Fund HoldingsAzarias Capital Management, L.P.

Total Portfolio Value
$202.40M
Total Bought
$80.38M
Total Sold
$7.61M
Net Transaction
+$72.77M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR0139,145+139,145018,8619.32%+18,861
HEALTHCARE SVCS GROUP INC(HCSG)317,5551,107,788+790,2334,74111,5545.71%+6,813
UR-ENERGY INC12,347,15812,732,813+385,65512,96519,6099.69%+6,644
INTREPID POTASH INC213,162432,875+219,7134,83710,8915.38%+6,054
CAMECO CORP(CCJ)459,483514,863+55,38014,39620,40910.08%+6,014
NEXGEN ENERGY LTD(NXE)2,535,5732,906,396+370,82311,94317,3518.57%+5,409
MATRIX SVC CO1,208,3621,003,371-204,9917,11711,8405.85%+4,723
EZCORP INC(EZPW)481,915985,625+503,7104,0388,1314.02%+4,093
STEWART INFORMATION SVCS COR(STC)77,404160,856+83,4523,1847,0453.48%+3,861
MOTORCAR PTS AMER INC748,7531,181,055+432,3025,7959,5554.72%+3,759
HOOKER FURNISHINGS CORPORATI330,745497,603+166,8586,1729,6784.78%+3,507
ARGAN INC125,811173,143+47,3324,9587,8813.89%+2,923
UNIFI INC(UFI)813,2811,293,073+479,7926,5639,1814.54%+2,618
FOSTER L B CO361,108398,375+37,2675,1577,5333.72%+2,377
SCHOLASTIC CORP124,399184,029+59,6304,8387,0193.47%+2,181
ENERGY FUELS INC(UUUU)738,601816,601+78,0004,6096,7123.32%+2,104
ENCORE ENERGY CORP852,6361,132,098+279,4622,0603,6861.82%+1,627
DENISON MINES CORP(DNN)2,346,2362,706,236+360,0002,9334,4652.21%+1,532
GRAHAM CORP(GHM)293,400252,010-41,3903,8964,1832.07%+287
HAMILTON BEACH BRANDS HLDG C375,767285,701-90,0663,6303,5461.75%-84
ISHARES TR22,03418,472-3,5624,1263,2651.61%-862
FARMER BROS CO595,9500-595,9501,6510-1,651
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