TOWERVIEW LLC

CIK

1166573

Location

NEW YORK, NY

Portfolio Value

Small $152,501,139

Diversification

Highly concentrated

Filing Date

Global Rank

#5,199 / 8,700 ▲ 1593

Top Industry

Conglomerates 47.2%

Period ended 2 months ago

Filed Aug 4, 2026 · 40d

26 quarters · since Mar 2020

Portfolio Concentration

16 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

47.2%

+0.4 pts

Top 5

81.8%

−2.3 pts

Top 10

97.1%

−0.4 pts

HHI

2,624

Highly concentrated−16

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	61.5%	$93,827,850	4
Communication Services	12.4%	$18,876,626	2
Consumer Defensive	9.9%	$15,131,310	2
Healthcare	6.7%	$10,203,953	3
Consumer Cyclical	6.0%	$9,080,605	2
Real Estate	3.1%	$4,781,495	2
Energy	0.4%	$599,300	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
LE	Lands' End, Inc.	+262,299	855,000	$8,960,400
ACI	Albertsons Companies, Inc.	+187,500	887,500	$12,007,875
OABI	OmniAb, Inc.	+180,000	1,180,000	$2,902,800
GASS	StealthGas Inc.	+9,042	2,700,000	$21,330,000
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
IMPP	Imperial Petroleum Inc./Marshall Islands	−60,000	130,000	$599,300
SIRI	Sirius Xm Holdings Inc.	−52,800	282,500	$8,345,050
ALCO	Alico, Inc.	−9,500	75,500	$3,123,435
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
CISS	C3is Inc.	50,000	$83,000
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

16 tracked positions · $152,501,139 total · filing declares 17 positions · $152,496,210 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Healthcare Industrials Real Estate

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TRC	Tejon Ranch Co Industrials	Held	3,845,500	0	$71,910,850	−0.7%	47.15%
GASS	StealthGas Inc. Industrials	Added	2,700,000	+9,042	$21,330,000	−13.7%	13.99%
ACI	Albertsons Companies, Inc. Consumer Defensive	Added	887,500	+187,500	$12,007,875	+0.7%	7.87%
SGA	Saga Communications Inc Communication Services	Held	1,161,144	0	$10,531,576	−22.5%	6.91%
LE	Lands' End, Inc. Consumer Cyclical	Added	855,000	+262,299	$8,960,400	+34.5%	5.88%
SIRI	Sirius Xm Holdings Inc. Communication Services	Reduced	282,500	-52,800	$8,345,050	+7.8%	5.47%
ALMS	Alumis Inc. Healthcare	Held	222,294	0	$6,255,353	+27.7%	4.10%
ALCO	Alico, Inc. Consumer Defensive	Reduced	75,500	-9,500	$3,123,435	−10.9%	2.05%
OABI	OmniAb, Inc. Healthcare	Added	1,180,000	+180,000	$2,902,800	+84.9%	1.90%
SRG-PA	Seritage Growth Properties Real Estate	Held	1,030,000	0	$2,708,900	−6.4%	1.78%
GYRO	Gyrodyne, LLC Real Estate	Held	338,107	0	$2,072,595	−24.6%	1.36%
CRVS	Corvus Pharmaceuticals, Inc. Healthcare	Held	70,000	0	$1,045,800	+2.1%	0.69%
IMPP	Imperial Petroleum Inc./Marshall Islands Energy	Reduced	130,000	-60,000	$599,300	−26.3%	0.39%
CTRM	Castor Maritime Inc. Industrials	Held	240,000	0	$504,000	+13.5%	0.33%
WEN	Wendy's Co Consumer Cyclical	Held	14,500	0	$120,205	+19.3%	0.08%
CISS	C3is Inc. Industrials	NEW	50,000	NEW	$83,000	NEW	0.05%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.