Towerview LLC
- SEC CIK
- 0001166573
- Latest filing
- Aug 4, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 5, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 15
- 0 vs. Q4 2025
- Portfolio value
- $154.8M
- +$17.0M (+12.4%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TRCTejon Ranch Co | COM | 3,845,500 | $72.4M | 46.8% | 00.0% | Unchanged | History |
| GASSStealthGas Inc. | SHS | 2,690,958 | $24.7M | 16.0% | −376,542−12.3% | Reduced | History |
| SGASaga Communications Inc | CL A NEW | 1,161,144 | $13.6M | 8.8% | 00.0% | Unchanged | History |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 700,000 | $11.9M | 7.7% | +70,000+11.1% | Added | History |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 335,300 | $7.74M | 5.0% | 00.0% | Unchanged | History |
| LELands' End, Inc. | COM | 592,701 | $6.66M | 4.3% | +161,701+37.5% | Added | History |
| ALMSAlumis Inc. | COM | 222,294 | $4.90M | 3.2% | −272,706−55.1% | Reduced | History |
| ALCOAlico, Inc. | COM | 85,000 | $3.51M | 2.3% | −19,251−18.5% | Reduced | History |
| SRGSeritage Growth Properties | CL A | 1,030,000 | $2.89M | 1.9% | +230,000+28.7% | Added | History |
| GYROGyrodyne, LLC | COM | 338,107 | $2.51M | 1.6% | 00.0% | Unchanged | History |
| OABIOmniAb, Inc. | COM | 1,000,000 | $1.57M | 1.0% | 00.0% | Unchanged | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 70,000 | $1.02M | 0.7% | −70,000−50.0% | Reduced | History |
| IMPPImperial Petroleum Inc./Marshall Islands | COM NEW | 190,000 | $813.2K | 0.5% | −10,000−5.0% | Reduced | History |
| CTRMCastor Maritime Inc. | SHS | 240,000 | $444.0K | 0.3% | 00.0% | Unchanged | History |
| WENWendy's Co | Stock | 14,500 | $100.8K | 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 | – | $141.0K |