Oakum Bay Capital LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Westport, CT
CIK
0001571727
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
88
186,600
MU, TSLA, ZG, LGIH
13F-HR
5/14/2026
000157172726000007
Q4 2025
78
204,519
MU, TSLA, BEKE, ZG
13F-HR
2/12/2026
000157172726000005