Azarias Capital Management, L.P. Top Holdings and 13F Report (2026) About Azarias Capital Management, L.P.Investment ActivityAzarias Capital Management, L.P. has $229.82 million in total holdings as of June 30, 2026.Azarias Capital Management, L.P. owns shares of 23 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 6.46% of the portfolio was purchased this quarter.About 8.54% of the portfolio was sold this quarter.This quarter, Azarias Capital Management, L.P. has purchased 24 new stocks and bought additional shares in 5 stocks.Azarias Capital Management, L.P. sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $79,501,881Ur Energy $17,951,291Denison Mine $12,970,551Matrix Service $9,229,580ManpowerGroup $8,987,750 Largest New Holdings this Quarter 60855R100 - Molina Healthcare $6,996,619 Holding Largest Purchases this Quarter Molina Healthcare 30,593 shares (about $7.00M)Denison Mine 1,315,775 shares (about $4.03M)Seadrill 74,656 shares (about $2.82M)GULFPORT ENERGY CORP 4,318 shares (about $732.76K)Intrepid Potash 4,627 shares (about $151.67K) Largest Sales this Quarter ManpowerGroup 71,467 shares (about $2.41M)METALLUS INC 123,815 shares (about $2.31M)Unifi 418,415 shares (about $1.99M)Matrix Service 143,329 shares (about $1.96M)TrueBlue 242,609 shares (about $1.69M) 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$79,501,8810.0%106,46134.6%FinanceURGUr Energy$17,951,291$550,562 â–¼-3.0%13,199,4797.8%Basic MaterialsDNNDenison Mine$12,970,551$4,026,272 â–²45.0%4,238,7425.6%Basic MaterialsMTRXMatrix Service$9,229,580$1,963,607 â–¼-17.5%673,6924.0%EnergyMANManpowerGroup$8,987,750$2,413,440 â–¼-21.2%266,1463.9%Business ServicesSDRLSeadrill$7,991,404$2,823,490 â–²54.6%211,3013.5%EnergyGULFPORT ENERGY CORP$7,880,698$732,765 â–²10.3%46,4393.4%COMMON SHARESMETALLUS INC$7,840,586$2,314,102 â–¼-22.8%419,5073.4%COMMPAAMotorcar Parts of America$7,021,539$1,142,014 â–¼-14.0%458,3253.1%Auto/Tires/TrucksMOHMolina Healthcare$6,996,619$6,996,619 â–²New Holding30,5933.0%MedicalEIGEmployers$6,671,386$404,900 â–¼-5.7%132,1592.9%FinanceNXENexGen Energy$6,412,8350.0%682,9432.8%Basic MaterialsHOFTHooker Furnishings$5,998,957$1,082,691 â–¼-15.3%336,4532.6%Consumer DiscretionaryIPIIntrepid Potash$5,844,051$151,673 â–²2.7%178,2812.5%Basic MaterialsMLRMiller Industries$5,622,715$25,575 â–¼-0.5%109,9262.4%Auto/Tires/TrucksUUUUEnergy Fuels$5,517,6560.0%380,5282.4%Basic MaterialsEUenCore Energy$5,360,381$1,278,316 â–¼-19.3%4,091,8942.3%Basic MaterialsTBITrueBlue$5,292,607$1,690,985 â–¼-24.2%759,3412.3%Business ServicesCCJCameco$5,130,7900.0%50,3712.2%Basic MaterialsSMPStandard Motor Products$4,718,215$239,003 â–¼-4.8%121,0732.1%Auto/Tires/TrucksSDSandRidge Energy$4,405,345$125,519 â–²2.9%321,5581.9%EnergyUFIUnifi$2,169,430$1,987,472 â–¼-47.8%456,7220.9%IndustrialsAGXArgan$301,8520.0%3780.1%ConstructionAVTAvnet$0$2,707,213 â–¼-100.0%00.0%Computer and TechnologyCOHUCohu$0$1,823,697 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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