Azarias Capital Management, L.P.
West Chester PA · SEC CIK 0001625279
$2.30亿2026Q2 申报市值
23持仓数
72.4%前十大占比 · 第一大 34.6%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MOH 新建仓+$699.66万
DNN 加仓+$402.63万
SDRL 加仓+$282.35万
GPOR 加仓+$73.28万
IPI 加仓+$15.17万
2026Q2 卖出最多 按季末市值估算
AVT 清仓-$270.72万
MAN 减仓-$241.34万
MTUS 减仓-$231.41万
UNIFI INC 减仓-$198.75万
MTRX 减仓-$196.36万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $7,950.19万 | 34.59% | 106,461 | 0 | 0.0% | — | 不变 |
| URG | UR-ENERGY INC | $1,795.13万 | 7.81% | 13,199,479 | -404,825 | -3.0% | -$55.06万 | 减仓 |
| DNN | DENISON MINES CORP | $1,297.06万 | 5.64% | 4,238,742 | 1,315,775 | 45.0% | $402.63万 | 加仓 |
| MTRX | MATRIX SVC CO | $922.96万 | 4.02% | 673,692 | -143,329 | -17.5% | -$196.36万 | 减仓 |
| MAN | MANPOWERGROUP INC WIS | $898.77万 | 3.91% | 266,146 | -71,467 | -21.2% | -$241.34万 | 减仓 |
| SDRL | SEADRILL LTD | $799.14万 | 3.48% | 211,301 | 74,656 | 54.6% | $282.35万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $788.07万 | 3.43% | 46,439 | 4,318 | 10.3% | $73.28万 | 加仓 |
| MTUS | METALLUS INC | $784.06万 | 3.41% | 419,507 | -123,815 | -22.8% | -$231.41万 | 减仓 |
| MPAA | MOTORCAR PTS AMER INC | $702.15万 | 3.06% | 458,325 | -74,544 | -14.0% | -$114.20万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $699.66万 | 3.04% | 30,593 | 30,593 | — | $699.66万 | 新建仓 |
| EIG | EMPLOYERS HLDGS INC | $667.14万 | 2.90% | 132,159 | -8,021 | -5.7% | -$40.49万 | 减仓 |
| NXE | NEXGEN ENERGY LTD | $641.28万 | 2.79% | 682,943 | 0 | 0.0% | — | 不变 |
| HOFT | HOOKER FURNISHINGS CORPORATI | $599.90万 | 2.61% | 336,453 | -60,723 | -15.3% | -$108.27万 | 减仓 |
| IPI | INTREPID POTASH INC | $584.41万 | 2.54% | 178,281 | 4,627 | 2.7% | $15.17万 | 加仓 |
| MLR | MILLER INDS INC TENN | $562.27万 | 2.45% | 109,926 | -500 | -0.5% | -$2.56万 | 减仓 |
| UUUU | ENERGY FUELS INC | $551.77万 | 2.40% | 380,528 | 0 | 0.0% | — | 不变 |
| EU | ENCORE ENERGY CORP | $536.04万 | 2.33% | 4,091,894 | -975,814 | -19.3% | -$127.83万 | 减仓 |
| TBI | TRUEBLUE INC | $529.26万 | 2.30% | 759,341 | -242,609 | -24.2% | -$169.10万 | 减仓 |
| CCJ | CAMECO CORP | $513.08万 | 2.23% | 50,371 | 0 | 0.0% | — | 不变 |
| SMP | STANDARD MTR PRODS INC | $471.82万 | 2.05% | 121,073 | -6,133 | -4.8% | -$23.90万 | 减仓 |
| SD | SANDRIDGE ENERGY INC | $440.53万 | 1.92% | 321,558 | 9,162 | 2.9% | $12.55万 | 加仓 |
| — | UNIFI INC | $216.94万 | 0.94% | 456,722 | -418,415 | -47.8% | -$198.75万 | 减仓 |
| AGX | ARGAN INC | $30.19万 | 0.13% | 378 | 0 | 0.0% | — | 不变 |
| AVT | AVNET INC | $0 | 0.00% | 0 | -43,934 | -100.0% | -$270.72万 | 清仓 |
| COHU | COHU INC | $0 | 0.00% | 0 | -59,559 | -100.0% | -$182.37万 | 清仓 |