Oakum Bay Capital LLC | 13F Holdings | BadatCrypto

Oakum Bay Capital LLC

CIK: 0001571727

166

Signals (30d)

166

Buys (30d)

0

Sells (30d)

78

Current Positions

⏱ Historical Data Pending

Recent Signals

Historical data not yet available for this fund

Signals will appear when we have Q3 2025 comparison data

Current Positions

Showing 50 of 78 positions

MICRON TECHNOLOGY INC

152,128 shares

$43.4M

21.23%

Tesla, Inc.

58,488 shares

$26.3M

12.86%

KE Holdings Inc.

1,124,098 shares

$17.7M

8.66%

ZILLOW GROUP, INC.

248,437 shares

$17.0M

8.29%

LGI Homes, Inc.

283,097 shares

$12.2M

5.95%

COGENT COMMUNICATIONS HOLDINGS, INC.

543,582 shares

$11.7M

5.73%

CARVANA CO.

27,000 shares

$11.4M

5.57%

Forestar Group Inc.

313,145 shares

$7.7M

3.77%

Century Communities, Inc.

109,386 shares

$6.5M

3.17%

VAIL RESORTS INC

44,648 shares

$5.9M

2.90%

BEAZER HOMES USA INC

264,026 shares

$5.4M

2.62%

TransUnion

42,004 shares

$3.6M

1.76%

RAYONIER INC

159,978 shares

$3.5M

1.69%

EQUIFAX INC

12,889 shares

$2.8M

1.37%

WEYERHAEUSER CO

114,574 shares

$2.7M

1.33%

Six Flags Entertainment Corporation/NEW

170,717 shares

$2.6M

1.28%

Enphase Energy, Inc.

66,461 shares

$2.1M

1.04%

Airbnb, Inc.

15,071 shares

$2.0M

1.00%

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

6,550 shares

$2.0M

0.97%

Atkore Inc.

26,767 shares

$1.7M

0.83%

Madison Square Garden Sports Corp.

5,600 shares

$1.4M

0.71%

CHIPOTLE MEXICAN GRILL INC

36,400 shares

$1.3M

0.66%

ACM Research, Inc.

28,798 shares

$1.1M

0.56%

RIO TINTO PLC

13,550 shares

$1.1M

0.53%

ALEXANDRIA REAL ESTATE EQUITIES, INC.

19,600 shares

$1.0M

0.47%

FREEPORT-MCMORAN INC

17,401 shares

$0.9M

0.43%

FIRST SOLAR, INC.

3,300 shares

$0.9M

0.42%

Invitation Homes Inc.

29,200 shares

$0.8M

0.40%

Limoneira CO

53,783 shares

$0.7M

0.33%

GLADSTONE LAND Corp

72,695 shares

$0.7M

0.33%

XPLR Infrastructure, LP

61,984 shares

$0.6M

0.30%

AMAZON COM INC

2,307 shares

$0.5M

0.26%

FMC CORP

31,500 shares

$0.4M

0.21%

UWM Holdings Corp

95,100 shares

$0.4M

0.20%

COSTAR GROUP, INC.

5,500 shares

$0.4M

0.18%

Ero Copper Corp.

11,800 shares

$0.3M

0.16%

Mister Car Wash, Inc.

57,900 shares

$0.3M

0.16%

Stride, Inc.

4,900 shares

$0.3M

0.16%

CLEVELAND-CLIFFS INC.

22,214 shares

$0.3M

0.14%

Uniti Group Inc.

41,593 shares

$0.3M

0.14%

HOVNANIAN ENTERPRISES INC

2,600 shares

$0.3M

0.12%

TAL Education Group

23,000 shares

$0.3M

0.12%

PDD Holdings Inc.

1,900 shares

$0.2M

0.11%

Owens Corning

1,750 shares

$0.2M

0.10%

ST JOE Co

3,100 shares

$0.2M

0.09%

JD.com, Inc.

5,700 shares

$0.2M

0.08%

ADVANCED MICRO DEVICES INC

750 shares

$0.2M

0.08%

DENTSPLY SIRONA Inc.

11,722 shares

$0.1M

0.07%

Navitas Semiconductor Corp

15,000 shares

$0.1M

0.05%

PERUSAHAAN PERSEROAN PERSERO PT TELEKOMUNIKASI INDONESIA TBK

4,500 shares

$0.1M

0.05%

Most Active Tickers

MICRON TECHNOLOGY INC

2 signals

Tesla, Inc.

2 signals

ZILLOW GROUP, INC.

2 signals

LGI Homes, Inc.

2 signals

COGENT COMMUNICATIONS HOLDINGS, INC.

2 signals

KE Holdings Inc.

2 signals

RAYONIER INC

2 signals

Forestar Group Inc.

2 signals

VAIL RESORTS INC

2 signals

Activity (Last 7 Days)

Jul 17, 2026

+78-0

May 15, 2026

+88-0

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