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
Holdings in OABI
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,570,000 | 1,000,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,850,000 | 1,000,000 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,329,760 | 831,100 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,446,114 | 831,100 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,392,000 | 580,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,947,000 | 550,000 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,326,500 | 550,000 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,006,250 | 535,000 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,355,000 | 250,000 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,079,750 | 175,000 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $570,900 | 110,000 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $427,550 | 85,000 | Shares | Sole | 2023-08-03 | |
| No 13F history on record for this holder in this stock. | ||||||