Milfam
$126M 13F equity value
12 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Milfam covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NN | NEXTNAV INC | 3,267,920 | $58M | 46.2% |
| PCG | PG&E CORP | 1,642,941 | $28M | 21.9% |
| OPTU | OPTIMUM COMMUNICATIONS INC | 15,920,494 | $23M | 18.3% |
| SRL | SCULLY ROYALTY LTD | 1,985,952 | $12M | 9.6% |
| ARES | ARES MANAGEMENT CORPORATION | 15,000 | $2M | 1.3% |
| SDRL | SEADRILL LTD | 40,000 | $2M | 1.2% |
| APO | APOLLO GLOBAL MGMT INC | 7,500 | $887,325 | 0.7% |
| ERII | ENERGY RECOVERY INC | 75,000 | $676,500 | 0.5% |
| VSAT | VIASAT INC | 3,000 | $269,430 | 0.2% |
| RSP | INVESCO EXCHANGE TRADED FD T | 100 | $21,277 |
Track Milfam's 13F portfolio: $126M in reported holdings, 12 positions. Top holdings and quarterly changes on SentiSense.
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