Investor
MILFAM LLC
CIK 0001728825 · filed 2026-04-24 · SEC filing
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nextnav Inc | — | 2.52M | $40.3M | 39.4% | — | Held |
| Pg&E Corp | — | 1.64M | $28.9M | 28.2% | — | Held |
| Scully Royalty Ltd. | SRL | 1.99M | $15.5M | 15.2% | — | Held |
| Optimum Communications, Inc. | OPTU | 8.77M | $11.4M | 11.1% | — | Held |
| Seadrill Ltd | SDRL | 40K | $1.82M | 1.8% | — | Held |
| Nextnav Inc | — | 250K | $1.42M | 1.4% | — | Held |
| Blackstone Seni Fltn Rat 202 | — | 2 | $26 | 0.0% | — | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.