Filed: 5/5/2026ACC: 0001140361-26-019095
📋 What this filing means
TOWERVIEW LLC filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $154.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$154.96M
Total AUM (reported)
12.67M
Total Shares
Allocation by class
COM$154.82M99.9%
CALL$141.0K0.1%
Portfolio Concentration
Top 3$110.74M71.5%
4–10$40.13M25.9%
11–25$4.09M2.6%
Top 3 weight
71.5%
Top 10 weight
97.4%
Voting Authority Distribution
Total shares with voting rights: 12.67M
Sole
Full voting authority
12.67M
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$72.45M
46.75%
Sole
3.85M
Shared
0.00
None
0.00
STEALTHGAS INC
SOLEShares2.69M
TypeSH
Market value$24.70M
15.94%
Sole
2.69M
Shared
0.00
None
0.00
SAGA COMMUNICATIONS INC
SOLEShares1.16M
TypeSH
Market value$13.59M
8.77%
Sole
1.16M
Shared
0.00
None
0.00
ALBERTSONS COS INC COM
SOLEShares700K
TypeSH
Market value$11.93M
7.70%
Sole
700K
Shared
0.00
None
0.00
SIRIUS XM HOLDINGS INC COM
SOLEShares335.30K
TypeSH
Market value$7.74M
4.99%
Sole
335.30K
Shared
0.00
None
0.00
LANDS END INC COM
SOLEShares592.70K
TypeSH
Market value$6.66M
4.30%
Sole
592.70K
Shared
0.00
None
0.00
ALUMIS INC COM
SOLEShares222.29K
TypeSH
Market value$4.90M
3.16%
Sole
222.29K
Shared
0.00
None
0.00
ALICO INC
SOLEShares85K
TypeSH
Market value$3.51M
2.26%
Sole
85K
Shared
0.00
None
0.00
SERITAGE GROWTH PPTYS CL A
SOLEShares1.03M
TypeSH
Market value$2.89M
1.87%
Sole
1.03M
Shared
0.00
None
0.00
GYRODYNE LLC
SOLEShares338.11K
TypeSH
Market value$2.51M
1.62%
Sole
338.11K
Shared
0.00
None
0.00
OMNIAB INC COM
SOLEShares1M
TypeSH
Market value$1.57M
1.01%
Sole
1M
Shared
0.00
None
0.00
CORVUS PHARMACEUTICALS INC COM
SOLEShares70K
TypeSH
Market value$1.02M
0.66%
Sole
70K
Shared
0.00
None
0.00
IMPERIAL PETE INC COM NEW
SOLEShares190K
TypeSH
Market value$813.2K
0.52%
Sole
190K
Shared
0.00
None
0.00
CASTOR MARITIME INC COM
SOLEShares240K
TypeSH
Market value$444.0K
0.29%
Sole
240K
Shared
0.00
None
0.00
ALBERTSONS COS INC COM
SOLEShares150K
TypeSH
Market value$141.0K
0.09%
Sole
150K
Shared
0.00
None
0.00
WENDYS COMPANY COM
SOLEShares14.50K
TypeSH
Market value$100.8K
0.07%
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 | $72.45M 46.75% | 3.85M | 0.00 | 0.00 |
STEALTHGAS INCSOLE | COM | 2.69M | SH | $24.70M 15.94% | 2.69M | 0.00 | 0.00 |
SAGA COMMUNICATIONS INCSOLE | COM | 1.16M | SH | $13.59M 8.77% | 1.16M | 0.00 | 0.00 |
ALBERTSONS COS INC COMSOLE | COM | 700K | SH | $11.93M 7.70% | 700K | 0.00 | 0.00 |
SIRIUS XM HOLDINGS INC COMSOLE | COM | 335.30K | SH | $7.74M 4.99% | 335.30K | 0.00 | 0.00 |
LANDS END INC COMSOLE | COM | 592.70K | SH | $6.66M 4.30% | 592.70K | 0.00 | 0.00 |
ALUMIS INC COMSOLE | COM | 222.29K | SH | $4.90M 3.16% | 222.29K | 0.00 | 0.00 |
ALICO INCSOLE | COM | 85K | SH | $3.51M 2.26% | 85K | 0.00 | 0.00 |
SERITAGE GROWTH PPTYS CL ASOLE | COM | 1.03M | SH | $2.89M 1.87% | 1.03M | 0.00 | 0.00 |
GYRODYNE LLCSOLE | COM | 338.11K | SH | $2.51M 1.62% | 338.11K | 0.00 | 0.00 |
OMNIAB INC COMSOLE | COM | 1M | SH | $1.57M 1.01% | 1M | 0.00 | 0.00 |
CORVUS PHARMACEUTICALS INC COMSOLE | COM | 70K | SH | $1.02M 0.66% | 70K | 0.00 | 0.00 |
IMPERIAL PETE INC COM NEWSOLE | COM | 190K | SH | $813.2K 0.52% | 190K | 0.00 | 0.00 |
CASTOR MARITIME INC COMSOLE | COM | 240K | SH | $444.0K 0.29% | 240K | 0.00 | 0.00 |
ALBERTSONS COS INC COMSOLE | CALL | 150K | SH | $141.0K 0.09% | 150K | 0.00 | 0.00 |
WENDYS COMPANY COMSOLE | COM | 14.50K | SH | $100.8K 0.07% | 14.50K | 0.00 | 0.00 |