Dayah Capital as of June 30, 2026
Portfolio Holdings for Dayah Capital
Dayah Capital holds 23 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ramaco Res Com Cl A (METC) | 23.2 | $69M | 5.2M | 13.23 | |
| Sigma Lithium Corporation (SGML) | 22.9 | $68M | 5.4M | 12.65 | |
| Hallador Energy (HNRG) | 8.0 | $24M | 1.4M | 17.39 | |
| Sunrun (RUN) | 7.3 | $22M | 1.6M | 13.38 | |
| Fluor Corporation (FLR) | 6.1 | $18M | 345k | 52.39 | |
| Chemours (CC) | 5.8 | $17M | 844k | 20.52 | |
| Alliance Resource Partners L Ut Ltd Part Call Option (ARLP) | 4.4 | $13M | 545k | 23.98 | |
| Albemarle Corporation (ALB) | 4.1 | $12M | 91k | 135.03 | |
| Hut 8 Corp (HUT) | 2.6 | $7.6M | 66k | 115.44 | |
| Vale S A Sponsored Ads Put Option (VALE) | 2.0 | $6.0M | 400k | 15.07 | |
| Cleveland-cliffs (CLF) | 1.8 | $5.4M | 578k | 9.39 | |
| International Paper Company (IP) | 1.7 | $4.9M | 129k | 38.10 | |
| Packaging Corporation of America (PKG) | 1.6 | $4.9M | 21k | 238.28 | |
| Core Natural Resources Com Shs (CNR) | 1.5 | $4.4M | 55k | 80.02 | |
| Ecolab (ECL) | 1.4 | $4.2M | 15k | 278.61 | |
| Ingevity (NGVT) | 1.2 | $3.6M | 48k | 74.67 | |
| Amcor Com New (AMCR) | 1.2 | $3.6M | 82k | 43.35 | |
| Spdr Series Trust St Str Sp Metal Put Option (XME) | 0.9 | $2.7M | 26k | 106.93 | |
| Cameco Corporation (CCJ) | 0.8 | $2.5M | 25k | 101.86 | |
| FedEx Corporation (FDX) | 0.5 | $1.5M | 4.7k | 313.13 | |
| Realloys (ALOY) | 0.4 | $1.3M | 89k | 14.45 | |
| Kronos Worldwide (KRO) | 0.3 | $878k | 139k | 6.33 | |
| Evgo Cl A Com (EVGO) | 0.2 | $584k | 306k | 1.91 |
