13F HOLDINGS REPORT
Azarias Capital Management, L.P.
Quarter ended Q4 2024 · Filed January 30, 2025 · Accession 0001085146-25-000624
Total Value
$223.2M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UR-ENERGY INC | URG | 20,949,653 | $24.1M | 10.79% |
| 2 | ENCORE ENERGY CORP | EU | 5,346,013 | $18.2M | 8.17% |
| 3 | MATRIX SVC CO | 576853105 | 1,218,105 | $14.6M | 6.53% |
| 4 | INTREPID POTASH INC | IPI | 657,464 | $14.4M | 6.46% |
| 5 | HEALTHCARE SVCS GROUP INC | 421906108 | 1,230,584 | $14.3M | 6.40% |
| 6 | NEXGEN ENERGY LTD | NXE | 2,038,627 | $13.5M | 6.03% |
| 7 | TRUEBLUE INC | TBI | 1,590,516 | $13.4M | 5.99% |
| 8 | STANDARD MTR PRODS INC | 853666105 | 362,642 | $11.2M | 5.03% |
| 9 | HOOKER FURNISHINGS CORPORATI | HOFT | 754,328 | $10.6M | 4.74% |
| 10 | SCHOLASTIC CORP | SCHL | 467,783 | $10.0M | 4.47% |
| 11 | METALLUS INC | MTUS | 663,998 | $9.4M | 4.20% |
| 12 | UNIFI INC | UFI | 1,430,375 | $8.9M | 4.01% |
| 13 | MAG SILVER CORP | 55903Q104 | 629,005 | $8.6M | 3.83% |
| 14 | MOTORCAR PTS AMER INC | 620071100 | 1,083,105 | $8.2M | 3.69% |
| 15 | FOSTER L B CO | FSTR | 240,991 | $6.5M | 2.90% |
| 16 | RICHARDSON ELECTRS LTD | 763165107 | 446,496 | $6.3M | 2.81% |
| 17 | CAMECO CORP | CCJ | 118,666 | $6.1M | 2.73% |
| 18 | DENISON MINES CORP | DNN | 3,326,586 | $6.0M | 2.68% |
| 19 | VISHAY PRECISION GROUP INC | VPG | 219,074 | $5.1M | 2.30% |
| 20 | KENNAMETAL INC | KMT | 195,281 | $4.7M | 2.10% |
| 21 | ENERGY FUELS INC | UUUU | 911,721 | $4.7M | 2.10% |
| 22 | STEWART INFORMATION SVCS COR | 860372101 | 67,073 | $4.5M | 2.03% |