Dayah Capital LLC
Top Portfolio Positions
32 positions ·
$261,218,974 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| METC |
Ramaco Resources, Inc.
Basic Materials
|
5,050,000 | $78,073,000 | 29.89% | |
| HNRG |
Hallador Energy Co
Utilities
|
1,648,300 | $26,834,324 | 10.27% | |
| SGML |
Sigma Lithium Corp
Basic Materials
|
2,063,578 | $25,464,552 | 9.75% | |
| CLF |
Cleveland-Cliffs Inc.
Basic Materials
|
1,780,000 | $15,041,000 | 5.76% | |
| CC |
Chemours Co
Basic Materials
|
509,203 | $11,217,742 | 4.29% | |
| HUT |
Hut 8 Corp.
Financial Services
|
217,920 | $10,222,627 | 3.91% | |
| FLR |
Fluor Corp
Industrials
|
180,215 | $8,407,029 | 3.22% | |
| DOW |
Dow Inc.
Basic Materials
|
200,000 | $8,330,000 | 3.19% | |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
100,000 | $8,056,000 | 3.08% | |
| ATR |
Aptargroup, Inc.
Healthcare
|
59,000 | $7,435,180 | 2.85% |
Portfolio Trend
2 quarters · across all stocks
Holdings in VITL
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,824,000 | 200,000 | Call | Sole | 2026-05-19 | |
| 2025-12-31 | $3,511,739 | 109,948 | Shares | Sole | 2026-05-19 | |
| No 13F history on record for this holder in this stock. | ||||||