Azarias Capital Management, L.P. Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$228.4M
Holdings
25
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 106,461 | $72.6M | 31.78% | |
| 2 | UREUR-ENERGY INC | 13,950,155 | $19.4M | 8.49% | |
| 3 | EUENCORE ENERGY CORP | 4,132,851 | $10.2M | 4.49% | |
| 4 | NXENEXGEN ENERGY LTD | 1,079,795 | $9.9M | 4.35% | |
| 5 | MANMANPOWERGROUP INC WIS | 289,883 | $8.6M | 3.77% | |
| 6 | MTRXMATRIX SVC CO | 730,767 | $8.5M | 3.74% | |
| 7 | MTUSMETALLUS INC | 484,811 | $8.3M | 3.64% | |
| 8 | IPIINTREPID POTASH INC | 294,870 | $8.2M | 3.58% | |
| 9 | CCOCAMECO CORP | 87,728 | $8.0M | 3.51% | |
| 10 | GPORGULFPORT ENERGY CORP | 38,273 | $8.0M | 3.48% | |
| 11 | DMLDENISON MINES CORP | 2,922,967 | $7.8M | 3.40% | |
| 12 | EFRENERGY FUELS INC | 419,028 | $6.1M | 2.67% | |
| 13 | KMTKENNAMETAL INC | 214,288 | $6.1M | 2.66% | |
| 14 | SA2DSANDRIDGE ENERGY INC | 410,574 | $5.9M | 2.59% | |
| 15 | EDRENDEAVOUR SILVER CORP | 630,009 | $5.9M | 2.59% | |
| 16 | SMPSTANDARD MTR PRODS INC | 151,941 | $5.6M | 2.45% | |
| 17 | COHUCOHU INC | 237,207 | $5.5M | 2.42% | |
| 18 | HOFTHOOKER FURNISHINGS CORPORATI | 473,179 | $5.3M | 2.34% | |
| 19 | TBITRUEBLUE INC | 988,880 | $4.5M | 1.97% | |
| 20 | UFIUNIFI INC | 904,013 | $3.2M | 1.39% | |
| 21 | EIGEMPLOYERS HLDGS INC | 69,108 | $3.0M | 1.31% | |
| 22 | MPAAMOTORCAR PTS AMER INC | 216,408 | $2.7M | 1.17% | |
| 23 | SCHLSCHOLASTIC CORP | 61,522 | $1.8M | 0.80% | |
| 24 | VPGVISHAY PRECISION GROUP INC | 44,054 | $1.7M | 0.74% | |
| 25 | MLRMILLER INDS INC TENN | 40,047 | $1.5M | 0.65% |