TOWERVIEW LLC
CIK: 0001166573SEC EDGAR →
Portfolio Value
$138.0M
Holdings
16
As of
Q4 2025
New Positions
16
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TEJON RANCH CO | 3,845,500 | $60.6M | 43.95% |
| 2 | STEALTHGAS INC | 3,067,500 | $21.5M | 15.61% |
| 3 | SAGA COMMUNICATIONS INC | 1,161,144 | $13.3M | 9.64% |
| 4 | ALBERTSONS COS INC COM | 630,000 | $10.8M | 7.84% |
| 5 | SIRIUS XM HOLDINGS INC COM | 335,300 | $6.7M | 4.86% |
| 6 | LANDS END INC COM | 431,000 | $6.3M | 4.54% |
| 7 | ALUMIS INC COM | 495,000 | $4.8M | 3.50% |
| 8 | ALICO INC | 104,251 | $3.8M | 2.75% |
| 9 | GYRODYNE LLC | 338,107 | $3.0M | 2.21% |
| 10 | SERITAGE GROWTH PPTYS CL A | 800,000 | $2.6M | 1.88% |
Quarterly Changes
New Positions (16)
$60.6M · 3.8M shares
$21.5M · 3.1M shares
$13.3M · 1.2M shares
$10.8M · 630K shares
$6.7M · 335K shares
$6.3M · 431K shares
$4.8M · 495K shares
$3.8M · 104K shares
$3.0M · 338K shares
$2.6M · 800K shares
$1.9M · 1.0M shares
$1.1M · 140K shares
$724K · 200K shares
$496K · 240K shares
ALBERTSONS COS INC COM
$185K · 250K shares
$120K · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 3 | $82.7M | 59.9% |
| Communication Services | 2 | $20.0M | 14.5% |
| Consumer Defensive | 2 | $14.6M | 10.6% |
| Healthcare | 3 | $7.8M | 5.6% |
| Consumer Cyclical | 2 | $6.4M | 4.6% |
| Real Estate | 2 | $5.6M | 4.1% |
| Energy | 1 | $724K | 0.5% |
| Unknown | 1 | $185K | 0.1% |