Filed: 8/6/2025ACC: 0001140361-25-029104
📋 What this filing means
TOWERVIEW LLC filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $140.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$140.27M
Total AUM (reported)
12.71M
Total Shares
Allocation by class
COM$140.27M100.0%
Portfolio Concentration
Top 3$98.58M70.3%
4–10$34.74M24.8%
11–25$6.95M5.0%
Top 3 weight
70.3%
Top 10 weight
95.0%
Voting Authority Distribution
Total shares with voting rights: 12.71M
Sole
Full voting authority
12.71M
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)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
TEJON RANCH CO
SOLEShares3.85M
TypeSH
Market value$65.22M
46.49%
Sole
3.85M
Shared
0.00
None
0.00
STEALTHGAS INC
SOLEShares2.85M
TypeSH
Market value$18.27M
13.02%
Sole
2.85M
Shared
0.00
None
0.00
SAGA COMMUNICATIONS INC
SOLEShares1.16M
TypeSH
Market value$15.09M
10.76%
Sole
1.16M
Shared
0.00
None
0.00
ALBERTSONS COS INC COM
SOLEShares505.44K
TypeSH
Market value$10.87M
7.75%
Sole
505.44K
Shared
0.00
None
0.00
SIRIUS XM HOLDINGS INC COM
SOLEShares335.30K
TypeSH
Market value$7.70M
5.49%
Sole
335.30K
Shared
0.00
None
0.00
LANDS END INC COM
SOLEShares477.50K
TypeSH
Market value$5.11M
3.65%
Sole
477.50K
Shared
0.00
None
0.00
ALICO INC
SOLEShares125K
TypeSH
Market value$4.08M
2.91%
Sole
125K
Shared
0.00
None
0.00
GYRODYNE LLC
SOLEShares341K
TypeSH
Market value$2.93M
2.09%
Sole
341K
Shared
0.00
None
0.00
SERITAGE GROWTH PPTYS CL A
SOLEShares680K
TypeSH
Market value$2.09M
1.49%
Sole
680K
Shared
0.00
None
0.00
LIFEWAY FOODS INC
SOLEShares78.50K
TypeSH
Market value$1.94M
1.38%
Sole
78.50K
Shared
0.00
None
0.00
ALUMIS INC COM
SOLEShares495K
TypeSH
Market value$1.49M
1.06%
Sole
495K
Shared
0.00
None
0.00
OMNIAB INC COM
SOLEShares831.10K
TypeSH
Market value$1.45M
1.03%
Sole
831.10K
Shared
0.00
None
0.00
IMPERIAL PETE INC COM NEW
SOLEShares422.28K
TypeSH
Market value$1.30M
0.93%
Sole
422.28K
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC COM
SOLEShares85K
TypeSH
Market value$974.1K
0.69%
Sole
85K
Shared
0.00
None
0.00
CORVUS PHARMACEUTICALS INC COM
SOLEShares170K
TypeSH
Market value$680.0K
0.48%
Sole
170K
Shared
0.00
None
0.00
CASTOR MARITIME INC COM
SOLEShares240K
TypeSH
Market value$513.4K
0.37%
Sole
240K
Shared
0.00
None
0.00
JBG SMITH PPTYS COM
SOLEShares10K
TypeSH
Market value$173.0K
0.12%
Sole
10K
Shared
0.00
None
0.00
QUANTUMSCAPE CORP COM CL A
SOLEShares25K
TypeSH
Market value$168.0K
0.12%
Sole
25K
Shared
0.00
None
0.00
WENDYS COMPANY COM
SOLEShares14.50K
TypeSH
Market value$165.6K
0.12%
Sole
14.50K
Shared
0.00
None
0.00
C3IS INC ORD
SOLEShares14.30K
TypeSH
Market value$46.9K
0.03%
Sole
14.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TEJON RANCH COSOLE | COM | 3.85M | SH | $65.22M 46.49% | 3.85M | 0.00 | 0.00 |
STEALTHGAS INCSOLE | COM | 2.85M | SH | $18.27M 13.02% | 2.85M | 0.00 | 0.00 |
SAGA COMMUNICATIONS INCSOLE | COM | 1.16M | SH | $15.09M 10.76% | 1.16M | 0.00 | 0.00 |
ALBERTSONS COS INC COMSOLE | COM | 505.44K | SH | $10.87M 7.75% | 505.44K | 0.00 | 0.00 |
SIRIUS XM HOLDINGS INC COMSOLE | COM | 335.30K | SH | $7.70M 5.49% | 335.30K | 0.00 | 0.00 |
LANDS END INC COMSOLE | COM | 477.50K | SH | $5.11M 3.65% | 477.50K | 0.00 | 0.00 |
ALICO INCSOLE | COM | 125K | SH | $4.08M 2.91% | 125K | 0.00 | 0.00 |
GYRODYNE LLCSOLE | COM | 341K | SH | $2.93M 2.09% | 341K | 0.00 | 0.00 |
SERITAGE GROWTH PPTYS CL ASOLE | COM | 680K | SH | $2.09M 1.49% | 680K | 0.00 | 0.00 |
LIFEWAY FOODS INCSOLE | COM | 78.50K | SH | $1.94M 1.38% | 78.50K | 0.00 | 0.00 |
ALUMIS INC COMSOLE | COM | 495K | SH | $1.49M 1.06% | 495K | 0.00 | 0.00 |
OMNIAB INC COMSOLE | COM | 831.10K | SH | $1.45M 1.03% | 831.10K | 0.00 | 0.00 |
IMPERIAL PETE INC COM NEWSOLE | COM | 422.28K | SH | $1.30M 0.93% | 422.28K | 0.00 | 0.00 |
WARNER BROS DISCOVERY INC COMSOLE | COM | 85K | SH | $974.1K 0.69% | 85K | 0.00 | 0.00 |
CORVUS PHARMACEUTICALS INC COMSOLE | COM | 170K | SH | $680.0K 0.48% | 170K | 0.00 | 0.00 |
CASTOR MARITIME INC COMSOLE | COM | 240K | SH | $513.4K 0.37% | 240K | 0.00 | 0.00 |
JBG SMITH PPTYS COMSOLE | COM | 10K | SH | $173.0K 0.12% | 10K | 0.00 | 0.00 |
QUANTUMSCAPE CORP COM CL ASOLE | COM | 25K | SH | $168.0K 0.12% | 25K | 0.00 | 0.00 |
WENDYS COMPANY COMSOLE | COM | 14.50K | SH | $165.6K 0.12% | 14.50K | 0.00 | 0.00 |
C3IS INC ORDSOLE | COM | 14.30K | SH | $46.9K 0.03% | 14.30K | 0.00 | 0.00 |