OBC
XIFR

Oakum Bay Capital’s XPLR Infrastructure LP XIFR Stock Holding History

Oakum Bay Capital’s Portfolio XIFR Stock Details XIFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$425K Sell
39,984
-22,000
-35% -$227K 0.23% 39
2025
Q4 		$620K Buy
+61,984
New +$601K 0.3% 31

Other funds holding XIFR

ACA
Anchorage Capital Advisors New York $165M AUM 5.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
REAM
Ripple Effect Asset Management New York $431M AUM 68.31% 1-Year Est. Return
YCM
Yaupon Capital Management New York $5.08B AUM 53.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
GCM
Greenland Capital Management New York $812M AUM 45.54% 1-Year Est. Return
ECM
Endure Capital Management Austin, Texas $451M AUM

Oakum Bay Capital's XIFR Position: Q1 2026 in Review

Oakum Bay Capital reduced its XPLR Infrastructure LP (XIFR) stake by 35% in Q1 2026, selling an estimated $227K and leaving 39,984 shares worth $425K. The position accounts for 0.23% of the portfolio, ranked #39.

Oakum Bay Capital first reported a position in XIFR in Q4 2025 and has held it in 2 quarters since. The position peaked at $620K in Q4 2025. 225 funds tracked by Wall St. Rank hold XIFR as of Q1 2026.

  • Oakum Bay Capital held 39,984 shares of XPLR Infrastructure LP worth $425K as of Q1 2026.
  • Oakum Bay Capital sold 22,000 XPLR Infrastructure LP shares in Q1 2026, an estimated $227K.
  • XPLR Infrastructure LP made up 0.23% of Oakum Bay Capital's portfolio in Q1 2026, its #39 holding.
  • Oakum Bay Capital first reported a position in XPLR Infrastructure LP in Q4 2025 and has held it in 2 quarters since.
  • Oakum Bay Capital's XPLR Infrastructure LP position peaked at $620K in Q4 2025.
  • 225 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q1 2026.

Based on Oakum Bay Capital's 13F filing for Q1 2026, filed 15 May 2026.