Dayah Capital LLC Top Holdings and 13F Report (2026) About Dayah Capital LLCInvestment ActivityDayah Capital LLC has $261.22 million in total holdings as of March 31, 2026.Dayah Capital LLC owns shares of 32 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 60.46% of the portfolio was purchased this quarter.About 107.33% of the portfolio was sold this quarter.This quarter, Dayah Capital LLC has purchased 34 new stocks and bought additional shares in 5 stocks.Dayah Capital LLC sold shares of 8 stocks and completely divested from 20 stocks this quarter.Largest Holdings Ramaco Resources $78,073,000Hallador Energy $26,834,324Sigma Lithium $25,464,553Cleveland-Cliffs $15,041,000Chemours $11,217,742 Largest New Holdings this Quarter 185899101 - Cleveland-Cliffs $15,041,000 Holding163851108 - Chemours $11,217,742 Holding343412102 - Fluor $8,407,030 Holding260557103 - DOW $8,330,000 HoldingN53745100 - LyondellBasell Industries $8,056,000 Holding Largest Purchases this Quarter Ramaco Resources 2,344,453 shares (about $36.25M)Hallador Energy 1,537,205 shares (about $25.03M)Cleveland-Cliffs 1,780,000 shares (about $15.04M)Chemours 509,203 shares (about $11.22M)Fluor 180,215 shares (about $8.41M) Largest Sales this Quarter Methanex 125,182 shares (about $7.45M)DuPont de Nemours 102,776 shares (about $4.71M)QNITY ELECTRONICS INC 24,806 shares (about $2.86M)Ingevity 33,094 shares (about $2.36M)Sigma Lithium 174,499 shares (about $2.15M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDayah Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETCRamaco Resources$78,073,000$36,245,243 â–²86.7%5,050,00029.9%EnergyHNRGHallador Energy$26,834,324$25,025,697 â–²1,383.7%1,648,30010.3%EnergySGMLSigma Lithium$25,464,553$2,153,318 â–¼-7.8%2,063,5789.7%Computer and TechnologyCLFCleveland-Cliffs$15,041,000$15,041,000 â–²New Holding1,780,0005.8%Basic MaterialsCCChemours$11,217,742$11,217,742 â–²New Holding509,2034.3%Basic MaterialsHUT 8 CORP$10,222,627$1,147,231 â–²12.6%217,9203.9%COMFLRFluor$8,407,030$8,407,030 â–²New Holding180,2153.2%ConstructionDOWDOW$8,330,000$8,330,000 â–²New Holding200,0003.2%Basic MaterialsLYBLyondellBasell Industries$8,056,000$8,056,000 â–²New Holding100,0003.1%Basic MaterialsATRAptarGroup$7,435,180$7,435,180 â–²New Holding59,0002.8%IndustrialsNGVTIngevity$6,111,178$2,357,286 â–¼-27.8%85,7952.3%Basic MaterialsECVTEcovyst$6,044,200$6,044,200 â–²New Holding470,0002.3%Basic MaterialsQNITY ELECTRONICS INC$5,818,037$2,862,117 â–¼-33.0%50,4252.2%COMMON STOCKASHAshland$5,561,000$5,561,000 â–²New Holding100,0002.1%Basic MaterialsOIO-I Glass$4,360,567$4,360,567 â–²New Holding414,8971.7%IndustrialsBUNGE GLOBAL SA$4,197,600$4,197,600 â–²New Holding33,0001.6%COM SHSDARDarling Ingredients$3,377,319$2,232,599 â–²195.0%54,6051.3%Consumer StaplesPKGPackaging Corporation of America$3,183,300$3,183,300 â–²New Holding15,0001.2%IndustrialsVITLVital Farms$2,824,000$1,271,534 â–²81.9%200,0001.1%Consumer StaplesFDXFedEx$2,529,947$853,764 â–¼-25.2%7,1031.0%TransportationFLSFlowserve$2,495,223$1,191,229 â–¼-32.3%33,9441.0%IndustrialsMEOHMethanex$2,377,670$7,453,335 â–¼-75.8%39,9340.9%Basic MaterialsNUENucor$2,029,200$2,029,200 â–²New Holding12,0000.8%Basic MaterialsSTLDSteel Dynamics$1,980,000$1,980,000 â–²New Holding11,0000.8%Basic MaterialsSMITHFIELD FOODS INC$1,957,900$1,957,900 â–²New Holding70,0000.7%COMARLPAlliance Resource Partners$1,824,900$1,824,900 â–²New Holding66,0000.7%EnergyWMSAdvanced Drainage Systems$1,755,401$1,755,401 â–²New Holding12,8010.7%ConstructionDDDuPont de Nemours$1,607,992$4,707,140 â–¼-74.5%35,1090.6%Basic MaterialsATIATI$1,431,617$750,283 â–¼-34.4%9,8420.5%Basic MaterialsBCCBoise Cascade$379,250$379,250 â–²New Holding5,0000.1%ConstructionATLAS CRITICAL MINERALS CORP$261,320$261,320 â–²New Holding47,0000.1%ORD SHS NEWURGUr Energy$29,9030.0%20,0690.0%Basic MaterialsSPYSPDR S&P 500 ETF Trust$0$204,576,000 â–¼-100.0%00.0%FinanceCORE NATURAL RESOURCES INC$0$7,893,941 â–¼-100.0%00.0%COM SHSMOSMosaic$0$5,613,476 â–¼-100.0%00.0%Basic MaterialsT1 ENERGY INC$0$4,502,854 â–¼-100.0%00.0%COM NEWFCXFreeport-McMoRan$0$4,500,908 â–¼-100.0%00.0%Basic MaterialsNBNioCorp Developments$0$4,452,000 â–¼-100.0%00.0%Basic MaterialsSOLSTICE ADVANCED MATLS INC$0$4,042,196 â–¼-100.0%00.0%COM SHSSLVMSylvamo$0$3,955,860 â–¼-100.0%00.0%Basic MaterialsRUNSunrun$0$3,333,215 â–¼-100.0%00.0%EnergyBABoeing$0$3,258,537 â–¼-100.0%00.0%AerospaceUSA RARE EARTH INC$0$2,177,700 â–¼-100.0%00.0%COMPPTAPerpetua Resources$0$2,163,623 â–¼-100.0%00.0%Basic MaterialsUUUUEnergy Fuels$0$2,035,600 â–¼-100.0%00.0%Basic MaterialsMTArcelorMittal$0$1,371,611 â–¼-100.0%00.0%Basic MaterialsKNXKnight-Swift Transportation$0$1,045,600 â–¼-100.0%00.0%TransportationUAMYUnited States Antimony$0$903,600 â–¼-100.0%00.0%Basic MaterialsFSLRFirst Solar$0$681,549 â–¼-100.0%00.0%EnergyALMONTY INDS INC$0$616,700 â–¼-100.0%00.0%COM NEWWERNWerner Enterprises$0$510,170 â–¼-100.0%00.0%TransportationIDRIdaho Strategic Resources$0$403,000 â–¼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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