Optimum Communications Inc-a (OPTU) — Smart Money Tracker (13F, Q2 2026)

OPTU ranks #3087 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

OPTU is a top-conviction position for Milfam LLC — at 18.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in OPTU belongs to Silver Rock Financial LP, but the position matters far more to Milfam LLC, who has 18.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Farther Finance Advisors, LLC has added to its OPTU position for two straight quarters, increasing it by $4.5K to reach $4.7K today.

Essential Partners LLC has trimmed its OPTU position for two straight quarters, cutting it by $2.2K while still holding $9.2K.

OPTU is down 5.7% today, and institutions have been net sellers of $105.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

OPTU reported a net loss of $4.9B over the trailing twelve months.

• Not yet profitable — net loss of $4.9B over the trailing twelve months
• Revenue declined 4.4% year over year
• Net income declined year over year, from -$269.0M to -$4.9B
• Generated $1.2B in positive operating cash flow
• Total liabilities currently exceed total assets (negative shareholder equity)