Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

TOWERVIEW LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

TOWERVIEW LLC (CIK 1166573) reported $152.5M across 16 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TRC ($71.9M, 47.16%), GASS ($21.3M, 13.99%), ACI ($12.0M, 7.87%), SGA ($10.5M, 6.91%), LE ($9.0M, 5.88%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1TRCTEJON RANCH CO$71.9M47.16%3.8MHold
2GASSSTEALTHGAS INC$21.3M13.99%2.7MAdded
3ACIALBERTSONS COS INC COM$12.0M7.87%887,500Added
4SGASAGA COMMUNICATIONS INC$10.5M6.91%1.2MHold
5LELANDS END INC COM$9.0M5.88%855,000Added
6SIRISIRIUS XM HOLDINGS INC COM$8.3M5.47%282,500Trimmed
7ALMSALUMIS INC COM$6.3M4.10%222,294Hold
8ALCOALICO INC$3.1M2.05%75,500Trimmed
9OABIOMNIAB INC COM$2.9M1.90%1.2MAdded
10SRGSERITAGE GROWTH PPTYS CL A$2.7M1.78%1.0MHold
11GYROGYRODYNE LLC$2.0M1.34%338,107Hold
12CRVSCORVUS PHARMACEUTICALS INC COM$1.0M0.69%70,000Hold
13IMPPIMPERIAL PETE INC COM NEW$599,3000.39%130,000Trimmed
14CTRMCASTOR MARITIME INC COM$504,0000.33%240,000Hold
15WENWENDYS COMPANY COM$120,2050.08%14,500Hold
16CISSC3IS INC COM$83,0000.05%50,000New
17ACIALBERTSONS COS INC COM$25,5000.02%150,000Hold

Source: SEC Form 13F filings · as of 2026-06-30