Towerview LLC
- SEC CIK
- 0001166573
- Latest filing
- Aug 4, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 6, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 24
- +1 vs. Q4 2024
- Portfolio value
- $139.0M
- −$199.0K (−0.1%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TRCTejon Ranch Co | COM | 3,845,500 | $61.0M | 43.9% | 00.0% | Unchanged | History |
| GASSStealthGas Inc. | SHS | 2,770,000 | $15.7M | 11.3% | +7,500+0.3% | Added | History |
| SGASaga Communications Inc | CL A NEW | 1,161,144 | $14.5M | 10.4% | 00.0% | Unchanged | History |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 620,000 | $13.6M | 9.8% | −10,000−1.6% | Reduced | History |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 335,300 | $7.56M | 5.4% | 00.0% | Unchanged | History |
| LELands' End, Inc. | COM | 420,000 | $4.28M | 3.1% | +92,500+28.2% | Added | History |
| ALCOAlico, Inc. | COM | 115,000 | $3.43M | 2.5% | −100,303−46.6% | Reduced | History |
| GYROGyrodyne, LLC | COM | 340,996 | $2.76M | 2.0% | 00.0% | Unchanged | History |
| ALMSAlumis Inc. | COM | 430,000 | $2.64M | 1.9% | +15,000+3.6% | Added | History |
| SRGSeritage Growth Properties | CL A | 680,000 | $2.20M | 1.6% | 00.0% | Unchanged | History |
| XUnited States Steel Corp | COM | 45,000 | $1.90M | 1.4% | −20,000−30.8% | Reduced | History |
| LWAYLifeway Foods, Inc. | COM | 72,500 | $1.77M | 1.3% | +37,500+107.1% | Added | History |
| OABIOmniAb, Inc. | COM | 580,000 | $1.39M | 1.0% | +30,000+5.5% | Added | History |
| SLRNACELYRIN, Inc. | COM | 540,000 | $1.33M | 1.0% | +540,000 | New | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 100,000 | $1.07M | 0.8% | 00.0% | Unchanged | History |
| IMPPImperial Petroleum Inc./Marshall Islands | COM NEW | 415,000 | $1.02M | 0.7% | +55,000+15.3% | Added | History |
| CTRMCastor Maritime Inc. | SHS | 240,000 | $547.2K | 0.4% | 00.0% | Unchanged | History |
| MRPMillrose Properties, Inc. | COM CL A | 20,000 | $530.2K | 0.4% | +20,000 | New | History |
| CTLPCantaloupe, Inc. | COM | 62,500 | $491.9K | 0.4% | −40,000−39.0% | Reduced | History |
| QSQuantumScape Corp | COM CL A | 100,000 | $416.0K | 0.3% | 00.0% | Unchanged | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 127,500 | $405.4K | 0.3% | +50,000+64.5% | Added | History |
| WENWendy's Co | Stock | 14,500 | $212.1K | 0.2% | +2,500+20.8% | Added | History |
| JBGSJBG Smith Properties | COM | 10,000 | $161.1K | 0.1% | 00.0% | Unchanged | History |
| CISSC3is Inc. | COM | 180,913 | $117.6K | 0.1% | +180,913 | New | History |
Sold out since Q4 2024 (2)
Positions held at the end of Q4 2024 that are gone from this filing.