Towerview Llc Portfolio Stock Holdings
Towerview Llc disclosed 15 stock positions valued at approximately $154.8 million in its latest SEC 13F filing. The largest holdings include TEJON RANCH CO, STEALTHGAS INC, and SAGA COMMUNICATIONS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 15
- Portfolio Value
- $154.8M
Holdings by Sector
Towerview Llc Portfolio Holdings in Q1 2026
12 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TEJON RANCH CO | TRC | Industrials | 46.80% | 3,845,500 | - | - | $72,449,220 |
| STEALTHGAS INC | Y81669106 | Other | 15.96% | 2,690,958 | -376,542 | -12.28% | $24,702,994 |
| SAGA COMMUNICATIONS INC | SGA | Communication Services | 8.77% | 1,161,144 | - | - | $13,585,385 |
| ALBERTSONS COS INC COM | ACI | Consumer Defensive | 7.70% | 700,000 | +70,000 | +11.11% | $11,928,000 |
| SIRIUS XM HOLDINGS INC COM | SIRI | Consumer Discretionary | 5.00% | 335,300 | - | - | $7,738,724 |
| LANDS END INC COM | LE | Consumer Cyclical | 4.30% | 592,701 | +161,701 | +37.52% | $6,661,959 |
| ALUMIS INC COM | ALMS | Healthcare | 3.16% | 222,294 | -272,706 | -55.09% | $4,897,137 |
| ALICO INC | ALCO | Consumer Defensive | 2.27% | 85,000 | -19,251 | -18.47% | $3,507,100 |
| SERITAGE GROWTH PPTYS CL A | SRG | Real Estate | 1.87% | 1,030,000 | +230,000 | +28.75% | $2,894,300 |
| OMNIAB INC COM | OABI | Healthcare | 1.01% | 1,000,000 | - | - | $1,570,000 |
| CORVUS PHARMACEUTICALS INC COM | CRVS | Healthcare | 0.66% | 70,000 | -70,000 | -50.00% | $1,024,100 |
| WENDYS COMPANY COM | WEN | Consumer Cyclical | 0.07% | 14,500 | - | - | $100,775 |