StockDriftsStockDriftsTop 29 Dayah Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| METC | RAMACO RES INC | 27.51% | 3.05M | $47.2M | +82.14%(+1.38M) | $21.60(-32.84%) | 2026-03-31 | |
| SGML | SIGMA LITHIUM CORPORATION | 10.9% | 1.51M | $18.7M | +20.31%(+255.50K) | $10.30(+63.29%) | 2026-03-31 | |
| HNRG | HALLADOR ENERGY COMPANY | 6.16% | 648.3K | $10.6M | +483.55%(+537.21K) | $17.94(+1.16%) | 2026-03-31 | |
| HUT | HUT 8 CORP | 5.96% | 217.9K | $10.2M | +12.64%(+24.46K) | $41.05(+149.60%) | 2026-03-31 | |
| FLR | FLUOR CORP | 4.9% | 180.2K | $8.4M | new | $43.14(+2.83%) | 2026-03-31 | |
| ATR | APTARGROUP INC | 4.34% | 59.0K | $7.4M | new | $123.99(-7.52%) | 2026-03-31 | |
| NGVT | INGEVITY CORP | 3.57% | 85.8K | $6.1M | -27.84%(-33.09K) | $57.18(+18.18%) | 2026-03-31 | |
| ECVT | ECOVYST INC | 3.53% | 470.0K | $6.0M | new | $11.29(+28.91%) | 2026-03-31 | |
| Q | QNITY ELECTRONICS INC | 3.39% | 50.4K | $5.8M | -32.97%(-24.81K) | $81.65(+92.57%) | 2026-03-31 | |
| CC | CHEMOURS CO | 3.26% | 253.9K | $5.6M | new | $16.91(+36.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.05% | +33.26% |
| Top 20 Holdings Unweighted | +23.26% | +87.28% |
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