Titelia

Holdings of Vazirani Asset Management LLC

19 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 84.4 % of the equity sleeve

Sector breakdown

  • Communication 9.3 %
  • Industrials 7.8 %
  • Consumer staples 2.3 %
  • Unattributed 80.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1937M $100.00 %

Positions

RankCompanySharesValueWeight
1Air Lease Corp 100,0006.5M $
2Warner Bros Discovery Inc 125,0003.4M $
3SkyWater Technology Inc 125,0003.4M $
4Chart Industries Inc 15,0003.1M $
5Norfolk Southern Corp 10,0002.9M $
6Clearwater Analytics Holdings Inc 110,6002.6M $
7ProAssurance Corp 100,0002.5M $
8Penumbra Inc 7,5002.5M $
9Golden Entertainment Inc 83,5842.2M $
10AES Corp/The 150,0002.1M $
11Elme Communities 800,0001.6M $
12Hologic Inc 20,0001.5M $
13Kenvue Inc 50,000862K $
14Cantaloupe Inc 50,000540.5K $
15Terns Pharmaceuticals Inc 10,000527.2K $
16Brighthouse Financial Inc 5,000299.4K $
17DigitalBridge Group Inc 11,016169.9K $
18Kezar Life Sciences Inc 22,000163.2K $
19Instil Bio Inc 10,00082.4K $