Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Azarias Capital Management, L.P. (CIK 1625279) reported $223.1M across 24 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($69.2M, 31.03%), URG ($20.3M, 9.08%), DNN ($10.3M, 4.62%), MAN ($9.9M, 4.46%), MTRX ($9.4M, 4.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $69.2M | 31.03% | 106,461 | Hold |
| 2 | URG | UR-ENERGY INC | $20.3M | 9.08% | 13.6M | Trimmed |
| 3 | DNN | DENISON MINES CORP | $10.3M | 4.62% | 2.9M | Hold |
| 4 | MAN | MANPOWERGROUP INC WIS | $9.9M | 4.46% | 337,613 | Added |
| 5 | MTRX | MATRIX SVC CO | $9.4M | 4.20% | 817,021 | Added |
| 6 | EU | ENCORE ENERGY CORP | $9.1M | 4.09% | 5.1M | Added |
| 7 | GPOR | GULFPORT ENERGY CORP | $8.9M | 3.99% | 42,121 | Added |
| 8 | TMST | METALLUS INC | $8.9M | 3.98% | 543,322 | Added |
| 9 | NXE | NEXGEN ENERGY LTD | $7.9M | 3.55% | 682,943 | Trimmed |
| 10 | IPI | INTREPID POTASH INC | $7.4M | 3.33% | 173,654 | Trimmed |
| 11 | UUUU | ENERGY FUELS INC | $6.9M | 3.11% | 380,528 | Trimmed |
| 12 | SDRL | SEADRILL LTD | $6.2M | 2.79% | 136,645 | New |
| 13 | MPAA | MOTORCAR PTS AMER INC | $5.9M | 2.64% | 532,869 | Added |
| 14 | EIG | EMPLOYERS HLDGS INC | $5.8M | 2.58% | 140,180 | Added |
| 15 | CCJ | CAMECO CORP | $5.5M | 2.45% | 50,371 | Trimmed |
| 16 | HOFT | HOOKER FURNISHINGS CORPORATI | $5.1M | 2.29% | 397,176 | Trimmed |
| 17 | SD | SANDRIDGE ENERGY INC | $5.1M | 2.28% | 312,396 | Trimmed |
| 18 | MLR | MILLER INDS INC TENN | $5.0M | 2.25% | 110,426 | Added |
| 19 | SMP | STANDARD MTR PRODS INC | $4.4M | 1.98% | 127,206 | Trimmed |
| 20 | TBI | TRUEBLUE INC | $3.9M | 1.76% | 1.0M | Added |
| 21 | UFI | UNIFI INC | $3.1M | 1.40% | 875,137 | Trimmed |
| 22 | AVT | AVNET INC | $2.7M | 1.21% | 43,934 | New |
| 23 | COHU | COHU INC | $1.8M | 0.82% | 59,559 | Trimmed |
| 24 | AGX | ARGAN INC | $205,878 | 0.09% | 378 | New |
| 25 | EXK | ENDEAVOUR SILVER CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31