13F HOLDINGS REPORT
Vazirani Asset Management LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001716476-25-000005
Total Value
$28.0M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERONA PHARMA PLC | 925050106 | 60,000 | $6.4M | 22.88% |
| 2 | MR COOPER GROUP INC | 62482R107 | 25,000 | $5.3M | 18.83% |
| 3 | NORFOLK SOUTHN CORP | 655844108 | 12,500 | $3.8M | 13.42% |
| 4 | FRONTIER COMMUNICATIONS PARE | 35909D109 | 75,000 | $2.8M | 10.01% |
| 5 | ELECTRONIC ARTS INC | EA | 10,000 | $2.0M | 7.21% |
| 6 | SPIRIT AEROSYSTEMS HLDGS INC | 848574109 | 50,000 | $1.9M | 6.90% |
| 7 | ALLETE INC | 018522300 | 27,500 | $1.8M | 6.53% |
| 8 | OMNICOM GROUP INC | OMC | 17,200 | $1.4M | 5.01% |
| 9 | COMPASS INC | COMP | 107,700 | $864,831 | 3.09% |
| 10 | HANESBRANDS INC | 410345102 | 125,000 | $823,750 | 2.94% |
| 11 | PLYMOUTH INDL REIT INC | 729640102 | 20,000 | $446,600 | 1.60% |
| 12 | SURMODICS INC | 868873100 | 10,000 | $298,900 | 1.07% |
| 13 | CROSS CTRY HEALTHCARE INC | 227483104 | 10,000 | $142,000 | 0.51% |