account_balance
Investment manager · 13F filer · SEC CIK 1728825
Milfam LLC
Reported value$126Mas of Jun 30, 2026
Positions11 5 new, 1 sold out
Top 10 weight100.0%NN alone is 46%
FiledJul 2222 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 11 stocks.
NNNextnav Inc
46.2%Added +30%
PCGPG&E Corp
21.9%
OPTUOptimum Communications Inc
18.3%Added +82%
SRLScully Royalty Ltd
9.6%
ARES1.3%SDRL1.2%APO0.7%ERII0.5%VSATNNNextnav Inc
46.2%Added +30%
PCGPG&E Corp
21.9%
OPTUOptimum Communications Inc
18.3%Added +82%
SRLScully Royalty Ltd
9.6%
ARESSDRLBox size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 11 as a list
NN Nextnav Inc 46.2% Added +30%PCG PG&E Corp 21.9% HeldOPTU Optimum Communications Inc 18.3% Added +82%SRL Scully Royalty Ltd 9.6% HeldARES Ares Management Corporation 1.3% NewSDRL Seadrill Ltd 1.2% HeldAPO Apollo Global MGMT Inc 0.7% NewERII Energy Recovery Inc 0.5% NewVSAT Viasat Inc 0.2% New
RSP Invesco Exchange Traded Fd T 0.0% New
BSL Blackstone Seni FLTN Rat 202 0.0% HeldWhat changed