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Dayah Capital LLC

Q1 2026 13F Holdings

  • Location
    stamford, CT
  • Num holdings

    37

  • Value ($000)

    $261,219

  • Date Filed
    05/19/2026
  • Form type
    restatement
  • CIK
    0001980739
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
METC

RAMACO RES INC

COM CL A
75134P600
$47.15M
18 %

3,050,000

M
METC

RAMACO RES INC

COM CL A
75134P600
$30.92M
12 %

2,000,000

call
S
SGML

SIGMA LITHIUM CORPORATION

COM
826599102
$18.68M
7 %

1,513,578

H
HNRG

HALLADOR ENERGY COMPANY

COM
40609P105
$16.28M
6 %

1,000,000

call
C
CLF

CLEVELAND-CLIFFS INC NEW

COM
185899101
$10.99M
4 %

1,300,000

call
H
HNRG

HALLADOR ENERGY COMPANY

COM
40609P105
$10.55M
4 %

648,300

---

HUT 8 CORP

COM
44812J104
$10.22M
4 %

217,920

F
FLR

FLUOR CORP

COM
343412102
$8.41M
3 %

180,215

D
DOW

DOW HLDGS INC

COM
260557103
$8.33M
3 %

200,000

call
L
LYB

LYONDELLBASELL INDUSTRIES NV

SHS - A -
N53745100
$8.06M
3 %

100,000

call
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