Fund HoldingsAzarias Capital Management, L.P.

Total Portfolio Value
$228.42M
Total Bought
$15.49M
Total Sold
$23.74M
Net Transaction
-$8.25M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
EMPLOYERS HLDGS INC(EIG)069,108+69,10802,9831.31%+2,983
SPDR S&P 500 ETF TR(SPY)106,461106,461070,92272,59831.78%+1,676
MILLER INDS INC TENN040,047+40,04701,4970.66%+1,497
MANPOWERGROUP INC WIS(MAN)205,731289,883+84,1527,7978,6183.77%+821
CAMECO CORP(CCJ)87,72887,72807,3578,0263.51%+669
HOOKER FURNISHINGS CORPORATI473,179473,17904,8035,3422.34%+539
SANDRIDGE ENERGY INC481,704410,574-71,1305,4345,9252.59%+491
MATRIX SVC CO634,843730,767+95,9248,3048,5503.74%+246
INTREPID POTASH INC259,788294,870+35,0827,9448,1773.58%+232
NEXGEN ENERGY LTD(NXE)1,117,0091,079,795-37,2149,9979,9344.35%-63
GULFPORT ENERGY CORP(GPOR)44,54138,273-6,2688,0617,9603.48%-101
DENISON MINES CORP(DNN)2,922,9672,922,96708,0387,7753.40%-263
COHU INC(COHU)285,648237,207-48,4415,8075,5202.42%-287
UNIFI INC(UFI)812,558904,013+91,4553,8683,1641.39%-704
METALLUS INC(MTUS)567,486484,811-82,6759,3818,3193.64%-1,061
TRUEBLUE INC983,711988,880+5,1696,0304,4991.97%-1,531
KENNAMETAL INC(KMT)364,357214,288-150,0697,6266,0882.67%-1,538
STANDARD MTR PRODS INC(SMP)178,995151,941-27,0547,3075,5992.45%-1,708
MOTORCAR PTS AMER INC302,954216,408-86,5465,0112,6701.17%-2,340
ENCORE ENERGY CORP4,032,9394,132,851+99,91212,94610,2494.49%-2,696
SCHOLASTIC CORP166,94461,522-105,4224,5711,8230.80%-2,748
VISHAY PRECISION GROUP INC(VPG)142,16444,054-98,1104,5561,6960.74%-2,860
ENERGY FUELS INC(UUUU)595,983419,028-176,9559,1486,0932.67%-3,056
ENDEAVOUR SILVER CORP(EXK)1,166,937630,009-536,9289,1495,9222.59%-3,227
HEALTHCARE SVCS GROUP INC(HCSG)253,3630-253,3634,2640-4,264
UR-ENERGY INC13,504,29813,950,155+445,85724,17319,3918.49%-4,782
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