Oakum Bay Capital LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    westport, CT
  • CIK
    0001571727
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

88

$186.6M
MU, TSLA, ZG, LGIH
13F-HR
May 14, 2026
000157172726000007

78

$204.52M
MU, TSLA, KE HLDGS INC, ZG
13F-HR
Feb 13, 2026
000157172726000005