Oakum Bay Capital LLC — 13F holdings

Oakum Bay Capital LLC reported 88 holdings worth $187M in its 13F filing for Q1 2026, filed May 15, 2026.

Largest positions

1. MU MICRON TECHNOLOGY INC — $38.5M (20.6%)
2. TSLA TESLA INC — $21.7M (11.7%)
3. ZG ZILLOW GROUP INC — $15.6M (8.4%)
4. LGIH LGI HOMES INC — $14.4M (7.7%)
5. RYN RAYONIER INC — $13.8M (7.4%)
6. CCOI COGENT COMMUNICATIONS HLDGS — $13.0M (7.0%)
7. MTN VAIL RESORTS INC — $6.95M (3.7%)
8. FOR FORESTAR GROUP INC — $6.39M (3.4%)
9. CCS CENTURY CMNTYS INC — $6.14M (3.3%)
10. BZH BEAZER HOMES USA INC — $5.98M (3.2%)