Portfolio (Quarterly) Guide ↗

Azarias Capital Management, L.P.

· CIK 0001625279

13F Portfolio $223M AUM 24 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 9 Added 10 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	KMT	KENNAMETAL INC	Industrials	214,288	$6.1M	2.67%	SOLD
2	EXK	ENDEAVOUR SILVER CORP	Basic Materials	630,009	$5.9M	2.59%	SOLD
3	SCHL	SCHOLASTIC CORP	Communication Services	61,522	$1.8M	0.80%	SOLD
4	VPG	VISHAY PRECISION GROUP INC	Technology	44,054	$1.7M	0.74%	SOLD

Sector Allocation

Financial Services 37.7%

Energy 32.6%

Consumer Cyclical 11.9%

Industrials 11.8%

Basic Materials 3.7%

Technology 2.3%