account_balance
Investment manager · 13F filer · SEC CIK 1980739
Dayah Capital LLC
Reported value$119Mas of Jun 30, 2026
Positions20 10 new, 19 sold out
Top 10 weight84.1%METC alone is 28%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
METCRamaco Res Inc
28.3%Trimmed −17%
HNRGHallador Energy Company
13.0%Added +37%
SGMLSigma Lithium Corporation
8.8%Trimmed −46%
HUTHut 8 Corp
6.4%Trimmed −70%
FLRFluor Corp
6.4%Trimmed −19%
CCChemours Co
5.8%Added +31%
IPInternational Paper Co
4.1%New
PKGPackaging Corp Amer
4.1%Added +37%
CNRCore Natural Resources Inc
3.7%New
ECLEcolab Inc
3.5%New
NGVTIngevity Corp
3.0%Trimmed −44%
AMCR3.0%METCRamaco Res Inc
28.3%Trimmed −17%
HNRG13.0%SGML8.8%HUT6.4%FLR6.4%CC5.8%IP4.1%PKG4.1%CNR3.7%ECL3.5%NGVT3.0%AMCR3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
METC Ramaco Res Inc 28.3% Trimmed −17%HNRG Hallador Energy Company 13.0% Added +37%SGML Sigma Lithium Corporation 8.8% Trimmed −46%HUT Hut 8 Corp 6.4% Trimmed −70%FLR Fluor Corp 6.4% Trimmed −19%CC Chemours Co 5.8% Added +31%IP International Paper Co 4.1% NewPKG Packaging Corp Amer 4.1% Added +37%CNR Core Natural Resources Inc 3.7% NewECL Ecolab Inc 3.5% NewNGVT Ingevity Corp 3.0% Trimmed −44%AMCR Amcor PLC 3.0% New
What changed