Vazirani Asset Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AIR LEASE CORP CL A | 0 | 100,000 | +100,000 | 0 | 6,494,000 | 14.97% | +6,494,000 |
| ALLIED GOLD CORP(AAUC) | 0 | 148,400 | +148,400 | 0 | 6,399,008 | 14.75% | +6,399,008 |
| SKYWATER TECHNOLOGY INC(SKYT) | 0 | 125,000 | +125,000 | 0 | 3,426,250 | 7.90% | +3,426,250 |
| CHART INDS INC(GTLS) | 0 | 15,000 | +15,000 | 0 | 3,101,250 | 7.15% | +3,101,250 |
| CLEARWATER ANALYTICS HLDGS I | 0 | 110,600 | +110,600 | 0 | 2,615,690 | 6.03% | +2,615,690 |
| WARNER BROS DISCOVERY INC(WBD) | 30,000 | 125,000 | +95,000 | 864,600 | 3,432,500 | 7.91% | +2,567,900 |
| PROASSURANCE CORP | 0 | 100,000 | +100,000 | 0 | 2,472,000 | 5.70% | +2,472,000 |
| PENUMBRA INC(PEN) | 0 | 7,500 | +7,500 | 0 | 2,462,775 | 5.68% | +2,462,775 |
| GOLDEN ENTMT INC | 0 | 83,584 | +83,584 | 0 | 2,230,857 | 5.14% | +2,230,857 |
| AES CORP(AES) | 0 | 150,000 | +150,000 | 0 | 2,113,500 | 4.87% | +2,113,500 |
| ELME COMMUNITIES | 0 | 800,000 | +800,000 | 0 | 1,608,000 | 3.71% | +1,608,000 |
| HOLOGIC INC | 0 | 20,000 | +20,000 | 0 | 1,511,800 | 3.48% | +1,511,800 |
| KENVUE INC(KVUE) | 0 | 50,000 | +50,000 | 0 | 862,000 | 1.99% | +862,000 |
| CANTALOUPE INC | 0 | 50,000 | +50,000 | 0 | 540,500 | 1.25% | +540,500 |
| TERNS PHARMACEUTICALS INC | 0 | 10,000 | +10,000 | 0 | 527,200 | 1.22% | +527,200 |
| BRIGHTHOUSE FINL INC(BHF) | 0 | 5,000 | +5,000 | 0 | 299,400 | 0.69% | +299,400 |
| DIGITALBRIDGE GROUP INC(DBRG) | 0 | 11,016 | +11,016 | 0 | 169,867 | 0.39% | +169,867 |
| INSTIL BIO INC | 0 | 10,000 | +10,000 | 0 | 82,400 | 0.19% | +82,400 |
| KEZAR LIFE SCIENCES INC COM NEW | 48,428 | 22,000 | -26,428 | 304,612 | 163,240 | 0.38% | -141,372 |
| ANYWHERE REAL ESTATE INC | 25,000 | 0 | -25,000 | 354,000 | 0 | — | -354,000 |
| AMICUS THERAPEUTICS INC COM | 25,000 | 0 | -25,000 | 356,000 | 0 | — | -356,000 |
| CIDARA THERAPEUTICS INC | 2,500 | 0 | -2,500 | 552,225 | 0 | — | -552,225 |
| NORFOLK SOUTHN CORP(NSC) | 15,000 | 10,000 | -5,000 | 4,330,800 | 2,870,000 | 6.62% | -1,460,800 |
| CONFLUENT INC | 59,920 | 0 | -59,920 | 1,811,981 | 0 | — | -1,811,981 |
| FRONTIER COMMUNICATIONS PARE | 50,000 | 0 | -50,000 | 1,903,500 | 0 | — | -1,903,500 |
| EXACT SCIENCES CORP(EXK) | 25,000 | 0 | -25,000 | 2,539,000 | 0 | — | -2,539,000 |
| DAYFORCE INC | 50,000 | 0 | -50,000 | 3,458,000 | 0 | — | -3,458,000 |