Holdings
Azarias Capital Management, L.P.
As of Sep 30, 2026, Azarias Capital Management, L.P. reported 22 positions worth US$87.3M. Largest: Ur-energy Inc., Denison Mines Corp. and Nexgen Energy Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Ur-energy Inc. | 11.1M | US$12M | −2.12M | Sep 30, 2026 |
| Denison Mines Corp. | 4.16M | US$10.8M | −80,039 | Sep 30, 2026 |
| Nexgen Energy Ltd. | 680K | US$6.2M | −2,776 | Sep 30, 2026 |
| Cameco Corporation | 56,083 | US$4.86M | +5,712 | Sep 30, 2026 |
| Seadrill Limited | 105K | US$4.71M | −106K | Sep 30, 2026 |
| Energy Fuels Inc. | 381K | US$4.2M | no change | Sep 30, 2026 |
| Matrix Service Company | 426K | US$4.07M | −248K | Sep 30, 2026 |
| Gulfport Energy Corporation | 24,132 | US$3.63M | −22,307 | Sep 30, 2026 |
| Trueblue, Inc. | 385K | US$3.54M | −375K | Sep 30, 2026 |
| Motorcar Parts Of America, Inc. | 317K | US$3.33M | −141K | Sep 30, 2026 |