§ 13F · FUND PROFILE
TOWERVIEW LLC.
AUM · $152M (13F)Positions · 17Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$83K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TRC | TEJON RANCH CO | 3.85M | $72M | 47.2% | ±0% |
| 2 | GASS | STEALTHGAS INC | 2.70M | $21M | 14.0% | ±0% |
| 3 | ACI | ALBERTSONS COS INC COM | 888K | $12M | 7.9% | +27% |
| 4 | SGA | SAGA COMMUNICATIONS INC | 1.16M | $11M | 6.9% | ±0% |
| 5 | LE | LANDS END INC COM | 855K | $9M | 5.9% | +44% |
| 6 | SIRI | SIRIUS XM HOLDINGS INC COM | 283K | $8M | 5.5% | −16% |
| 7 | ALMS | ALUMIS INC COM | 222K | $6M | 4.1% | ±0% |
| 8 | ALCO | ALICO INC | 76K | $3M | 2.0% | −11% |
| 9 | OABI | OMNIAB INC COM | 1.18M | $3M | 1.9% | +18% |
| 10 | SRG | SERITAGE GROWTH PPTYS CL A | 1.03M | $3M | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOWERVIEW SIGNAL
AC read
TOWERVIEW LLC is a Other fund managing $152 million in assets. The fund runs a focused portfolio of just 17 positions.
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