Oakum Bay Capital LLC

Position in FOR — Forestar Group Inc.

CIK 1571727 WESTPORT, CT

Position in FOR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$6,391,719

-$1,321,042 QoQ

Shares Held

261,527

-16.5% QoQ

Ownership

0.513%

of shares outstanding

% of Portfolio

3.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

Oakum Bay Capital LLC holds $12,794,417 across 3 Real Estate - Development names. FOR ranks #1 (50.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FOR	Forestar Group Inc. This page	261,527	$6,391,719
2	CCS	Century Communities, Inc.	107,064	$6,143,332
3	HHH	Howard Hughes Holdings Inc.	4,100	$259,366

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,391,719	261,527	-16.5%	Shares	Sole	2026-05-15
2025-12-31	$7,712,761	313,145	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.