§ 13F · FUND PROFILE
TOWERVIEW LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $137M (13F)Positions · 17Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TRC | TEJON RANCH CO | 3.85M | $72M | 46.8% | ±0% |
| 2 | GASS | STEALTHGAS INC | 2.69M | $25M | 15.9% | −12% |
| 3 | SGA | SAGA COMMUNICATIONS INC | 1.16M | $14M | 8.8% | ±0% |
| 4 | ACI | ALBERTSONS COS INC COM | 700K | $12M | 7.7% | +11% |
| 5 | SIRI | SIRIUS XM HOLDINGS INC COM | 335K | $8M | 5.0% | ±0% |
| 6 | LE | LANDS END INC COM | 593K | $7M | 4.3% | +38% |
| 7 | ALMS | ALUMIS INC COM | 222K | $5M | 3.2% | −55% |
| 8 | ALCO | ALICO INC | 85K | $4M | 2.3% | −18% |
| 9 | SRG | SERITAGE GROWTH PPTYS CL A | 1.03M | $3M | 1.9% | +29% |
| 10 | GYRO | GYRODYNE LLC | 338K | $3M | 1.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOWERVIEW SIGNAL
AC read
TOWERVIEW LLC is a Other fund managing $137 million in assets. The fund runs a focused portfolio of just 17 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed