Fund HoldingsAzarias Capital Management, L.P.

Total Portfolio Value
$224.78M
Total Bought
$32.59M
Total Sold
$16.21M
Net Transaction
+$16.38M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MAG SILVER CORP0808,853+808,85308,4203.75%+8,420
STEWART INFORMATION SVCS COR(STC)160,856211,081+50,2257,04512,4015.52%+5,356
TRUEBLUE INC0298,694+298,69404,5822.04%+4,582
HOOKER FURNISHINGS CORPORATI497,603507,784+10,1819,67813,2435.89%+3,565
INTREPID POTASH INC432,875604,042+171,16710,89114,4316.42%+3,539
NEXGEN ENERGY LTD(NXE)2,906,3962,850,861-55,53517,35119,9568.88%+2,605
UR-ENERGY INC12,732,81314,419,099+1,686,28619,60922,2059.88%+2,597
MOTORCAR PTS AMER INC1,181,0551,211,910+30,8559,55511,3195.04%+1,765
ENCORE ENERGY CORP1,132,0981,132,09803,6864,4501.98%+764
HEALTHCARE SVCS GROUP INC(HCSG)1,107,7881,181,917+74,12911,55412,2565.45%+702
ARGAN INC173,143180,525+7,3827,8818,4473.76%+565
MATRIX SVC CO1,003,3711,261,761+258,39011,84012,3405.49%+500
SCHOLASTIC CORP184,029199,445+15,4167,0197,5193.35%+500
EZCORP INC(EZPW)985,625985,62508,1318,6143.83%+483
ISHARES TR18,47218,47203,2653,7081.65%+443
DENISON MINES CORP(DNN)2,706,2362,745,404+39,1684,4654,8592.16%+394
FOSTER L B CO398,375345,916-52,4597,5337,6073.38%+73
UNIFI INC(UFI)1,293,0731,363,424+70,3519,1819,0804.04%-100
CAMECO CORP(CCJ)514,863461,436-53,42720,40919,8888.85%-521
ENERGY FUELS INC(UUUU)816,601816,60106,7125,8712.61%-841
HAMILTON BEACH BRANDS HLDG C285,701151,054-134,6473,5462,6421.18%-904
GRAHAM CORP(GHM)252,010114,367-137,6434,1832,1700.97%-2,014
ISHARES TR139,14556,460-82,68518,8618,7703.90%-10,091
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