Azarias Capital Management, L.P. filed its Form 13F-HR on October 14, 2026, disclosing equity holdings as of September 30, 2026. The filing lists a total of 23 positions held by the firm.
The largest position disclosed in the portfolio is UR-Energy Inc. (Ticker: UR-ENERGY INC COM), for which the firm holds 11,084,310 shares. Another significant holding is Cameco Corp. (Ticker: CAMECO CORP COM), with 5,608,300 shares. Denison Mines Corp. (Ticker: DENISON MINES CORP COM) is the third-largest holding, with 4,158,703 shares.
The portfolio also includes a diverse mix of other companies. Standard Motor Products Inc. (Ticker: STANDARD MTR PRODS INC COM) is held in the amount of 601,320 shares. Intrepid Potash Inc. (Ticker: INTREPID POTASH INC COM) and Gulfport Energy Corp. (Ticker: GULFPORT ENERGY CORP COMMON SHARES) are each held in the amount of 97,555 and 24,132 shares, respectively.
Several other companies are listed in the filing, including Encore Energy Corp., Energy Fuels Inc., Hooker Furnishings Corp., LKQ Corp., ManpowerGroup Inc., and Molina Healthcare Inc. The filing also includes a position in the State Street SPDR S&P 500 ETF Trust (Ticker: STATE STR SPDR S&P 500 ETF T TR UNIT), with 106,461 shares.
