Towerview LLC
- SEC CIK
- 0001166573
- Latest filing
- Aug 4, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 4, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 15
- −1 vs. Q3 2025
- Portfolio value
- $137.8M
- +$396.1K (+0.3%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TRCTejon Ranch Co | COM | 3,845,500 | $60.6M | 44.0% | 00.0% | Unchanged | History |
| GASSStealthGas Inc. | SHS | 3,067,500 | $21.5M | 15.6% | +160,000+5.5% | Added | History |
| SGASaga Communications Inc | CL A NEW | 1,161,144 | $13.3M | 9.6% | 00.0% | Unchanged | History |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 630,000 | $10.8M | 7.9% | +15,000+2.4% | Added | History |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 335,300 | $6.70M | 4.9% | 00.0% | Unchanged | History |
| LELands' End, Inc. | COM | 431,000 | $6.26M | 4.5% | −39,000−8.3% | Reduced | History |
| ALMSAlumis Inc. | COM | 495,000 | $4.83M | 3.5% | 00.0% | Unchanged | History |
| ALCOAlico, Inc. | COM | 104,251 | $3.79M | 2.8% | −17,749−14.5% | Reduced | History |
| GYROGyrodyne, LLC | COM | 338,107 | $3.05M | 2.2% | 00.0% | Unchanged | History |
| SRGSeritage Growth Properties | CL A | 800,000 | $2.60M | 1.9% | +100,000+14.3% | Added | History |
| OABIOmniAb, Inc. | COM | 1,000,000 | $1.85M | 1.3% | +168,900+20.3% | Added | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 140,000 | $1.08M | 0.8% | −30,000−17.6% | Reduced | History |
| IMPPImperial Petroleum Inc./Marshall Islands | COM NEW | 200,000 | $724.0K | 0.5% | −80,000−28.6% | Reduced | History |
| CTRMCastor Maritime Inc. | SHS | 240,000 | $496.8K | 0.4% | 00.0% | Unchanged | History |
| WENWendy's Co | Stock | 14,500 | $120.8K | 0.1% | 00.0% | Unchanged | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Albertsons Cos Inc013091903 | CALL | – | $185.0K |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.