Vazirani Asset Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Vazirani Asset Management LLC reported 10 stock positions worth $16.5 million. Its top holding was Norfolk Southern (NSC) at 26.3% of the portfolio, followed by Dayforce (DAY, 21.0%) and Exact Sciences (EXAS, 15.4%). Compared with Q3 2025, it opened 8 new positions, sold out of 11, added to 1 and reduced 1. The biggest buy was a new position in Dayforce (DAY) and the biggest sale an exit from Verona Pharma (VRNA).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001716476
- Portfolio Value
- $16.5M (Q4 2025)
- SEC Filing
- 0001716476-26-000001 ↗ filed Feb 17, 2026
Holdings Value
Holdings 10 stocks · $16.5M
| NSC Norfolk Southern Corp. | 26.29% | 15,000 | $4.3M | Add +20.0% |
| DAY Dayforce Inc. | 20.99% | 50,000 | $3.5M | New |
| EXAS Exact Sciences Corp. | 15.41% | 25,000 | $2.5M | New |
| FYBR Frontier Communications Pare | 11.55% | 50,000 | $1.9M | Reduce -33.3% |
| CFLT Confluent Inc. Class A | 11.00% | 59,920 | $1.8M | New |
| WBD Warner Bros Discovery Inc. | 5.25% | 30,000 | $865K | New |
| CDTX Cidara Therapeutics Inc. | 3.35% | 2,500 | $552K | New |
| FOLD Amicus Therapeutics Inc. | 2.16% | 25,000 | $356K | New |
| HOUS Anywhere Real Estate Inc. | 2.15% | 25,000 | $354K | New |
| KZR Kezar Life Sciences Inc. | 1.85% | 48,428 | $305K | New |
Portfolio Sells Q3 2025 → Q4 2025
| VRNA Verona Pharma Ltd. | Sold out | 0.00% | −22.88 |
| COOP Mr Cooper Group Inc. | Sold out | 0.00% | −18.83 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −7.21 |
| SPR Spirit Aerosystems Hold Class A | Sold out | 0.00% | −6.90 |
| ALE Allete Inc. | Sold out | 0.00% | −6.53 |
| OMC Omnicom Group | Sold out | 0.00% | −5.01 |
| COMP Compass Inc. Class A | Sold out | 0.00% | −3.09 |
| HBI Hanesbrands Inc. | Sold out | 0.00% | −2.94 |
| PLYM Plymouth Industrial REIT Inc. | Sold out | 0.00% | −1.60 |
| SRDX Surmodics Inc. | Sold out | 0.00% | −1.07 |
| CCRN Cross Country Healthcare Inc. | Sold out | 0.00% | −0.51 |
| FYBR Frontier Communications Pare | Reduce -33.3% | 11.55% | +1.54 |
Portfolio Buys Q3 2025 → Q4 2025
| DAY Dayforce Inc. | New | 20.99% | +20.99 |
| EXAS Exact Sciences Corp. | New | 15.41% | +15.41 |
| NSC Norfolk Southern Corp. | Add +20.0% | 26.29% | +12.87 |
| CFLT Confluent Inc. Class A | New | 11.00% | +11.00 |
| WBD Warner Bros Discovery Inc. | New | 5.25% | +5.25 |
| CDTX Cidara Therapeutics Inc. | New | 3.35% | +3.35 |
| FOLD Amicus Therapeutics Inc. | New | 2.16% | +2.16 |
| HOUS Anywhere Real Estate Inc. | New | 2.15% | +2.15 |
| KZR Kezar Life Sciences Inc. | New | 1.85% | +1.85 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 14 | $20.3M | AES, WBS, WBD, ROKU, NSC |
| Q1 2026 | 20 | $43.4M | AL, AAUC, WBD, SKYT, GTLS |
| Q4 2025 | 10 | $16.5M | NSC, DAY, EXAS, FYBR, CFLT |
| Q3 2025 | 13 | $28.0M | VRNA, COOP, NSC, FYBR, EA |
| Q2 2025 | 17 | $26.1M | JNPR, BPMC, AZEK, FYBR, ESGR |
| Q1 2025 | 13 | $26.3M | BECN, K, ITCI, CHX, FYBR |
| Q4 2024 | 17 | $31.6M | SMAR, K, HCP, DFS, JNPR |
| Q3 2024 | 22 | $55.6M | SWN, AAN, SRCL, CONSOLIDATED COMM HLDGS INC, NVEI |
| Q2 2024 | 21 | $46.7M | NWLI, EVBG, NVEI, FREE, CONSOLIDATED COMM HLDGS INC |
| Q1 2024 | 16 | $36.0M | TCN, PXD, HES, FREE, HOLI |