Azarias Capital Management, L.P. - Portfolio Stock Holdings

Azarias Capital Management, L.P. disclosed 25 stock positions in a recent SEC 13F filing. $229,818,119 of stock holdings were filed, with the largest holdings including SPY, URG, and DNN. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $188,823,949 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from charitable organizations.