Institutional Fund
Towerview LLC
New York, NYCIK 11665735 filings on record
Portfolio Value
$154.82M
Q1 2026
Holdings
15
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+12.4%
from $137.79M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Tejon Ranch Co46.8%
- Stealthgas Inc16.0%
- Saga Communications Inc8.8%
- Albertsons Cos Inc7.7%
- Siriusxm Holdings Inc5.0%
- Lands End Inc New4.3%
- Other11.5%
Portfolio Holdings
15 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tejon Ranch Co | 3.85M | $72.45M | 46.8% | 0 | Held |
| 2 | Stealthgas Inc | 2.69M | $24.70M | 16.0% | −376.5K | Reduced |
| 3 | Saga Communications Inc | 1.16M | $13.59M | 8.8% | 0 | Held |
| 4 | Albertsons Cos Inc | 700.0K | $11.93M | 7.7% | +70.0K | Added |
| 5 | Siriusxm Holdings Inc | 335.3K | $7.74M | 5.0% | 0 | Held |
| 6 | Lands End Inc New | 592.7K | $6.66M | 4.3% | +161.7K | Added |
| 7 | Alumis Inc | 222.3K | $4.90M | 3.2% | −272.7K | Reduced |
| 8 | Alico Inc | 85.0K | $3.51M | 2.3% | −19.3K | Reduced |
| 9 | Seritage Growth Pptys | 1.03M | $2.89M | 1.9% | +230.0K | Added |
| 10 | Gyrodyne LLC | 338.1K | $2.51M | 1.6% | 0 | Held |
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