Investor
Dayah Capital LLC
CIK 0001980739 · filed 2026-05-19 · SEC filing
13F book
$261.2M
Positions
29
16 new · 20 sold
Largest name
18.1%
Ramaco Res Inc
Est. mark
−$318K
Price effect on 13 names still held. Flow $23.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ramaco Res Inc | — | 3.05M | $47.2M | 18.1% | −$4.25M | Added$17M |
| Sigma Lithium Corp | SGML | 1.51M | $18.7M | 7.1% | −$1.07M | Added$2.08M |
| Hallador Energy Company | — | 648.3K | $10.6M | 4.0% | −$306.6K | Added$8.44M |
| Hut 8 Corp. | HUT | 217.9K | $10.2M | 3.9% | $187.7K | Added$1.33M |
| Fluor Corp New | FLR | 180.2K | $8.41M | 3.2% | — | New |
| Aptargroup, Inc. | ATR | 59K | $7.44M | 2.8% | — | New |
| Ingevity Corp | NGVT | 85.8K | $6.11M | 2.3% | $1.03M | Cut−$924.7K |
| Ecovyst Inc. | ECVT | 470K | $6.04M | 2.3% | — | New |
| Qnity Electronics, Inc. | Q | 50.4K | $5.82M | 2.2% | $1.7M | Cut−$324.6K |
| Chemours Co | CC | 253.9K | $5.59M | 2.1% | — | New |
| Ashland Inc. | ASH | 100K | $5.56M | 2.1% | — | New |
| O-I Glass Inc | — | 414.9K | $4.36M | 1.7% | — | New |
| Bunge Global Sa | BG | 33K | $4.2M | 1.6% | — | New |
| Cleveland-Cliffs Inc New | — | 480K | $4.06M | 1.6% | — | New |
| Darling Ingredients Inc. | DAR | 54.6K | $3.38M | 1.3% | $478.4K | Added$2.71M |
| Packaging Corp Amer | — | 15K | $3.18M | 1.2% | — | New |
| Fedex Corp | FDX | 7.1K | $2.53M | 1.0% | $478.2K | Cut−$214.2K |
| Flowserve Corp | FLS | 33.9K | $2.5M | 1.0% | $140.2K | Cut−$984.1K |
| Methanex Corp | MEOH | 39.9K | $2.38M | 0.9% | $791.5K | Cut−$4.18M |
| Nucor Corp | NUE | 12K | $2.03M | 0.8% | — | New |
| Steel Dynamics Inc | STLD | 11K | $1.98M | 0.8% | — | New |
| Smithfield Foods Inc | SFD | 70K | $1.96M | 0.8% | — | New |
| Alliance Resource Partners L | — | 66K | $1.82M | 0.7% | — | New |
| Advanced Drain Sys Inc Del | — | 12.8K | $1.76M | 0.7% | — | New |
| DuPont de Nemours, Inc. | DD | 35.1K | $1.61M | 0.6% | $196.6K | Cut−$3.93M |
| Ati Inc | ATI | 9.84K | $1.43M | 0.5% | $302.1K | Cut−$289.8K |
| Boise Cascade Co Del | — | 5K | $379.3K | 0.1% | — | New |
| Atlas Critical Minerals Corp | ATCX | 47K | $261.3K | 0.1% | — | New |
| Ur-Energy Inc | URG | 20.1K | $29.9K | 0.0% | $2.01K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.