StockDriftsStockDriftsTop 24 Azarias Capital Management, L.p. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 31.03% | 106.5K | $69.2M | +0.00%(+0) | $572.74(+26.37%) | 2026-03-31 | |
| URG | UR-ENERGY INC | 9.08% | 13.60M | $20.3M | -2.48%(-345.85K) | $1.35(+29.92%) | 2026-03-31 | |
| DNN | DENISON MINES CORP | 4.62% | 2.92M | $10.3M | +0.00%(+0) | $1.47(+144.13%) | 2026-03-31 | |
| MAN | MANPOWERGROUP INC WIS | 4.46% | 337.6K | $9.9M | +16.47%(+47.73K) | $36.47(-18.73%) | 2026-03-31 | |
| MTRX | MATRIX SVC CO | 4.2% | 817.0K | $9.4M | +11.80%(+86.25K) | $10.33(+34.84%) | 2026-03-31 | |
| EU | ENCORE ENERGY CORP | 4.09% | 5.07M | $9.1M | +22.62%(+934.86K) | $3.39(-45.18%) | 2026-03-31 | |
| GPOR | GULFPORT ENERGY CORP | 3.99% | 42.1K | $8.9M | +10.05%(+3.85K) | $193.33(+0.98%) | 2026-03-31 | |
| MTUS | METALLUS INC | 3.98% | 543.3K | $8.9M | +12.07%(+58.51K) | $14.73(+30.92%) | 2026-03-31 | |
| NXE | NEXGEN ENERGY LTD | 3.55% | 682.9K | $7.9M | -36.75%(-396.85K) | $4.81(+152.18%) | 2026-03-31 | |
| IPI | INTREPID POTASH INC | 3.33% | 173.7K | $7.4M | -41.11%(-121.22K) | $27.84(+44.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.45% | +74.76% |
| Top 20 Holdings Unweighted | +26.71% | +103.46% |
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