Towerview LLC
- SEC CIK
- 0001166573
- 最新申報
- 2026/8/4
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/2 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 26
- 較 2022 年第 3 季 −5
- 總值
- $1.55 億
- 較 2022 年第 3 季 −$1,876 萬 (−10.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TRCTejon Ranch Co | COM | 3,815,000 | $7,187 萬 | 46.3% | 00.0% | 不變 | 歷史 |
| SGASaga Communications Inc | CL A NEW | 1,161,144 | $2,740 萬 | 17.7% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 400,000 | $1,278 萬 | 8.2% | 00.0% | 不變 | 歷史 |
| SRGSeritage Growth Properties | CL A | 580,000 | $686.1 萬 | 4.4% | 00.0% | 不變 | 歷史 |
| GASSStealthGas Inc. | SHS | 2,050,000 | $549.4 萬 | 3.5% | +275,000+15.5% | 加碼 | 歷史 |
| LELands' End, Inc. | COM | 702,500 | $533.2 萬 | 3.4% | +15,916+2.3% | 加碼 | 歷史 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 230,000 | $477.0 萬 | 3.1% | +230,000 | 新進 | 歷史 |
| ALCOAlico, Inc. | COM | 151,785 | $362.3 萬 | 2.3% | +86,785+133.5% | 加碼 | 歷史 |
| PLCEChildrens Place, Inc. | COM | 80,000 | $291.4 萬 | 1.9% | +2,000+2.6% | 加碼 | 歷史 |
| GIIIG III Apparel Group Ltd | COM | 207,500 | $284.5 萬 | 1.8% | +207,500 | 新進 | 歷史 |
| BNEDBarnes & Noble Education, Inc. | COM | 1,506,993 | $263.7 萬 | 1.7% | +1,993+0.1% | 加碼 | 歷史 |
| VREVeris Residential, Inc. | COM | 110,000 | $175.2 萬 | 1.1% | +110,000 | 新進 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 30,000 | $112.1 萬 | 0.7% | −20,000−40.0% | 減碼 | 歷史 |
| GYROGyrodyne, LLC | COM | 118,203 | $95.7 萬 | 0.6% | +14,703+14.2% | 加碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 100,000 | $94.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| RDWRedwire Corp | Stock | 475,345 | $94.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CTLPCantaloupe, Inc. | COM | 200,000 | $87.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Garrett Motion Inc.366505204 | COMM | 66,200 | $57.6 萬 | 0.4% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 20,000 | $52.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NGSNatural Gas Services Group Inc | COM | 22,537 | $25.8 萬 | 0.2% | +22,537 | 新進 | 歷史 |
| BRTBRT Apartments Corp. | COM | 11,000 | $21.6 萬 | 0.1% | +11,000 | 新進 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 2,500 | $19.1 萬 | 0.1% | +2,500 | 新進 | 歷史 |
| JBGSJBG Smith Properties | COM | 10,000 | $19.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CBRGFChain Bridge I | *W EXP 11/10/202 | 330,000 | $3.24 萬 | <0.1% | −15,900−4.6% | 減碼 | 歷史 |
| Tailwind Acquisition Corp87403Q110 | *W EXP 09/07/202 | 50,000 | $3,500 | <0.1% | +50,000 | 新進 | – |
| TLG Acquisition One Corp87257M116 | *W EXP 01/25/202 | 50,000 | $2,050 | <0.1% | −104,342−67.6% | 減碼 | – |
2022 年第 3 季之後清倉（12 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Tastemaker Acquisition Corp876545104 | COM CL A | 1,275,047 | $1,271 萬 | 7.3% | – |
| ELIQElectriq Power Holdings, Inc. | COM CL A | 791,501 | $780.4 萬 | 4.5% | 歷史 |
| Chain Bridge IG2061X102 | CLASS A ORD | 648,728 | $654.6 萬 | 3.8% | – |
| TCW Special Purpose Acqu Cor87301L106 | COM CL A | 585,235 | $574.1 萬 | 3.3% | – |
| Crucible Acquisition Corp22877P108 | COM CL A | 415,059 | $413.4 萬 | 2.4% | – |
| Monument Circle Acquisitn Co61531M101 | COM CL A | 380,000 | $375.1 萬 | 2.2% | – |
| HIIIHudson Executive Investment Corp. III | COM CL A | 340,908 | $335.6 萬 | 1.9% | 歷史 |
| HCIIHudson Executive Investment Corp. II | COM CL A | 323,591 | $318.7 萬 | 1.8% | 歷史 |
| IMBILegacy IMBDS, Inc. | COM CL A | 64,200 | $4.10 萬 | <0.1% | 歷史 |
| Hudson Executive Inves III44376L115 | *W EXP 02/22/202 | 60,000 | $3,000 | <0.1% | – |
| Hudson Executive Invs Corp I443760111 | *W EXP 01/31/202 | 32,366 | $1,000 | <0.1% | – |
| Monument Circle Acquisitn Co61531M119 | *W EXP 01/14/202 | 30,000 | $1,000 | <0.1% | – |