Dayah Capital LLC: 13F holdings
CIK 19807392026Q2
| Positions | 23 |
|---|
| Reported value | $296.8m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 23 (-9 vs prior quarter) |
|---|
| Reported value | $296.8m (+13.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| METC RAMACO RES INC | 2,542,408 | $33.6m | 11.3% |
| HNRG HALLADOR ENERGY COMPANY | 887,236 | $15.4m | 5.2% |
| SGML SIGMA LITHIUM CORPORATION | 823,787 | $10.4m | 3.5% |
| HUT HUT 8 CORP | 66,128 | $7.6m | 2.6% |
| FLR FLUOR CORP | 145,168 | $7.6m | 2.6% |
| CC CHEMOURS CO | 333,593 | $6.8m | 2.3% |
| IP INTERNATIONAL PAPER CO | 128,780 | $4.9m | 1.7% |
| PKG PACKAGING CORP AMER | 20,519 | $4.9m | 1.6% |
| CNR CORE NATURAL RESOURCES INC | 55,000 | $4.4m | 1.5% |
| ECL ECOLAB INC | 15,000 | $4.2m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1980739")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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