Azarias Capital Management, L.P. Top Holdings and 13F Report (2025) About Azarias Capital Management, L.P.Investment ActivityAzarias Capital Management, L.P. has $180.48 million in total holdings as of March 31, 2025.Azarias Capital Management, L.P. owns shares of 23 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 34.50% of the portfolio was purchased this quarter.About 37.03% of the portfolio was sold this quarter.This quarter, Azarias Capital Management, L.P. has purchased 22 new stocks and bought additional shares in 1 stock.Azarias Capital Management, L.P. sold shares of 18 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $59,553,219Ur-Energy $12,097,269NexGen Energy $8,031,043Matrix Service $7,099,457Intrepid Potash $7,035,378 Largest New Holdings this Quarter 78462F103 - SPDR S&P 500 ETF Trust $59,553,219 Holding192576106 - Cohu $1,020,565 Holding80007P869 - SandRidge Energy $816,256 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 106,461 shares (about $59.55M)Cohu 69,379 shares (about $1.02M)Kennametal 40,687 shares (about $866.63K)SandRidge Energy 71,476 shares (about $816.26K) Largest Sales this Quarter Intrepid Potash 418,084 shares (about $12.29M)Matrix Service 646,950 shares (about $8.04M)Healthcare Services Group 581,028 shares (about $5.86M)MAG Silver 335,761 shares (about $5.13M)Motorcar Parts of America 448,456 shares (about $4.26M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAzarias Capital Management, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$59,553,219$59,553,219 ▲New Holding106,46133.0%FinanceURGUr-Energy$12,097,269$2,024,892 ▼-14.3%17,945,8086.7%Basic MaterialsNXENexGen Energy$8,031,043$1,122,392 ▼-12.3%1,788,6514.4%Basic MaterialsMTRXMatrix Service$7,099,457$8,041,589 ▼-53.1%571,1553.9%EnergyIPIIntrepid Potash$7,035,378$12,287,488 ▼-63.6%239,3803.9%Basic MaterialsEUenCore Energy$6,991,583$332,455 ▼-4.5%5,103,3453.9%Basic MaterialsSCHLScholastic$6,985,694$1,846,049 ▼-20.9%370,0053.9%Consumer StaplesTMSTTimkenSteel$6,944,167$1,926,846 ▼-21.7%519,7733.8%Basic MaterialsSMPStandard Motor Products$6,632,701$2,407,964 ▼-26.6%266,0533.7%Auto/Tires/TrucksHCSGHealthcare Services Group$6,547,524$5,856,762 ▼-47.2%649,5563.6%Business ServicesMPAAMotorcar Parts of America$6,029,166$4,260,332 ▼-41.4%634,6493.3%Auto/Tires/TrucksTBITrueBlue$5,703,306$2,742,333 ▼-32.5%1,074,0693.2%Business ServicesKMTKennametal$5,026,118$866,633 ▲20.8%235,9682.8%IndustrialsVPGVishay Precision Group$4,897,256$380,237 ▼-7.2%203,2902.7%Computer and TechnologyHOFTHooker Furnishings$4,876,498$2,696,955 ▼-35.6%485,7072.7%Consumer DiscretionaryCCJCameco$4,596,173$288,120 ▼-5.9%111,6662.5%Basic MaterialsUFIUnifi$4,537,581$2,342,523 ▼-34.0%943,3642.5%IndustrialsMAGMAG Silver$4,480,768$5,130,428 ▼-53.4%293,2442.5%Basic MaterialsDNNDenison Mines$3,984,339$340,223 ▼-7.9%3,064,8762.2%Basic MaterialsUUUUEnergy Fuels$3,400,7190.0%911,7211.9%Basic MaterialsRELLRichardson Electronics$3,188,524$1,794,372 ▼-36.0%285,7101.8%Computer and TechnologyCOHUCohu$1,020,565$1,020,565 ▲New Holding69,3790.6%Computer and TechnologySDSandRidge Energy$816,256$816,256 ▲New Holding71,4760.5%EnergyFSTRL.B. Foster$0$6,482,658 ▼-100.0%00.0%Basic MaterialsSTCStewart Information Services$0$4,526,757 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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