Sponsored

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

Currently, Azarias Capital Management, L.P. holds 24 types of securities in its portfolio with a total value $223.1M. In the most recent quarter, they have increased their positions in SDRL (+136.6K shares, valued at $6.2M), MPAA (+316.5K shares, valued at $3.5M), MLR (+70.4K shares, valued at $3.2M); decreased their positions in COHU (-177.6K shares, valued at $5.4M), IPI (-121.2K shares, valued at $5.2M), NXE (-396.9K shares, valued at $4.6M); initiated new positions in SDRL (+136.6K shares, valued at $6.2M), AVT (+43.9K shares, valued at $2.7M), AGX (+378 shares, valued at $205.9K).

1M P&L

-4.2M-1.74%

3M P&L

-552.8K-0.23%

HY P&L

+27.8M+13.28%

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

1N/A69.2M

31.0%

2Uranium60.0M

26.9%

3Auto Parts15.3M

6.9%

Top Industries by Stock Count

1Uranium6 stocks

25.0%

2Auto Parts3 stocks

12.5%

3Engineering & Construction2 stocks

8.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T106.5K shares0.00%2026-03-312026-04-16

URG UR-ENERGY INC13.6M shares-2.48%2026-03-312026-04-16

DNN DENISON MINES CORP2.9M shares0.00%2026-03-312026-04-16

MAN MANPOWERGROUP INC WIS337.6K shares16.47%2026-03-312026-04-16

MTRX MATRIX SVC CO817.0K shares11.80%2026-03-312026-04-16

EU ENCORE ENERGY CORP5.1M shares22.62%2026-03-312026-04-16

GPOR GULFPORT ENERGY CORP42.1K shares10.05%2026-03-312026-04-16

MTUS METALLUS INC543.3K shares12.07%2026-03-312026-04-16

Sponsored

NXE NEXGEN ENERGY LTD682.9K shares-36.75%2026-03-312026-04-16

IPI INTREPID POTASH INC173.7K shares-41.11%2026-03-312026-04-16

UUUU ENERGY FUELS INC380.5K shares-9.19%2026-03-312026-04-16

SDRL SEADRILL LTD136.6K sharesnew addition2026-03-312026-04-16

MPAA MOTORCAR PTS AMER INC532.9K shares146.23%2026-03-312026-04-16

EIG EMPLOYERS HLDGS INC140.2K shares102.84%2026-03-312026-04-16

CCJ CAMECO CORP50.4K shares-42.58%2026-03-312026-04-16

HOFT HOOKER FURNISHINGS CORPORATI397.2K shares-16.06%2026-03-312026-04-16

Sponsored

SD SANDRIDGE ENERGY INC312.4K shares-23.91%2026-03-312026-04-16

MLR MILLER INDS INC TENN110.4K shares175.74%2026-03-312026-04-16

SMP STANDARD MTR PRODS INC127.2K shares-16.28%2026-03-312026-04-16

TBI TRUEBLUE INC1.0M shares1.32%2026-03-312026-04-16

UFI UNIFI INC875.1K shares-3.19%2026-03-312026-04-16

AVT AVNET INC43.9K sharesnew addition2026-03-312026-04-16

COHU COHU INC59.6K shares-74.89%2026-03-312026-04-16

AGX ARGAN INC378 sharesnew addition2026-03-312026-04-16

Sponsored

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares106.5K

Event2026-03-31

Filed2026-04-16

URG

UR-ENERGY INC

-2.48%

Shares13.6M

Event2026-03-31

Filed2026-04-16

DNN

DENISON MINES CORP

0.00%

Shares2.9M

Event2026-03-31

Filed2026-04-16

MAN

MANPOWERGROUP INC WIS

16.47%

Shares337.6K

Event2026-03-31

Filed2026-04-16

MTRX

MATRIX SVC CO

11.80%

Shares817.0K

Event2026-03-31

Filed2026-04-16

ENCORE ENERGY CORP

22.62%

Shares5.1M

Event2026-03-31

Filed2026-04-16

GPOR

GULFPORT ENERGY CORP

10.05%

Shares42.1K

Event2026-03-31

Filed2026-04-16

MTUS

METALLUS INC

12.07%

Shares543.3K

Event2026-03-31

Filed2026-04-16

NXE

NEXGEN ENERGY LTD

-36.75%

Shares682.9K

Event2026-03-31

Filed2026-04-16

IPI

INTREPID POTASH INC

-41.11%

Shares173.7K

Event2026-03-31

Filed2026-04-16

UUUU

ENERGY FUELS INC

-9.19%

Shares380.5K

Event2026-03-31

Filed2026-04-16

SDRL

SEADRILL LTD

New

Shares136.6K

Event2026-03-31

Filed2026-04-16

MPAA

MOTORCAR PTS AMER INC

146.23%

Shares532.9K

Event2026-03-31

Filed2026-04-16

EIG

EMPLOYERS HLDGS INC

102.84%

Shares140.2K

Event2026-03-31

Filed2026-04-16

CCJ

CAMECO CORP

-42.58%

Shares50.4K

Event2026-03-31

Filed2026-04-16

HOFT

HOOKER FURNISHINGS CORPORATI

-16.06%

Shares397.2K

Event2026-03-31

Filed2026-04-16

SANDRIDGE ENERGY INC

-23.91%

Shares312.4K

Event2026-03-31

Filed2026-04-16

MLR

MILLER INDS INC TENN

175.74%

Shares110.4K

Event2026-03-31

Filed2026-04-16

SMP

STANDARD MTR PRODS INC

-16.28%

Shares127.2K

Event2026-03-31

Filed2026-04-16

TBI

TRUEBLUE INC

1.32%

Shares1.0M

Event2026-03-31

Filed2026-04-16

UFI

UNIFI INC

-3.19%

Shares875.1K

Event2026-03-31

Filed2026-04-16

AVT

AVNET INC

New

Shares43.9K

Event2026-03-31

Filed2026-04-16

COHU

COHU INC

-74.89%

Shares59.6K

Event2026-03-31

Filed2026-04-16

AGX

ARGAN INC

New

Shares378

Event2026-03-31

Filed2026-04-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available