§ 13F · FUND PROFILE
Dayah Capital LLC.
AUM · $297M (13F)Positions · 31Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$61M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SGML | SIGMA LITHIUM CORPORATION | 4.54M | $57M | 19.4% | +50% |
| 2 | METC | RAMACO RES INC | 2.66M | $35M | 11.9% | −36% |
| 3 | METC | RAMACO RES INC | 2.54M | $34M | 11.3% | — |
| 4 | RUN | SUNRUN INC | 1.40M | $19M | 6.3% | NEW |
| 5 | HNRG | HALLADOR ENERGY COMPANY | 887K | $15M | 5.2% | −41% |
| 6 | ARLP | ALLIANCE RESOURCE PARTNERS L | 545K | $13M | 4.4% | +313% |
| 7 | ALB | ALBEMARLE CORP | 80K | $11M | 3.6% | NEW |
| 8 | FLR | FLUOR CORP | 200K | $10M | 3.5% | −4% |
| 9 | CC | CHEMOURS CO | 510K | $10M | 3.5% | +10% |
| 10 | SGML | SIGMA LITHIUM CORPORATION | 824K | $10M | 3.5% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DAYAH SIGNAL
AC read
Dayah Capital LLC is a institutional fund managing $297 million in assets. The fund runs a portfolio of 31 positions.
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