2026 Q3 Portfolio Activity
In 2026 Q3, TOWERVIEW LLC maintained a portfolio of 17 distinct positions. They heavily accumulated shares in LANDS END INC COM, increasing the position by 6.8%. The fund also reduced its exposure to SIRIUS XM HOLDINGS INC COM by 31.9%.
Position History
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Total Positions
17
Quarter
2026 Q3
Top Holding
TRC (45.4%)
Top 10 Concentration
97.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-17 of 17
TOWERVIEW LLC Full Holdings List — 2026 Q3
| 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 | 45.43% | 47.16% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
3,845,500 | $62,374,010 | 2008 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
GASS
STEALTHGAS INC
|
Industrials | 17.91% | 13.99% |
#2
Prev: #2
|
6.0 |
—
|
37,731 | 1.4% |
P
S
|
2,737,731 | $24,584,824 | 2010 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
ACI
ALBERTSONS COS ...
|
Consumer Defensive | 7.61% | 7.87% |
#3
Prev: #3
|
4.5 |
—
|
12,500 | 1.4% |
P
S
|
900,000 | $10,449,000 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SGA
SAGA COMMUNICAT...
|
Communication Services | 6.97% | 6.91% |
#4
Prev: #4
|
4.3 |
—
|
no change | no change |
P
S
|
1,161,144 | $9,567,827 | 2009 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
LE
LANDS END INC C...
|
Consumer Cyclical | 6.84% | 5.88% |
#5
Prev: #5
|
5.2 |
—
|
58,079 | 6.8% |
P
S
|
913,079 | $9,386,452 | 2014 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
OABI
OMNIAB INC COM
|
Healthcare | 4.19% | 1.90% |
#6
3
Prev: #9
|
2.2 |
—
|
-18,856 | -1.6% |
P
S
|
1,161,144 | $5,759,274 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SIRI
SIRIUS XM HOLDI...
|
Communication Services | 3.63% | 5.47% |
#7
1
Prev: #6
|
1.5 |
—
|
-90,000 | -31.9% |
P
S
|
192,500 | $4,981,900 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
ALCO
ALICO INC
|
Consumer Defensive | 2.12% | 2.05% |
#8
Prev: #8
|
1.8 |
—
|
no change | no change |
P
S
|
75,500 | $2,912,790 | 2015 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
ALMS
ALUMIS INC COM
|
Healthcare | 1.49% | 4.10% |
#9
2
Prev: #7
|
3.1 |
—
|
55,206 | 24.8% |
P
S
|
277,500 | $2,050,725 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SRG
SERITAGE GROWTH...
|
Real Estate | 1.22% | 1.78% |
#10
Prev: #10
|
1.5 |
—
|
no change | no change |
P
S
|
1,030,000 | $1,668,600 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
GYRO
GYRODYNE LLC
|
Real Estate | 1.15% | 1.34% |
#11
Prev: #11
|
1.5 |
—
|
no change | no change |
P
S
|
338,107 | $1,580,650 | 2015 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
CRVS
CORVUS PHARMACE...
|
Healthcare | 0.59% | 0.69% |
#12
Prev: #12
|
1.2 |
—
|
no change | no change |
P
S
|
70,000 | $806,400 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
IMPP
IMPERIAL PETE I...
|
Energy | 0.43% | 0.39% |
#13
Prev: #13
|
0.7 |
—
|
-15,000 | -11.5% |
P
S
|
115,000 | $587,650 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
CTRM
CASTOR MARITIME...
|
Industrials | 0.35% | 0.33% |
#14
Prev: #14
|
1.1 |
—
|
no change | no change |
P
S
|
240,000 | $487,200 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
WEN
WENDYS COMPANY ...
|
Consumer Cyclical | 0.07% | 0.08% |
#15
Prev: #15
|
1.0 |
—
|
no change | no change |
P
S
|
14,500 | $92,510 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
N/A
CALL
ALBERTSONS COS ...
|
|
CALL Option | 0.01% | 0.02% |
#16
1
Prev: #17
|
1.0 |
—
|
no change | no change |
P
S
|
150,000 | $7,500 | — | 13F Filing | 2026-09-30 | 2026-11-05 | ||
|
N/A
C3IS INC COM
|
|
Unknown | 0.00% | 0.05% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-50,000 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-09-30 | 2026-11-05 |
Showing 1-17 of 17 holdings