Oakum Bay Capital LLC
Position in CCOI — Cogent Communications Holdings, Inc.
CIK 1571727
WESTPORT, CT
Position in CCOI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,006,646
+$1,287,019 QoQ
Shares Held
690,374
+27.0% QoQ
Ownership
1.35%
of shares outstanding
% of Portfolio
6.98%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CCOI Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Mar 31, 2026Oakum Bay Capital LLC holds $13,025,326 across 2 Telecom Services names. CCOI ranks #1 (99.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCOI |
Cogent Communications Holdings, Inc.
This page
|
690,374 | $13,006,646 | |
| 2 | TLK |
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk
|
1,000 | $18,680 |
All Filings in CCOI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,006,646 | 690,374 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,719,627 | 543,582 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||