Azarias Capital Management, L.P.

West Chester, PA · CIK 1625279 · 13F filing filed 2026-07-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWest Chester, PA

$229.8m reported value +3.0% vs Q1 2026

23positions

72.4%in top 10

1 new 5 added 12 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	106,461	$79.5m34.59%	34.59%	Unchanged
2	UR-ENERGY INC COM URG	URG	13,199,479	$18.0m7.81%	7.81%	Reduced -404.8k	-404,825 -3.0%
3	DENISON MINES CORP COM DNN	DNN	4,238,742	$13.0m5.64%	5.64%	Added +1.3m	+1,315,775 45.0%
4	MATRIX SVC CO COM MTRX	MTRX	673,692	$9.2m4.02%	4.02%	Reduced -143.3k	-143,329 -17.5%
5	MANPOWERGROUP INC WIS COM MAN	MAN	266,146	$9.0m3.91%	3.91%	Reduced -71.5k	-71,467 -21.2%
6	SEADRILL LTD COM SDRL	SDRL	211,301	$8.0m3.48%	3.48%	Added +74.7k	+74,656 54.6%
7	GULFPORT ENERGY CORP COMMON SHARES GPOR	GPOR	46,439	$7.9m3.43%	3.43%	Added +4.3k	+4,318 10.2%
8	METALLUS INC COM MTUS	MTUS	419,507	$7.8m3.41%	3.41%	Reduced -123.8k	-123,815 -22.8%
9	MOTORCAR PTS AMER INC COM MPAA	MPAA	458,325	$7.0m3.06%	3.06%	Reduced -74.5k	-74,544 -14.0%
10	MOLINA HEALTHCARE INC COM MOH	MOH	30,593	$7.0m3.04%	3.04%	New
11	EMPLOYERS HLDGS INC COM EIG	EIG	132,159	$6.7m2.90%	2.90%	Reduced -8.0k	-8,021 -5.7%
12	NEXGEN ENERGY LTD COM NXE	NXE	682,943	$6.4m2.79%	2.79%	Unchanged
13	HOOKER FURNISHINGS CORPORATI COM HOFT	HOFT	336,453	$6.0m2.61%	2.61%	Reduced -60.7k	-60,723 -15.3%
14	INTREPID POTASH INC COM IPI	IPI	178,281	$5.8m2.54%	2.54%	Added +4.6k	+4,627 2.7%
15	MILLER INDS INC TENN COM NEW MLR	MLR	109,926	$5.6m2.45%	2.45%	Reduced -500	-500 -0.5%
16	ENERGY FUELS INC COM NEW UUUU	UUUU	380,528	$5.5m2.40%	2.40%	Unchanged
17	ENCORE ENERGY CORP COM NEW EU	EU	4,091,894	$5.4m2.33%	2.33%	Reduced -975.8k	-975,814 -19.3%
18	TRUEBLUE INC COM TBI	TBI	759,341	$5.3m2.30%	2.30%	Reduced -242.6k	-242,609 -24.2%
19	CAMECO CORP COM CCJ	CCJ	50,371	$5.1m2.23%	2.23%	Unchanged
20	STANDARD MTR PRODS INC COM SMP	SMP	121,073	$4.7m2.05%	2.05%	Reduced -6.1k	-6,133 -4.8%
21	SANDRIDGE ENERGY INC COM NEW SD	SD	321,558	$4.4m1.92%	1.92%	Added +9.2k	+9,162 2.9%
22	UNIFI INC COM NEW UFI	UFI	456,722	$2.2m0.94%	0.94%	Reduced -418.4k	-418,415 -47.8%
23	ARGAN INC COM AGX	AGX	378	$301.9k0.13%	0.13%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AVNET INC AVT	AVT	43,934	$2.7m43.9k shares
COHU INC COHU	COHU	59,559	$1.8m59.6k shares