Sponsored

The Analysis of Azarias Capital Management, L.P.'s Holdings & P&L

Currently, Azarias Capital Management, L.P. holds 23 types of securities in its portfolio with a total value $229.8M. In the most recent quarter, they have increased their positions in MOH (+30.6K shares, valued at $7.0M), DNN (+1.3M shares, valued at $4.0M), SDRL (+74.7K shares, valued at $2.8M); decreased their positions in MAN (-71.5K shares, valued at $2.4M), MTUS (-123.8K shares, valued at $2.3M), UFI (-418.4K shares, valued at $2.0M); initiated new positions in MOH (+30.6K shares, valued at $7.0M).

1M P&L

+13.5M+8.98%

3M P&L

+8.1M+5.21%

HY P&L

+2.3M+1.45%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Uranium53.3M

35.5%

2Auto Parts17.4M

11.6%

3Staffing & Employment Services14.3M

9.5%

Top Industries by Stock Count

1Uranium6 stocks

27.3%

2Auto Parts3 stocks

13.6%

3Engineering & Construction2 stocks

9.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T106.5K shares0.00%2026-06-302026-07-13

URG UR-ENERGY INC13.2M shares-2.98%2026-06-302026-07-13

DNN DENISON MINES CORP4.2M shares45.02%2026-06-302026-07-13

MTRX MATRIX SVC CO673.7K shares-17.54%2026-06-302026-07-13

MAN MANPOWERGROUP INC WIS266.1K shares-21.17%2026-06-302026-07-13

SDRL SEADRILL LTD211.3K shares54.64%2026-06-302026-07-13

GPOR GULFPORT ENERGY CORP46.4K shares10.25%2026-06-302026-07-13

MTUS METALLUS INC419.5K shares-22.79%2026-06-302026-07-13

Sponsored

MPAA MOTORCAR PTS AMER INC458.3K shares-13.99%2026-06-302026-07-13

MOH MOLINA HEALTHCARE INC30.6K sharesnew addition2026-06-302026-07-13

EIG EMPLOYERS HLDGS INC132.2K shares-5.72%2026-06-302026-07-13

NXE NEXGEN ENERGY LTD682.9K shares0.00%2026-06-302026-07-13

HOFT HOOKER FURNISHINGS CORPORATI336.5K shares-15.29%2026-06-302026-07-13

IPI INTREPID POTASH INC178.3K shares2.66%2026-06-302026-07-13

MLR MILLER INDS INC TENN109.9K shares-0.45%2026-06-302026-07-13

UUUU ENERGY FUELS INC380.5K shares0.00%2026-06-302026-07-13

Sponsored

EU ENCORE ENERGY CORP4.1M shares-19.26%2026-06-302026-07-13

TBI TRUEBLUE INC759.3K shares-24.21%2026-06-302026-07-13

CCJ CAMECO CORP50.4K shares0.00%2026-06-302026-07-13

SMP STANDARD MTR PRODS INC121.1K shares-4.82%2026-06-302026-07-13

SD SANDRIDGE ENERGY INC321.6K shares2.93%2026-06-302026-07-13

UFI UNIFI INC456.7K shares-47.81%2026-06-302026-07-13

AGX ARGAN INC378 shares0.00%2026-06-302026-07-13

STATE STR SPDR S&P 500 ETF T

0.00%

Shares106.5K

Event2026-06-30

Filed2026-07-13

URG

UR-ENERGY INC

-2.98%

Shares13.2M

Event2026-06-30

Filed2026-07-13

DNN

DENISON MINES CORP

45.02%

Shares4.2M

Event2026-06-30

Filed2026-07-13

MTRX

MATRIX SVC CO

-17.54%

Shares673.7K

Event2026-06-30

Filed2026-07-13

MAN

MANPOWERGROUP INC WIS

-21.17%

Shares266.1K

Event2026-06-30

Filed2026-07-13

SDRL

SEADRILL LTD

54.64%

Shares211.3K

Event2026-06-30

Filed2026-07-13

GPOR

GULFPORT ENERGY CORP

10.25%

Shares46.4K

Event2026-06-30

Filed2026-07-13

MTUS

METALLUS INC

-22.79%

Shares419.5K

Event2026-06-30

Filed2026-07-13

MPAA

MOTORCAR PTS AMER INC

-13.99%

Shares458.3K

Event2026-06-30

Filed2026-07-13

MOH

MOLINA HEALTHCARE INC

New

Shares30.6K

Event2026-06-30

Filed2026-07-13

EIG

EMPLOYERS HLDGS INC

-5.72%

Shares132.2K

Event2026-06-30

Filed2026-07-13

NXE

NEXGEN ENERGY LTD

0.00%

Shares682.9K

Event2026-06-30

Filed2026-07-13

HOFT

HOOKER FURNISHINGS CORPORATI

-15.29%

Shares336.5K

Event2026-06-30

Filed2026-07-13

IPI

INTREPID POTASH INC

2.66%

Shares178.3K

Event2026-06-30

Filed2026-07-13

MLR

MILLER INDS INC TENN

-0.45%

Shares109.9K

Event2026-06-30

Filed2026-07-13

UUUU

ENERGY FUELS INC

0.00%

Shares380.5K

Event2026-06-30

Filed2026-07-13

ENCORE ENERGY CORP

-19.26%

Shares4.1M

Event2026-06-30

Filed2026-07-13

TBI

TRUEBLUE INC

-24.21%

Shares759.3K

Event2026-06-30

Filed2026-07-13

CCJ

CAMECO CORP

0.00%

Shares50.4K

Event2026-06-30

Filed2026-07-13

SMP

STANDARD MTR PRODS INC

-4.82%

Shares121.1K

Event2026-06-30

Filed2026-07-13

SANDRIDGE ENERGY INC

2.93%

Shares321.6K

Event2026-06-30

Filed2026-07-13

UFI

UNIFI INC

-47.81%

Shares456.7K

Event2026-06-30

Filed2026-07-13

AGX

ARGAN INC

0.00%

Shares378

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available