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13F-HR filed by Azarias Capital Management, L.P.

Azarias Capital Management, L.P. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-13, with 23 holding rows worth $229,818,119.

Accession
0001625279-26-000004
Filed
2026-07-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 23 entries on the cover page, a total value of $229,818,119 stated on the cover page (in dollars after the unit check, H1), rows summing to $229,818,119 with VALUE read as dollars as filed, 13F file number 028-22011. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPY78462F103SHS106,461$79,501,881dollars as filed
UR-ENERGY INC91688R108COM13,199,479$17,951,291dollars as filed
DENISON MINES CORP248356107COM4,238,742$12,970,551dollars as filed
Matrix Service Company576853105COM673,692$9,229,580dollars as filed
MANPOWERGROUP INC WIS COM56418H100Stock266,146$8,987,750dollars as filed
SEADRILL LIMITEDG7997W102COMMON STOCK211,301$7,991,404dollars as filed
GULFPORT ENERGY CORP COMMON SHARES402635502Stock46,439$7,880,698dollars as filed
METALLUS INC887399103COMMON STOCK419,507$7,840,586dollars as filed
MOTORCAR PARTS OF AMERICA IN620071100COMMON STOCK458,325$7,021,539dollars as filed
MOLINA HEALTHCARE INC60855R100COM30,593$6,996,619dollars as filed
EMPLOYERS HOLDINGS INC292218104COMMON STOCK132,159$6,671,386dollars as filed
NEXGEN ENERGY LTD COM65340P106Stock682,943$6,412,835dollars as filed
HOOKER FURNISHINGS CORPORATI439038100COM336,453$5,998,957dollars as filed
INTREPID POTASH INC46121Y201COM178,281$5,844,051dollars as filed
MILLER INDUSTRIES INC TENN600551204COMMON STOCK109,926$5,622,715dollars as filed
ENERGY FUELS INC292671708COM NEW380,528$5,517,656dollars as filed
ENCORE ENERGY CORP COM NEW29259W700Stock4,091,894$5,360,381dollars as filed
TRUEBLUE INC89785X101COM759,341$5,292,607dollars as filed
CAMECO CORP COM13321L108Stock50,371$5,130,790dollars as filed
STANDARD MOTOR PRODS853666105COMMON STOCK121,073$4,718,215dollars as filed
SANDRIDGE ENERGY INC80007P869COM NEW321,558$4,405,345dollars as filed
UNIFI INC904677200COM NEW456,722$2,169,430dollars as filed
ARGAN INC04010E109COM378$301,852dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001625279-26-000004this filing2026-07-13acceptance time not in the bulk data set