Institutions / Towerview LLC

Towerview LLC

CIK 1166573 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$154.82M
Positions
15
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$154.82M+12.4%
$154.82M$146.31M$137.79MQ4 '25Q1 '26

Positions

15+0.0%
151515Q4 '25Q1 '26

Top holdings

Mar 31, 2026
CompanyClassValueShares% of portfolio
Tejon Ranch Coโ€”$72.45M3,845,50046.8%
Stealthgas Incโ€”$24.70M2,690,95816.0%
Saga Communications, Inc.SGACommon Stock$13.59M1,161,1448.8%
Albertsons Companies, Inc.โ€”$11.93M700,0007.7%
Sirius XM Holdings Incโ€”$7.74M335,3005.0%
Lands' End, Inc.LECommon Stock$6.66M592,7014.3%
Alumis Inc.ALMSCommon Stock$4.90M222,2943.2%
Alico, Inc.ALCOCommon Stock$3.51M85,0002.3%
Seritage Growth Propertiesโ€”$2.89M1,030,0001.9%
Gyrodyne LLCโ€”$2.51M338,1071.6%
OmniAb, Inc.OABICommon Stock$1.57M1,000,0001.0%
Corvus Pharmaceuticals, Inc.โ€”$1.02M70,0000.7%
Imperial Pete Inc Com Newโ€”$813.2K190,0000.5%
Castor Maritime Inc Comโ€”$444.0K240,0000.3%
Wendy's Coโ€”$100.8K14,5000.1%

Activity

Mar 31, 2026View full history โ†’
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
DateActionCompanyValueShares ฮ”Position afterImpact
Q1 2026
as of
TrimALMS
Alumis Inc.
Common Stock
$-6.01M-273K
-55.09%
222,294
3.16% of portfolio
medium
Q1 2026
as of
TrimY81669106
Common stock
$-3.46M-377K
-12.28%
2,690,958
15.96% of portfolio
low
Q1 2026
as of
AddLE
Lands' End, Inc.
Common Stock
$1.82M+162K
+37.52%
592,701
4.30% of portfolio
low
Q1 2026
as of
AddAlbertsons Companies, Inc.
Common stock
$1.19M+70K
+11.11%
700,000
7.70% of portfolio
low
Q1 2026
as of
TrimCorvus Pharmaceuticals, Inc.
Common stock
$-1.02M-70K
-50.00%
70,000
0.66% of portfolio
low
Q1 2026
as of
TrimALCO
Alico, Inc.
Common Stock
$-794.3K-19K
-18.47%
85,000
2.27% of portfolio
low
Q1 2026
as of
AddSeritage Growth Properties
Common stock
$646.3K+230K
+28.75%
1,030,000
1.87% of portfolio
low
Q1 2026
as of
TrimY3894J187
Common stock
$-42.8K-10K
-5.00%
190,000
0.53% of portfolio
low