Vazirani Asset Management LLC — 13F holdings

Vazirani Asset Management LLC reported 14 holdings worth $20.3M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AES AES CORP — $3.52M (17.3%)
2. WEBSTER FINL CORP — $3.06M (15.0%)
3. WBD WARNER BROS DISCOVERY INC — $2.27M (11.1%)
4. ROKU ROKU INC — $2.16M (10.6%)
5. NSC NORFOLK SOUTHN CORP — $1.57M (7.7%)
6. IMXI INTERNATIONAL MNY EXPRESS IN — $1.53M (7.5%)
7. SKYT SKYWATER TECHNOLOGY INC — $1.07M (5.2%)
8. EA ELECTRONIC ARTS INC — $1.03M (5.0%)
9. ELME ELME COMMUNITIES — $962K (4.7%)
10. UNF UNIFIRST CORP MASS — $926K (4.6%)