Azarias Capital Management, L.P.
Azarias Capital Management, L.P. reported 23 positions worth $229.8M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: SPY (34.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $79.5M | 34.59% | 106,461 | — | — | |
| ▸ 2 | URG | SH | $18.0M | 7.81% | 13,199,479 | — | — | |
| ▸ 3 | DNN | SH | $13.0M | 5.64% | 4,238,742 | — | — | |
| ▸ 4 | MTRX | SH | $9.2M | 4.02% | 673,692 | — | — | |
| ▸ 5 | MAN | SH | $9.0M | 3.91% | 266,146 | — | — | |
| ▸ 6 | SDRL | SH | $8.0M | 3.48% | 211,301 | — | — | |
| ▸ 7 | GPOR | SH | $7.9M | 3.43% | 46,439 | — | — | |
| ▸ 8 | MTUS | SH | $7.8M | 3.41% | 419,507 | — | — | |
| ▸ 9 | MPAA | SH | $7.0M | 3.06% | 458,325 | — | — | |
| ▸ 10 | MOH | SH | $7.0M | 3.04% | 30,593 | — | — |
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Frequently Asked Questions
What stocks does Azarias Capital Management, L.P. hold as of Q2 2026?
Azarias Capital Management, L.P. reported 23 positions worth $229.8M in its Q2 2026 13F filing. Largest positions: SPY (34.6%), URG (7.8%), DNN (5.6%), MTRX (4.0%) and MAN (3.9%).
What did Azarias Capital Management, L.P. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Azarias Capital Management, L.P. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.