Investor
TOWERVIEW LLC
CIK 0001166573 · filed 2026-05-05 · SEC filing
13F book
$155M
Positions
15
Largest name
46.8%
Tejon Ranch Co · TRC
Est. mark
$20M
Price effect on 15 names still held. Flow −$2.92M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Tejon Ranch Co | TRC | 3.85M | $72.4M | 46.8% | $11.8M | Held |
| StealthGas Inc. | GASS | 2.69M | $24.7M | 15.9% | $5.81M | Cut$3.17M |
| Saga Communications Inc | SGA | 1.16M | $13.6M | 8.8% | $290.5K | Held |
| Albertsons Cos Inc | ACI | 700K | $11.9M | 7.7% | −$81.9K | Added$1.11M |
| Siriusxm Holdings Inc | — | 335.3K | $7.74M | 5.0% | $1.03M | Held |
| Lands End Inc New | — | 592.7K | $6.66M | 4.3% | −$1.41M | Added$403.8K |
| Alumis Inc. | ALMS | 222.3K | $4.9M | 3.2% | $2.73M | Cut$65.9K |
| Alico, Inc. | ALCO | 85K | $3.51M | 2.3% | $414.8K | Cut−$285.6K |
| Seritage Growth Pptys | — | 1.03M | $2.89M | 1.9% | −$352K | Added$294.3K |
| Gyrodyne, LLC | GYRO | 338.1K | $2.51M | 1.6% | −$541K | Held |
| Omniab Inc | — | 1M | $1.57M | 1.0% | −$280K | Held |
| Corvus Pharmaceuticals, Inc. | CRVS | 70K | $1.02M | 0.7% | $485.1K | Cut−$53.9K |
| Imperial Pete Inc | — | 190K | $813.2K | 0.5% | $125.4K | Cut$89.2K |
| Castor Maritime Inc. | CTRM | 240K | $444K | 0.3% | −$52.8K | Held |
| Wendys Co | — | 14.5K | $100.8K | 0.1% | −$20K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.