Azarias Capital Management, L.P. — 13F holdings

Azarias Capital Management, L.P. reported 23 holdings worth $168M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. SPY SPDR S&P 500 ETF TR — $81.2M (48.2%)
  2. URG UR-ENERGY INC — $12.0M (7.1%)
  3. DNN DENISON MINES CORP — $10.8M (6.4%)
  4. NXE NEXGEN ENERGY LTD — $6.20M (3.7%)
  5. CCJ CAMECO CORP — $4.86M (2.9%)
  6. SDRL SEADRILL LTD — $4.71M (2.8%)
  7. UUUU ENERGY FUELS INC — $4.20M (2.5%)
  8. MTRX MATRIX SVC CO — $4.07M (2.4%)
  9. GPOR GULFPORT ENERGY CORP — $3.63M (2.2%)
  10. TBI TRUEBLUE INC — $3.54M (2.1%)