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Azarias Capital Management, L.P.

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13F filer, CIK 1625279, West Chester, PA

Azarias Capital Management, L.P. reported $168,440,600 across 23 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-14. Its ten largest share positions make up 80.23% of the portfolio.

Accepted , ingested 13F-HR 0001625279-26-000006

Period
2026-09-30
Reported value
$168M
Holdings
23
Top 10 weight
80.23%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LKQnew+124,471$2.84M
CCJadded+5,712$495K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MANreduced-208,515-$11.6M
SDRLreduced-105,896-$4.73M
MTUSreduced-245,085-$4.65M
MLRreduced-85,754-$4.51M
EIGreduced-84,823-$4.05M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2026

Share positions as resolved from 13F-HR 0001625279-26-000006, largest first. % of portfolio is the value over $168,440,600, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 106,461 shares; 2025Q2: 106,461 shares; 2025Q3: 106,461 shares; 2025Q4: 106,461 shares; 2026Q1: 106,461 shares; 2026Q2: 106,461 shares; 2026Q3: 106,461 shares 106,461$81.2M48.2%0Timeline
URGUR-ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,949,653 shares; 2025Q1: 17,945,808 shares; 2025Q2: 17,764,624 shares; 2025Q3: 13,504,298 shares; 2025Q4: 13,950,155 shares; 2026Q1: 13,604,304 shares; 2026Q2: 13,199,479 shares; 2026Q3: 11,084,310 shares 11,084,310$12M7.11%-2,115,169Timeline
DNNDENISON MINES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,326,586 shares; 2025Q1: 3,064,876 shares; 2025Q2: 3,064,876 shares; 2025Q3: 2,922,967 shares; 2025Q4: 2,922,967 shares; 2026Q1: 2,922,967 shares; 2026Q2: 4,238,742 shares; 2026Q3: 4,158,703 shares 4,158,703$10.8M6.39%-80,039Timeline
NXENEXGEN ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,038,627 shares; 2025Q1: 1,788,651 shares; 2025Q2: 1,414,414 shares; 2025Q3: 1,117,009 shares; 2025Q4: 1,079,795 shares; 2026Q1: 682,943 shares; 2026Q2: 682,943 shares; 2026Q3: 680,167 shares 680,167$6.2M3.68%-2,776Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 118,666 shares; 2025Q1: 111,666 shares; 2025Q2: 96,572 shares; 2025Q3: 87,728 shares; 2025Q4: 87,728 shares; 2026Q1: 50,371 shares; 2026Q2: 50,371 shares; 2026Q3: 56,083 shares 56,083$4.86M2.89%+5,712Timeline
SDRLSEADRILL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 136,645 shares; 2026Q2: 211,301 shares; 2026Q3: 105,405 shares 105,405$4.71M2.8%-105,896Timeline
UUUUENERGY FUELS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 911,721 shares; 2025Q1: 911,721 shares; 2025Q2: 857,933 shares; 2025Q3: 595,983 shares; 2025Q4: 419,028 shares; 2026Q1: 380,528 shares; 2026Q2: 380,528 shares; 2026Q3: 380,528 shares 380,528$4.2M2.49%0Timeline
MTRXMATRIX SVC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,218,105 shares; 2025Q1: 571,155 shares; 2025Q2: 627,766 shares; 2025Q3: 634,843 shares; 2025Q4: 730,767 shares; 2026Q1: 817,021 shares; 2026Q2: 673,692 shares; 2026Q3: 425,763 shares 425,763$4.07M2.42%-247,929Timeline
GPORGULFPORT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,931 shares; 2025Q3: 44,541 shares; 2025Q4: 38,273 shares; 2026Q1: 42,121 shares; 2026Q2: 46,439 shares; 2026Q3: 24,132 shares 24,132$3.63M2.16%-22,307Timeline
TBITRUEBLUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,590,516 shares; 2025Q1: 1,074,069 shares; 2025Q2: 899,119 shares; 2025Q3: 983,711 shares; 2025Q4: 988,880 shares; 2026Q1: 1,001,950 shares; 2026Q2: 759,341 shares; 2026Q3: 384,599 shares 384,599$3.54M2.1%-374,742Timeline
MPAAMOTORCAR PTS AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,083,105 shares; 2025Q1: 634,649 shares; 2025Q2: 615,852 shares; 2025Q3: 302,954 shares; 2025Q4: 216,408 shares; 2026Q1: 532,869 shares; 2026Q2: 458,325 shares; 2026Q3: 317,162 shares 317,162$3.33M1.98%-141,163Timeline
MTUSMETALLUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 663,998 shares; 2025Q1: 519,773 shares; 2025Q2: 593,036 shares; 2025Q3: 567,486 shares; 2025Q4: 484,811 shares; 2026Q1: 543,322 shares; 2026Q2: 419,507 shares; 2026Q3: 174,422 shares 174,422$3.31M1.97%-245,085Timeline
MANMANPOWERGROUP INC WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 205,731 shares; 2025Q4: 289,883 shares; 2026Q1: 337,613 shares; 2026Q2: 266,146 shares; 2026Q3: 57,631 shares 57,631$3.2M1.9%-208,515Timeline
IPIINTREPID POTASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 657,464 shares; 2025Q1: 239,380 shares; 2025Q2: 157,522 shares; 2025Q3: 259,788 shares; 2025Q4: 294,870 shares; 2026Q1: 173,654 shares; 2026Q2: 178,281 shares; 2026Q3: 97,555 shares 97,555$3.13M1.86%-80,726Timeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,593 shares; 2026Q3: 15,727 shares 15,727$2.97M1.77%-14,866Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 124,471 shares 124,471$2.84M1.69%newTimeline
EUENCORE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,346,013 shares; 2025Q1: 5,103,345 shares; 2025Q2: 3,680,164 shares; 2025Q3: 4,032,939 shares; 2025Q4: 4,132,851 shares; 2026Q1: 5,067,708 shares; 2026Q2: 4,091,894 shares; 2026Q3: 2,148,481 shares 2,148,481$2.32M1.38%-1,943,413Timeline
EIGEMPLOYERS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,108 shares; 2026Q1: 140,180 shares; 2026Q2: 132,159 shares; 2026Q3: 47,336 shares 47,336$2.26M1.34%-84,823Timeline
SMPSTANDARD MTR PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 362,642 shares; 2025Q1: 266,053 shares; 2025Q2: 257,726 shares; 2025Q3: 178,995 shares; 2025Q4: 151,941 shares; 2026Q1: 127,206 shares; 2026Q2: 121,073 shares; 2026Q3: 60,132 shares 60,132$2.23M1.32%-60,941Timeline
SDSANDRIDGE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 71,476 shares; 2025Q2: 346,070 shares; 2025Q3: 481,704 shares; 2025Q4: 410,574 shares; 2026Q1: 312,396 shares; 2026Q2: 321,558 shares; 2026Q3: 159,437 shares 159,437$2.15M1.28%-162,121Timeline
HOFTHOOKER FURNISHINGS CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 754,328 shares; 2025Q1: 485,707 shares; 2025Q2: 354,190 shares; 2025Q3: 473,179 shares; 2025Q4: 473,179 shares; 2026Q1: 397,176 shares; 2026Q2: 336,453 shares; 2026Q3: 164,807 shares 164,807$2.14M1.27%-171,646Timeline
UFIUNIFI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,430,375 shares; 2025Q1: 943,364 shares; 2025Q2: 671,986 shares; 2025Q3: 812,558 shares; 2025Q4: 904,013 shares; 2026Q1: 875,137 shares; 2026Q2: 456,722 shares; 2026Q3: 326,798 shares 326,798$2.13M1.27%-129,924Timeline
MLRMILLER INDS INC TENNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,047 shares; 2026Q1: 110,426 shares; 2026Q2: 109,926 shares; 2026Q3: 24,172 shares 24,172$1.27M0.75%-85,754Timeline

Sold out in Q3 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AGXARGAN INC378$302Kshares

How Q3 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001625279-26-000006 base2026-10-14