Azarias Capital Management, L.P.
24 holdingsFiling period: 2026-03-31Current AUM: $236.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 106.5K | $69.2M | $79.5M | 33.69% | -- | 2026-03-31 |
| 2 | URG | UR-ENERGY INC | 13.60M | $20.3M | $16.6M | 7.03% | -345,851 | 2026-03-31 |
| 3 | DNN | DENISON MINES CORP | 2.92M | $10.3M | $8.2M | 3.48% | -- | 2026-03-31 |
| 4 | MAN | MANPOWERGROUP INC WIS | 337.6K | $9.9M | $17.7M | 7.50% | +47.7K | 2026-03-31 |
| 5 | MTRX | MATRIX SVC CO | 817.0K | $9.4M | $9.5M | 4.02% | +86.3K | 2026-03-31 |
| 6 | EU | ENCORE ENERGY CORP | 5.07M | $9.1M | $5.5M | 2.34% | +934.9K | 2026-03-31 |
| 7 | GPOR | GULFPORT ENERGY CORP | 42.1K | $8.9M | $6.8M | 2.88% | +3.8K | 2026-03-31 |
| 8 | MTUS | METALLUS INC | 543.3K | $8.9M | $10.9M | 4.63% | +58.5K | 2026-03-31 |
| 9 | NXE | NEXGEN ENERGY LTD | 682.9K | $7.9M | $6.2M | 2.65% | -396,852 | 2026-03-31 |
| 10 | IPI | INTREPID POTASH INC | 173.7K | $7.4M | $5.9M | 2.50% | -121,216 | 2026-03-31 |
| 11 | UUUU | ENERGY FUELS INC | 380.5K | $6.9M | $4.4M | 1.84% | -38,500 | 2026-03-31 |
| 12 | — | SEADRILL LTD | 136.6K | $6.2M | $6.2M | 2.63% | -- | 2026-03-31 |
| 13 | MPAA | MOTORCAR PTS AMER INC | 532.9K | $5.9M | $7.1M | 3.02% | +316.5K | 2026-03-31 |
| 14 | EIG | EMPLOYERS HLDGS INC | 140.2K | $5.8M | $7.1M | 3.00% | +71.1K | 2026-03-31 |
| 15 | CCJ | CAMECO CORP | 50.4K | $5.5M | $4.4M | 1.84% | -37,357 | 2026-03-31 |
| 16 | HOFT | HOOKER FURNISHINGS CORPORATI | 397.2K | $5.1M | $5.5M | 2.35% | -76,003 | 2026-03-31 |
| 17 | SD | SANDRIDGE ENERGY INC | 312.4K | $5.1M | $4.3M | 1.84% | -98,178 | 2026-03-31 |
| 18 | MLR | MILLER INDS INC TENN | 110.4K | $5.0M | $5.6M | 2.35% | +70.4K | 2026-03-31 |
| 19 | SMP | STANDARD MTR PRODS INC | 127.2K | $4.4M | $4.9M | 2.06% | -24,735 | 2026-03-31 |
| 20 | TBI | TRUEBLUE INC | 1.00M | $3.9M | $7.1M | 3.00% | +13.1K | 2026-03-31 |
| 21 | UFI | UNIFI INC | 875.1K | $3.1M | $5.6M | 2.37% | -28,876 | 2026-03-31 |
| 22 | AVT | AVNET INC | 43.9K | $2.7M | $3.9M | 1.65% | -- | 2026-03-31 |
| 23 | COHU | COHU INC | 59.6K | $1.8M | $2.9M | 1.21% | -177,648 | 2026-03-31 |
| 24 | AGX | ARGAN INC | 378 | $205K | $215K | 0.09% | -- | 2026-03-31 |
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