Azarias Capital Management, L.P.: 13F holdings
CIK 16252792026Q2
| Positions | 23 |
|---|---|
| Reported value | $229.8m |
| Filed | 2026-07-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 106,461 | $79.5m | 34.6% |
| UR-ENERGY INC | 13,199,479 | $18.0m | 7.8% |
| DNN DENISON MINES CORP | 4,238,742 | $13.0m | 5.6% |
| MTRX MATRIX SVC CO | 673,692 | $9.2m | 4.0% |
| MAN MANPOWERGROUP INC WIS | 266,146 | $9.0m | 3.9% |
| SEADRILL LTD | 211,301 | $8.0m | 3.5% |
| GPOR GULFPORT ENERGY CORP | 46,439 | $7.9m | 3.4% |
| MTUS METALLUS INC | 419,507 | $7.8m | 3.4% |
| MPAA MOTORCAR PTS AMER INC | 458,325 | $7.0m | 3.1% |
| MOH MOLINA HEALTHCARE INC | 30,593 | $7.0m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1625279")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.