Milfam
$99M 13F equity value
7 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NN | NEXTNAV INC | 2,515,213 | $40M | 40.6% |
| PCG | PG&E CORP | 1,642,941 | $29M | 29.1% |
| SRL | SCULLY ROYALTY LTD | 1,985,952 | $16M | 15.6% |
| OPTU | OPTIMUM COMMUNICATIONS INC | 8,770,000 | $11M | 11.5% |
| SDRL | SEADRILL LTD | 40,000 | $2M | 1.8% |
| NNAVW | NEXTNAV INC | 250,000 | $1M | 1.4% |
| BSL | BLACKSTONE SENI FLTN RAT 202 | 2 | $26 |
Track Milfam's 13F portfolio: $99M in reported holdings, 7 positions. Top holdings and quarterly changes on SentiSense.