TOWERVIEW LLC
CIK: 0001166573Latest portfolio: $138.0M · Q4 2025
Holdings
16
Total Value
$138.0M
New Positions
14
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | TRCTEJON RANCH CO | 3,845,500 | $60.6M | 43.95% | NEW | |
| 2 | GASSSTEALTHGAS INC | 3,067,500 | $21.5M | 15.61% | NEW | |
| 3 | SGASAGA COMMUNICATIONS INC | 1,161,144 | $13.3M | 9.64% | NEW | |
| 4 | ACIALBERTSONS COS INC COM | 630,000 | $10.8M | 7.84% | NEW | |
| 5 | SIRISIRIUS XM HOLDINGS INC COM | 335,300 | $6.7M | 4.86% | NEW | |
| 6 | LELANDS END INC COM | 431,000 | $6.3M | 4.54% | NEW | |
| 7 | ALMSALUMIS INC COM | 495,000 | $4.8M | 3.50% | NEW | |
| 8 | ALCOALICO INC | 104,251 | $3.8M | 2.75% | NEW | |
| 9 | GYROGYRODYNE LLC | 338,107 | $3.0M | 2.21% | NEW | |
| 10 | SRGSERITAGE GROWTH PPTYS CL A | 800,000 | $2.6M | 1.88% | NEW | |
| 11 | OABIOMNIAB INC COM | 1,000,000 | $1.9M | 1.34% | NEW | |
| 12 | CRVSCORVUS PHARMACEUTICALS INC COM | 140,000 | $1.1M | 0.78% | NEW | |
| 13 | —IMPERIAL PETE INC COM NEW | 200,000 | $724K | 0.52% | NEW | |
| 14 | CTRMCASTOR MARITIME INC COM | 240,000 | $496K | 0.36% | NEW | |
| 15 | —ALBERTSONS COS INC COM | 250,000 | $185K | 0.13% | NEW | Call |
| 16 | WENWENDYS COMPANY COM | 14,500 | $120K | 0.09% | NEW |
Quarterly Changes
Sector Breakdown
Industrials0.0% ($6064.3T)
Healthcare0.0% ($483.1T)
Communication Services0.0% ($132.9B)
Consumer Defensive0.0% ($108.2B)
Real Estate0.0% ($30.5B)
Consumer Cyclical0.0% ($6.3B)
Unknown0.0% ($724.2M)
Filing History
Fund Information
TOWERVIEW LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $138.0M across 16 holdings. The largest position is TEJON RANCH CO (TRC), representing 44.0% of the portfolio. Compared to the previous quarter, the fund opened 16 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.