13F Filings History of Oakum Bay Capital LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$193,124,563
Signature - Title
Michael Trica - Chief Investment Officer
Location
Westport, CT
Summary
This page shows a list of all the recent 13F filings made by Oakum Bay Capital LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Oakum Bay Capital LLC reported 77 stock holdings with total value $193,124,563 as of Q4 2025. Top holdings included MU, TSLA, BEKE, ZG, and LGIH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 77 $193,124,563 $0 $0 $0 MU, TSLA, BEKE, ZG, LGIH 13F-HR 12 Feb 2026, 19:16