Vazirani Asset Management LLC
Top Portfolio Positions
20 positions ·
$41,589,563 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AL |
SUMISHO AIR LEASE CORP
Industrials
|
100,000 | $6,494,000 | 15.61% | |
| AAUC |
Allied Gold Corp
Basic Materials
|
148,400 | $4,606,336 | 11.08% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
125,000 | $3,432,500 | 8.25% | |
| SKYT |
SkyWater Technology, Inc
Technology
|
125,000 | $3,426,250 | 8.24% | |
| GTLS |
Chart Industries Inc
Industrials
|
15,000 | $3,101,250 | 7.46% | |
| NSC |
Norfolk Southern Corp
Industrials
|
10,000 | $2,870,000 | 6.90% | |
| CWAN |
Clearwater Analytics Holdings, Inc.
Technology
|
110,600 | $2,615,690 | 6.29% | |
| PRA |
Proassurance Corp
Financial Services
|
100,000 | $2,472,000 | 5.94% | |
| PEN |
Penumbra Inc
Healthcare
|
7,500 | $2,462,775 | 5.92% | |
| GDEN |
NEW ROYAL HOLDCO I INC.
Consumer Cyclical
|
83,584 | $2,230,856 | 5.36% |
Portfolio Trend
17 quarters · across all stocks
Holdings in ELME
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,608,000 | 800,000 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||