Azarias Capital Management, L.P.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MANPOWERGROUP INC WIS(MAN) | 0 | 205,731 | +205,731 | 0 | 7,797,205 | 3.09% | +7,797,205 |
| UR-ENERGY INC | 17,764,624 | 13,504,298 | -4,260,326 | 18,652,855 | 24,172,693 | 9.57% | +5,519,838 |
| SPDR S&P 500 ETF TR(SPY) | 106,461 | 106,461 | 0 | 65,776,929 | 70,922,189 | 28.09% | +5,145,260 |
| ENERGY FUELS INC(UUUU) | 857,933 | 595,983 | -261,950 | 4,933,115 | 9,148,339 | 3.62% | +4,215,224 |
| ENDEAVOUR SILVER CORP(EXK) | 1,139,331 | 1,166,937 | +27,606 | 5,605,509 | 9,148,786 | 3.62% | +3,543,277 |
| GULFPORT ENERGY CORP(GPOR) | 24,931 | 44,541 | +19,610 | 5,015,369 | 8,061,030 | 3.19% | +3,045,661 |
| DENISON MINES CORP(DNN) | 3,064,876 | 2,922,967 | -141,909 | 5,578,074 | 8,038,159 | 3.18% | +2,460,085 |
| ENCORE ENERGY CORP | 3,680,164 | 4,032,939 | +352,775 | 10,525,269 | 12,945,734 | 5.13% | +2,420,465 |
| INTREPID POTASH INC | 157,522 | 259,788 | +102,266 | 5,628,261 | 7,944,317 | 3.15% | +2,316,056 |
| SANDRIDGE ENERGY INC | 346,070 | 481,704 | +135,634 | 3,744,477 | 5,433,621 | 2.15% | +1,689,144 |
| KENNAMETAL INC(KMT) | 276,451 | 364,357 | +87,906 | 6,347,315 | 7,625,992 | 3.02% | +1,278,677 |
| COHU INC(COHU) | 235,811 | 285,648 | +49,837 | 4,537,004 | 5,807,224 | 2.30% | +1,270,220 |
| HOOKER FURNISHINGS CORPORATI | 354,190 | 473,179 | +118,989 | 3,747,330 | 4,802,767 | 1.90% | +1,055,437 |
| UNIFI INC | 671,986 | 812,558 | +140,572 | 3,507,767 | 3,867,776 | 1.53% | +360,009 |
| METALLUS INC | 593,036 | 567,486 | -25,550 | 9,138,685 | 9,380,544 | 3.72% | +241,859 |
| TRUEBLUE INC | 899,119 | 983,711 | +84,592 | 5,826,291 | 6,030,148 | 2.39% | +203,857 |
| CAMECO CORP(CCJ) | 96,572 | 87,728 | -8,844 | 7,168,540 | 7,356,870 | 2.91% | +188,330 |
| NEXGEN ENERGY LTD(NXE) | 1,414,414 | 1,117,009 | -297,405 | 9,816,033 | 9,997,231 | 3.96% | +181,198 |
| MATRIX SVC CO | 627,766 | 634,843 | +7,077 | 8,481,119 | 8,303,746 | 3.29% | -177,373 |
| HEALTHCARE SVCS GROUP INC(HCSG) | 314,806 | 253,363 | -61,443 | 4,731,534 | 4,264,099 | 1.69% | -467,435 |
| STANDARD MTR PRODS INC(SMP) | 257,726 | 178,995 | -78,731 | 7,917,343 | 7,306,576 | 2.89% | -610,767 |
| VISHAY PRECISION GROUP INC(VPG) | 214,564 | 142,164 | -72,400 | 6,029,248 | 4,556,356 | 1.80% | -1,472,892 |
| MOTORCAR PTS AMER INC | 615,852 | 302,954 | -312,898 | 6,897,542 | 5,010,859 | 1.98% | -1,886,683 |
| ISHARES TR | 17,897 | 0 | -17,897 | 2,823,431 | 0 | — | -2,823,431 |
| SCHOLASTIC CORP(SCHL) | 361,220 | 166,944 | -194,276 | 7,578,396 | 4,570,927 | 1.81% | -3,007,469 |