Azarias Capital Management, L.P. Q3 2025 Filing
Filed October 15, 2025
Portfolio Value
$252.5B
Holdings
24
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 106,461 | $70.9B | 28.09% | |
| 2 | UREUR-ENERGY INC | 13,504,298 | $24.2B | 9.57% | |
| 3 | EUENCORE ENERGY CORP | 4,032,939 | $12.9B | 5.13% | |
| 4 | NXENEXGEN ENERGY LTD | 1,117,009 | $10.0B | 3.96% | |
| 5 | MTUSMETALLUS INC | 567,486 | $9.4B | 3.72% | |
| 6 | EDRENDEAVOUR SILVER CORP | 1,166,937 | $9.1B | 3.62% | |
| 7 | EFRENERGY FUELS INC | 595,983 | $9.1B | 3.62% | |
| 8 | MTRXMATRIX SVC CO | 634,843 | $8.3B | 3.29% | |
| 9 | GPORGULFPORT ENERGY CORP | 44,541 | $8.1B | 3.19% | |
| 10 | DMLDENISON MINES CORP | 2,922,967 | $8.0B | 3.18% | |
| 11 | IPIINTREPID POTASH INC | 259,788 | $7.9B | 3.15% | |
| 12 | MANMANPOWERGROUP INC WIS | 205,731 | $7.8B | 3.09% | |
| 13 | KMTKENNAMETAL INC | 364,357 | $7.6B | 3.02% | |
| 14 | CCOCAMECO CORP | 87,728 | $7.4B | 2.91% | |
| 15 | SMPSTANDARD MTR PRODS INC | 178,995 | $7.3B | 2.89% | |
| 16 | TBITRUEBLUE INC | 983,711 | $6.0B | 2.39% | |
| 17 | COHUCOHU INC | 285,648 | $5.8B | 2.30% | |
| 18 | SA2DSANDRIDGE ENERGY INC | 481,704 | $5.4B | 2.15% | |
| 19 | MPAAMOTORCAR PTS AMER INC | 302,954 | $5.0B | 1.98% | |
| 20 | HOFTHOOKER FURNISHINGS CORPORATI | 473,179 | $4.8B | 1.90% | |
| 21 | SCHLSCHOLASTIC CORP | 166,944 | $4.6B | 1.81% | |
| 22 | VPGVISHAY PRECISION GROUP INC | 142,164 | $4.6B | 1.80% | |
| 23 | HCSGHEALTHCARE SVCS GROUP INC | 253,363 | $4.3B | 1.69% | |
| 24 | UFIUNIFI INC | 812,558 | $3.9B | 1.53% |