Institutional Fund
Dayah Capital LLC
Stamford, CTCIK 19807394 filings on record
Portfolio Value
$171.41M
Q1 2026
Holdings
29
Reported positions
New Buys
16
Opened this quarter
QoQ Change
+15.3%
from $148.63M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ramaco Res Inc27.5%
- Sigma Lithium Corporation10.9%
- Hallador Energy Company6.2%
- Hut 8 Corp6.0%
- Fluor Corp New4.9%
- Aptargroup Inc4.3%
- Other40.2%
Portfolio Holdings
29 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ramaco Res Inc | 3.05M | $47.15M | 27.5% | +1.38M | Added |
| 2 | Sigma Lithium Corporation | 1.51M | $18.68M | 10.9% | +255.5K | Added |
| 3 | Hallador Energy Company | 648.3K | $10.55M | 6.2% | +537.2K | Added |
| 4 | Hut 8 Corp | 217.9K | $10.22M | 6.0% | +24.5K | Added |
| 5 | Fluor Corp New | 180.2K | $8.41M | 4.9% | +180.2K | New |
| 6 | Aptargroup Inc | 59.0K | $7.44M | 4.3% | +59.0K | New |
| 7 | Ingevity Corp | 85.8K | $6.11M | 3.6% | −33.1K | Reduced |
| 8 | Ecovyst Inc | 470.0K | $6.04M | 3.5% | +470.0K | New |
| 9 | Qnity Electronics Inc | 50.4K | $5.82M | 3.4% | −24.8K | Reduced |
| 10 | Chemours Co | 253.9K | $5.59M | 3.3% | +253.9K | New |
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