Towerview as of March 31, 2025
Portfolio Holdings for Towerview
Towerview holds 24 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tejon Ranch Company (TRC) | 43.9 | $61M | 3.8M | 15.85 | |
| Stealthgas (GASS) | 11.3 | $16M | 2.8M | 5.65 | |
| Saga Communications (SGA) | 10.4 | $15M | 1.2M | 12.47 | |
| Albertsons Companies Cl A Ord (ACI) | 9.8 | $14M | 620k | 21.99 | |
| Sirius XM Holdings (SIRI) | 5.4 | $7.6M | 335k | 22.55 | |
| Lands' End (LE) | 3.1 | $4.3M | 420k | 10.18 | |
| Ali (ALCO) | 2.5 | $3.4M | 115k | 29.84 | |
| Gyrodyne Llc Cmn (GYRO) | 2.0 | $2.8M | 341k | 8.10 | |
| Alumis (ALMS) | 1.9 | $2.6M | 430k | 6.14 | |
| Seritage Growth Pptys Cl A (SRG) | 1.6 | $2.2M | 680k | 3.23 | |
| United States Steel Corporation | 1.4 | $1.9M | 45k | 42.26 | |
| Lifeway Foods (LWAY) | 1.3 | $1.8M | 73k | 24.45 | |
| Omniab (OABI) | 1.0 | $1.4M | 580k | 2.40 | |
| Acelyrin | 1.0 | $1.3M | 540k | 2.47 | |
| Warner Bros. Discovery (WBD) | 0.8 | $1.1M | 100k | 10.73 | |
| Imperial Pete (IMPP) | 0.7 | $1.0M | 415k | 2.45 | |
| Castor Maritime (CTRM) | 0.4 | $547k | 240k | 2.28 | |
| Millrose Pptys Inc Com Cl A (MRP) | 0.4 | $530k | 20k | 26.51 | |
| Cantaloupe (CTLP) | 0.4 | $492k | 63k | 7.87 | |
| Quantumscape Corp (QS) | 0.3 | $416k | 100k | 4.16 | |
| Corvus Pharmaceuticals (CRVS) | 0.3 | $406k | 128k | 3.18 | |
| Wendy's/arby's Group (WEN) | 0.2 | $212k | 15k | 14.63 | |
| Jbg Smith Properties (JBGS) | 0.1 | $161k | 10k | 16.11 | |
| C3is | 0.1 | $118k | 181k | 0.65 |
