Vazirani Asset Management LLC

Portfolio Overview

Vazirani Asset Management LLC disclosed 14 positions worth $20.3M in its Form 13F-HR for Q2 2026, led by $AES (AES CORP) at 17.3% of the equity portfolio, followed by $WBS and $WBD. During the quarter the fund opened 8 new positions and exited 14 — including a new stake in $WBS and a full exit from $AL. The portfolio is most concentrated in Communication Services (21.8% of disclosed assets). All figures are sourced directly from Vazirani Asset Management LLC’s Form 13F-HR filing with the SEC under CIK 1716476.

• 

  AES CORP

  $AES

  58.6#996

  Quality

  $3.5M240,000 sh
• 

  WEBSTER FINANCIAL CORP

  $WBS

  63.3#639

  Quality

  $3.1M40,000 sh
• 

  Warner Bros. Discovery, Inc.

  $WBD

  41.4#2,060

  Quality

  $2.3M85,000 sh
• 

  ROKU, INC

  $ROKU

  66.7

  Quality

  $2.2M15,612 sh
• 

  NORFOLK SOUTHERN CORP

  $NSC

  63.2

  Quality

  $1.6M5,000 sh
• 

  International Money Express, Inc.

  $IMXI

  36.8

  Quality

  $1.5M105,900 sh
• 

  SkyWater Technology, LLC

  $SKYT

  59.0

  Quality

  $1.1M30,638 sh
• 

  ELECTRONIC ARTS INC.

  $EA

  62.9

  Quality

  $1.0M5,000 sh
• 

  Elme Communities

  $ELME

  27.8

  Quality

  $962.0K650,000 sh
• 

  UNIFIRST CORP

  $UNF

  48.0

  Quality

  $925.6K3,500 sh

Company	Quality	Value	Shares
AES CORP$AES	58.6#996	$3.5M	240,000
WEBSTER FINANCIAL CORP$WBS	63.3#639	$3.1M	40,000
Warner Bros. Discovery, Inc.$WBD	41.4#2,060	$2.3M	85,000
ROKU, INC$ROKU	66.7	$2.2M	15,612
NORFOLK SOUTHERN CORP$NSC	63.2	$1.6M	5,000
International Money Express, Inc.$IMXI	36.8	$1.5M	105,900
SkyWater Technology, LLC$SKYT	59.0	$1.1M	30,638
ELECTRONIC ARTS INC.$EA	62.9	$1.0M	5,000
Elme Communities$ELME	27.8	$962.0K	650,000
UNIFIRST CORP$UNF	48.0	$925.6K	3,500

Showing top 10 of 14 holdings.

Full Holdings — Vazirani Asset Management LLC (Q2 2026)

All 14 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$AES	AES CORP	$3.5M	17.3%	+60%	58.6
2	$WBS	WEBSTER FINANCIAL CORP	$3.1M	15.0%	NEW	63.3
3	$WBD	Warner Bros. Discovery, Inc.	$2.3M	11.2%	-32%	41.4
4	$ROKU	ROKU, INC	$2.2M	10.6%	NEW	66.7
5	$NSC	NORFOLK SOUTHERN CORP	$1.6M	7.7%	-50%	63.2
6	$IMXI	International Money Express, Inc.	$1.5M	7.5%	NEW	36.8
7	$SKYT	SkyWater Technology, LLC	$1.1M	5.3%	-75%	59
8	$EA	ELECTRONIC ARTS INC.	$1.0M	5.0%	NEW	62.9
9	$ELME	Elme Communities	$962,000	4.7%	-19%	27.8
10	$UNF	UNIFIRST CORP	$925,610	4.5%	NEW	48
11	$UNP	UNION PACIFIC CORP	$680,000	3.4%	NEW	69.7
12	$BHF	Brighthouse Financial, Inc.	$633,000	3.1%	+100%	68.4
13	$TECK	TECK RESOURCES LTD	$534,426	2.6%	NEW	—
14	$FTHM	Fathom Holdings Inc.	$398,217	2.0%	NEW	31.7