AZARIAS CAPITAL MANAGEMENT, L.P.

PrivateCIK: 1625279
Location

WEST CHESTER, PA

23
Positions
$229.82M
Total AUM (reported)
27.27M
Total Shares

Allocation by class

TOTAL AUM$229.82M23 positions
COM$119.36M51.9%
TR UNIT$79.50M34.6%
COM NEW$23.08M10.0%
COMMON SHARES$7.88M3.4%

Portfolio Concentration

Top 348.0%4–1024.3%11–2527.6%TOP 1072.4%0%100%
Top 3$110.42M48.0%
4–10$55.95M24.3%
11–25$63.45M27.6%

Top 3 weight

48.0%

Top 10 weight

72.4%

Voting Authority Distribution

Total shares with voting rights: 27.27M

Sole

Full voting authority

27.27M

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)

Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares106.46K
TypeSH
Market value$79.50M
34.59%
Sole
106.46K
Shared
0.00
None
0.00

UR-ENERGY INC

SOLE
COM
Shares13.20M
TypeSH
Market value$17.95M
7.81%
Sole
13.20M
Shared
0.00
None
0.00

DENISON MINES CORP

SOLE
COM
Shares4.24M
TypeSH
Market value$12.97M
5.64%
Sole
4.24M
Shared
0.00
None
0.00

MATRIX SVC CO

SOLE
COM
Shares673.69K
TypeSH
Market value$9.23M
4.02%
Sole
673.69K
Shared
0.00
None
0.00

MANPOWERGROUP INC WIS

SOLE
COM
Shares266.15K
TypeSH
Market value$8.99M
3.91%
Sole
266.15K
Shared
0.00
None
0.00

SEADRILL LTD

SOLE
COM
Shares211.30K
TypeSH
Market value$7.99M
3.48%
Sole
211.30K
Shared
0.00
None
0.00

GULFPORT ENERGY CORP

SOLE
COMMON SHARES
Shares46.44K
TypeSH
Market value$7.88M
3.43%
Sole
46.44K
Shared
0.00
None
0.00

METALLUS INC

SOLE
COM
Shares419.51K
TypeSH
Market value$7.84M
3.41%
Sole
419.51K
Shared
0.00
None
0.00

MOTORCAR PTS AMER INC

SOLE
COM
Shares458.32K
TypeSH
Market value$7.02M
3.06%
Sole
458.32K
Shared
0.00
None
0.00

MOLINA HEALTHCARE INC

SOLE
COM
Shares30.59K
TypeSH
Market value$7.00M
3.04%
Sole
30.59K
Shared
0.00
None
0.00

EMPLOYERS HLDGS INC

SOLE
COM
Shares132.16K
TypeSH
Market value$6.67M
2.90%
Sole
132.16K
Shared
0.00
None
0.00

NEXGEN ENERGY LTD

SOLE
COM
Shares682.94K
TypeSH
Market value$6.41M
2.79%
Sole
682.94K
Shared
0.00
None
0.00

HOOKER FURNISHINGS CORPORATI

SOLE
COM
Shares336.45K
TypeSH
Market value$6.00M
2.61%
Sole
336.45K
Shared
0.00
None
0.00

INTREPID POTASH INC

SOLE
COM
Shares178.28K
TypeSH
Market value$5.84M
2.54%
Sole
178.28K
Shared
0.00
None
0.00

MILLER INDS INC TENN

SOLE
COM NEW
Shares109.93K
TypeSH
Market value$5.62M
2.45%
Sole
109.93K
Shared
0.00
None
0.00

ENERGY FUELS INC

SOLE
COM NEW
Shares380.53K
TypeSH
Market value$5.52M
2.40%
Sole
380.53K
Shared
0.00
None
0.00

ENCORE ENERGY CORP

SOLE
COM NEW
Shares4.09M
TypeSH
Market value$5.36M
2.33%
Sole
4.09M
Shared
0.00
None
0.00

TRUEBLUE INC

SOLE
COM
Shares759.34K
TypeSH
Market value$5.29M
2.30%
Sole
759.34K
Shared
0.00
None
0.00

CAMECO CORP

SOLE
COM
Shares50.37K
TypeSH
Market value$5.13M
2.23%
Sole
50.37K
Shared
0.00
None
0.00

STANDARD MTR PRODS INC

SOLE
COM
Shares121.07K
TypeSH
Market value$4.72M
2.05%
Sole
121.07K
Shared
0.00
None
0.00

SANDRIDGE ENERGY INC

SOLE
COM NEW
Shares321.56K
TypeSH
Market value$4.41M
1.92%
Sole
321.56K
Shared
0.00
None
0.00

UNIFI INC

SOLE
COM NEW
Shares456.72K
TypeSH
Market value$2.17M
0.94%
Sole
456.72K
Shared
0.00
None
0.00

ARGAN INC

SOLE
COM
Shares378.00
TypeSH
Market value$301.9K
0.13%
Sole
378.00
Shared
0.00
None
0.00