Towerview LLC
- SEC CIK
- 0001166573
- Latest filing
- Aug 4, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 4, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 16
- +1 vs. Q1 2026
- Portfolio value
- $152.5M
- −$2.35M (−1.5%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CISSC3is Inc. | COM | 50,000 | $83.0K | 0.1% | +50,000 | New | History |
| WENWendy's Co | Stock | 14,500 | $120.2K | 0.1% | 00.0% | Unchanged | History |
| CTRMCastor Maritime Inc. | SHS | 240,000 | $504.0K | 0.3% | 00.0% | Unchanged | History |
| IMPPImperial Petroleum Inc./Marshall Islands | COM NEW | 130,000 | $599.3K | 0.4% | −60,000−31.6% | Reduced | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 70,000 | $1.05M | 0.7% | 00.0% | Unchanged | History |
| GYROGyrodyne, LLC | COM | 338,107 | $2.04M | 1.3% | 00.0% | Unchanged | History |
| SRGSeritage Growth Properties | CL A | 1,030,000 | $2.71M | 1.8% | 00.0% | Unchanged | History |
| OABIOmniAb, Inc. | COM | 1,180,000 | $2.90M | 1.9% | +180,000+18.0% | Added | History |
| ALCOAlico, Inc. | COM | 75,500 | $3.12M | 2.0% | −9,500−11.2% | Reduced | History |
| ALMSAlumis Inc. | COM | 222,294 | $6.26M | 4.1% | 00.0% | Unchanged | History |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 282,500 | $8.35M | 5.5% | −52,800−15.7% | Reduced | History |
| LELands' End, Inc. | COM | 855,000 | $8.96M | 5.9% | +262,299+44.3% | Added | History |
| SGASaga Communications Inc | CL A NEW | 1,161,144 | $10.5M | 6.9% | 00.0% | Unchanged | History |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 887,500 | $12.0M | 7.9% | +187,500+26.8% | Added | History |
| GASSStealthGas Inc. | SHS | 2,700,000 | $21.3M | 14.0% | +9,042+0.3% | Added | History |
| TRCTejon Ranch Co | COM | 3,845,500 | $71.9M | 47.2% | 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 | – | $25.5K |