Fund HoldingsAzarias Capital Management, L.P.

Total Portfolio Value
$180.48M
Total Bought
$61.73M
Total Sold
$103.15M
Net Transaction
-$41.43M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)0106,461+106,461059,55333.00%+59,553
COHU INC(COHU)069,379+69,37901,0210.57%+1,021
SANDRIDGE ENERGY INC071,476+71,47608160.45%+816
KENNAMETAL INC(KMT)195,281235,968+40,6874,6915,0262.78%+335
VISHAY PRECISION GROUP INC(VPG)219,074203,290-15,7845,1424,8972.71%-244
ENERGY FUELS INC(UUUU)911,721911,72104,6773,4011.88%-1,276
CAMECO CORP(CCJ)118,666111,666-7,0006,0984,5962.55%-1,502
DENISON MINES CORP(DNN)3,326,5863,064,876-261,7105,9883,9842.21%-2,004
MOTORCAR PTS AMER INC1,083,105634,649-448,4568,2326,0293.34%-2,202
METALLUS INC(MTUS)663,998519,773-144,2259,3826,9443.85%-2,438
SCHOLASTIC CORP467,783370,005-97,7789,9786,9863.87%-2,992
RICHARDSON ELECTRS LTD446,496285,710-160,7866,2643,1891.77%-3,076
MAG SILVER CORP629,005293,244-335,7618,5544,4812.48%-4,074
UNIFI INC(UFI)1,430,375943,364-487,0118,9404,5382.51%-4,402
STEWART INFORMATION SVCS COR(STC)67,0730-67,0734,5270-4,527
STANDARD MTR PRODS INC(SMP)362,642266,053-96,58911,2356,6333.68%-4,602
NEXGEN ENERGY LTD(NXE)2,038,6271,788,651-249,97613,4558,0314.45%-5,424
HOOKER FURNISHINGS CORPORATI754,328485,707-268,62110,5684,8762.70%-5,692
FOSTER L B CO240,9910-240,9916,4830-6,483
INTREPID POTASH INC657,464239,380-418,08414,4127,0353.90%-7,376
MATRIX SVC CO1,218,105571,155-646,95014,5817,0993.93%-7,481
TRUEBLUE INC1,590,5161,074,069-516,44713,3605,7033.16%-7,657
HEALTHCARE SVCS GROUP INC(HCSG)1,230,584649,556-581,02814,2936,5483.63%-7,746
ENCORE ENERGY CORP5,346,0135,103,345-242,66818,2306,9923.87%-11,238
UR-ENERGY INC20,949,65317,945,808-3,003,84524,09212,0976.70%-11,995
Page 1 of 1