Azarias Capital Management, L.P. Top Holdings and 13F Report (2025) About Azarias Capital Management, L.P.Investment ActivityAzarias Capital Management, L.P. has $252.49 million in total holdings as of September 30, 2025.Azarias Capital Management, L.P. owns shares of 24 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 8.99% of the portfolio was purchased this quarter.About 14.16% of the portfolio was sold this quarter.This quarter, Azarias Capital Management, L.P. has purchased 24 new stocks and bought additional shares in 11 stocks.Azarias Capital Management, L.P. sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $70,922,189Ur Energy $24,172,693enCore Energy $12,945,734NexGen Energy $9,997,231TimkenSteel $9,380,544 Largest New Holdings this Quarter 56418H100 - ManpowerGroup $7,797,205 Holding Largest Purchases this Quarter ManpowerGroup 205,731 shares (about $7.80M)Gulfport Energy 19,610 shares (about $3.55M)Intrepid Potash 102,266 shares (about $3.13M)Kennametal 87,906 shares (about $1.84M)SandRidge Energy 135,634 shares (about $1.53M) Largest Sales this Quarter Ur Energy 4,260,326 shares (about $7.63M)Scholastic 194,276 shares (about $5.32M)Motorcar Parts of America 312,898 shares (about $5.18M)Energy Fuels 261,950 shares (about $4.02M)Standard Motor Products 78,731 shares (about $3.21M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAzarias Capital Management, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$70,922,1890.0%106,46128.1%FinanceURGUr Energy$24,172,693$7,625,983 ▼-24.0%13,504,2989.6%Basic MaterialsEUenCore Energy$12,945,734$1,132,408 ▲9.6%4,032,9395.1%Basic MaterialsNXENexGen Energy$9,997,231$2,661,775 ▼-21.0%1,117,0094.0%Basic MaterialsTMSTTimkenSteel$9,380,544$422,342 ▼-4.3%567,4863.7%Basic MaterialsEXKEndeavour Silver$9,148,786$216,431 ▲2.4%1,166,9373.6%Basic MaterialsUUUUEnergy Fuels$9,148,339$4,020,932 ▼-30.5%595,9833.6%Basic MaterialsMTRXMatrix Service$8,303,746$92,567 ▲1.1%634,8433.3%EnergyGPORGulfport Energy$8,061,030$3,549,018 ▲78.7%44,5413.2%EnergyDNNDenison Mine$8,038,159$390,250 ▼-4.6%2,922,9673.2%Basic MaterialsIPIIntrepid Potash$7,944,317$3,127,294 ▲64.9%259,7883.1%Basic MaterialsMANManpowerGroup$7,797,205$7,797,205 ▲New Holding205,7313.1%Business ServicesKMTKennametal$7,625,992$1,839,873 ▲31.8%364,3573.0%IndustrialsCCJCameco$7,356,870$741,658 ▼-9.2%87,7282.9%Basic MaterialsSMPStandard Motor Products$7,306,576$3,213,799 ▼-30.5%178,9952.9%Auto/Tires/TrucksTBITrueBlue$6,030,148$518,549 ▲9.4%983,7112.4%Business ServicesCOHUCohu$5,807,224$1,013,186 ▲21.1%285,6482.3%Computer and TechnologySDSandRidge Energy$5,433,621$1,529,951 ▲39.2%481,7042.2%EnergyMPAAMotorcar Parts of America$5,010,859$5,175,333 ▼-50.8%302,9542.0%Auto/Tires/TrucksHOFTHooker Furnishings$4,802,767$1,207,738 ▲33.6%473,1791.9%Consumer DiscretionarySCHLScholastic$4,570,927$5,319,277 ▼-53.8%166,9441.8%Consumer StaplesVPGVishay Precision Group$4,556,356$2,320,420 ▼-33.7%142,1641.8%Computer and TechnologyHCSGHealthcare Services Group$4,264,099$1,034,086 ▼-19.5%253,3631.7%Business ServicesUFIUnifi$3,867,776$669,123 ▲20.9%812,5581.5%IndustrialsIWNiShares Russell 2000 Value ETF$0$2,823,431 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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