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 51–78 of 78
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NU | NU HOLDINGS LTD | 5K | $50K–$100K | SH |
| TTC | TORO CO | 1K | $50K–$100K | SH |
| RGR | STURM RUGER & CO INC | 2K | $50K–$100K | SH |
| HIMS | HIMS & HERS HEALTH INC | 2K | $50K–$100K | SH |
| MLP | MAUI LAND & PINEAPPLE INC | 3K | $50K–$100K | SH |
| TTD | THE TRADE DESK INC | 1K | $15K–$50K | SH |
| GRND | GRINDR INC | 4K | $15K–$50K | SH |
| RKT | ROCKET COS INC | 3K | $15K–$50K | SH |
| LMT | LOCKHEED MARTIN CORP | 81 | $15K–$50K | SH |
| SWIM | LATHAM GROUP INC | 4K | $15K–$50K | SH |
| ARM | ARM HOLDINGS PLC | 200 | $15K–$50K | SH |
| MAA | MID-AMERICA APT COMMUNITIES INC | 150 | $15K–$50K | SH |
| GLD | SPDR GOLD TRUST | 46 | $15K–$50K | SH |
| GOOG | ALPHABET INC | 50 | $15K–$50K | SH |
| SGRY | SURGERY PARTNERS INC | 1K | $15K–$50K | SH |
| GPK | GRAPHIC PACKAGING HLDG CO | 1K | $15K–$50K | SH |
| DDL | DINGDONG CAYMAN LTD | 6K | $1K–$15K | SH |
| UAA | UNDER ARMOUR INC | 3K | $1K–$15K | SH |
| CNH | CNH INDUSTRIAL NV | 1K | $1K–$15K | SH |
| BZ | KANZHUN LIMITED | 450 | $1K–$15K | SH |
| NXDT | NEXPOINT DIVERSIFIED REAL ESTATE TR | 4K | $1K–$15K | SH |
| ZH | ZHIHU INC | 2K | $1K–$15K | SH |
| EQIX | EQUINIX INC | 10 | $1K–$15K | SH |
| UA | UNDER ARMOUR INC | 2K | $1K–$15K | SH |
| FPI | FARMLAND PARTNERS INC | 384 | $1K–$15K | SH |
| AXTI | AXT INC | 200 | $1K–$15K | SH |
| PRKS | UNITED PARKS & RESORTS INC | 1 | <$1K | SH |
| SMCI | SUPER MICRO COMPUTER INC | 1 | <$1K | SH |