account_balance

Investment manager · 13F filer · SEC CIK 1571727

Oakum Bay Capital LLC

Reported value$186Mas of Mar 31, 2026
Positions87
Top 10 weight76.5%MU alone is 21%
FiledMay 1545 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
MU Micron Technology Inc 20.7% TSLA Tesla, Inc. 11.7% ZG Zillow Group, Inc. 8.4% LGIH LGI Homes, Inc. 7.8% RYN Rayonier Inc 7.4% CCOI Cogent Communications Holdings, Inc. 7.0% MTN Vail Resorts Inc 3.7% FOR Forestar Group Inc. 3.4% CCS Century Communities, Inc. 3.3%
BZH Beazer Homes USA Inc 3.2%
WY Weyerhaeuser Co 2.1% GFS Globalfoundries Inc. 2.1%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist