Azarias Capital Management, L.P. Q1 2025 Filing

Filed April 22, 2025

Portfolio Value

$180.5B

Holdings

23

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (23 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
106,461$59.6B33.00%
2
UREUR-ENERGY INC
17,945,808$12.1B6.70%
3
NXENEXGEN ENERGY LTD
1,788,651$8.0B4.45%
4
MTRXMATRIX SVC CO
571,155$7.1B3.93%
5
IPIINTREPID POTASH INC
239,380$7.0B3.90%
6
EUENCORE ENERGY CORP
5,103,345$7.0B3.87%
7
SCHLSCHOLASTIC CORP
370,005$7.0B3.87%
8
MTUSMETALLUS INC
519,773$6.9B3.85%
9
SMPSTANDARD MTR PRODS INC
266,053$6.6B3.68%
10
HCSGHEALTHCARE SVCS GROUP INC
649,556$6.5B3.63%
11
MPAAMOTORCAR PTS AMER INC
634,649$6.0B3.34%
12
TBITRUEBLUE INC
1,074,069$5.7B3.16%
13
KMTKENNAMETAL INC
235,968$5.0B2.78%
14
VPGVISHAY PRECISION GROUP INC
203,290$4.9B2.71%
15
HOFTHOOKER FURNISHINGS CORPORATI
485,707$4.9B2.70%
16
CCOCAMECO CORP
111,666$4.6B2.55%
17
UFIUNIFI INC
943,364$4.5B2.51%
18
MQ8MAG SILVER CORP
293,244$4.5B2.48%
19
DMLDENISON MINES CORP
3,064,876$4.0B2.21%
20
EFRENERGY FUELS INC
911,721$3.4B1.88%
21
RELLRICHARDSON ELECTRS LTD
285,710$3.2B1.77%
22
COHUCOHU INC
69,379$1.0B0.57%
23
SA2DSANDRIDGE ENERGY INC
71,476$816.3M0.45%