronic arts inc | 7.21 | 10,000 | 2,017,000 | new | |||
| ESGR | enstar group limited | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| FYBR | frontier communications pare | 10.01 | 75,000 | 2,801,250 | unchanged | 0.00 | ||
| HBI | hanesbrands inc | 2.94 | 125,000 | 823,750 | new | |||
| ITOS | iteos therapeutics inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| JNPR | juniper networks inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| K | kellanova | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| NSC | norfolk southn corp | 13.42 | 12,500 | 3,755,120 | new | |||
| OMC | omnicom group inc | 5.01 | 17,200 | 1,402,320 | added | 100 | ||
| PLYM | plymouth indl reit inc | 1.60 | 20,000 | 446,600 | new | |||
| SKX | skechers u s a inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||