Azarias Capital Management as of June 30, 2026
Portfolio Holdings for Azarias Capital Management
Azarias Capital Management holds 23 positions in its portfolio as reported in the June 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) | 34.6 | $80M | 107k | 746.77 | |
| Ur-energy (URG) | 7.8 | $18M | 13M | 1.36 | |
| Denison Mines Corp (DNN) | 5.6 | $13M | 4.2M | 3.06 | |
| Matrix Service Company (MTRX) | 4.0 | $9.2M | 674k | 13.70 | |
| Manpower (MAN) | 3.9 | $9.0M | 266k | 33.77 | |
| Seadrill 2021 (SDRL) | 3.5 | $8.0M | 211k | 37.82 | |
| Gulfport Energy Corp Common Shares (GPOR) | 3.4 | $7.9M | 46k | 169.70 | |
| Timkensteel (MTUS) | 3.4 | $7.8M | 420k | 18.69 | |
| Motorcar Parts of America (MPAA) | 3.1 | $7.0M | 458k | 15.32 | |
| Molina Healthcare (MOH) | 3.0 | $7.0M | 31k | 228.70 | |
| Employers Holdings (EIG) | 2.9 | $6.7M | 132k | 50.48 | |
| Nexgen Energy (NXE) | 2.8 | $6.4M | 683k | 9.39 | |
| Hooker Furniture Corporation (HOFT) | 2.6 | $6.0M | 337k | 17.83 | |
| Intrepid Potash (IPI) | 2.5 | $5.8M | 178k | 32.78 | |
| Miller Inds Inc Tenn Com New (MLR) | 2.4 | $5.6M | 110k | 51.15 | |
| Energy Fuels Com New (UUUU) | 2.4 | $5.5M | 381k | 14.50 | |
| Encore Energy Corp Com New (EU) | 2.3 | $5.4M | 4.1M | 1.31 | |
| TrueBlue (TBI) | 2.3 | $5.3M | 759k | 6.97 | |
| Cameco Corporation (CCJ) | 2.2 | $5.1M | 50k | 101.86 | |
| Standard Motor Products (SMP) | 2.1 | $4.7M | 121k | 38.97 | |
| Sandridge Energy Com New (SD) | 1.9 | $4.4M | 322k | 13.70 | |
| Unifi Com New (UFI) | 0.9 | $2.2M | 457k | 4.75 | |
| Argan (AGX) | 0.1 | $302k | 378.00 | 798.55 |
