Azarias Capital Management as of Dec. 31, 2025
Portfolio Holdings for Azarias Capital Management
Azarias Capital Management holds 25 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 31.8 | $73M | 107k | 681.92 | |
| Ur-energy (URG) | 8.5 | $19M | 14M | 1.39 | |
| Encore Energy Corp Com New (EU) | 4.5 | $10M | 4.1M | 2.48 | |
| Nexgen Energy (NXE) | 4.3 | $9.9M | 1.1M | 9.20 | |
| Manpower (MAN) | 3.8 | $8.6M | 290k | 29.73 | |
| Matrix Service Company (MTRX) | 3.7 | $8.5M | 731k | 11.70 | |
| Timkensteel (MTUS) | 3.6 | $8.3M | 485k | 17.16 | |
| Intrepid Potash (IPI) | 3.6 | $8.2M | 295k | 27.73 | |
| Cameco Corporation (CCJ) | 3.5 | $8.0M | 88k | 91.49 | |
| Gulfport Energy Corp Common Shares (GPOR) | 3.5 | $8.0M | 38k | 207.99 | |
| Denison Mines Corp (DNN) | 3.4 | $7.8M | 2.9M | 2.66 | |
| Energy Fuels Com New (UUUU) | 2.7 | $6.1M | 419k | 14.54 | |
| Kennametal (KMT) | 2.7 | $6.1M | 214k | 28.41 | |
| Sandridge Energy Com New (SD) | 2.6 | $5.9M | 411k | 14.43 | |
| Endeavour Silver Corp (EXK) | 2.6 | $5.9M | 630k | 9.40 | |
| Standard Motor Products (SMP) | 2.5 | $5.6M | 152k | 36.85 | |
| Cohu (COHU) | 2.4 | $5.5M | 237k | 23.27 | |
| Hooker Furniture Corporation (HOFT) | 2.3 | $5.3M | 473k | 11.29 | |
| TrueBlue (TBI) | 2.0 | $4.5M | 989k | 4.55 | |
| Unifi Com New (UFI) | 1.4 | $3.2M | 904k | 3.50 | |
| Employers Holdings (EIG) | 1.3 | $3.0M | 69k | 43.17 | |
| Motorcar Parts of America (MPAA) | 1.2 | $2.7M | 216k | 12.34 | |
| Scholastic Corporation (SCHL) | 0.8 | $1.8M | 62k | 29.63 | |
| Vishay Precision (VPG) | 0.7 | $1.7M | 44k | 38.50 | |
| Miller Inds Inc Tenn Com New (MLR) | 0.7 | $1.5M | 40k | 37.37 |
