Long-term investor

Dayah Capital LLC @dayahcapitalllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001980739).

Record

  • Tracked since 2026-03-31 (182 days), 98 trades recorded
  • Returns: week n/a · month n/a · 90 days -8.5% · 6 months n/a · 1 year n/a · all -12.1%
  • Max drawdown n/a · win rate 0% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 75134P600 · 23.2% · long · since 2026-03-31
  • SGML · 22.9% · long · since 2026-03-31
  • HNRG · 8.0% · long · since 2026-03-31
  • 86771W105 · 7.3% · long · since 2025-12-31
  • FLR · 6.1% · long · since 2026-03-31
  • CC · 5.8% · long · since 2026-03-31
  • ARLP · 4.4% · long · since 2026-03-31
  • ALB · 4.1% · long · since 2026-06-30
  • HUT · 2.6% · long · since 2026-03-31
  • VALE · 2.0% · long · since 2026-06-30
  • CLF · 1.8% · long · since 2026-03-31
  • IP · 1.7% · long · since 2026-06-30

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