Vazirani Asset Management
Vazirani Asset Management reported 14 stocks worth $20.3M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AES (17.3%), Webster Finl Corp (15.0%) and Warner Bros Discovery in (11.2%). Compared with Q1 2026, the fund opened new positions in ROKU, IMXI and UNF, added to AES and BHF, trimmed NSC and ELMES and sold out of AAUC, PEN and GDEN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AES Aes Corp | $3.5M | 17.3% | 240K | +90K (+60%) | 2 of 8 | |
| 2 | WEBSTER FINL CORP | $3.1M | 15.0% | 40K | New position | 1 of 8 | |
| 3 | WARNER BROS DISCOVERY IN | $2.3M | 11.2% | 85K | −40K (−32%) | 3 of 8 | |
| 4 |  ROKU Roku Inc Class A | $2.2M | 10.6% | 16K | New position | 1 of 8 | |
| 5 |  NSC Norfolk Southn Corp | $1.6M | 7.7% | 5,000 | −5,000 (−50%) | 4 of 8 | |
| 6 |  IMXI International Mny Express in | $1.5M | 7.5% | 106K | New position | 1 of 8 | |
| 7 | SKYWATER TECHNOLOGY INC | $1.1M | 5.3% | 31K | −94K (−75%) | 2 of 8 | |
| 8 | ELECTRONIC ARTS INC | $1M | 5.0% | 5,000 | New position | 2 of 8 | |
| 9 |  ELMES Elme Communities | $962K | 4.7% | 650K | −150K (−19%) | 2 of 8 | |
| 10 |  UNF Unifirst Corp Mass | $926K | 4.5% | 3,500 | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
AIR LEASE CORP | $6.5M | 100K |
 AAUC Allied Gold Corp C | $6.4M | 148K |
CHART INDS INC | $3.1M | 15K |
CLEARWATER ANALYTICS HLDGS I | $2.6M | 111K |
PROASSURANCE CORP | $2.5M | 100K |
🔒 Free account: see all 14.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Vazirani Asset Management 13F FAQ
What does Vazirani Asset Management own?
Vazirani Asset Management reported 14 stocks worth $20.3M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AES (17.3%), Webster Finl Corp (15.0%) and Warner Bros Discovery in (11.2%). The table above lists every position in the filing (the top 10 without an account).
What did Vazirani Asset Management buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 2 added to, 4 trimmed and 14 sold out. New positions include ROKU, IMXI and UNF. It sold all of AAUC, PEN and GDEN.
When will Vazirani Asset Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Vazirani Asset Management's portfolio worth?
The Q2 2026 filing reports $20.3M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.