New York, NYCIK 11665734 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
15 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tejon Ranch Co | 3.85M | $60.64M | 44.0% | 0 | Held |
| 2 | Stealthgas Inc | 3.07M | $21.53M | 15.6% | +160.0K | Added |
| 3 | Saga Communications Inc | 1.16M | $13.29M | 9.6% | 0 | Held |
| 4 | Albertsons Cos Inc |
| 630.0K |
| $10.82M |
| 7.9% |
| +15.0K |
| Added |
| 5 | Siriusxm Holdings Inc | 335.3K | $6.70M | 4.9% | 0 | Held |
| 6 | Lands End Inc New | 431.0K | $6.26M | 4.5% | −39.0K | Reduced |
| 7 | Alumis Inc | 495.0K | $4.83M | 3.5% | 0 | Held |
| 8 | Alico Inc | 104.3K | $3.79M | 2.8% | −17.7K | Reduced |
| 9 | Gyrodyne LLC | 338.1K | $3.05M | 2.2% | 0 | Held |
| 10 | Seritage Growth Pptys | 800.0K | $2.60M | 1.9% | +100.0K | Added |
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