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 LE
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,661,959 | 592,701 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,258,120 | 431,000 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,627,000 | 470,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,114,025 | 477,500 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,275,600 | 420,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,303,350 | 327,500 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,346,725 | 367,500 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $6,108,582 | 449,491 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $6,343,425 | 582,500 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $6,354,837 | 664,732 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,965,548 | 664,732 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,158,320 | 664,732 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $6,461,195 | 664,732 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $5,331,975 | 702,500 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $5,300,428 | 686,584 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,779,000 | 450,000 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,852,600 | 405,000 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $5,201,950 | 265,000 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $5,014,020 | 213,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,210,000 | 200,000 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $7,046,040 | 284,000 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $9,706,500 | 450,000 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $7,133,925 | 547,500 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,643,100 | 577,500 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,994,234 | 560,718 | Shares | Sole | 2020-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||