Filed: 8/4/2026ACC: 0001140361-26-031140
📋 What this filing means
TOWERVIEW LLC filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $152.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$152.50M
Total AUM (reported)
13.23M
Total Shares
Allocation by class
COM$152.47M100.0%
CALL$25.5K0.0%
Portfolio Concentration
Top 3$105.25M69.0%
4–10$42.83M28.1%
11–25$4.42M2.9%
Top 3 weight
69.0%
Top 10 weight
97.1%
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)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
TEJON RANCH CO
SOLEShares3.85M
TypeSH
Market value$71.91M
47.16%
Sole
3.85M
Shared
0.00
None
0.00
STEALTHGAS INC
SOLEShares2.70M
TypeSH
Market value$21.33M
13.99%
Sole
2.70M
Shared
0.00
None
0.00
ALBERTSONS COS INC COM
SOLEShares887.50K
TypeSH
Market value$12.01M
7.87%
Sole
887.50K
Shared
0.00
None
0.00
SAGA COMMUNICATIONS INC
SOLEShares1.16M
TypeSH
Market value$10.53M
6.91%
Sole
1.16M
Shared
0.00
None
0.00
LANDS END INC COM
SOLEShares855K
TypeSH
Market value$8.96M
5.88%
Sole
855K
Shared
0.00
None
0.00
SIRIUS XM HOLDINGS INC COM
SOLEShares282.50K
TypeSH
Market value$8.35M
5.47%
Sole
282.50K
Shared
0.00
None
0.00
ALUMIS INC COM
SOLEShares222.29K
TypeSH
Market value$6.26M
4.10%
Sole
222.29K
Shared
0.00
None
0.00
ALICO INC
SOLEShares75.50K
TypeSH
Market value$3.12M
2.05%
Sole
75.50K
Shared
0.00
None
0.00
OMNIAB INC COM
SOLEShares1.18M
TypeSH
Market value$2.90M
1.90%
Sole
1.18M
Shared
0.00
None
0.00
SERITAGE GROWTH PPTYS CL A
SOLEShares1.03M
TypeSH
Market value$2.71M
1.78%
Sole
1.03M
Shared
0.00
None
0.00
GYRODYNE LLC
SOLEShares338.11K
TypeSH
Market value$2.04M
1.34%
Sole
338.11K
Shared
0.00
None
0.00
CORVUS PHARMACEUTICALS INC COM
SOLEShares70K
TypeSH
Market value$1.05M
0.69%
Sole
70K
Shared
0.00
None
0.00
IMPERIAL PETE INC COM NEW
SOLEShares130K
TypeSH
Market value$599.3K
0.39%
Sole
130K
Shared
0.00
None
0.00
CASTOR MARITIME INC COM
SOLEShares240K
TypeSH
Market value$504.0K
0.33%
Sole
240K
Shared
0.00
None
0.00
WENDYS COMPANY COM
SOLEShares14.50K
TypeSH
Market value$120.2K
0.08%
Sole
14.50K
Shared
0.00
None
0.00
C3IS INC COM
SOLEShares50K
TypeSH
Market value$83.0K
0.05%
Sole
50K
Shared
0.00
None
0.00
ALBERTSONS COS INC COM
SOLEShares150K
TypeSH
Market value$25.5K
0.02%
Sole
150K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TEJON RANCH COSOLE | COM | 3.85M | SH | $71.91M 47.16% | 3.85M | 0.00 | 0.00 |
STEALTHGAS INCSOLE | COM | 2.70M | SH | $21.33M 13.99% | 2.70M | 0.00 | 0.00 |
ALBERTSONS COS INC COMSOLE | COM | 887.50K | SH | $12.01M 7.87% | 887.50K | 0.00 | 0.00 |
SAGA COMMUNICATIONS INCSOLE | COM | 1.16M | SH | $10.53M 6.91% | 1.16M | 0.00 | 0.00 |
LANDS END INC COMSOLE | COM | 855K | SH | $8.96M 5.88% | 855K | 0.00 | 0.00 |
SIRIUS XM HOLDINGS INC COMSOLE | COM | 282.50K | SH | $8.35M 5.47% | 282.50K | 0.00 | 0.00 |
ALUMIS INC COMSOLE | COM | 222.29K | SH | $6.26M 4.10% | 222.29K | 0.00 | 0.00 |
ALICO INCSOLE | COM | 75.50K | SH | $3.12M 2.05% | 75.50K | 0.00 | 0.00 |
OMNIAB INC COMSOLE | COM | 1.18M | SH | $2.90M 1.90% | 1.18M | 0.00 | 0.00 |
SERITAGE GROWTH PPTYS CL ASOLE | COM | 1.03M | SH | $2.71M 1.78% | 1.03M | 0.00 | 0.00 |
GYRODYNE LLCSOLE | COM | 338.11K | SH | $2.04M 1.34% | 338.11K | 0.00 | 0.00 |
CORVUS PHARMACEUTICALS INC COMSOLE | COM | 70K | SH | $1.05M 0.69% | 70K | 0.00 | 0.00 |
IMPERIAL PETE INC COM NEWSOLE | COM | 130K | SH | $599.3K 0.39% | 130K | 0.00 | 0.00 |
CASTOR MARITIME INC COMSOLE | COM | 240K | SH | $504.0K 0.33% | 240K | 0.00 | 0.00 |
WENDYS COMPANY COMSOLE | COM | 14.50K | SH | $120.2K 0.08% | 14.50K | 0.00 | 0.00 |
C3IS INC COMSOLE | COM | 50K | SH | $83.0K 0.05% | 50K | 0.00 | 0.00 |
ALBERTSONS COS INC COMSOLE | CALL | 150K | SH | $25.5K 0.02% | 150K | 0.00 | 0.00 |