TOWERVIEW LLC
CIK: 1166573SEC EDGAR →
Portfolio Value
$155.0B
Holdings
16
As of
Q1 2026
New Positions
16
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TEJON RANCH CO | 3,845,500 | $72.4B | 46.75% |
| 2 | STEALTHGAS INC | 2,690,958 | $24.7B | 15.94% |
| 3 | SAGA COMMUNICATIONS INC | 1,161,144 | $13.6B | 8.77% |
| 4 | ALBERTSONS COS INC COM | 700,000 | $11.9B | 7.70% |
| 5 | SIRIUS XM HOLDINGS INC COM | 335,300 | $7.7B | 4.99% |
| 6 | LANDS END INC COM | 592,701 | $6.7B | 4.30% |
| 7 | ALUMIS INC COM | 222,294 | $4.9B | 3.16% |
| 8 | ALICO INC | 85,000 | $3.5B | 2.26% |
| 9 | SERITAGE GROWTH PPTYS CL A | 1,030,000 | $2.9B | 1.87% |
| 10 | GYRODYNE LLC | 338,107 | $2.5B | 1.62% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 3 | $97.6B | 63.0% |
| Communication Services | 2 | $21.3B | 13.8% |
| Consumer Defensive | 2 | $15.4B | 10.0% |
| Healthcare | 3 | $7.5B | 4.8% |
| Consumer Cyclical | 2 | $6.8B | 4.4% |
| Real Estate | 2 | $5.4B | 3.5% |
| Energy | 1 | $813.2M | 0.5% |
| Unknown | 1 | $141.0M | 0.1% |