account_balance
Investment manager · 13F filer · SEC CIK 1625279
Azarias Capital Management, L.P.
Reported value$230Mas of Jun 30, 2026
Positions23 1 new, 2 sold out
Top 10 weight72.4%SPY alone is 35%
FiledJul 1313 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPYState STR SPDR S&P 500 ETF T
34.6%
URGUr-energy Inc
7.8%Trimmed −3%
DNNDenison Mines Corp
5.6%Added +45%
MTRXMatrix SVC Co
4.0%Trimmed −18%
MANManpowergroup Inc Wis
3.9%Trimmed −21%
SDRLSeadrill Ltd
3.5%Added +55%
GPORGulfport Energy Corp
3.4%Added +10%
MTUSMetallus Inc
3.4%Trimmed −23%
MPAAMotorcar PTS Amer Inc
3.1%Trimmed −14%
MOHMolina Healthcare Inc
3.0%New
EIGEmployers Hldgs Inc
2.9%Trimmed −6%
NXENexgen Energy Ltd
2.8%
SPYState STR SPDR S&P 500 ETF T
34.6%
URG7.8%DNN5.6%MTRX4.0%MAN3.9%SDRL3.5%GPOR3.4%MTUS3.4%MPAA3.1%MOH3.0%EIG2.9%NXE2.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY State STR SPDR S&P 500 ETF T 34.6% HeldURG Ur-energy Inc 7.8% Trimmed −3%DNN Denison Mines Corp 5.6% Added +45%MTRX Matrix SVC Co 4.0% Trimmed −18%MAN Manpowergroup Inc Wis 3.9% Trimmed −21%SDRL Seadrill Ltd 3.5% Added +55%GPOR Gulfport Energy Corp 3.4% Added +10%MTUS Metallus Inc 3.4% Trimmed −23%MPAA Motorcar PTS Amer Inc 3.1% Trimmed −14%MOH Molina Healthcare Inc 3.0% NewEIG Employers Hldgs Inc 2.9% Trimmed −6%NXE Nexgen Energy Ltd 2.8% Held
What changed