Azarias Capital Management, L.P. Top Holdings and 13F Report (2024) → Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share (From Colonial Metals) (Ad) About Azarias Capital Management, L.P.Investment ActivityAzarias Capital Management, L.P. has $238.50 million in total holdings as of March 31, 2024.Azarias Capital Management, L.P. owns shares of 23 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 15.08% of the portfolio was purchased this quarter.About 14.46% of the portfolio was sold this quarter.This quarter, Azarias Capital Management, L.P. has purchased 23 new stocks and bought additional shares in 10 stocks.Azarias Capital Management, L.P. sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings Ur-Energy $23,334,690enCore Energy $18,013,174NexGen Energy $16,142,773MAG Silver $14,866,339Intrepid Potash $14,136,905 Largest New Holdings this Quarter Kennametal $4,794,964 Holding Largest Purchases this Quarter enCore Energy 2,626,395 shares (about $12.59M)TrueBlue 587,427 shares (about $7.35M)MAG Silver 596,283 shares (about $6.31M)Kennametal 192,260 shares (about $4.79M)iShares Russell 2000 ETF 8,011 shares (about $1.68M) Largest Sales this Quarter Cameco 199,301 shares (about $8.63M)NexGen Energy 773,284 shares (about $6.01M)EZCORP 453,454 shares (about $5.14M)Healthcare Services Group 367,848 shares (about $4.59M)Matrix Service 270,654 shares (about $3.53M) 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 PortfolioSectorURGUr-Energy$23,334,690$264,131 ▲1.1%14,584,1819.8%Basic MaterialsEUenCore Energy$18,013,174$12,587,415 ▲232.0%3,758,4937.6%Basic MaterialsNXENexGen Energy$16,142,773$6,008,417 ▼-27.1%2,077,5776.8%Basic MaterialsMAGMAG Silver$14,866,339$6,308,674 ▲73.7%1,405,1366.2%Basic MaterialsIPIIntrepid Potash$14,136,905$1,536,589 ▲12.2%677,7045.9%Basic MaterialsSTCStewart Information Services$13,732,9300.0%211,0815.8%FinanceMTRXMatrix Service$12,914,124$3,526,622 ▼-21.5%991,1075.4%Oils/EnergyHOFTHooker Furnishings$12,105,746$86,148 ▼-0.7%504,1965.1%Consumer DiscretionaryCCJCameco$11,355,688$8,633,719 ▼-43.2%262,1354.8%Basic MaterialsTBITrueBlue$11,094,235$7,354,586 ▲196.7%886,1214.7%Business ServicesHCSGHealthcare Services Group$10,159,581$4,590,743 ▼-31.1%814,0694.3%Business ServicesIWNiShares Russell 2000 Value ETF$10,019,799$1,053,387 ▲11.7%63,0934.2%ETFMPAAMotorcar Parts of America$9,756,556$12,800 ▲0.1%1,213,5024.1%Auto/Tires/TrucksAGXArgan$8,527,058$596,675 ▼-6.5%168,7193.6%ConstructionUFIUnifi$8,217,831$50,921 ▲0.6%1,371,9253.4%Industrial ProductsSCHLScholastic$7,521,0710.0%199,4453.2%Consumer StaplesFSTRL.B. Foster$7,444,952$2,002,014 ▼-21.2%272,6093.1%Basic MaterialsEZPWEZCORP$6,029,497$5,137,633 ▼-46.0%532,1712.5%FinanceDNNDenison Mines$5,675,288$321,750 ▲6.0%2,910,4042.4%Basic MaterialsIWMiShares Russell 2000 ETF$5,569,375$1,684,713 ▲43.4%26,4832.3%FinanceENERGY FUELS INC$4,928,850$207,570 ▼-4.0%783,6012.1%COM NEWKMTKennametal$4,794,964$4,794,964 ▲New Holding192,2602.0%Industrial ProductsHBBHamilton Beach Brands$2,158,564$1,521,112 ▼-41.3%88,6110.9%Consumer DiscretionaryGHMGraham$0$2,169,542 ▼-100.0%00.0%Industrial ProductsShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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