Filed: 2/5/2025ACC: 0001140361-25-003096
📋 What this filing means
TOWERVIEW LLC filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $139.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$139.28M
Total AUM (reported)
12.72M
Total Shares
Allocation by class
COM$139.15M99.9%
CALL$131.3K0.1%
Portfolio Concentration
Top 3$89.56M64.3%
4–10$39.04M28.0%
11–25$10.68M7.7%
Top 3 weight
64.3%
Top 10 weight
92.3%
Voting Authority Distribution
Total shares with voting rights: 12.72M
Sole
Full voting authority
12.72M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
TEJON RANCH CO
SOLEShares3.85M
TypeSH
Market value$61.14M
43.90%
Sole
3.85M
Shared
0.00
None
0.00
STEALTHGAS INC
SOLEShares2.76M
TypeSH
Market value$15.61M
11.21%
Sole
2.76M
Shared
0.00
None
0.00
SAGA COMMUNICATIONS INC
SOLEShares1.16M
TypeSH
Market value$12.81M
9.20%
Sole
1.16M
Shared
0.00
None
0.00
ALBERTSONS COS INC COM
SOLEShares630K
TypeSH
Market value$12.37M
8.88%
Sole
630K
Shared
0.00
None
0.00
SIRIUS XM HOLDINGS INC COM
SOLEShares335.30K
TypeSH
Market value$7.64M
5.49%
Sole
335.30K
Shared
0.00
None
0.00
ALICO INC
SOLEShares215.30K
TypeSH
Market value$5.58M
4.01%
Sole
215.30K
Shared
0.00
None
0.00
LANDS END INC COM
SOLEShares327.50K
TypeSH
Market value$4.30M
3.09%
Sole
327.50K
Shared
0.00
None
0.00
ALUMIS INC COM
SOLEShares415K
TypeSH
Market value$3.26M
2.34%
Sole
415K
Shared
0.00
None
0.00
GYRODYNE LLC
SOLEShares341K
TypeSH
Market value$3.08M
2.21%
Sole
341K
Shared
0.00
None
0.00
SERITAGE GROWTH PPTYS CL A
SOLEShares680K
TypeSH
Market value$2.80M
2.01%
Sole
680K
Shared
0.00
None
0.00
UNITED STATES STEEL CORP
SOLEShares65K
TypeSH
Market value$2.21M
1.59%
Sole
65K
Shared
0.00
None
0.00
OMNIAB INC COM
SOLEShares550K
TypeSH
Market value$1.95M
1.40%
Sole
550K
Shared
0.00
None
0.00
IMPERIAL PETE INC COM NEW
SOLEShares360K
TypeSH
Market value$1.08M
0.78%
Sole
360K
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC COM
SOLEShares100K
TypeSH
Market value$1.06M
0.76%
Sole
100K
Shared
0.00
None
0.00
CANTALOUPE INC COM
SOLEShares102.50K
TypeSH
Market value$974.8K
0.70%
Sole
102.50K
Shared
0.00
None
0.00
LIFEWAY FOODS INC
SOLEShares35K
TypeSH
Market value$868.0K
0.62%
Sole
35K
Shared
0.00
None
0.00
CASTOR MARITIME INC COM
SOLEShares240K
TypeSH
Market value$660.0K
0.47%
Sole
240K
Shared
0.00
None
0.00
QUANTUMSCAPE CORP COM CL A
SOLEShares100K
TypeSH
Market value$519.0K
0.37%
Sole
100K
Shared
0.00
None
0.00
CORVUS PHARMACEUTICALS INC COM
SOLEShares77.50K
TypeSH
Market value$414.6K
0.30%
Sole
77.50K
Shared
0.00
None
0.00
WALGREENS BOOTS ALLIANCE INC
SOLEShares30K
TypeSH
Market value$279.9K
0.20%
Sole
30K
Shared
0.00
None
0.00
WENDYS COMPANY COM
SOLEShares12K
TypeSH
Market value$195.6K
0.14%
Sole
12K
Shared
0.00
None
0.00
C3IS INC ORD
SOLEShares325K
TypeSH
Market value$185.5K
0.13%
Sole
325K
Shared
0.00
None
0.00
JBG SMITH PPTYS COM
SOLEShares10K
TypeSH
Market value$153.7K
0.11%
Sole
10K
Shared
0.00
None
0.00
UNITED STATES STEEL CORP
SOLEShares350.00
TypeSH
Market value$131.3K
0.09%
Sole
350.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TEJON RANCH COSOLE | COM | 3.85M | SH | $61.14M 43.90% | 3.85M | 0.00 | 0.00 |
STEALTHGAS INCSOLE | COM | 2.76M | SH | $15.61M 11.21% | 2.76M | 0.00 | 0.00 |
SAGA COMMUNICATIONS INCSOLE | COM | 1.16M | SH | $12.81M 9.20% | 1.16M | 0.00 | 0.00 |
ALBERTSONS COS INC COMSOLE | COM | 630K | SH | $12.37M 8.88% | 630K | 0.00 | 0.00 |
SIRIUS XM HOLDINGS INC COMSOLE | COM | 335.30K | SH | $7.64M 5.49% | 335.30K | 0.00 | 0.00 |
ALICO INCSOLE | COM | 215.30K | SH | $5.58M 4.01% | 215.30K | 0.00 | 0.00 |
LANDS END INC COMSOLE | COM | 327.50K | SH | $4.30M 3.09% | 327.50K | 0.00 | 0.00 |
ALUMIS INC COMSOLE | COM | 415K | SH | $3.26M 2.34% | 415K | 0.00 | 0.00 |
GYRODYNE LLCSOLE | COM | 341K | SH | $3.08M 2.21% | 341K | 0.00 | 0.00 |
SERITAGE GROWTH PPTYS CL ASOLE | COM | 680K | SH | $2.80M 2.01% | 680K | 0.00 | 0.00 |
UNITED STATES STEEL CORPSOLE | COM | 65K | SH | $2.21M 1.59% | 65K | 0.00 | 0.00 |
OMNIAB INC COMSOLE | COM | 550K | SH | $1.95M 1.40% | 550K | 0.00 | 0.00 |
IMPERIAL PETE INC COM NEWSOLE | COM | 360K | SH | $1.08M 0.78% | 360K | 0.00 | 0.00 |
WARNER BROS DISCOVERY INC COMSOLE | COM | 100K | SH | $1.06M 0.76% | 100K | 0.00 | 0.00 |
CANTALOUPE INC COMSOLE | COM | 102.50K | SH | $974.8K 0.70% | 102.50K | 0.00 | 0.00 |
LIFEWAY FOODS INCSOLE | COM | 35K | SH | $868.0K 0.62% | 35K | 0.00 | 0.00 |
CASTOR MARITIME INC COMSOLE | COM | 240K | SH | $660.0K 0.47% | 240K | 0.00 | 0.00 |
QUANTUMSCAPE CORP COM CL ASOLE | COM | 100K | SH | $519.0K 0.37% | 100K | 0.00 | 0.00 |
CORVUS PHARMACEUTICALS INC COMSOLE | COM | 77.50K | SH | $414.6K 0.30% | 77.50K | 0.00 | 0.00 |
WALGREENS BOOTS ALLIANCE INCSOLE | COM | 30K | SH | $279.9K 0.20% | 30K | 0.00 | 0.00 |
WENDYS COMPANY COMSOLE | COM | 12K | SH | $195.6K 0.14% | 12K | 0.00 | 0.00 |
C3IS INC ORDSOLE | COM | 325K | SH | $185.5K 0.13% | 325K | 0.00 | 0.00 |
JBG SMITH PPTYS COMSOLE | COM | 10K | SH | $153.7K 0.11% | 10K | 0.00 | 0.00 |
UNITED STATES STEEL CORPSOLE | CALL | 350.00 | SH | $131.3K 0.09% | 350.00 | 0.00 | 0.00 |