Azarias Capital Management as of March 31, 2026
Portfolio Holdings for Azarias Capital Management
Azarias Capital Management holds 24 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 31.0 | $69M | 107k | 650.34 | |
| Ur-energy (URG) | 9.1 | $20M | 14M | 1.49 | |
| Denison Mines Corp (DNN) | 4.6 | $10M | 2.9M | 3.53 | |
| Manpower (MAN) | 4.5 | $9.9M | 338k | 29.46 | |
| Matrix Service Company (MTRX) | 4.2 | $9.4M | 817k | 11.48 | |
| Encore Energy Corp Com New (EU) | 4.1 | $9.1M | 5.1M | 1.80 | |
| Gulfport Energy Corp Common Shares (GPOR) | 4.0 | $8.9M | 42k | 211.57 | |
| Timkensteel (MTUS) | 4.0 | $8.9M | 543k | 16.34 | |
| Nexgen Energy (NXE) | 3.6 | $7.9M | 683k | 11.60 | |
| Intrepid Potash (IPI) | 3.3 | $7.4M | 174k | 42.77 | |
| Energy Fuels Com New (UUUU) | 3.1 | $6.9M | 381k | 18.25 | |
| Seadrill 2021 (SDRL) | 2.8 | $6.2M | 137k | 45.50 | |
| Motorcar Parts of America (MPAA) | 2.6 | $5.9M | 533k | 11.06 | |
| Employers Holdings (EIG) | 2.6 | $5.8M | 140k | 41.14 | |
| Cameco Corporation (CCJ) | 2.5 | $5.5M | 50k | 108.61 | |
| Hooker Furniture Corporation (HOFT) | 2.3 | $5.1M | 397k | 12.88 | |
| Sandridge Energy Com New (SD) | 2.3 | $5.1M | 312k | 16.31 | |
| Miller Inds Inc Tenn Com New (MLR) | 2.3 | $5.0M | 110k | 45.55 | |
| Standard Motor Products (SMP) | 2.0 | $4.4M | 127k | 34.74 | |
| TrueBlue (TBI) | 1.8 | $3.9M | 1.0M | 3.91 | |
| Unifi Com New (UFI) | 1.4 | $3.1M | 875k | 3.57 | |
| Avnet (AVT) | 1.2 | $2.7M | 44k | 61.62 | |
| Cohu (COHU) | 0.8 | $1.8M | 60k | 30.62 | |
| Argan (AGX) | 0.1 | $206k | 378.00 | 544.65 |
