Dayah Capital LLC — 13F holdings

Dayah Capital LLC reported 31 holdings worth $297M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. METC RAMACO RES INC — $68.8M (23.2%)
2. SGML SIGMA LITHIUM CORPORATION — $67.9M (22.9%)
3. HNRG HALLADOR ENERGY COMPANY — $23.7M (8.0%)
4. RUN SUNRUN INC — $21.6M (7.3%)
5. FLR FLUOR CORP NEW — $18.1M (6.1%)
6. CC CHEMOURS CO — $17.3M (5.8%)
7. ARLP ALLIANCE RESOURCE PARTNERS L — $13.1M (4.4%)
8. ALB Albemarle Corp — $12.3M (4.1%)
9. HUT HUT 8 CORP — $7.63M (2.6%)
10. VALE VALE S A — $6.03M (2.0%)