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Towerview Llc

Portfolio Manager
Towerview Llc
Performance
+18.05% (2026 Q1)
AUM (13F)
$154.96M
# of Holdings
15
Performance Rank
Allocation (Top 20)
100.01%

Towerview Llc Holdings Map

Top 15 Towerview Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TRC
TEJON RANCH CO
46.8%3.85M$72.4M
+0.00%(+0)
2025-Q1: 3.85M shares2025-Q2: 3.85M shares2025-Q3: 3.85M shares2025-Q4: 3.85M shares2026-Q1: 3.85M shares
$17563.46(-99.89%)
2026-03-31
GASS
STEALTHGAS INC
15.96%2.69M$24.7M
-12.28%(-376.54K)
2025-Q1: 2.77M shares2025-Q2: 2.85M shares2025-Q3: 2.91M shares2025-Q4: 3.07M shares2026-Q1: 2.69M shares
$3.82(+115.12%)
2026-03-31
SGA
SAGA COMMUNICATIONS INC
8.77%1.16M$13.6M
+0.00%(+0)
2025-Q1: 1.16M shares2025-Q2: 1.16M shares2025-Q3: 1.16M shares2025-Q4: 1.16M shares2026-Q1: 1.16M shares
$15965.09(-99.94%)
2026-03-31
ACI
ALBERTSONS COS INC COM
7.7%700.0K$11.9M
+11.11%(+70.00K)
2025-Q1: 620.0K shares2025-Q2: 505.4K shares2025-Q3: 615.0K shares2025-Q4: 630.0K shares2026-Q1: 700.0K shares
$20.67(-31.64%)
2026-03-31
SIRI
SIRIUS XM HOLDINGS INC COM
5%335.3K$7.7M
+0.00%(+0)
2025-Q1: 335.3K shares2025-Q2: 335.3K shares2025-Q3: 335.3K shares2025-Q4: 335.3K shares2026-Q1: 335.3K shares
$26.02(+17.26%)
2026-03-31
LE
LANDS END INC COM
4.3%592.7K$6.7M
+37.52%(+161.70K)
2025-Q1: 420.0K shares2025-Q2: 477.5K shares2025-Q3: 470.0K shares2025-Q4: 431.0K shares2026-Q1: 592.7K shares
$67.12(-83.79%)
2026-03-31
ALMS
ALUMIS INC COM
3.16%222.3K$4.9M
-55.09%(-272.71K)
2025-Q1: 430.0K shares2025-Q2: 495.0K shares2025-Q3: 495.0K shares2025-Q4: 495.0K shares2026-Q1: 222.3K shares
$11.46(+131.25%)
2026-03-31
ALCO
ALICO INC
2.27%85.0K$3.5M
-18.47%(-19.25K)
2025-Q1: 115.0K shares2025-Q2: 125.0K shares2025-Q3: 122.0K shares2025-Q4: 104.3K shares2026-Q1: 85.0K shares
$27.97(+49.42%)
2026-03-31
SRG
SERITAGE GROWTH PPTYS CL A
1.87%1.03M$2.9M
+28.75%(+230.00K)
2025-Q1: 680.0K shares2025-Q2: 680.0K shares2025-Q3: 700.0K shares2025-Q4: 800.0K shares2026-Q1: 1.03M shares
$6.73(-60.47%)
2026-03-31
GYRO
GYRODYNE LLC
1.62%338.1K$2.5M
+0.00%(+0)
2025-Q1: 341.0K shares2025-Q2: 341.0K shares2025-Q3: 338.1K shares2025-Q4: 338.1K shares2026-Q1: 338.1K shares
$160.71(-96.19%)
2026-03-31

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