Oakum Bay Capital LLC - Q12026 Holdings

Oakum Bay Capital LLC holds 88 stocks with a total portfolio value of $ 186.6M as of Q12026. In Q12026, Oakum Bay Capital LLC added 29 new positions, increased stakes in 25 stocks, reduced 25 holdings, and fully exited 19 positions. The largest holding is Micron Technology Inc (MU), representing 20.62% of the total portfolio.