Milfam LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 12, 2026, disclosing its equity holdings as of September 30, 2026. The filing was submitted by Vice President Anthony Lanza of Northern Trust Company, who serves as the authorized signatory for the firm.
The report lists a total of 15 equity securities held by Milfam LLC. The top holding by number of shares is Optimum Communications Inc. Class A, for which the firm reported ownership of 19,549,309 shares. The second-largest position is Scully Royalty Ltd. shares, with 1,985,952 shares held.
The filing also details significant positions in NextNav Inc., with 3,267,920 shares, and General Fusion Group Ltd., with 1,902,311 shares. Accenture PLC Ireland Shares Class A follows with 13,800 shares, while Cognizant Technology Solutions Class A is held at 59,200 shares.
Other disclosed holdings include Ares Management Corporation Class A Common Stock (15,000 shares), Apollo Global Management Inc. Common Stock (7,500 shares), and ViaSat Inc. Common Stock (97,800 shares). The portfolio also includes smaller positions in Invesco Exchange Traded Fund T S&P500 EQL WGT (100 shares), Energy Recovery Inc. Common Stock (75,000 shares), and EPAM Systems Inc. Common Stock (1,414 shares).
The filing notes that the firm holds all positions as sole beneficial owners, with no shared voting or investment power over the securities listed.
