SEC Form 13F

Oakum Bay Capital LLC 13F Holdings

Report period2026-03-31
Publicly available2026-05-16
Reported value$186,600,434
Positions88

Largest disclosed positions

IssuerTickerClassReported valueReported amount
MICRON TECHNOLOGY INCMUCOM$38,472,544113,878
TESLA INCTSLACOM$21,742,91458,488
ZILLOW GROUP INCZGCL A$15,584,659376,532
LGI HOMES INCLGIHCOM$14,444,657365,410
RAYONIER INCRYNCOM$13,847,547671,559
COGENT COMMUNICATIONS HLDGS INCCCOICOM NEW$13,006,646690,374
VAIL RESORTS INCMTNCOM$6,948,65654,151
FORESTAR GROUP INCFORCOM$6,391,720261,527
CENTURY COMMUNITIES INCCCSCOM$6,143,332107,064
BEAZER HOMES USA INCBZHCOM NEW$5,979,196310,769

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