2026 Q2 Portfolio Activity
In 2026 Q2, TOWERVIEW LLC maintained a portfolio of 17 distinct positions. They heavily accumulated shares in LANDS END INC COM, increasing the position by 44.3%. The fund also reduced its exposure to IMPERIAL PETE INC COM NEW by 31.6%.
Position History
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Total Positions
17
Quarter
2026 Q2
Top Holding
TRC (47.2%)
Top 10 Concentration
97.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-17 of 17
TOWERVIEW LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TRC
TEJON RANCH CO
|
Industrials | 47.16% | 46.75% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
3,845,500 | $71,910,850 | 2008 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
GASS
STEALTHGAS INC
|
Industrials | 13.99% | 15.94% |
#2
Prev: #2
|
6.0 |
—
|
9,042 | 0.3% |
P
S
|
2,700,000 | $21,330,000 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
ACI
ALBERTSONS COS ...
|
Consumer Defensive | 7.87% | 7.70% |
#3
1
Prev: #4
|
6.6 |
—
|
187,500 | 26.8% |
P
S
|
887,500 | $12,007,875 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
SGA
SAGA COMMUNICAT...
|
Communication Services | 6.91% | 8.77% |
#4
1
Prev: #3
|
4.3 |
—
|
no change | no change |
P
S
|
1,161,144 | $10,531,576 | 2009 Q1 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
LE
LANDS END INC C...
|
Consumer Cyclical | 5.88% | 4.30% |
#5
1
Prev: #6
|
5.4 |
—
|
262,299 | 44.3% |
P
S
|
855,000 | $8,960,400 | 2014 Q2 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
SIRI
SIRIUS XM HOLDI...
|
Communication Services | 5.47% | 4.99% |
#6
1
Prev: #5
|
2.7 |
—
|
-52,800 | -15.7% |
P
S
|
282,500 | $8,345,050 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
ALMS
ALUMIS INC COM
|
Healthcare | 4.10% | 3.16% |
#7
Prev: #7
|
2.6 |
—
|
no change | no change |
P
S
|
222,294 | $6,255,353 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
ALCO
ALICO INC
|
Consumer Defensive | 2.05% | 2.26% |
#8
Prev: #8
|
1.3 |
—
|
-9,500 | -11.2% |
P
S
|
75,500 | $3,123,435 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
OABI
OMNIAB INC COM
|
Healthcare | 1.90% | 1.01% |
#9
2
Prev: #11
|
2.8 |
—
|
180,000 | 18.0% |
P
S
|
1,180,000 | $2,902,800 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
SRG
SERITAGE GROWTH...
|
Real Estate | 1.78% | 1.87% |
#10
1
Prev: #9
|
1.7 |
—
|
no change | no change |
P
S
|
1,030,000 | $2,708,900 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
GYRO
GYRODYNE LLC
|
Real Estate | 1.34% | 1.62% |
#11
1
Prev: #10
|
1.5 |
—
|
no change | no change |
P
S
|
338,107 | $2,042,166 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
CRVS
CORVUS PHARMACE...
|
Healthcare | 0.69% | 0.66% |
#12
Prev: #12
|
1.3 |
—
|
no change | no change |
P
S
|
70,000 | $1,045,800 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
IMPP
IMPERIAL PETE I...
|
Energy | 0.39% | 0.52% |
#13
Prev: #13
|
0.2 |
—
|
-60,000 | -31.6% |
P
S
|
130,000 | $599,300 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
CTRM
CASTOR MARITIME...
|
Industrials | 0.33% | 0.29% |
#14
Prev: #14
|
1.1 |
—
|
no change | no change |
P
S
|
240,000 | $504,000 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
WEN
WENDYS COMPANY ...
|
Consumer Cyclical | 0.08% | 0.07% |
#15
1
Prev: #16
|
1.0 |
—
|
no change | no change |
P
S
|
14,500 | $120,205 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
N/A
C3IS INC COM
|
|
Unknown | 0.05% | — |
#16
Prev: #—
|
3.5 |
—
|
50,000 | — |
NEW
|
50,000 | $83,000 | — | 13F Filing | 2026-06-30 | 2026-08-04 | ||
|
N/A
CALL
ALBERTSONS COS ...
|
|
CALL Option | 0.02% | 0.09% |
#17
2
Prev: #15
|
1.0 |
—
|
no change | no change |
P
S
|
150,000 | $25,500 | — | 13F Filing | 2026-06-30 | 2026-08-04 |
Showing 1-17 of 17 holdings