Dayah Capital

Dayah Capital as of March 31, 2026

Portfolio Holdings for Dayah Capital

Dayah Capital holds 32 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ramaco Res Com Cl A (METC) 29.9 $78M 5.1M 15.46
Hallador Energy (HNRG) 10.3 $27M 1.6M 16.28
Sigma Lithium Corporation (SGML) 9.7 $26M 2.1M 12.34
Cleveland-cliffs (CLF) 5.8 $15M 1.8M 8.45
Chemours (CC) 4.3 $11M 509k 22.03
Hut 8 Corp (HUT) 3.9 $10M 218k 46.91
Fluor Corporation (FLR) 3.2 $8.4M 180k 46.65
Dow Call Option (DOW) 3.2 $8.3M 200k 41.65
Lyondellbasell Industries Nv Shs - A - Call Option (LYB) 3.1 $8.1M 100k 80.56
Aptar (ATR) 2.8 $7.4M 59k 126.02
Ingevity (NGVT) 2.3 $6.1M 86k 71.23
Ecovyst (ECVT) 2.3 $6.0M 470k 12.86
Qnity Electronics Common Stock (Q) 2.2 $5.8M 50k 115.38
Ashland (ASH) 2.1 $5.6M 100k 55.61
O-i Glass (OI) 1.7 $4.4M 415k 10.51
Bunge Global Sa Com Shs (BG) 1.6 $4.2M 33k 127.20
Darling International (DAR) 1.3 $3.4M 55k 61.85
Packaging Corporation of America (PKG) 1.2 $3.2M 15k 212.22
Vital Farms Call Option (VITL) 1.1 $2.8M 200k 14.12
FedEx Corporation (FDX) 1.0 $2.5M 7.1k 356.18
Flowserve Corporation (FLS) 1.0 $2.5M 34k 73.51
Methanex Corp (MEOH) 0.9 $2.4M 40k 59.54
Nucor Corporation (NUE) 0.8 $2.0M 12k 169.10
Steel Dynamics (STLD) 0.8 $2.0M 11k 180.00
Smithfield Foods Inc Common Stock Usd.5 (SFD) 0.7 $2.0M 70k 27.97
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.7 $1.8M 66k 27.65
Advanced Drain Sys Inc Del (WMS) 0.7 $1.8M 13k 137.13
Dupont De Nemours (DD) 0.6 $1.6M 35k 45.80
Allegheny Technologies Incorporated (ATI) 0.5 $1.4M 9.8k 145.46
Boise Cascade (BCC) 0.1 $379k 5.0k 75.85
Atlas Critical Minerals Corp Ord Shs New 0.1 $261k 47k 5.56
Ur-energy (URG) 0.0 $30k 20k 1.49