SEC 13F Intelligence

Managers / Q1 2026

Oakum Bay Capital LLC

CIK 0001571727 · 16 RAILROAD PLACE, # 1032, WESTPORT, CT, 06880 · 475-477-3301

Reported Value
$187M
Q1 2026
Positions
88
Filings on Record
2
2019–present window
Filed
May 15, 2026
original filing

Summary

Oakum Bay Capital LLC reported $187M in U.S.-listed holdings across 88 positions for Q1 2026.

The portfolio is heavily concentrated: MU alone accounts for 20.6% of reported value.

Compared with Q4 2025, the fund opened 29 new positions and exited 19.

Portfolio Metrics

Turnover
+19.0%
vs prior filed quarter
Top-10 Concentration
+76.4%
share of reported value
Largest Position
+20.6%
Micron Technology
New / Exited
29 / 19
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $205MQ4 ’25Q1 ’26: $187MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 83.2%REIT: 10.7%ADR: 3.9%Other: 2.1%ETP: 0.1%
  • Common Stock · 83.2% · $155M
  • REIT · 10.7% · $20M
  • ADR · 3.9% · $7M
  • Other · 2.1% · $4M
  • ETP · 0.1% · $272,804

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GLOBALFOUNDRIES INCNEW+85.9K85.9K+$4M$4M
AXONAXON ENTERPRISE INCNEW+8.7K8.7K+$4M$4M
VECOVEECO INSTRS INC DELNEW+49.8K49.8K+$2M$2M
WOLFWOLFSPEED INCNEW+100.5K100.5K+$2M$2M
SESEA LTDNEW+16.8K16.8K+$1M$1M
GTLBGITLAB INCNEW+25.2K25.2K+$545,631$545,631
TRCTEJON RANCH CONEW+24.5K24.5K+$460,732$460,732
MTHMERITAGE HOMES CORPNEW+6.8K6.8K+$420,512$420,512

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

49 positions
#IssuerClass% PortfolioValueShares
1MUMICRON TECHNOLOGY INChistory →COM20.62%$38M113.9K
2TSLATESLA INChistory →COM11.65%$22M58.5K
3ZGZILLOW GROUP INChistory →CL A8.35%$16M376.5K
4LGIHLGI HOMES INChistory →COM7.74%$14M365.4K
5RYNRAYONIER INChistory →COM7.42%$14M671.6K
6OGM1COGENT COMMUNICATIONS HLDGS INChistory →COM NEW6.97%$13M690.4K
7MTNVAIL RESORTS INChistory →COM3.72%$7M54.2K
8FORFORESTAR GROUP INChistory →COM3.43%$6M261.5K
9CCSCENTURY COMMUNITIES INChistory →COM3.29%$6M107.1K
10BZHBEAZER HOMES USA INChistory →COM NEW3.20%$6M310.8K
11WYWEYERHAEUSER COhistory →COM NEW2.06%$4M157.6K
12GLOBALFOUNDRIES INCORDINARY SHARES2.05%$4M85.9K
13AXONAXON ENTERPRISE INChistory →COM1.98%$4M8.7K
14TSMTAIWAN SEMICONDUCTOR MFG LTDhistory →SPONSORED ADS1.19%$2M6.5K
15VECOVEECO INSTRS INC DELCOM0.90%$2M49.8K
16CSGPCOSTAR GROUP INCCOM0.89%$2M41.0K
17WOLFWOLFSPEED INCCOMMON STOCK0.88%$2M100.5K
18ATKRATKORE INCCOM0.76%$1M23.9K
19SESEA LTDSPONSORD ADS0.75%$1M16.8K
20ACMRACM RESEARCH INCCOM CL A0.73%$1M34.4K
21INVHINVITATION HOMES INCCOM0.60%$1M45.2K
22FUNSIX FLAGS ENTERTAINMENT CORPCOM0.59%$1M61.9K
23KANZHUN LIMITEDSPONSORED ADS0.58%$1M80.5K
24ABNBAIRBNB INCCOM CL A0.55%$1M8.2K
25EFXEQUIFAX INCCOM0.50%$925,3805.1K
26RIORIO TINTO PLCSPONSORED ADR0.49%$918,9069.8K
27CMGCHIPOTLE MEXICAN GRILL INCCOM0.48%$889,87827.8K
28FCXFREEPORT-MCMORAN INCCL B0.43%$805,34513.7K
29LMNRLIMONEIRA COCOM0.41%$756,95556.4K
30FSLRFIRST SOLAR INCCOM0.39%$729,8623.7K
31LANDGLADSTONE LAND CORPCOM0.39%$721,08970.7K
32MSGSMADISON SQUARE GARDEN SPORTS CORPCL A0.38%$708,0442.2K
33ENPHENPHASE ENERGY INCCOM0.38%$703,68218.6K
34AMDADVANCED MICRO DEVICES INCCOM0.31%$579,7762.9K
35AMZNAMAZON COM INCCOM0.30%$563,7872.7K
36GTLBGITLAB INCCLASS A COM0.29%$545,63125.2K
37TRCTEJON RANCH COCOM0.25%$460,73224.5K
38AREALEXANDRIA REAL ESTATE EQ INCCOM0.23%$433,7959.3K
39XIFRXPLR INFRASTRUCTURE LPCOM UNIT PART INT0.23%$424,63040.0K
40MTHMERITAGE HOMES CORPCOM0.23%$420,5126.8K
41TRUTRANSUNIONCOM0.22%$411,5425.9K
42BEKEKE HOLDINGS INCSPONSORED ADS0.22%$409,68427.4K
43CLFCLEVELAND-CLIFFS INCCOM0.21%$390,50846.2K
44UWMCUWM HOLDINGS CORPORATIONCOM CL A0.19%$347,88296.1K
45PDDPDD HOLDINGS INCSPONSORED ADS0.16%$296,3222.9K
46GPKGRAPHIC PACKAGING HLDG COCOM0.15%$278,32028.0K
47GQ9SPDR GOLD TRUSTGOLD SHS0.15%$272,804634
48JDJD.COM INCSPON ADS CL A0.15%$272,0449.2K
49HOVHOVNANIAN ENTERPRISES INCCL A NEW0.15%$270,7312.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$187M88May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$205M78Feb 13, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.