Dayah Capital LLC
31 holdingsFiling period: 2026-03-31Current AUM: $167.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | METC | RAMACO RES INC | 3.07M | $49.5M | $29.3M | 17.48% | +1.39M | 2026-03-31 |
| 2 | SGML | SIGMA LITHIUM CORPORATION | 1.52M | $19.8M | $15.8M | 9.43% | +251.2K | 2026-03-31 |
| 3 | HNRG | HALLADOR ENERGY COMPANY | 658.3K | $10.8M | $9.5M | 5.64% | +547.2K | 2026-03-31 |
| 4 | HUT | HUT 8 CORP | 217.9K | $10.2M | $23.5M | 13.97% | +24.5K | 2026-03-31 |
| 5 | FLR | FLUOR CORP | 180.2K | $8.4M | $9.0M | 5.38% | -- | 2026-03-31 |
| 6 | ATR | APTARGROUP INC | 59.0K | $7.4M | $7.9M | 4.71% | -- | 2026-03-31 |
| 7 | NGVT | INGEVITY CORP | 85.8K | $6.1M | $6.3M | 3.74% | -33,094 | 2026-03-31 |
| 8 | ECVT | ECOVYST INC | 470.0K | $6.0M | $5.7M | 3.38% | -- | 2026-03-31 |
| 9 | Q | QNITY ELECTRONICS INC | 50.4K | $5.8M | $6.6M | 3.94% | -24,806 | 2026-03-31 |
| 10 | CC | CHEMOURS CO | 256.5K | $5.7M | $4.3M | 2.55% | -- | 2026-03-31 |
| 11 | ASH | ASHLAND INC | 100.0K | $5.6M | $7.3M | 4.32% | -- | 2026-03-31 |
| 12 | OI | O-I GLASS INC | 414.9K | $4.4M | $3.0M | 1.77% | -- | 2026-03-31 |
| 13 | — | BUNGE GLOBAL SA | 33.0K | $4.2M | $4.2M | 2.50% | -- | 2026-03-31 |
| 14 | CLF | CLEVELAND-CLIFFS INC NEW | 493.0K | $4.1M | $5.6M | 3.32% | -- | 2026-03-31 |
| 15 | DAR | DARLING INGREDIENTS INC | 54.6K | $3.4M | $3.3M | 1.97% | +36.1K | 2026-03-31 |
| 16 | PKG | PACKAGING CORP AMER | 15.0K | $3.2M | $3.7M | 2.20% | -- | 2026-03-31 |
| 17 | FDX | FEDEX CORP | 7.1K | $2.5M | $2.2M | 1.30% | -2,397 | 2026-03-31 |
| 18 | FLS | FLOWSERVE CORP | 33.9K | $2.5M | $2.6M | 1.54% | -16,205 | 2026-03-31 |
| 19 | MEOH | METHANEX CORP | 39.9K | $2.4M | $2.2M | 1.32% | -125,182 | 2026-03-31 |
| 20 | NUE | NUCOR CORP | 12.0K | $2.0M | $3.1M | 1.84% | -- | 2026-03-31 |
| 21 | STLD | STEEL DYNAMICS INC | 11.0K | $2.0M | $2.8M | 1.65% | -- | 2026-03-31 |
| 22 | SFD | SMITHFIELD FOODS INC | 70.0K | $2.0M | $1.8M | 1.08% | -- | 2026-03-31 |
| 23 | ARLP | ALLIANCE RESOURCE PARTNERS L | 66.0K | $1.8M | $1.7M | 1.02% | -- | 2026-03-31 |
| 24 | WMS | ADVANCED DRAIN SYS INC DEL | 12.8K | $1.8M | $1.8M | 1.06% | -- | 2026-03-31 |
| 25 | DD | DUPONT DE NEMOURS INC | 35.1K | $1.6M | $1.6M | 0.95% | -102,776 | 2026-03-31 |
← Scroll →
Page 1 of 2