Towerview Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$155.0M
Q ending 2026-03-31
Prior quarter
$138.0M
Q ending 2025-12-31
Change
+12.3% QoQ · +11.5% YoY
Positions
16
reported holdings
Largest positions
All 16 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Tejon Ranch Co | TRC | Shares | $72.4M | 3.8M |
| Stealthgas Inc | Shares | $24.7M | 2.7M | |
| Saga Communications Inc | SGA | Shares | $13.6M | 1.2M |
| Albertsons Cos Inc Com | ACI | Shares | $11.9M | 700K |
| Sirius Xm Holdings Inc Com | SIRI | Shares | $7.7M | 335K |
| Lands End Inc Com | LE | Shares | $6.7M | 593K |
| Alumis Inc Com | ALMS | Shares | $4.9M | 222K |
| Alico Inc | ALCO | Shares | $3.5M | 85K |
| Seritage Growth Pptys Cl A | SRG | Shares | $2.9M | 1.0M |
| Gyrodyne Llc | GYRO | Shares | $2.5M | 338K |
| Omniab Inc Com | OABI | Shares | $1.6M | 1.0M |
| Corvus Pharmaceuticals Inc Com | CRVS | Shares | $1.0M | 70K |
| Imperial Pete Inc Com New | Shares | $813K | 190K | |
| Castor Maritime Inc Com | Shares | $444K | 240K | |
| Albertsons Cos Inc Com | Call | $141K | 150K | |
| Wendys Company Com | WEN | Shares | $101K | 15K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.