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The Analysis of TOWERVIEW LLC's Holdings & P&L

Currently, TOWERVIEW LLC holds 16 types of securities in its portfolio with a total value $154.9M. In the most recent quarter, they have increased their positions in LE (+161.7K shares, valued at $1.8M), ACI (+70.0K shares, valued at $1.2M), SRG (+230.0K shares, valued at $646.3K); decreased their positions in ALMS (-272.7K shares, valued at $6.0M), GASS (-376.5K shares, valued at $3.5M), CRVS (-70.0K shares, valued at $1.0M); initiated new positions in CISS (+35.0K shares, valued at $111.0K).

1M P&L

-2.1M-1.40%

3M P&L

+2.5M+1.78%

HY P&L

+19.0M+14.83%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Conglomerates72.4M

49.6%

2Marine Shipping24.8M

17.0%

3Broadcasting13.6M

9.3%

Top Industries by Stock Count

1Biotechnology3 stocks

23.1%

2Marine Shipping2 stocks

15.4%

3Real Estate Services2 stocks

15.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TRC TEJON RANCH CO3.8M shares0.00%2026-03-312026-05-05

GASS STEALTHGAS INC2.7M shares-12.28%2026-03-312026-05-05

SGA SAGA COMMUNICATIONS INC1.2M shares0.00%2026-03-312026-05-05

ACI ALBERTSONS COS INC COM700.0K shares11.11%2026-03-312026-05-05

SIRIUS XM HOLDINGS INC COM SIRIUS XM HOLDINGS INC COM335.3K shares0.00%2026-03-312026-05-05

LE LANDS END INC COM592.7K shares37.52%2026-03-312026-05-05

ALMS ALUMIS INC COM222.3K shares-55.09%2026-03-312026-05-05

ALCO ALICO INC85.0K shares-18.47%2026-03-312026-05-05

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SRG SERITAGE GROWTH PPTYS CL A1.0M shares28.75%2026-03-312026-05-05

GYRO GYRODYNE LLC338.1K shares0.00%2026-03-312026-05-05

OABI OMNIAB INC COM1.0M shares0.00%2026-03-312026-05-05

CRVS CORVUS PHARMACEUTICALS INC COM70.0K shares-50.00%2026-03-312026-05-05

IMPERIAL PETE INC COM NEW IMPERIAL PETE INC COM NEW190.0K shares-5.00%2026-03-312026-05-05

CASTOR MARITIME INC COM CASTOR MARITIME INC COM240.0K shares0.00%2026-03-312026-05-05

CISS 35.0K sharesnew addition2026-05-182026-05-18

WEN WENDYS COMPANY COM14.5K shares0.00%2026-03-312026-05-05

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TRC

TEJON RANCH CO

0.00%

Shares3.8M

Event2026-03-31

Filed2026-05-05

GASS

STEALTHGAS INC

-12.28%

Shares2.7M

Event2026-03-31

Filed2026-05-05

SGA

SAGA COMMUNICATIONS INC

0.00%

Shares1.2M

Event2026-03-31

Filed2026-05-05

ACI

ALBERTSONS COS INC COM

11.11%

Shares700.0K

Event2026-03-31

Filed2026-05-05

SIRIUS XM HOLDINGS INC COM

0.00%

Shares335.3K

Event2026-03-31

Filed2026-05-05

LANDS END INC COM

37.52%

Shares592.7K

Event2026-03-31

Filed2026-05-05

ALMS

ALUMIS INC COM

-55.09%

Shares222.3K

Event2026-03-31

Filed2026-05-05

ALCO

ALICO INC

-18.47%

Shares85.0K

Event2026-03-31

Filed2026-05-05

SRG

SERITAGE GROWTH PPTYS CL A

28.75%

Shares1.0M

Event2026-03-31

Filed2026-05-05

GYRO

GYRODYNE LLC

0.00%

Shares338.1K

Event2026-03-31

Filed2026-05-05

OABI

OMNIAB INC COM

0.00%

Shares1.0M

Event2026-03-31

Filed2026-05-05

CRVS

CORVUS PHARMACEUTICALS INC COM

-50.00%

Shares70.0K

Event2026-03-31

Filed2026-05-05

IMPERIAL PETE INC COM NEW

-5.00%

Shares190.0K

Event2026-03-31

Filed2026-05-05

CASTOR MARITIME INC COM

0.00%

Shares240.0K

Event2026-03-31

Filed2026-05-05

CISS

New

Shares35.0K

Event2026-05-18

Filed2026-05-18

WEN

WENDYS COMPANY COM

0.00%

Shares14.5K

Event2026-03-31

Filed2026-05-05

Call Option Holdings

ALBERTSONS COS INC COM Call CallALBERTSONS COS INC COM150.0K shares-40.00%2026-03-312026-05-05

ALBERTSONS COS INC COM Call

ALBERTSONS COS INC COM

-40.00%

Shares150.0K

Event2026-03-31

Filed2026-05-05

Put Option Holdings

No put option holdings data available

TOWERVIEW LLC Institutional Holdings, Portfolio & P&L — TradeFomo