Vazirani Asset Management LLC Hedge Fund

Location: New York, NY

CIK: 0001716476 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $16.47M (100.0% shares, 0.0% debt)

Holdings (10)

NSC NORFOLK SOUTHN CORP 26.3%

Value $4.331M Shares 15,000 Est. Cost $278.13 Unrealized +3.8%

— DAYFORCE INC 21.0%

Value $3.458M Shares 50,000 Est. Cost $68.83 Unrealized 0.0%

EXAS EXACT SCIENCES CORP 15.4%

Value $2.539M Shares 25,000 Est. Cost $80.31 Unrealized 0.0%

— FRONTIER COMMUNICATIONS PARE 11.6%

Value $1.903M Shares 50,000 Est. Cost $35.86 Unrealized —

CFLT CONFLUENT INC 11.0%

Value $1.812M Shares 59,920 Est. Cost $24.55 Unrealized 0.0%

WBD WARNER BROS DISCOVERY INC 5.2%

Value $865K Shares 30,000 Est. Cost $23.37 Unrealized 0.0%

— CIDARA THERAPEUTICS INC 3.4%

Value $552K Shares 2,500 Est. Cost $220.89 Unrealized —

FOLD AMICUS THERAPEUTICS INC 2.2%

Value $356K Shares 25,000 Est. Cost $9.82 Unrealized 0.0%

— ANYWHERE REAL ESTATE INC 2.1%

Value $354K Shares 25,000 Est. Cost $14.16 Unrealized —

KZR KEZAR LIFE SCIENCES INC 1.8%

Value $305K Shares 48,428 Est. Cost $5.83 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NSC	NORFOLK SOUTHN CORP	15,000	$4.331M	26.3%	$278.13	+3.8%	COM	655844108
—	DAYFORCE INC	50,000	$3.458M	21.0%	$68.83	0.0%	COM	15677J108
EXAS	EXACT SCIENCES CORP	25,000	$2.539M	15.4%	$80.31	0.0%	COM	30063P105
—	FRONTIER COMMUNICATIONS PARE	50,000	$1.903M	11.6%	$35.86	—	COM	35909D109
CFLT	CONFLUENT INC	59,920	$1.812M	11.0%	$24.55	0.0%	CLASS A COM	20717M103
WBD	WARNER BROS DISCOVERY INC	30,000	$865K	5.2%	$23.37	0.0%	COM SER A	934423104
—	CIDARA THERAPEUTICS INC	2,500	$552K	3.4%	$220.89	—	COM NEW	171757206
FOLD	AMICUS THERAPEUTICS INC	25,000	$356K	2.2%	$9.82	0.0%	COM	03152W109
—	ANYWHERE REAL ESTATE INC	25,000	$354K	2.1%	$14.16	—	COM	75605Y106
KZR	KEZAR LIFE SCIENCES INC	48,428	$305K	1.8%	$5.83	0.0%	COM NEW	49372L209