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Dayah Capital’s Sigma Lithium SGML Stock Holding History

Dayah Capital’s Portfolio SGML Stock Details SGML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$57.4M Buy
4,540,000
+3,990,000
+725% +$67.1M 19.35% 1
2026
Q1 		$6.79M Sell
550,000
-430,000
-44% -$5.5M 2.6% 12
2025
Q4 		$12.9M Buy
+980,000
New +$8.44M 3.36% 5

Other funds holding SGML

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
KI
Keystone Investors Singapore $1.87B AUM

Dayah Capital's SGML Position: Q2 2026 in Review

Dayah Capital reduced its Sigma Lithium (SGML) stake by 46% in Q2 2026, selling an estimated $11.6M and leaving 823,787 shares worth $10.4M. The position accounts for 3.51% of the portfolio, ranked #10.

Dayah Capital first reported a position in SGML in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.7M in Q1 2026. 119 funds tracked by Wall St. Rank hold SGML as of Q2 2026.

  • Dayah Capital held 823,787 shares of Sigma Lithium worth $10.4M as of Q2 2026.
  • Dayah Capital sold 689,791 Sigma Lithium shares in Q2 2026, an estimated $11.6M.
  • Sigma Lithium made up 3.51% of Dayah Capital's portfolio in Q2 2026, its #10 holding.
  • Dayah Capital first reported a position in Sigma Lithium in Q4 2025 and has held it in 3 quarters since.
  • Dayah Capital's Sigma Lithium position peaked at $18.7M in Q1 2026.
  • 119 funds tracked by Wall St. Rank held Sigma Lithium as of Q2 2026.

Based on Dayah Capital's 13F filing for Q2 2026, filed 14 Aug 2026.