2026 Q1 Portfolio Activity
In 2026 Q1, TOWERVIEW LLC maintained a portfolio of 16 distinct positions. They heavily accumulated shares in SERITAGE GROWTH PPTYS CL A, increasing the position by 28.8%. The fund also reduced its exposure to ALUMIS INC COM by 55.1%.
Position History
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Total Positions
16
Quarter
2026 Q1
Top Holding
TRC (46.8%)
Top 10 Concentration
97.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-16 of 16
TOWERVIEW LLC Full Holdings List — 2026 Q1
| 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 | 46.75% | 43.95% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
3,845,500 | $72,449,220 | 2008 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GASS
STEALTHGAS INC
|
Industrials | 15.94% | 15.61% |
#2
Prev: #2
|
6.0 |
—
|
-376,542 | -12.3% |
P
S
|
2,690,958 | $24,702,994 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SGA
SAGA COMMUNICAT...
|
Communication Services | 8.77% | 9.64% |
#3
Prev: #3
|
5.5 |
—
|
no change | no change |
P
S
|
1,161,144 | $13,585,385 | 2009 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ACI
ALBERTSONS COS ...
|
Consumer Defensive | 7.70% | 7.84% |
#4
Prev: #4
|
5.6 |
—
|
70,000 | 11.1% |
P
S
|
700,000 | $11,928,000 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SIRI
SIRIUS XM HOLDI...
|
Communication Services | 4.99% | 4.86% |
#5
Prev: #5
|
3.5 |
—
|
no change | no change |
P
S
|
335,300 | $7,738,724 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
LE
LANDS END INC C...
|
Consumer Cyclical | 4.30% | 4.54% |
#6
Prev: #6
|
4.2 |
—
|
161,701 | 37.5% |
P
S
|
592,701 | $6,661,959 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ALMS
ALUMIS INC COM
|
Healthcare | 3.16% | 3.50% |
#7
Prev: #7
|
1.3 |
—
|
-272,706 | -55.1% |
P
S
|
222,294 | $4,897,137 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ALCO
ALICO INC
|
Consumer Defensive | 2.26% | 2.75% |
#8
Prev: #8
|
1.4 |
—
|
-19,251 | -18.5% |
P
S
|
85,000 | $3,507,100 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SRG
SERITAGE GROWTH...
|
Real Estate | 1.87% | 1.88% |
#9
1
Prev: #10
|
3.2 |
—
|
230,000 | 28.7% |
P
S
|
1,030,000 | $2,894,300 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GYRO
GYRODYNE LLC
|
Real Estate | 1.62% | 2.21% |
#10
1
Prev: #9
|
1.6 |
—
|
no change | no change |
P
S
|
338,107 | $2,505,373 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
OABI
OMNIAB INC COM
|
Healthcare | 1.01% | 1.34% |
#11
Prev: #11
|
1.4 |
—
|
no change | no change |
P
S
|
1,000,000 | $1,570,000 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CRVS
CORVUS PHARMACE...
|
Healthcare | 0.66% | 0.78% |
#12
Prev: #12
|
0.3 |
—
|
-70,000 | -50.0% |
P
S
|
70,000 | $1,024,100 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IMPP
IMPERIAL PETE I...
|
Energy | 0.52% | 0.52% |
#13
Prev: #13
|
0.7 |
—
|
-10,000 | -5.0% |
P
S
|
190,000 | $813,200 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CTRM
CASTOR MARITIME...
|
Industrials | 0.29% | 0.36% |
#14
Prev: #14
|
1.1 |
—
|
no change | no change |
P
S
|
240,000 | $444,000 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
N/A
CALL
ALBERTSONS COS ...
|
|
CALL Option | 0.09% | 0.13% |
#15
Prev: #15
|
0.0 |
—
|
-100,000 | -40.0% |
P
S
|
150,000 | $141,000 | — | 13F Filing | 2026-03-31 | 2026-05-05 | ||
|
WEN
WENDYS COMPANY ...
|
Consumer Cyclical | 0.07% | 0.09% |
#16
Prev: #16
|
1.0 |
—
|
no change | no change |
P
S
|
14,500 | $100,775 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 |
Showing 1-16 of 16 holdings