13F HOLDINGS REPORT
Vazirani Asset Management LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001085146-25-005133
Total Value
$26.1M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | JUNIPER NETWORKS INC | 48203R104 | 114,230 | $4.6M | 17.44% |
| 2 | BLUEPRINT MEDICINES CORP | 09627Y109 | 25,000 | $3.2M | 12.25% |
| 3 | AZEK CO INC | 05478C105 | 58,490 | $3.2M | 12.16% |
| 4 | FRONTIER COMMUNICATIONS PARE | 35909D109 | 75,000 | $2.7M | 10.44% |
| 5 | ENSTAR GROUP LIMITED | G3075P101 | 7,500 | $2.5M | 9.65% |
| 6 | KELLANOVA | BEKE | 30,000 | $2.4M | 9.12% |
| 7 | THIRD HARMONIC BIO INC | 88427A107 | 225,500 | $1.2M | 4.68% |
| 8 | SPIRIT AEROSYSTEMS HLDGS INC | 848574109 | 25,000 | $953,750 | 3.65% |
| 9 | SKECHERS U S A INC | 830566105 | 15,000 | $946,500 | 3.62% |
| 10 | DUN & BRADSTREET HLDGS INC | 26484T106 | 100,000 | $909,000 | 3.48% |
| 11 | AMEDISYS INC | 023436108 | 7,450 | $733,006 | 2.80% |
| 12 | OMNICOM GROUP INC | OMC | 8,600 | $618,684 | 2.37% |
| 13 | WALGREENS BOOTS ALLIANCE INC | 931427108 | 50,000 | $574,000 | 2.20% |
| 14 | BLUE ACQUISITION CORP. | BACCU | 50,000 | $502,000 | 1.92% |
| 15 | BLUE WTR ACQUISITION CORP. I | G1368E122 | 50,000 | $500,500 | 1.91% |
| 16 | ITEOS THERAPEUTICS INC | 46565G104 | 35,000 | $348,950 | 1.33% |
| 17 | PLAYAGS INC | 72814N104 | 20,457 | $255,508 | 0.98% |