Fund HoldingsAzarias Capital Management, L.P.

Total Portfolio Value
$222.41M
Total Bought
$32.49M
Total Sold
$39.44M
Net Transaction
-$6.94M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
STANDARD MTR PRODS INC(SMP)0403,769+403,769011,1975.03%+11,197
RICHARDSON ELECTRS LTD0299,815+299,81503,5651.60%+3,565
HEALTHCARE SVCS GROUP INC(HCSG)814,0691,226,773+412,70410,16012,9795.84%+2,820
ENCORE ENERGY CORP3,758,4934,814,976+1,056,48318,01320,5909.26%+2,577
SCHOLASTIC CORP199,445264,565+65,1207,5219,3844.22%+1,863
TRUEBLUE INC886,1211,247,222+361,10111,09412,8465.78%+1,752
INTREPID POTASH INC677,704662,547-15,15714,13715,5236.98%+1,387
KENNAMETAL INC(KMT)192,260259,399+67,1394,7956,1062.75%+1,311
DENISON MINES CORP(DNN)2,910,4043,406,586+496,1825,6756,7793.05%+1,104
ENERGY FUELS INC(UUUU)783,601870,521+86,9204,9295,2752.37%+347
UNIFI INC(UFI)1,371,9251,371,487-4388,2188,0783.63%-140
MATRIX SVC CO991,1071,273,193+282,08612,91412,6435.68%-271
UR-ENERGY INC14,584,18116,370,204+1,786,02323,33522,91810.30%-416
MAG SILVER CORP1,405,1361,197,255-207,88114,86613,9726.28%-894
STEWART INFORMATION SVCS COR(STC)211,081202,739-8,34213,73312,5865.66%-1,147
CAMECO CORP(CCJ)262,135196,494-65,64111,3569,6684.35%-1,688
HAMILTON BEACH BRANDS HLDG C88,6110-88,6112,1590-2,159
MOTORCAR PTS AMER INC1,213,5021,223,381+9,8799,7577,5483.39%-2,208
NEXGEN ENERGY LTD(NXE)2,077,5771,979,926-97,65116,14313,8206.21%-2,323
FOSTER L B CO272,609207,166-65,4437,4454,4582.00%-2,987
HOOKER FURNISHINGS CORPORATI504,196624,415+120,21912,1069,0424.07%-3,064
ARGAN INC168,71946,890-121,8298,5273,4301.54%-5,097
ISHARES TR26,4830-26,4835,5690-5,569
EZCORP INC(EZPW)532,1710-532,1716,0290-6,029
ISHARES TR63,0930-63,09310,0200-10,020
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