Vazirani Asset Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VERONA PHARMA PLC | 0 | 60,000 | +60,000 | 0 | 6,402,600 | 22.88% | +6,402,600 |
| MR COOPER GROUP INC | 0 | 25,000 | +25,000 | 0 | 5,269,750 | 18.83% | +5,269,750 |
| NORFOLK SOUTHN CORP(NSC) | 0 | 12,500 | +12,500 | 0 | 3,755,125 | 13.42% | +3,755,125 |
| ELECTRONIC ARTS INC(EA) | 0 | 10,000 | +10,000 | 0 | 2,017,000 | 7.21% | +2,017,000 |
| ALLETE INC | 0 | 27,500 | +27,500 | 0 | 1,826,000 | 6.53% | +1,826,000 |
| SPIRIT AEROSYSTEMS HLDGS INC | 25,000 | 50,000 | +25,000 | 953,750 | 1,930,000 | 6.90% | +976,250 |
| COMPASS INC(COMP) | 0 | 107,700 | +107,700 | 0 | 864,831 | 3.09% | +864,831 |
| HANESBRANDS INC | 0 | 125,000 | +125,000 | 0 | 823,750 | 2.94% | +823,750 |
| OMNICOM GROUP INC(OMC) | 8,600 | 17,200 | +8,600 | 618,684 | 1,402,316 | 5.01% | +783,632 |
| PLYMOUTH INDL REIT INC | 0 | 20,000 | +20,000 | 0 | 446,600 | 1.60% | +446,600 |
| SURMODICS INC | 0 | 10,000 | +10,000 | 0 | 298,900 | 1.07% | +298,900 |
| CROSS CTRY HEALTHCARE INC | 0 | 10,000 | +10,000 | 0 | 142,000 | 0.51% | +142,000 |
| FRONTIER COMMUNICATIONS PARE | 75,000 | 75,000 | 0 | 2,730,000 | 2,801,250 | 10.01% | +71,250 |
| PLAYAGS INC | 20,457 | 0 | -20,457 | 255,508 | 0 | — | -255,508 |
| ITEOS THERAPEUTICS INC | 35,000 | 0 | -35,000 | 348,950 | 0 | — | -348,950 |
| BLUE WTR ACQUISITION CORP. I | 50,000 | 0 | -50,000 | 500,500 | 0 | — | -500,500 |
| BLUE ACQUISITION CORP. | 50,000 | 0 | -50,000 | 502,000 | 0 | — | -502,000 |
| WALGREENS BOOTS ALLIANCE INC | 50,000 | 0 | -50,000 | 574,000 | 0 | — | -574,000 |
| AMEDISYS INC | 7,450 | 0 | -7,450 | 733,006 | 0 | — | -733,006 |
| DUN & BRADSTREET HLDGS INC | 100,000 | 0 | -100,000 | 909,000 | 0 | — | -909,000 |
| SKECHERS U S A INC | 15,000 | 0 | -15,000 | 946,500 | 0 | — | -946,500 |
| THIRD HARMONIC BIO INC | 225,500 | 0 | -225,500 | 1,224,465 | 0 | — | -1,224,465 |
| KELLANOVA | 30,000 | 0 | -30,000 | 2,385,900 | 0 | — | -2,385,900 |
| ENSTAR GROUP LIMITED | 7,500 | 0 | -7,500 | 2,522,700 | 0 | — | -2,522,700 |
| AZEK CO INC | 58,490 | 0 | -58,490 | 3,178,932 | 0 | — | -3,178,932 |
| BLUEPRINT MEDICINES CORP | 25,000 | 0 | -25,000 | 3,204,500 | 0 | — | -3,204,500 |
| JUNIPER NETWORKS INC | 114,230 | 0 | -114,230 | 4,561,204 | 0 | — | -4,561,204 |