§ 13F · FUND PROFILE
TOWERVIEW LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $140.3T (13F)Positions · 20Turnover · — · Q4Filed · Feb 4, 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 · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TRC | TEJON RANCH CO | 3.85M | $60.6T | 44.0% | ±0% |
| 2 | GASS | STEALTHGAS INC | 3.07M | $21.5T | 15.6% | +6% |
| 3 | SGA | SAGA COMMUNICATIONS INC | 1.16M | $13.3T | 9.6% | ±0% |
| 4 | ACI | ALBERTSONS COS INC COM | 630K | $10.8T | 7.8% | +2% |
| 5 | SIRI | SIRIUS XM HOLDINGS INC COM | 335K | $6.7T | 4.9% | ±0% |
| 6 | LE | LANDS END INC COM | 431K | $6.3T | 4.5% | −8% |
| 7 | ALMS | ALUMIS INC COM | 495K | $4.8T | 3.5% | ±0% |
| 8 | ALCO | ALICO INC | 104K | $3.8T | 2.7% | −15% |
| 9 | GYRO | GYRODYNE LLC | 338K | $3.0T | 2.2% | ±0% |
| 10 | SRG | SERITAGE GROWTH PPTYS CL A | 800K | $2.6T | 1.9% | +14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOWERVIEW SIGNAL
AC read
TOWERVIEW LLC is a Other fund managing $140272.5 trillion in assets. The fund runs a focused portfolio of just 20 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed