TOWERVIEW LLC
Top Portfolio Positions
15 positions ·
$155,065,701 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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% |
Holdings in IMPP
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $813,200 | 190,000 | Shares | Sole | 2026-05-05 | |
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