Dayah Capital LLC
Net seller this quarter
$297M
20
-$66.5M
33.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 METC | $33.6M | 11.33% | 5.76% | -16.6% | Q4 2025 |
 HNRG | $15.4M | 5.20% | 1.88% | +36.9% | Q4 2025 |
 SGML | $10.4M | 3.51% | 0.74% | -45.6% | Q4 2025 |
 HUT | $7.63M | 2.57% | 0.05% | -69.7% | Q4 2025 |
 FLR | $7.61M | 2.56% | 0.11% | -19.5% | Q1 2026 |
 CC | $6.85M | 2.31% | 0.22% | +31.4% | Q1 2026 |
 IP | $4.91M | 1.65% | 0.02% | New | Q2 2026 |
 PKG | $4.89M | 1.65% | 0.02% | +36.8% | Q1 2026 |
 CNR | $4.4M | 1.48% | 0.11% | Not reported | Q4 2025 |
 ECL | $4.18M | 1.41% | 0.01% | New | Q2 2026 |
| NGVT | $3.59M | 1.21% | 0.14% | -44.0% | Q4 2025 |
 AMCR | $3.55M | 1.20% | 0.02% | New | Q2 2026 |
 RUN | $2.83M | 0.95% | 0.09% | Not reported | Q4 2025 |
 CCJ | $2.5M | 0.84% | 0.01% | New | Q2 2026 |
 ALB | $1.51M | 0.51% | 0.01% | New | Q2 2026 |
 FDX | $1.48M | 0.50% | 0.00% | -33.3% | Q4 2025 |
 ALOY | $1.29M | 0.43% | 0.13% | New | Q2 2026 |
 KRO | $878K | 0.30% | 0.12% | New | Q2 2026 |
 CLF | $728K | 0.25% | 0.01% | -83.9% | Q1 2026 |
 EVGO | $584K | 0.20% | 0.18% | New | Q2 2026 |
| Q1 2026 | |||||
| METC | $47.2M | 18.05% | 6.91% | +82.1% | Q4 2025 |
| SGML | $18.7M | 7.15% | 1.36% | +20.3% | Q4 2025 |
| HNRG | $10.6M | 4.04% | 1.38% | +483.6% | Q4 2025 |
| HUT | $10.2M | 3.91% | 0.19% | +12.6% | Q4 2025 |
| FLR | $8.41M | 3.22% | 0.13% | New | Q1 2026 |
 ATR | $7.44M | 2.85% | 0.09% | New | Q1 2026 |
| NGVT | $6.11M | 2.34% | 0.25% | -27.8% | Q4 2025 |
 ECVT | $6.04M | 2.31% | 0.43% | New | Q1 2026 |
 Q | $5.82M | 2.23% | 0.02% | -33.0% | Q4 2025 |
| CC | $5.59M | 2.14% | 0.17% | New | Q1 2026 |
 ASH | $5.56M | 2.13% | 0.22% | New | Q1 2026 |
 OI | $4.36M | 1.67% | 0.27% | New | Q1 2026 |
 BG | $4.2M | 1.61% | 0.02% | New | Q1 2026 |
| CLF | $4.06M | 1.55% | 0.08% | New | Q1 2026 |
 DAR | $3.38M | 1.29% | 0.03% | +195.0% | Q4 2025 |
| PKG | $3.18M | 1.22% | 0.00% | New | Q1 2026 |
| FDX | $2.53M | 0.97% | 0.00% | -25.2% | Q4 2025 |
 FLS | $2.5M | 0.96% | 0.03% | -32.3% | Q4 2025 |
 MEOH | $2.38M | 0.91% | 0.05% | -75.8% | Q4 2025 |
 NUE | $2.03M | 0.78% | 0.01% | New | Q1 2026 |
 STLD | $1.98M | 0.76% | 0.01% | New | Q1 2026 |
 SFD | $1.96M | 0.75% | 0.02% | New | Q1 2026 |
 ARLP | $1.82M | 0.70% | 0.05% | New | Q1 2026 |
 WMS | $1.76M | 0.67% | 0.02% | New | Q1 2026 |
 DD | $1.61M | 0.62% | 0.01% | -74.5% | Q4 2025 |
 ATI | $1.43M | 0.55% | 0.01% | -34.4% | Q4 2025 |
 BCC | $379K | 0.15% | 0.01% | New | Q1 2026 |
 ATCX | $261K | 0.10% | 1.35% | New | Q1 2026 |
 URG | $29.9K | 0.01% | 0.01% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| METC | $30.1M | 7.84% | 3.79% | New | Q4 2025 |
| SGML | $16.6M | 4.31% | 1.13% | New | Q4 2025 |
| HUT | $8.89M | 2.31% | 0.18% | New | Q4 2025 |
| CNR | $7.89M | 2.05% | 0.18% | New | Q4 2025 |
| NGVT | $7.04M | 1.83% | 0.34% | New | Q4 2025 |
| MEOH | $6.56M | 1.70% | 0.21% | New | Q4 2025 |
| Q | $6.14M | 1.60% | 0.04% | New | Q4 2025 |
 MOS | $5.61M | 1.46% | 0.07% | New | Q4 2025 |
| DD | $5.54M | 1.44% | 0.03% | New | Q4 2025 |
 TE | $4.5M | 1.17% | 0.25% | New | Q4 2025 |
 FCX | $4.5M | 1.17% | 0.01% | New | Q4 2025 |
 NB | $4.45M | 1.16% | 0.70% | New | Q4 2025 |
 SOLS | $4.04M | 1.05% | 0.05% | New | Q4 2025 |
 SLVM | $3.96M | 1.03% | 0.21% | New | Q4 2025 |
 VITL | $3.51M | 0.91% | 0.25% | New | Q4 2025 |
| FLS | $3.48M | 0.90% | 0.04% | New | Q4 2025 |
| RUN | $3.33M | 0.87% | 0.08% | New | Q4 2025 |
 BA | $3.26M | 0.85% | 0.00% | New | Q4 2025 |
| FDX | $2.74M | 0.71% | 0.00% | New | Q4 2025 |
 USAR | $2.18M | 0.57% | 0.12% | New | Q4 2025 |
 PPTA | $2.16M | 0.56% | 0.07% | New | Q4 2025 |
| HNRG | $2.12M | 0.55% | 0.25% | New | Q4 2025 |
 UUUU | $2.04M | 0.53% | 0.06% | New | Q4 2025 |
| ATI | $1.72M | 0.45% | 0.01% | New | Q4 2025 |
 MT | $1.37M | 0.36% | 0.00% | New | Q4 2025 |
 KNX | $1.05M | 0.27% | 0.01% | New | Q4 2025 |
 UAMY | $904K | 0.23% | 0.13% | New | Q4 2025 |
 FSLR | $682K | 0.18% | 0.00% | New | Q4 2025 |
| DAR | $666K | 0.17% | 0.01% | New | Q4 2025 |
 ALM | $617K | 0.16% | 0.03% | New | Q4 2025 |
 WERN | $510K | 0.13% | 0.03% | New | Q4 2025 |
 IDR | $403K | 0.10% | 0.06% | New | Q4 2025 |
| URG | $27.9K | 0.01% | 0.01% | New | Q4 2025 |