Azarias Capital Management, L.P. Top Holdings and 13F Report (2026) About Azarias Capital Management, L.P.Investment ActivityAzarias Capital Management, L.P. has $168.44 million in total holdings as of September 30, 2026.Azarias Capital Management, L.P. owns shares of 23 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.98% of the portfolio was purchased this quarter.About 34.45% of the portfolio was sold this quarter.This quarter, Azarias Capital Management, L.P. has purchased 23 new stocks and bought additional shares in 1 stock.Azarias Capital Management, L.P. sold shares of 19 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $81,190,352Ur Energy $11,971,055Denison Mine $10,771,041NexGen Energy $6,203,123Cameco $4,860,714 Largest New Holdings this Quarter 501889208 - LKQ $2,841,673 Holding Largest Purchases this Quarter LKQ 124,471 shares (about $2.84M)Cameco 5,712 shares (about $495.06K) Largest Sales this Quarter ManpowerGroup 208,515 shares (about $11.59M)Seadrill 105,896 shares (about $4.73M)METALLUS INC 245,085 shares (about $4.65M)Miller Industries 85,754 shares (about $4.51M)Employers 84,823 shares (about $4.05M) 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$81,190,3520.0%106,46148.2%ETFURGUr Energy$11,971,055$2,284,383 ▼-16.0%11,084,3107.1%EnergyDNNDenison Mine$10,771,041$207,301 ▼-1.9%4,158,7036.4%MaterialsNXENexGen Energy$6,203,123$25,317 ▼-0.4%680,1673.7%EnergyCCJCameco$4,860,714$495,059 ▲11.3%56,0832.9%EnergySDRLSeadrill$4,708,441$4,730,374 ▼-50.1%105,4052.8%EnergyUUUUEnergy Fuels$4,197,2240.0%380,5282.5%EnergyMTRXMatrix Service$4,074,552$2,372,681 ▼-36.8%425,7632.4%IndustrialsGULFPORT ENERGY CORP$3,631,383$3,356,757 ▼-48.0%24,1322.2%COMMON SHARESTBITrueBlue$3,538,311$3,447,627 ▼-49.4%384,5992.1%IndustrialsMPAAMotorcar Parts of America$3,327,029$1,480,800 ▼-30.8%317,1622.0%Consumer DiscretionaryMETALLUS INC$3,312,274$4,654,164 ▼-58.4%174,4222.0%COMMANManpowerGroup$3,203,131$11,589,264 ▼-78.3%57,6311.9%IndustrialsIPIIntrepid Potash$3,129,564$2,589,690 ▼-45.3%97,5551.9%MaterialsMOHMolina Healthcare$2,973,976$2,811,161 ▼-48.6%15,7271.8%HealthcareLKQLKQ$2,841,673$2,841,673 ▲New Holding124,4711.7%Consumer DiscretionaryEUenCore Energy$2,320,359$2,098,886 ▼-47.5%2,148,4811.4%EnergyEIGEmployers$2,259,821$4,049,451 ▼-64.2%47,3361.3%FinanceSMPStandard Motor Products$2,230,897$2,260,911 ▼-50.3%60,1321.3%Consumer DiscretionarySDSandRidge Energy$2,150,805$2,187,012 ▼-50.4%159,4371.3%EnergyHOFTHooker Furnishings$2,139,195$2,227,965 ▼-51.0%164,8071.3%Consumer DiscretionaryUFIUnifi$2,133,991$848,404 ▼-28.4%326,7981.3%Consumer DiscretionaryMLRMiller Industries$1,271,689$4,511,518 ▼-78.0%24,1720.8%IndustrialsAGXArgan$0$301,852 ▼-100.0%00.0%IndustrialsShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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.
