Azarias Capital Management, L.P. Top Holdings and 13F Report (2026) About Azarias Capital Management, L.P.Investment ActivityAzarias Capital Management, L.P. has $223.14 million in total holdings as of March 31, 2026.Azarias Capital Management, L.P. owns shares of 24 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 11.05% of the portfolio was purchased this quarter.About 17.74% of the portfolio was sold this quarter.This quarter, Azarias Capital Management, L.P. has purchased 25 new stocks and bought additional shares in 9 stocks.Azarias Capital Management, L.P. sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $69,235,847Ur Energy $20,270,413Denison Mine $10,318,074ManpowerGroup $9,946,079Matrix Service $9,379,401 Largest New Holdings this Quarter G7997W102 - Seadrill $6,217,348 Holding053807103 - Avnet $2,707,213 Holding04010E109 - Argan $205,878 Holding Largest Purchases this Quarter Seadrill 136,645 shares (about $6.22M)Motorcar Parts of America 316,461 shares (about $3.50M)Miller Industries 70,379 shares (about $3.21M)Employers 71,072 shares (about $2.92M)Avnet 43,934 shares (about $2.71M) Largest Sales this Quarter Cohu 177,648 shares (about $5.44M)Intrepid Potash 121,216 shares (about $5.18M)NexGen Energy 396,852 shares (about $4.60M)Cameco 37,357 shares (about $4.06M)SandRidge Energy 98,178 shares (about $1.60M) 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$69,235,8470.0%106,46131.0%FinanceURGUr Energy$20,270,413$515,318 â–¼-2.5%13,604,3049.1%Basic MaterialsDNNDenison Mine$10,318,0740.0%2,922,9674.6%Basic MaterialsMANManpowerGroup$9,946,079$1,406,126 â–²16.5%337,6134.5%Business ServicesMTRXMatrix Service$9,379,401$990,196 â–²11.8%817,0214.2%EnergyEUenCore Energy$9,121,874$1,682,743 â–²22.6%5,067,7084.1%Basic MaterialsGULFPORT ENERGY CORP$8,911,540$814,121 â–²10.1%42,1214.0%COMMON SHARESMETALLUS INC$8,877,881$956,070 â–²12.1%543,3224.0%COMNXENexGen Energy$7,922,139$4,603,483 â–¼-36.8%682,9433.6%Basic MaterialsIPIIntrepid Potash$7,427,182$5,184,409 â–¼-41.1%173,6543.3%Basic MaterialsUUUUEnergy Fuels$6,944,636$702,625 â–¼-9.2%380,5283.1%Basic MaterialsSDRLSeadrill$6,217,348$6,217,348 â–²New Holding136,6452.8%EnergyMPAAMotorcar Parts of America$5,893,531$3,500,059 â–²146.2%532,8692.6%Auto/Tires/TrucksEIGEmployers$5,767,005$2,923,902 â–²102.8%140,1802.6%FinanceCCJCameco$5,470,794$4,057,344 â–¼-42.6%50,3712.5%Basic MaterialsHOFTHooker Furnishings$5,115,627$978,919 â–¼-16.1%397,1762.3%Consumer DiscretionarySDSandRidge Energy$5,095,179$1,601,283 â–¼-23.9%312,3962.3%EnergyMLRMiller Industries$5,029,904$3,205,763 â–²175.7%110,4262.3%Auto/Tires/TrucksSMPStandard Motor Products$4,419,136$859,294 â–¼-16.3%127,2062.0%Auto/Tires/TrucksTBITrueBlue$3,917,624$51,104 â–²1.3%1,001,9501.8%Business ServicesUFIUnifi$3,124,239$103,087 â–¼-3.2%875,1371.4%IndustrialsAVTAvnet$2,707,213$2,707,213 â–²New Holding43,9341.2%Computer and TechnologyCOHUCohu$1,823,697$5,439,583 â–¼-74.9%59,5590.8%Computer and TechnologyAGXArgan$205,878$205,878 â–²New Holding3780.1%ConstructionKMTKennametal$0$6,087,922 â–¼-100.0%00.0%IndustrialsEXKEndeavour Silver$0$5,922,085 â–¼-100.0%00.0%Basic MaterialsSCHLScholastic$0$1,822,897 â–¼-100.0%00.0%Consumer StaplesVPGVishay Precision Group$0$1,696,079 â–¼-100.0%00.0%Computer and TechnologyShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
