Filed: 2/4/2026ACC: 0001140361-26-003642
📋 What this filing means
TOWERVIEW LLC filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $137.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$137.98M
Total AUM (reported)
13.05M
Total Shares
Allocation by class
COM$137.79M99.9%
CALL$185.0K0.1%
Portfolio Concentration
Top 3$95.47M69.2%
4–10$38.05M27.6%
11–25$4.45M3.2%
Top 3 weight
69.2%
Top 10 weight
96.8%
Voting Authority Distribution
Total shares with voting rights: 13.05M
Sole
Full voting authority
13.05M
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)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
TEJON RANCH CO
SOLEShares3.85M
TypeSH
Market value$60.64M
43.95%
Sole
3.85M
Shared
0.00
None
0.00
STEALTHGAS INC
SOLEShares3.07M
TypeSH
Market value$21.53M
15.61%
Sole
3.07M
Shared
0.00
None
0.00
SAGA COMMUNICATIONS INC
SOLEShares1.16M
TypeSH
Market value$13.29M
9.64%
Sole
1.16M
Shared
0.00
None
0.00
ALBERTSONS COS INC COM
SOLEShares630K
TypeSH
Market value$10.82M
7.84%
Sole
630K
Shared
0.00
None
0.00
SIRIUS XM HOLDINGS INC COM
SOLEShares335.30K
TypeSH
Market value$6.70M
4.86%
Sole
335.30K
Shared
0.00
None
0.00
LANDS END INC COM
SOLEShares431K
TypeSH
Market value$6.26M
4.54%
Sole
431K
Shared
0.00
None
0.00
ALUMIS INC COM
SOLEShares495K
TypeSH
Market value$4.83M
3.50%
Sole
495K
Shared
0.00
None
0.00
ALICO INC
SOLEShares104.25K
TypeSH
Market value$3.79M
2.75%
Sole
104.25K
Shared
0.00
None
0.00
GYRODYNE LLC
SOLEShares338.11K
TypeSH
Market value$3.05M
2.21%
Sole
338.11K
Shared
0.00
None
0.00
SERITAGE GROWTH PPTYS CL A
SOLEShares800K
TypeSH
Market value$2.60M
1.88%
Sole
800K
Shared
0.00
None
0.00
OMNIAB INC COM
SOLEShares1M
TypeSH
Market value$1.85M
1.34%
Sole
1M
Shared
0.00
None
0.00
CORVUS PHARMACEUTICALS INC COM
SOLEShares140K
TypeSH
Market value$1.08M
0.78%
Sole
140K
Shared
0.00
None
0.00
IMPERIAL PETE INC COM NEW
SOLEShares200K
TypeSH
Market value$724.0K
0.52%
Sole
200K
Shared
0.00
None
0.00
CASTOR MARITIME INC COM
SOLEShares240K
TypeSH
Market value$496.8K
0.36%
Sole
240K
Shared
0.00
None
0.00
ALBERTSONS COS INC COM
SOLEShares250K
TypeSH
Market value$185.0K
0.13%
Sole
250K
Shared
0.00
None
0.00
WENDYS COMPANY COM
SOLEShares14.50K
TypeSH
Market value$120.8K
0.09%
Sole
14.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TEJON RANCH COSOLE | COM | 3.85M | SH | $60.64M 43.95% | 3.85M | 0.00 | 0.00 |
STEALTHGAS INCSOLE | COM | 3.07M | SH | $21.53M 15.61% | 3.07M | 0.00 | 0.00 |
SAGA COMMUNICATIONS INCSOLE | COM | 1.16M | SH | $13.29M 9.64% | 1.16M | 0.00 | 0.00 |
ALBERTSONS COS INC COMSOLE | COM | 630K | SH | $10.82M 7.84% | 630K | 0.00 | 0.00 |
SIRIUS XM HOLDINGS INC COMSOLE | COM | 335.30K | SH | $6.70M 4.86% | 335.30K | 0.00 | 0.00 |
LANDS END INC COMSOLE | COM | 431K | SH | $6.26M 4.54% | 431K | 0.00 | 0.00 |
ALUMIS INC COMSOLE | COM | 495K | SH | $4.83M 3.50% | 495K | 0.00 | 0.00 |
ALICO INCSOLE | COM | 104.25K | SH | $3.79M 2.75% | 104.25K | 0.00 | 0.00 |
GYRODYNE LLCSOLE | COM | 338.11K | SH | $3.05M 2.21% | 338.11K | 0.00 | 0.00 |
SERITAGE GROWTH PPTYS CL ASOLE | COM | 800K | SH | $2.60M 1.88% | 800K | 0.00 | 0.00 |
OMNIAB INC COMSOLE | COM | 1M | SH | $1.85M 1.34% | 1M | 0.00 | 0.00 |
CORVUS PHARMACEUTICALS INC COMSOLE | COM | 140K | SH | $1.08M 0.78% | 140K | 0.00 | 0.00 |
IMPERIAL PETE INC COM NEWSOLE | COM | 200K | SH | $724.0K 0.52% | 200K | 0.00 | 0.00 |
CASTOR MARITIME INC COMSOLE | COM | 240K | SH | $496.8K 0.36% | 240K | 0.00 | 0.00 |
ALBERTSONS COS INC COMSOLE | CALL | 250K | SH | $185.0K 0.13% | 250K | 0.00 | 0.00 |
WENDYS COMPANY COMSOLE | COM | 14.50K | SH | $120.8K 0.09% | 14.50K | 0.00 | 0.00 |