Azarias Capital Management, L.P.
Azarias Capital Management, L.P. reported 23 holdings worth US$230M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
Azarias Capital Management, L.P. reported 23 holdings worth US$230M as of Jun 30, 2026. Largest: Ur-energy Inc., Denison Mines Corp. and Matrix Service Company. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 23
- Value as reported
- US$230M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Ur-energy Inc. | 13.2M | US$18M | 7.8% |
| Denison Mines Corp. | 4.24M | US$13M | 5.6% |
| Matrix Service Company | 674K | US$9.23M | 4.0% |
| Manpowergroup | 266K | US$8.99M | 3.9% |
| Seadrill Limited | 211K | US$7.99M | 3.5% |
| Gulfport Energy Corporation | 46,439 | US$7.88M | 3.4% |
| Metallus Inc. | 420K | US$7.84M | 3.4% |
| Motorcar Parts Of America, Inc. | 458K | US$7.02M | 3.1% |
| Molina Healthcare Inc | 30,593 | US$7M | 3.0% |
| Employers Holdings Inc | 132K | US$6.67M | 2.9% |
| Nexgen Energy Ltd. | 683K | US$6.41M | 2.8% |
| Hooker Furnishings Corporation | 336K | US$6M | 2.6% |
| Intrepid Potash, Inc | 178K | US$5.84M | 2.5% |
| Miller Industries, Inc. | 110K | US$5.62M | 2.4% |
| Energy Fuels Inc. | 381K | US$5.52M | 2.4% |
| Encore Energy Corp. | 4.09M | US$5.36M | 2.3% |
| Trueblue, Inc. | 759K | US$5.29M | 2.3% |
| Cameco Corporation | 50,371 | US$5.13M | 2.2% |
| Standard Motor Products, Inc. | 121K | US$4.72M | 2.1% |
| Sandridge Energy, Inc. | 322K | US$4.41M | 1.9% |
| Unifi, Inc. New | 457K | US$2.17M | 0.94% |
| Argan, Inc. | 378 | US$302K | 0.13% |
| Avnet, Inc. | 0 | US$0 | 0.00% |
| Cohu, Inc. | 0 | US$0 | 0.00% |