Towerview LLC 13F Holdings · Q2 2026
Towerview LLC reported 16 securities worth $152.50M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TRC (47.16%), GASS (13.99%), ACI (7.87%). Among its top 25 positions this quarter: 1 new, 4 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TRC | TEJON RANCH CO | $71.9M | 47.16% | 3.8M | Hold |
| 2 | GASS | STEALTHGAS INC | $21.3M | 13.99% | 2.7M | Added |
| 3 | ACI | ALBERTSONS COS INC COM | $12.0M | 7.87% | 887,500 | Added |
| 4 | SGA | SAGA COMMUNICATIONS INC | $10.5M | 6.91% | 1.2M | Hold |
| 5 | LE | LANDS END INC COM | $9.0M | 5.88% | 855,000 | Added |
| 6 | SIRI | SIRIUS XM HOLDINGS INC COM | $8.3M | 5.47% | 282,500 | Trimmed |
| 7 | ALMS | ALUMIS INC COM | $6.3M | 4.10% | 222,294 | Hold |
| 8 | ALCO | ALICO INC | $3.1M | 2.05% | 75,500 | Trimmed |
| 9 | OABI | OMNIAB INC COM | $2.9M | 1.90% | 1.2M | Added |
| 10 | SRG | SERITAGE GROWTH PPTYS CL A | $2.7M | 1.78% | 1.0M | Hold |
| 11 | GYRO | GYRODYNE LLC | $2.0M | 1.34% | 338,107 | Hold |
| 12 | CRVS | CORVUS PHARMACEUTICALS INC COM | $1.0M | 0.69% | 70,000 | Hold |
| 13 | IMPP | IMPERIAL PETE INC COM NEW | $599,300 | 0.39% | 130,000 | Trimmed |
| 14 | CTRM | CASTOR MARITIME INC COM | $504,000 | 0.33% | 240,000 | Hold |
| 15 | WEN | WENDYS COMPANY COM | $120,205 | 0.08% | 14,500 | Hold |
| 16 | CISS | C3IS INC COM | $83,000 | 0.05% | 50,000 | New |
| 17 | ACI | ALBERTSONS COS INC COM | $25,500 | 0.02% | 150,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR