Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Dayah Capital LLC (CIK 1980739) reported $296.8M across 20 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: METC ($68.8M, 23.19%), SGML ($67.9M, 22.86%), HNRG ($23.7M, 7.98%), RUN ($21.6M, 7.26%), FLR ($18.1M, 6.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | METC | RAMACO RES INC | $68.8M | 23.19% | 5.2M | Added |
| 2 | SGML | SIGMA LITHIUM CORPORATION | $67.9M | 22.86% | 5.4M | Added |
| 3 | HNRG | HALLADOR ENERGY COMPANY | $23.7M | 7.98% | 1.4M | Trimmed |
| 4 | RUN | SUNRUN INC | $21.6M | 7.26% | 1.6M | New |
| 5 | FLR | FLUOR CORP | $18.1M | 6.09% | 345,168 | Added |
| 6 | CC | CHEMOURS CO | $17.3M | 5.83% | 843,593 | Added |
| 7 | ARLP | ALLIANCE RESOURCE PARTNERS L | $13.1M | 4.40% | 545,000 | Added |
| 8 | ALB | ALBEMARLE CORP | $12.3M | 4.15% | 91,202 | New |
| 9 | HUT | HUT 8 CORP | $7.6M | 2.57% | 66,128 | Trimmed |
| 10 | VALE | VALE S A | $6.0M | 2.03% | 400,000 | New |
| 11 | CLF | CLEVELAND-CLIFFS INC NEW | $5.4M | 1.83% | 577,500 | Trimmed |
| 12 | IP | INTERNATIONAL PAPER CO | $4.9M | 1.65% | 128,780 | New |
| 13 | PKG | PACKAGING CORP AMER | $4.9M | 1.65% | 20,519 | Added |
| 14 | CNR | CORE NATURAL RESOURCES INC | $4.4M | 1.48% | 55,000 | New |
| 15 | ECL | ECOLAB INC | $4.2M | 1.41% | 15,000 | New |
| 16 | NGVT | INGEVITY CORP | $3.6M | 1.21% | 48,073 | Trimmed |
| 17 | AMCR | AMCOR PLC | $3.6M | 1.20% | 81,988 | New |
| 18 | XME | SPDR SERIES TRUST | $2.7M | 0.92% | 25,600 | New |
| 19 | CCJ | CAMECO CORP | $2.5M | 0.84% | 24,523 | New |
| 20 | FDX | FEDEX CORP | $1.5M | 0.50% | 4,739 | Trimmed |
| 21 | ALOY | REALLOYS INC | $1.3M | 0.43% | 89,134 | New |
| 22 | KRO | KRONOS WORLDWIDE INC | $878,262 | 0.30% | 138,746 | New |
| 23 | EVGO | EVGO INC | $584,023 | 0.20% | 305,771 | New |
| 24 | LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | Exited |
| 25 | FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30