Skip to main content

Oakum Bay Capital LLC

Location
WESTPORT, CT
Portfolio Value
Small $186,117,144
Diversification
Diversified
Filing Date
Global Rank
#4,029 / 8,232 ▲ 24
Top Industry
Semiconductors 25.5%
3Y Alpha vs SPY
+60.9%
Period ended 2 months ago
Filed May 15, 2026 · 29d
2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+24.4%
SPY
+9.1%
Annualised alpha
+64.6%
Max drawdown
−18.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

86 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
20.7%
−0.6 pts
Top 5
55.9%
−1.2 pts
Top 10
76.6%
−1.8 pts
HHI
867
Dec 2025 → Mar 2026 · range 867 – 922
Diversified−55

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Consumer Cyclical 30.1% $55,962,370
Technology 28.4% $52,915,743
Real Estate 19.1% $35,456,547
Communication Services 16.3% $30,422,685
Industrials 3.6% $6,688,057
Basic Materials 1.3% $2,427,924
Consumer Defensive 0.6% $1,042,280
Financial Services 0.5% $845,524
Unclassified 0.1% $272,803
Utilities 0.0% $68,800
Healthcare 0.0% $14,411

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
24 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
24 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
18 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
86 positions · $186,117,144 total · as of Mar 31, 2026
Showing 1–50 of 86 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History