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

Currently, TOWERVIEW LLC holds 17 types of securities in its portfolio with a total value $152.5M. In the most recent quarter, they have increased their positions in TRC (+3.8M shares, valued at $71.9M), GASS (+2.7M shares, valued at $21.3M), ACI (+887.5K shares, valued at $12.0M); initiated new positions in TRC (+3.8M shares, valued at $71.9M), GASS (+2.7M shares, valued at $21.3M), ACI (+887.5K shares, valued at $12.0M).

1M P&L

-2.8M-2.00%

3M P&L

-11.0M-7.42%

HY P&L

-28.1M-17.06%

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

1Conglomerates71.9M

47.2%

2Marine Shipping21.8M

14.3%

3Grocery Stores12.0M

7.9%

Top Industries by Stock Count

1Marine Shipping3 stocks

18.8%

2Biotechnology3 stocks

18.8%

3Real Estate Services2 stocks

12.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TRC TEJON RANCH CO3.8M sharesnew addition2026-06-302026-08-04

GASS STEALTHGAS INC2.7M sharesnew addition2026-06-302026-08-04

ACI ALBERTSONS COS INC COM887.5K sharesnew addition2026-06-302026-08-04

SGA SAGA COMMUNICATIONS INC1.2M sharesnew addition2026-06-302026-08-04

LE LANDS END INC COM855.0K sharesnew addition2026-06-302026-08-04

SIRI SIRIUS XM HOLDINGS INC COM282.5K sharesnew addition2026-06-302026-08-04

ALMS ALUMIS INC COM222.3K sharesnew addition2026-06-302026-08-04

ALCO ALICO INC75.5K sharesnew addition2026-06-302026-08-04

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OABI OMNIAB INC COM1.2M sharesnew addition2026-06-302026-08-04

SRG SERITAGE GROWTH PPTYS CL A1.0M sharesnew addition2026-06-302026-08-04

GYRO GYRODYNE LLC338.1K sharesnew addition2026-06-302026-08-04

CRVS CORVUS PHARMACEUTICALS INC COM70.0K sharesnew addition2026-06-302026-08-04

IMPP IMPERIAL PETE INC COM NEW130.0K sharesnew addition2026-06-302026-08-04

CTRM CASTOR MARITIME INC COM240.0K sharesnew addition2026-06-302026-08-04

WEN WENDYS COMPANY COM14.5K sharesnew addition2026-06-302026-08-04

C3IS INC COM C3IS INC COM50.0K sharesnew addition2026-06-302026-08-04

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CISS N/A sharesnew addition2026-08-192026-10-02

TRC

TEJON RANCH CO

New

Shares3.8M

Event2026-06-30

Filed2026-08-04

GASS

STEALTHGAS INC

New

Shares2.7M

Event2026-06-30

Filed2026-08-04

ACI

ALBERTSONS COS INC COM

New

Shares887.5K

Event2026-06-30

Filed2026-08-04

SGA

SAGA COMMUNICATIONS INC

New

Shares1.2M

Event2026-06-30

Filed2026-08-04

LANDS END INC COM

New

Shares855.0K

Event2026-06-30

Filed2026-08-04

SIRI

SIRIUS XM HOLDINGS INC COM

New

Shares282.5K

Event2026-06-30

Filed2026-08-04

ALMS

ALUMIS INC COM

New

Shares222.3K

Event2026-06-30

Filed2026-08-04

ALCO

ALICO INC

New

Shares75.5K

Event2026-06-30

Filed2026-08-04

OABI

OMNIAB INC COM

New

Shares1.2M

Event2026-06-30

Filed2026-08-04

SRG

SERITAGE GROWTH PPTYS CL A

New

Shares1.0M

Event2026-06-30

Filed2026-08-04

GYRO

GYRODYNE LLC

New

Shares338.1K

Event2026-06-30

Filed2026-08-04

CRVS

CORVUS PHARMACEUTICALS INC COM

New

Shares70.0K

Event2026-06-30

Filed2026-08-04

IMPP

IMPERIAL PETE INC COM NEW

New

Shares130.0K

Event2026-06-30

Filed2026-08-04

CTRM

CASTOR MARITIME INC COM

New

Shares240.0K

Event2026-06-30

Filed2026-08-04

WEN

WENDYS COMPANY COM

New

Shares14.5K

Event2026-06-30

Filed2026-08-04

C3IS INC COM

New

Shares50.0K

Event2026-06-30

Filed2026-08-04

CISS

New

SharesN/A

Event2026-08-19

Filed2026-10-02

Call Option Holdings

ALBERTSONS COS INC COM Call CallALBERTSONS COS INC COM150.0K sharesnew addition2026-06-302026-08-04

ALBERTSONS COS INC COM Call

ALBERTSONS COS INC COM

New

Shares150.0K

Event2026-06-30

Filed2026-08-04

Put Option Holdings

No put option holdings data available