StockDriftsStockDriftsTop 20 Dayah Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| METC | RAMACO RES INC | 28.29% | 2.54M | $33.6M | -16.64%(-507.59K) | $21.60(-43.28%) | 2026-06-30 | |
| HNRG | HALLADOR ENERGY COMPANY | 12.98% | 887.2K | $15.4M | +36.86%(+238.94K) | $17.71(-8.77%) | 2026-06-30 | |
| SGML | SIGMA LITHIUM CORPORATION | 8.77% | 823.8K | $10.4M | -45.57%(-689.79K) | $10.30(+16.40%) | 2026-06-30 | |
| HUT | HUT 8 CORP | 6.42% | 66.1K | $7.6M | -69.65%(-151.79K) | $41.05(+108.12%) | 2026-06-30 | |
| FLR | FLUOR CORP | 6.4% | 145.2K | $7.6M | -19.45%(-35.05K) | $43.14(+21.40%) | 2026-06-30 | |
| CC | CHEMOURS CO | 5.76% | 333.6K | $6.8M | +31.39%(+79.69K) | $17.85(-11.22%) | 2026-06-30 | |
| IP | INTERNATIONAL PAPER CO | 4.13% | 128.8K | $4.9M | new | $36.55(+11.46%) | 2026-06-30 | |
| PKG | PACKAGING CORP AMER | 4.11% | 20.5K | $4.9M | +36.79%(+5.52K) | $213.11(+19.88%) | 2026-06-30 | |
| CNR | CORE NATURAL RESOURCES INC | 3.7% | 55.0K | $4.4M | new | $86.00(+11.56%) | 2026-06-30 | |
| ECL | ECOLAB INC | 3.52% | 15.0K | $4.2M | new | $270.55(+2.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.55% |
| Top 20 Holdings Unweighted | — | — | — | — | +15.52% |
Dayah Capital LLC reports $296.78M in US-listed equity holdings across 20 positions in its most recent 13F filing. Its largest disclosed positions are METC (28.3%), HNRG (13.0%) and SGML (8.8%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +10.55% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Dayah Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1980739). View Dayah Capital LLC’s 13F filings on SEC