Filed: 1/30/2025ACC: 0001085146-25-000624
📋 What this filing means
AZARIAS CAPITAL MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $223.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$223.18M
Total AUM (reported)
43.95M
Total Shares
Allocation by class
COM$191.33M85.7%
COM NEW$31.85M14.3%
Portfolio Concentration
Top 3$56.90M25.5%
4–10$87.30M39.1%
11–25$78.98M35.4%
Top 3 weight
25.5%
Top 10 weight
64.6%
Voting Authority Distribution
Total shares with voting rights: 43.95M
Sole
Full voting authority
43.95M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
UR-ENERGY INC
SOLEShares20.95M
TypeSH
Market value$24.09M
10.79%
Sole
20.95M
Shared
0.00
None
0.00
ENCORE ENERGY CORP
SOLEShares5.35M
TypeSH
Market value$18.23M
8.17%
Sole
5.35M
Shared
0.00
None
0.00
MATRIX SVC CO
SOLEShares1.22M
TypeSH
Market value$14.58M
6.53%
Sole
1.22M
Shared
0.00
None
0.00
INTREPID POTASH INC
SOLEShares657.46K
TypeSH
Market value$14.41M
6.46%
Sole
657.46K
Shared
0.00
None
0.00
HEALTHCARE SVCS GROUP INC
SOLEShares1.23M
TypeSH
Market value$14.29M
6.40%
Sole
1.23M
Shared
0.00
None
0.00
NEXGEN ENERGY LTD
SOLEShares2.04M
TypeSH
Market value$13.45M
6.03%
Sole
2.04M
Shared
0.00
None
0.00
TRUEBLUE INC
SOLEShares1.59M
TypeSH
Market value$13.36M
5.99%
Sole
1.59M
Shared
0.00
None
0.00
STANDARD MTR PRODS INC
SOLEShares362.64K
TypeSH
Market value$11.23M
5.03%
Sole
362.64K
Shared
0.00
None
0.00
HOOKER FURNISHINGS CORPORATI
SOLEShares754.33K
TypeSH
Market value$10.57M
4.74%
Sole
754.33K
Shared
0.00
None
0.00
SCHOLASTIC CORP
SOLEShares467.78K
TypeSH
Market value$9.98M
4.47%
Sole
467.78K
Shared
0.00
None
0.00
METALLUS INC
SOLEShares664K
TypeSH
Market value$9.38M
4.20%
Sole
664K
Shared
0.00
None
0.00
UNIFI INC
SOLEShares1.43M
TypeSH
Market value$8.94M
4.01%
Sole
1.43M
Shared
0.00
None
0.00
MAG SILVER CORP
SOLEShares629K
TypeSH
Market value$8.55M
3.83%
Sole
629K
Shared
0.00
None
0.00
MOTORCAR PTS AMER INC
SOLEShares1.08M
TypeSH
Market value$8.23M
3.69%
Sole
1.08M
Shared
0.00
None
0.00
FOSTER L B CO
SOLEShares240.99K
TypeSH
Market value$6.48M
2.90%
Sole
240.99K
Shared
0.00
None
0.00
RICHARDSON ELECTRS LTD
SOLEShares446.50K
TypeSH
Market value$6.26M
2.81%
Sole
446.50K
Shared
0.00
None
0.00
CAMECO CORP
SOLEShares118.67K
TypeSH
Market value$6.10M
2.73%
Sole
118.67K
Shared
0.00
None
0.00
DENISON MINES CORP
SOLEShares3.33M
TypeSH
Market value$5.99M
2.68%
Sole
3.33M
Shared
0.00
None
0.00
VISHAY PRECISION GROUP INC
SOLEShares219.07K
TypeSH
Market value$5.14M
2.30%
Sole
219.07K
Shared
0.00
None
0.00
KENNAMETAL INC
SOLEShares195.28K
TypeSH
Market value$4.69M
2.10%
Sole
195.28K
Shared
0.00
None
0.00
ENERGY FUELS INC
SOLEShares911.72K
TypeSH
Market value$4.68M
2.10%
Sole
911.72K
Shared
0.00
None
0.00
STEWART INFORMATION SVCS COR
SOLEShares67.07K
TypeSH
Market value$4.53M
2.03%
Sole
67.07K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UR-ENERGY INCSOLE | COM | 20.95M | SH | $24.09M 10.79% | 20.95M | 0.00 | 0.00 |
ENCORE ENERGY CORPSOLE | COM NEW | 5.35M | SH | $18.23M 8.17% | 5.35M | 0.00 | 0.00 |
MATRIX SVC COSOLE | COM | 1.22M | SH | $14.58M 6.53% | 1.22M | 0.00 | 0.00 |
INTREPID POTASH INCSOLE | COM | 657.46K | SH | $14.41M 6.46% | 657.46K | 0.00 | 0.00 |
HEALTHCARE SVCS GROUP INCSOLE | COM | 1.23M | SH | $14.29M 6.40% | 1.23M | 0.00 | 0.00 |
NEXGEN ENERGY LTDSOLE | COM | 2.04M | SH | $13.45M 6.03% | 2.04M | 0.00 | 0.00 |
TRUEBLUE INCSOLE | COM | 1.59M | SH | $13.36M 5.99% | 1.59M | 0.00 | 0.00 |
STANDARD MTR PRODS INCSOLE | COM | 362.64K | SH | $11.23M 5.03% | 362.64K | 0.00 | 0.00 |
HOOKER FURNISHINGS CORPORATISOLE | COM | 754.33K | SH | $10.57M 4.74% | 754.33K | 0.00 | 0.00 |
SCHOLASTIC CORPSOLE | COM | 467.78K | SH | $9.98M 4.47% | 467.78K | 0.00 | 0.00 |
METALLUS INCSOLE | COM | 664K | SH | $9.38M 4.20% | 664K | 0.00 | 0.00 |
UNIFI INCSOLE | COM NEW | 1.43M | SH | $8.94M 4.01% | 1.43M | 0.00 | 0.00 |
MAG SILVER CORPSOLE | COM | 629K | SH | $8.55M 3.83% | 629K | 0.00 | 0.00 |
MOTORCAR PTS AMER INCSOLE | COM | 1.08M | SH | $8.23M 3.69% | 1.08M | 0.00 | 0.00 |
FOSTER L B COSOLE | COM | 240.99K | SH | $6.48M 2.90% | 240.99K | 0.00 | 0.00 |
RICHARDSON ELECTRS LTDSOLE | COM | 446.50K | SH | $6.26M 2.81% | 446.50K | 0.00 | 0.00 |
CAMECO CORPSOLE | COM | 118.67K | SH | $6.10M 2.73% | 118.67K | 0.00 | 0.00 |
DENISON MINES CORPSOLE | COM | 3.33M | SH | $5.99M 2.68% | 3.33M | 0.00 | 0.00 |
VISHAY PRECISION GROUP INCSOLE | COM | 219.07K | SH | $5.14M 2.30% | 219.07K | 0.00 | 0.00 |
KENNAMETAL INCSOLE | COM | 195.28K | SH | $4.69M 2.10% | 195.28K | 0.00 | 0.00 |
ENERGY FUELS INCSOLE | COM NEW | 911.72K | SH | $4.68M 2.10% | 911.72K | 0.00 | 0.00 |
STEWART INFORMATION SVCS CORSOLE | COM | 67.07K | SH | $4.53M 2.03% | 67.07K | 0.00 | 0.00 |