Towerview LLC
- SEC CIK
- 0001166573
- Latest filing
- Aug 4, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 6, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 20
- −4 vs. Q1 2025
- Portfolio value
- $140.3M
- +$1.32M (+1.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CISSC3is Inc. | COM | 14,297 | $46.9K | <0.1% | +14,297 | New | History |
| WENWendy's Co | Stock | 14,500 | $165.6K | 0.1% | 00.0% | Unchanged | History |
| QSQuantumScape Corp | COM CL A | 25,000 | $168.0K | 0.1% | −75,000−75.0% | Reduced | History |
| JBGSJBG Smith Properties | COM | 10,000 | $173.0K | 0.1% | 00.0% | Unchanged | History |
| CTRMCastor Maritime Inc. | SHS | 240,000 | $513.4K | 0.4% | 00.0% | Unchanged | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 170,000 | $680.0K | 0.5% | +42,500+33.3% | Added | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 85,000 | $974.1K | 0.7% | −15,000−15.0% | Reduced | History |
| IMPPImperial Petroleum Inc./Marshall Islands | COM NEW | 422,281 | $1.30M | 0.9% | +7,281+1.8% | Added | History |
| OABIOmniAb, Inc. | COM | 831,100 | $1.45M | 1.0% | +251,100+43.3% | Added | History |
| ALMSAlumis Inc. | COM | 495,000 | $1.49M | 1.1% | +65,000+15.1% | Added | History |
| LWAYLifeway Foods, Inc. | COM | 78,500 | $1.94M | 1.4% | +6,000+8.3% | Added | History |
| SRGSeritage Growth Properties | CL A | 680,000 | $2.09M | 1.5% | 00.0% | Unchanged | History |
| GYROGyrodyne, LLC | COM | 340,996 | $2.93M | 2.1% | 00.0% | Unchanged | History |
| ALCOAlico, Inc. | COM | 125,000 | $4.08M | 2.9% | +10,000+8.7% | Added | History |
| LELands' End, Inc. | COM | 477,500 | $5.11M | 3.6% | +57,500+13.7% | Added | History |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 335,300 | $7.70M | 5.5% | 00.0% | Unchanged | History |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 505,435 | $10.9M | 7.8% | −114,565−18.5% | Reduced | History |
| SGASaga Communications Inc | CL A NEW | 1,161,144 | $15.1M | 10.8% | 00.0% | Unchanged | History |
| GASSStealthGas Inc. | SHS | 2,849,929 | $18.3M | 13.0% | +79,929+2.9% | Added | History |
| TRCTejon Ranch Co | COM | 3,845,500 | $65.2M | 46.5% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (5)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| XUnited States Steel Corp | COM | 45,000 | $1.90M | 1.4% | History |
| SLRNACELYRIN, Inc. | COM | 540,000 | $1.33M | 1.0% | History |
| MRPMillrose Properties, Inc. | COM CL A | 20,000 | $530.2K | 0.4% | History |
| CTLPCantaloupe, Inc. | COM | 62,500 | $491.9K | 0.4% | History |
| CISSC3is Inc. | COM | 180,913 | $117.6K | 0.1% | History |