CIK 1571727
Oakum Bay Capital LLC
Institutional 13F holdings & portfolio
Holdings
78
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 78
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 152K | $1M+ | SH |
| TSLA | TESLA INC | 58K | $1M+ | SH |
| BEKE | KE HOLDINGS INC | 1.1M | $1M+ | SH |
| ZG | ZILLOW GROUP INC | 248K | $1M+ | SH |
| LGIH | LGI HOMES INC | 283K | $1M+ | SH |
| CCOI | COGENT COMMUNICATIONS HLDGS INC | 544K | $1M+ | SH |
| CVNA | CARVANA CO | 27K | $1M+ | SH (Put) |
| FOR | FORESTAR GROUP INC | 313K | $1M+ | SH |
| CCS | CENTURY COMMUNITIES INC | 109K | $1M+ | SH |
| MTN | VAIL RESORTS INC | 45K | $1M+ | SH |
| BZH | BEAZER HOMES USA INC | 264K | $1M+ | SH |
| TRU | TRANSUNION | 42K | $1M+ | SH |
| RYN | RAYONIER INC | 160K | $1M+ | SH |
| EFX | EQUIFAX INC | 13K | $1M+ | SH |
| WY | WEYERHAEUSER CO | 115K | $1M+ | SH |
| FUN | SIX FLAGS ENTERTAINMENT CORP | 171K | $1M+ | SH |
| ENPH | ENPHASE ENERGY INC | 66K | $1M+ | SH |
| ABNB | AIRBNB INC | 15K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 7K | $1M+ | SH |
| ATKR | ATKORE INC | 27K | $1M+ | SH |
| MSGS | MADISON SQUARE GARDEN SPORTS CORP | 6K | $1M+ | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 36K | $1M+ | SH |
| ACMR | ACM RESEARCH INC | 29K | $1M+ | SH |
| RIO | RIO TINTO PLC | 14K | $1M+ | SH |
| ARE | ALEXANDRIA REAL ESTATE EQ INC | 20K | $500K+ | SH |
| FCX | FREEPORT-MCMORAN INC | 17K | $500K+ | SH |
| FSLR | FIRST SOLAR INC | 3K | $500K+ | SH |
| INVH | INVITATION HOMES INC | 29K | $500K+ | SH |
| LMNR | LIMONEIRA CO | 54K | $500K+ | SH |
| LAND | GLADSTONE LAND CORP | 73K | $500K+ | SH |
| XIFR | XPLR INFRASTRUCTURE LP | 62K | $500K+ | SH |
| AMZN | AMAZON COM INC | 2K | $500K+ | SH |
| FMC | FMC CORP | 32K | $100K–$500K | SH |
| UWMC | UWM HOLDINGS CORPORATION | 95K | $100K–$500K | SH |
| CSGP | COSTAR GROUP INC | 6K | $100K–$500K | SH |
| ERO | ERO COPPER CORP | 12K | $100K–$500K | SH |
| MCW | MISTER CAR WASH INC | 58K | $100K–$500K | SH |
| LRN | STRIDE INC | 5K | $100K–$500K | SH |
| CLF | CLEVELAND-CLIFFS INC | 22K | $100K–$500K | SH |
| UNIT | UNITI GROUP LLC | 42K | $100K–$500K | SH |
| HOV | HOVNANIAN ENTERPRISES INC | 3K | $100K–$500K | SH |
| TAL | TAL EDUCATION GROUP | 23K | $100K–$500K | SH |
| PDD | PDD HOLDINGS INC | 2K | $100K–$500K | SH |
| OC | OWENS CORNING | 2K | $100K–$500K | SH |
| JOE | ST JOE CO | 3K | $100K–$500K | SH |
| JD | JD.COM INC | 6K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 750 | $100K–$500K | SH |
| XRAY | DENTSPLY SIRONA INC | 12K | $100K–$500K | SH |
| NVTS | NAVITAS SEMICONDUCTOR CORP | 15K | $100K–$500K | SH |
| TLK | TELEKOMUNIKASI INDONESIA | 5K | $50K–$100K | SH |