StockDriftsStockDriftsTop 15 Towerview LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TRC | TEJON RANCH CO | 47.16% | 3.85M | $71.9M | +0.00%(+0) | $28.54(-42.72%) | 2026-06-30 | |
| GASS | STEALTHGAS INC | 13.99% | 2.70M | $21.3M | +0.34%(+9.04K) | $3.83(+140.87%) | 2026-06-30 | |
| ACI | ALBERTSONS COS INC COM | 7.88% | 887.5K | $12.0M | +26.79%(+187.50K) | $19.57(-36.53%) | 2026-06-30 | |
| SGA | SAGA COMMUNICATIONS INC | 6.91% | 1.16M | $10.5M | +0.00%(+0) | $0.00 | 2026-06-30 | |
| LE | LANDS END INC COM | 5.88% | 855.0K | $9.0M | +44.25%(+262.30K) | $12.56(+1.01%) | 2026-06-30 | |
| SIRI | SIRIUS XM HOLDINGS INC COM | 5.47% | 282.5K | $8.3M | -15.75%(-52.80K) | $26.02(+9.42%) | 2026-06-30 | |
| ALMS | ALUMIS INC COM | 4.1% | 222.3K | $6.3M | +0.00%(+0) | $11.46(+120.86%) | 2026-06-30 | |
| ALCO | ALICO INC | 2.05% | 75.5K | $3.1M | -11.18%(-9.50K) | $27.97(+46.71%) | 2026-06-30 | |
| OABI | OMNIAB INC COM | 1.9% | 1.18M | $2.9M | +18.00%(+180.00K) | $3.33(+1.60%) | 2026-06-30 | |
| SRG | SERITAGE GROWTH PPTYS CL A | 1.78% | 1.03M | $2.7M | +0.00%(+0) | $6.73(-66.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +1.79% | +5.48% | +108.53% | +3843.22% |
| Top 20 Holdings Unweighted | +13.57% | +46.49% | +119.39% | +4982.52% |
Towerview LLC reports $152.50M in US-listed equity holdings across 16 positions in its most recent 13F filing. Its largest disclosed positions are TRC (47.2%), GASS (14.0%) and ACI (7.9%). The top 20 holdings account for 99.95% of reported assets. Its disclosed equity book has returned +5.48% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Towerview LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1166573). View Towerview LLC’s 13F filings on SEC