Azarias Capital Management as of June 30, 2024
Portfolio Holdings for Azarias Capital Management
Azarias Capital Management holds 21 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ur-energy (URG) | 10.3 | $23M | 16M | 1.40 | |
| Encore Energy Corp Com New (EU) | 9.3 | $21M | 4.8M | 4.28 | |
| Intrepid Potash (IPI) | 7.0 | $16M | 663k | 23.43 | |
| Mag Silver Corp (MAG) | 6.3 | $14M | 1.2M | 11.67 | |
| Nexgen Energy (NXE) | 6.2 | $14M | 2.0M | 6.98 | |
| Healthcare Services (HCSG) | 5.8 | $13M | 1.2M | 10.58 | |
| TrueBlue (TBI) | 5.8 | $13M | 1.2M | 10.30 | |
| Matrix Service Company (MTRX) | 5.7 | $13M | 1.3M | 9.93 | |
| Stewart Information Services Corporation (STC) | 5.7 | $13M | 203k | 62.08 | |
| Standard Motor Products (SMP) | 5.0 | $11M | 404k | 27.73 | |
| Cameco Corporation (CCJ) | 4.3 | $9.7M | 197k | 49.20 | |
| Scholastic Corporation (SCHL) | 4.2 | $9.4M | 265k | 35.47 | |
| Hooker Furniture Corporation (HOFT) | 4.1 | $9.0M | 624k | 14.48 | |
| Unifi Com New (UFI) | 3.6 | $8.1M | 1.4M | 5.89 | |
| Motorcar Parts of America (MPAA) | 3.4 | $7.5M | 1.2M | 6.17 | |
| Denison Mines Corp (DNN) | 3.0 | $6.8M | 3.4M | 1.99 | |
| Kennametal (KMT) | 2.7 | $6.1M | 259k | 23.54 | |
| Energy Fuels Com New (UUUU) | 2.4 | $5.3M | 871k | 6.06 | |
| L.B. Foster Company (FSTR) | 2.0 | $4.5M | 207k | 21.52 | |
| Richardson Electronics (RELL) | 1.6 | $3.6M | 300k | 11.89 | |
| Argan (AGX) | 1.5 | $3.4M | 47k | 73.16 |
