Azarias Capital Management, L.P. Q2 2025 Filing
Filed July 21, 2025
Portfolio Value
$220.0B
Holdings
24
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 106,461 | $65.8B | 29.90% | |
| 2 | UREUR-ENERGY INC | 17,764,624 | $18.7B | 8.48% | |
| 3 | EUENCORE ENERGY CORP | 3,680,164 | $10.5B | 4.78% | |
| 4 | NXENEXGEN ENERGY LTD | 1,414,414 | $9.8B | 4.46% | |
| 5 | MTUSMETALLUS INC | 593,036 | $9.1B | 4.15% | |
| 6 | MTRXMATRIX SVC CO | 627,766 | $8.5B | 3.85% | |
| 7 | SMPSTANDARD MTR PRODS INC | 257,726 | $7.9B | 3.60% | |
| 8 | SCHLSCHOLASTIC CORP | 361,220 | $7.6B | 3.44% | |
| 9 | CCOCAMECO CORP | 96,572 | $7.2B | 3.26% | |
| 10 | MPAAMOTORCAR PTS AMER INC | 615,852 | $6.9B | 3.14% | |
| 11 | KMTKENNAMETAL INC | 276,451 | $6.3B | 2.89% | |
| 12 | VPGVISHAY PRECISION GROUP INC | 214,564 | $6.0B | 2.74% | |
| 13 | TBITRUEBLUE INC | 899,119 | $5.8B | 2.65% | |
| 14 | IPIINTREPID POTASH INC | 157,522 | $5.6B | 2.56% | |
| 15 | EDRENDEAVOUR SILVER CORP | 1,139,331 | $5.6B | 2.55% | |
| 16 | DMLDENISON MINES CORP | 3,064,876 | $5.6B | 2.54% | |
| 17 | GPORGULFPORT ENERGY CORP | 24,931 | $5.0B | 2.28% | |
| 18 | EFRENERGY FUELS INC | 857,933 | $4.9B | 2.24% | |
| 19 | HCSGHEALTHCARE SVCS GROUP INC | 314,806 | $4.7B | 2.15% | |
| 20 | COHUCOHU INC | 235,811 | $4.5B | 2.06% | |
| 21 | HOFTHOOKER FURNISHINGS CORPORATI | 354,190 | $3.7B | 1.70% | |
| 22 | SA2DSANDRIDGE ENERGY INC | 346,070 | $3.7B | 1.70% | |
| 23 | UFIUNIFI INC | 671,986 | $3.5B | 1.59% | |
| 24 | IWNISHARES TR | 17,897 | $2.8B | 1.28% |