Oakum Bay Capital LLC

Position in LGIH — LGI Homes, Inc.

CIK 1571727 WESTPORT, CT

Position in LGIH

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

Position Value

$14,444,657

+$2,282,810 QoQ

Shares Held

365,410

+29.1% QoQ

Ownership

1.57%

of shares outstanding

% of Portfolio

7.76%

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%

Consumer Cyclical · as of Mar 31, 2026

Oakum Bay Capital LLC holds $21,187,545 across 5 Residential Construction names. LGIH ranks #1 (68.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LGIH	LGI Homes, Inc. This page	365,410	$14,444,657
2	BZH	Beazer Homes USA Inc	310,769	$5,979,195
3	MTH	Meritage Homes CORP	6,800	$420,512
4	HOV	Hovnanian Enterprises Inc	2,441	$270,731
5	KBH	Kb Home	1,400	$72,450

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,444,657	365,410	+29.1%	Shares	Sole	2026-05-15
2025-12-31	$12,161,847	283,097	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.