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

Azarias Capital Management, L.P. disclosed 24 stock positions in a recent SEC 13F filing. $168,440,600 of stock holdings were filed, with the largest holdings including SPY, URG, and DNN. This filing represented positions held on Sept. 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.