Dayah Capital LLC
23 holdingsFiling period: 2026-06-30Current AUM: $204.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | METC | Ramaco Res Inc | 5.20M | $68.8M | $35.9M | 17.60% | +2.13M | 2026-06-30 |
| 2 | SGML | Sigma Lithium Corporation | 5.36M | $67.9M | $42.2M | 20.64% | +3.84M | 2026-06-30 |
| 3 | HNRG | Hallador Energy Company | 1.36M | $23.7M | $15.0M | 7.33% | +703.9K | 2026-06-30 |
| 4 | RUN | Sunrun Inc | 1.61M | $21.6M | $11.7M | 5.73% | -- | 2026-06-30 |
| 5 | FLR | Fluor Corp | 345.2K | $18.1M | $15.5M | 7.58% | +165.0K | 2026-06-30 |
| 6 | CC | Chemours Co | 843.6K | $17.3M | $10.9M | 5.32% | +587.1K | 2026-06-30 |
| 7 | ARLP | Alliance Resource Partners L | 545.0K | $13.1M | $14.4M | 7.04% | +479.0K | 2026-06-30 |
| 8 | ALB | Albemarle Corp | 91.2K | $12.3M | $8.5M | 4.17% | -- | 2026-06-30 |
| 9 | HUT | Hut 8 Corp | 66.1K | $7.6M | $4.2M | 2.04% | -151,792 | 2026-06-30 |
| 10 | VALE | Vale S A | 400.0K | $6.0M | $4.8M | 2.35% | -- | 2026-06-30 |
| 11 | CLF | Cleveland-Cliffs Inc New | 577.5K | $5.4M | $7.7M | 3.78% | +84.5K | 2026-06-30 |
| 12 | IP | International Paper Co | 128.8K | $4.9M | $4.3M | 2.11% | -- | 2026-06-30 |
| 13 | PKG | Packaging Corp Amer | 20.5K | $4.9M | $5.2M | 2.55% | +5.5K | 2026-06-30 |
| 14 | CNR | Core Natural Resources Inc | 55.0K | $4.4M | $4.9M | 2.38% | -- | 2026-06-30 |
| 15 | ECL | Ecolab Inc | 15.0K | $4.2M | $4.3M | 2.12% | -- | 2026-06-30 |
| 16 | NGVT | Ingevity Corp | 48.1K | $3.6M | $3.4M | 1.67% | -37,722 | 2026-06-30 |
| 17 | — | Amcor PLC | 82.0K | $3.6M | $3.6M | 1.74% | -- | 2026-06-30 |
| 18 | XME | Spdr Series Trust | 25.6K | $2.7M | $2.5M | 1.20% | -- | 2026-06-30 |
| 19 | CCJ | Cameco Corp | 24.5K | $2.5M | $1.9M | 0.95% | -- | 2026-06-30 |
| 20 | FDX | Fedex Corp | 4.7K | $1.5M | $1.4M | 0.70% | -2,364 | 2026-06-30 |
| 21 | ALOY | Realloys Inc | 89.1K | $1.3M | $619K | 0.30% | -- | 2026-06-30 |
| 22 | KRO | Kronos Worldwide Inc | 138.7K | $878K | $1.1M | 0.52% | -- | 2026-06-30 |
| 23 | EVGO | Evgo Inc | 305.8K | $584K | $324K | 0.16% | -- | 2026-06-30 |
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