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MILFAM LLC’s Scully Royalty SRL Stock Holding History

MILFAM LLC’s Portfolio SRL Stock Details SRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.2M Hold
1,985,952
– – 9.49% 4
2026
Q1 		$15.5M Buy
+1,985,952
New +$17M 15.18% 3

Other funds holding SRL

NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
IR
IAT Reinsurance New York $167M AUM 46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

MILFAM LLC's SRL Position: Q2 2026 in Review

MILFAM LLC held its Scully Royalty (SRL) position steady in Q2 2026 at 1,985,952 shares worth $12.2M. The position accounts for 9.49% of the portfolio, ranked #4.

MILFAM LLC first reported a position in SRL in Q1 2026 and has held it in 2 quarters since. The position peaked at $15.5M in Q1 2026. 15 funds tracked by Wall St. Rank hold SRL as of Q2 2026.

  • MILFAM LLC held 1,985,952 shares of Scully Royalty worth $12.2M as of Q2 2026.
  • MILFAM LLC left its Scully Royalty share count unchanged in Q2 2026.
  • Scully Royalty made up 9.49% of MILFAM LLC's portfolio in Q2 2026, its #4 holding.
  • MILFAM LLC first reported a position in Scully Royalty in Q1 2026 and has held it in 2 quarters since.
  • MILFAM LLC's Scully Royalty position peaked at $15.5M in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Scully Royalty as of Q2 2026.

Based on MILFAM LLC's 13F filing for Q2 2026, filed 22 Jul 2026.