Azarias Capital Management, L.P.
Azarias Capital Management, L.P. reported 23 holdings worth US$168M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Azarias Capital Management, L.P. reported 23 holdings worth US$168M as of Sep 30, 2026. Largest: Ur-energy Inc., Denison Mines Corp. and Nexgen Energy Ltd. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 23
- Value as reported
- US$168M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Ur-energy Inc. | 11.1M | US$12M | 7.1% |
| Denison Mines Corp. | 4.16M | US$10.8M | 6.4% |
| Nexgen Energy Ltd. | 680K | US$6.2M | 3.7% |
| Cameco Corporation | 56,083 | US$4.86M | 2.9% |
| Seadrill Limited | 105K | US$4.71M | 2.8% |
| Energy Fuels Inc. | 381K | US$4.2M | 2.5% |
| Matrix Service Company | 426K | US$4.07M | 2.4% |
| Gulfport Energy Corporation | 24,132 | US$3.63M | 2.2% |
| Trueblue, Inc. | 385K | US$3.54M | 2.1% |
| Motorcar Parts Of America, Inc. | 317K | US$3.33M | 2.0% |
| Metallus Inc. | 174K | US$3.31M | 2.0% |
| Manpowergroup | 57,631 | US$3.2M | 1.9% |
| Intrepid Potash, Inc | 97,555 | US$3.13M | 1.9% |
| Molina Healthcare Inc | 15,727 | US$2.97M | 1.8% |
| Lkq Corporation | 124K | US$2.84M | 1.7% |
| Encore Energy Corp. | 2.15M | US$2.32M | 1.4% |
| Employers Holdings Inc | 47,336 | US$2.26M | 1.3% |
| Standard Motor Products, Inc. | 60,132 | US$2.23M | 1.3% |
| Sandridge Energy, Inc. | 159K | US$2.15M | 1.3% |
| Hooker Furnishings Corporation | 165K | US$2.14M | 1.3% |
| Unifi, Inc. New | 327K | US$2.13M | 1.3% |
| Miller Industries, Inc. | 24,172 | US$1.27M | 0.75% |
| Argan, Inc. | 0 | US$0 | 0.00% |