Filed: 5/6/2025ACC: 0001140361-25-017560
📋 What this filing means
TOWERVIEW LLC filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $138.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$138.95M
Total AUM (reported)
13.23M
Total Shares
Allocation by class
COM$138.95M100.0%
Portfolio Concentration
Top 3$91.08M65.5%
4–10$36.50M26.3%
11–25$11.37M8.2%
Top 3 weight
65.5%
Top 10 weight
91.8%
Voting Authority Distribution
Total shares with voting rights: 13.23M
Sole
Full voting authority
13.23M
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$60.95M
43.87%
Sole
3.85M
Shared
0.00
None
0.00
STEALTHGAS INC
SOLEShares2.77M
TypeSH
Market value$15.65M
11.26%
Sole
2.77M
Shared
0.00
None
0.00
SAGA COMMUNICATIONS INC
SOLEShares1.16M
TypeSH
Market value$14.48M
10.42%
Sole
1.16M
Shared
0.00
None
0.00
ALBERTSONS COS INC COM
SOLEShares620K
TypeSH
Market value$13.63M
9.81%
Sole
620K
Shared
0.00
None
0.00
SIRIUS XM HOLDINGS INC COM
SOLEShares335.30K
TypeSH
Market value$7.56M
5.44%
Sole
335.30K
Shared
0.00
None
0.00
LANDS END INC COM
SOLEShares420K
TypeSH
Market value$4.28M
3.08%
Sole
420K
Shared
0.00
None
0.00
ALICO INC
SOLEShares115K
TypeSH
Market value$3.43M
2.47%
Sole
115K
Shared
0.00
None
0.00
GYRODYNE LLC
SOLEShares341K
TypeSH
Market value$2.76M
1.99%
Sole
341K
Shared
0.00
None
0.00
ALUMIS INC COM
SOLEShares430K
TypeSH
Market value$2.64M
1.90%
Sole
430K
Shared
0.00
None
0.00
SERITAGE GROWTH PPTYS CL A
SOLEShares680K
TypeSH
Market value$2.20M
1.58%
Sole
680K
Shared
0.00
None
0.00
UNITED STATES STEEL CORP
SOLEShares45K
TypeSH
Market value$1.90M
1.37%
Sole
45K
Shared
0.00
None
0.00
LIFEWAY FOODS INC
SOLEShares72.50K
TypeSH
Market value$1.77M
1.28%
Sole
72.50K
Shared
0.00
None
0.00
OMNIAB INC COM
SOLEShares580K
TypeSH
Market value$1.39M
1.00%
Sole
580K
Shared
0.00
None
0.00
ACELYRIN INC COM
SOLEShares540K
TypeSH
Market value$1.33M
0.96%
Sole
540K
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC COM
SOLEShares100K
TypeSH
Market value$1.07M
0.77%
Sole
100K
Shared
0.00
None
0.00
IMPERIAL PETE INC COM NEW
SOLEShares415K
TypeSH
Market value$1.02M
0.73%
Sole
415K
Shared
0.00
None
0.00
CASTOR MARITIME INC COM
SOLEShares240K
TypeSH
Market value$547.2K
0.39%
Sole
240K
Shared
0.00
None
0.00
MILLROSE PPTYS INC COM CL A
SOLEShares20K
TypeSH
Market value$530.2K
0.38%
Sole
20K
Shared
0.00
None
0.00
CANTALOUPE INC COM
SOLEShares62.50K
TypeSH
Market value$491.9K
0.35%
Sole
62.50K
Shared
0.00
None
0.00
QUANTUMSCAPE CORP COM CL A
SOLEShares100K
TypeSH
Market value$416.0K
0.30%
Sole
100K
Shared
0.00
None
0.00
CORVUS PHARMACEUTICALS INC COM
SOLEShares127.50K
TypeSH
Market value$405.4K
0.29%
Sole
127.50K
Shared
0.00
None
0.00
WENDYS COMPANY COM
SOLEShares14.50K
TypeSH
Market value$212.1K
0.15%
Sole
14.50K
Shared
0.00
None
0.00
JBG SMITH PPTYS COM
SOLEShares10K
TypeSH
Market value$161.1K
0.12%
Sole
10K
Shared
0.00
None
0.00
C3IS INC ORD
SOLEShares180.91K
TypeSH
Market value$117.6K
0.08%
Sole
180.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TEJON RANCH COSOLE | COM | 3.85M | SH | $60.95M 43.87% | 3.85M | 0.00 | 0.00 |
STEALTHGAS INCSOLE | COM | 2.77M | SH | $15.65M 11.26% | 2.77M | 0.00 | 0.00 |
SAGA COMMUNICATIONS INCSOLE | COM | 1.16M | SH | $14.48M 10.42% | 1.16M | 0.00 | 0.00 |
ALBERTSONS COS INC COMSOLE | COM | 620K | SH | $13.63M 9.81% | 620K | 0.00 | 0.00 |
SIRIUS XM HOLDINGS INC COMSOLE | COM | 335.30K | SH | $7.56M 5.44% | 335.30K | 0.00 | 0.00 |
LANDS END INC COMSOLE | COM | 420K | SH | $4.28M 3.08% | 420K | 0.00 | 0.00 |
ALICO INCSOLE | COM | 115K | SH | $3.43M 2.47% | 115K | 0.00 | 0.00 |
GYRODYNE LLCSOLE | COM | 341K | SH | $2.76M 1.99% | 341K | 0.00 | 0.00 |
ALUMIS INC COMSOLE | COM | 430K | SH | $2.64M 1.90% | 430K | 0.00 | 0.00 |
SERITAGE GROWTH PPTYS CL ASOLE | COM | 680K | SH | $2.20M 1.58% | 680K | 0.00 | 0.00 |
UNITED STATES STEEL CORPSOLE | COM | 45K | SH | $1.90M 1.37% | 45K | 0.00 | 0.00 |
LIFEWAY FOODS INCSOLE | COM | 72.50K | SH | $1.77M 1.28% | 72.50K | 0.00 | 0.00 |
OMNIAB INC COMSOLE | COM | 580K | SH | $1.39M 1.00% | 580K | 0.00 | 0.00 |
ACELYRIN INC COMSOLE | COM | 540K | SH | $1.33M 0.96% | 540K | 0.00 | 0.00 |
WARNER BROS DISCOVERY INC COMSOLE | COM | 100K | SH | $1.07M 0.77% | 100K | 0.00 | 0.00 |
IMPERIAL PETE INC COM NEWSOLE | COM | 415K | SH | $1.02M 0.73% | 415K | 0.00 | 0.00 |
CASTOR MARITIME INC COMSOLE | COM | 240K | SH | $547.2K 0.39% | 240K | 0.00 | 0.00 |
MILLROSE PPTYS INC COM CL ASOLE | COM | 20K | SH | $530.2K 0.38% | 20K | 0.00 | 0.00 |
CANTALOUPE INC COMSOLE | COM | 62.50K | SH | $491.9K 0.35% | 62.50K | 0.00 | 0.00 |
QUANTUMSCAPE CORP COM CL ASOLE | COM | 100K | SH | $416.0K 0.30% | 100K | 0.00 | 0.00 |
CORVUS PHARMACEUTICALS INC COMSOLE | COM | 127.50K | SH | $405.4K 0.29% | 127.50K | 0.00 | 0.00 |
WENDYS COMPANY COMSOLE | COM | 14.50K | SH | $212.1K 0.15% | 14.50K | 0.00 | 0.00 |
JBG SMITH PPTYS COMSOLE | COM | 10K | SH | $161.1K 0.12% | 10K | 0.00 | 0.00 |
C3IS INC ORDSOLE | COM | 180.91K | SH | $117.6K 0.08% | 180.91K | 0.00 | 0.00 |