Filed: 11/4/2025ACC: 0001140361-25-040312
📋 What this filing means
TOWERVIEW LLC filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $137.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$137.42M
Total AUM (reported)
12.63M
Total Shares
Allocation by class
COM$137.40M100.0%
CALL$26.0K0.0%
Portfolio Concentration
Top 3$94.94M69.1%
4–10$37.76M27.5%
11–25$4.72M3.4%
Top 3 weight
69.1%
Top 10 weight
96.6%
Voting Authority Distribution
Total shares with voting rights: 12.63M
Sole
Full voting authority
12.63M
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)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
TEJON RANCH CO
SOLEShares3.85M
TypeSH
Market value$61.45M
44.72%
Sole
3.85M
Shared
0.00
None
0.00
STEALTHGAS INC
SOLEShares2.91M
TypeSH
Market value$19.04M
13.86%
Sole
2.91M
Shared
0.00
None
0.00
SAGA COMMUNICATIONS INC
SOLEShares1.16M
TypeSH
Market value$14.44M
10.51%
Sole
1.16M
Shared
0.00
None
0.00
ALBERTSONS COS INC COM
SOLEShares615K
TypeSH
Market value$10.77M
7.84%
Sole
615K
Shared
0.00
None
0.00
SIRIUS XM HOLDINGS INC COM
SOLEShares335.30K
TypeSH
Market value$7.80M
5.68%
Sole
335.30K
Shared
0.00
None
0.00
LANDS END INC COM
SOLEShares470K
TypeSH
Market value$6.63M
4.82%
Sole
470K
Shared
0.00
None
0.00
ALICO INC
SOLEShares122K
TypeSH
Market value$4.23M
3.08%
Sole
122K
Shared
0.00
None
0.00
GYRODYNE LLC
SOLEShares338.11K
TypeSH
Market value$3.39M
2.46%
Sole
338.11K
Shared
0.00
None
0.00
SERITAGE GROWTH PPTYS CL A
SOLEShares700K
TypeSH
Market value$2.98M
2.16%
Sole
700K
Shared
0.00
None
0.00
ALUMIS INC COM
SOLEShares495K
TypeSH
Market value$1.98M
1.44%
Sole
495K
Shared
0.00
None
0.00
IMPERIAL PETE INC COM NEW
SOLEShares280K
TypeSH
Market value$1.34M
0.97%
Sole
280K
Shared
0.00
None
0.00
OMNIAB INC COM
SOLEShares831.10K
TypeSH
Market value$1.33M
0.97%
Sole
831.10K
Shared
0.00
None
0.00
CORVUS PHARMACEUTICALS INC COM
SOLEShares170K
TypeSH
Market value$1.25M
0.91%
Sole
170K
Shared
0.00
None
0.00
CASTOR MARITIME INC COM
SOLEShares240K
TypeSH
Market value$499.2K
0.36%
Sole
240K
Shared
0.00
None
0.00
LIFEWAY FOODS INC
SOLEShares5K
TypeSH
Market value$138.8K
0.10%
Sole
5K
Shared
0.00
None
0.00
WENDYS COMPANY COM
SOLEShares14.50K
TypeSH
Market value$132.8K
0.10%
Sole
14.50K
Shared
0.00
None
0.00
ALBERTSONS COS INC COM
SOLEShares100K
TypeSH
Market value$26.0K
0.02%
Sole
100K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TEJON RANCH COSOLE | COM | 3.85M | SH | $61.45M 44.72% | 3.85M | 0.00 | 0.00 |
STEALTHGAS INCSOLE | COM | 2.91M | SH | $19.04M 13.86% | 2.91M | 0.00 | 0.00 |
SAGA COMMUNICATIONS INCSOLE | COM | 1.16M | SH | $14.44M 10.51% | 1.16M | 0.00 | 0.00 |
ALBERTSONS COS INC COMSOLE | COM | 615K | SH | $10.77M 7.84% | 615K | 0.00 | 0.00 |
SIRIUS XM HOLDINGS INC COMSOLE | COM | 335.30K | SH | $7.80M 5.68% | 335.30K | 0.00 | 0.00 |
LANDS END INC COMSOLE | COM | 470K | SH | $6.63M 4.82% | 470K | 0.00 | 0.00 |
ALICO INCSOLE | COM | 122K | SH | $4.23M 3.08% | 122K | 0.00 | 0.00 |
GYRODYNE LLCSOLE | COM | 338.11K | SH | $3.39M 2.46% | 338.11K | 0.00 | 0.00 |
SERITAGE GROWTH PPTYS CL ASOLE | COM | 700K | SH | $2.98M 2.16% | 700K | 0.00 | 0.00 |
ALUMIS INC COMSOLE | COM | 495K | SH | $1.98M 1.44% | 495K | 0.00 | 0.00 |
IMPERIAL PETE INC COM NEWSOLE | COM | 280K | SH | $1.34M 0.97% | 280K | 0.00 | 0.00 |
OMNIAB INC COMSOLE | COM | 831.10K | SH | $1.33M 0.97% | 831.10K | 0.00 | 0.00 |
CORVUS PHARMACEUTICALS INC COMSOLE | COM | 170K | SH | $1.25M 0.91% | 170K | 0.00 | 0.00 |
CASTOR MARITIME INC COMSOLE | COM | 240K | SH | $499.2K 0.36% | 240K | 0.00 | 0.00 |
LIFEWAY FOODS INCSOLE | COM | 5K | SH | $138.8K 0.10% | 5K | 0.00 | 0.00 |
WENDYS COMPANY COMSOLE | COM | 14.50K | SH | $132.8K 0.10% | 14.50K | 0.00 | 0.00 |
ALBERTSONS COS INC COMSOLE | CALL | 100K | SH | $26.0K 0.02% | 100K | 0.00 | 0.00 |