TOWERVIEW LLC
Top Portfolio Positions
15 positions ·
$155,065,701 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TRC |
Tejon Ranch Co
Industrials
|
3,845,500 | $72,449,220 | 46.72% | |
| GASS |
StealthGas Inc.
Industrials
|
2,690,958 | $24,702,994 | 15.93% | |
| SGA |
Saga Communications Inc
Communication Services
|
1,161,144 | $13,585,384 | 8.76% | |
| ACI |
Albertsons Companies, Inc.
Consumer Defensive
|
700,000 | $11,928,000 | 7.69% | |
| SIRI |
Sirius Xm Holdings Inc.
Communication Services
|
335,300 | $7,738,724 | 4.99% | |
| LE |
Lands' End, Inc.
Consumer Cyclical
|
592,701 | $6,661,959 | 4.30% | |
| ALMS |
Alumis Inc.
Healthcare
|
222,294 | $4,897,136 | 3.16% | |
| ALCO |
Alico, Inc.
Consumer Defensive
|
85,000 | $3,507,100 | 2.26% | |
| SRG |
Seritage Growth Properties
Real Estate
|
1,030,000 | $2,894,300 | 1.87% | |
| GYRO |
Gyrodyne, LLC
Real Estate
|
338,107 | $2,748,809 | 1.77% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ALCO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,507,100 | 85,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,792,651 | 104,251 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,228,520 | 122,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,085,000 | 125,000 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,431,600 | 115,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,582,806 | 215,303 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,022,024 | 215,303 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,578,500 | 215,303 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $6,304,071 | 215,303 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $6,261,011 | 215,303 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,975,077 | 199,322 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,570,070 | 179,500 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,673,197 | 151,785 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $3,623,107 | 151,785 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,835,600 | 65,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $977,152 | 27,425 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,474,300 | 92,500 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,888,340 | 78,000 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,670,720 | 78,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,776,800 | 78,000 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,329,080 | 78,000 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,419,560 | 78,000 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,232,360 | 78,000 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,430,480 | 78,000 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,421,120 | 78,000 | Shares | Sole | 2020-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||