Holdings
Milfam LLC
As of Sep 30, 2026, Milfam LLC reported 10 positions worth US$130M. Largest: Nextnav Inc., Pacific Gas & Electric Co. and Optimum Communications, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nextnav Inc. | 3.27M | US$47M | no change | Sep 30, 2026 |
| Pacific Gas & Electric Co. | 3.23M | US$39.6M | +1.59M | Sep 30, 2026 |
| Optimum Communications, Inc. | 19.5M | US$19.3M | +3.63M | Sep 30, 2026 |
| Scully Royalty Ltd. | 1.99M | US$10.3M | no change | Sep 30, 2026 |
| Viasat, Inc. | 97,800 | US$6.88M | +94,800 | Sep 30, 2026 |
| Cognizant Technology Solutions Corporation | 59,200 | US$3.4M | new | Sep 30, 2026 |
| Ares Management Corporation | 15,000 | US$1.74M | no change | Sep 30, 2026 |
| Apollo Global Management, Inc. (new) | 7,500 | US$870K | no change | Sep 30, 2026 |
| Energy Recovery, Inc. | 75,000 | US$500K | no change | Sep 30, 2026 |
| Epam Systems, Inc. | 1,414 | US$153K | new | Sep 30, 2026 |