TowerView

Towerview as of June 30, 2025

Portfolio Holdings for Towerview

Towerview holds 20 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tejon Ranch Company (TRC) 46.5 $65M 3.8M 16.96
Stealthgas (GASS) 13.0 $18M 2.8M 6.41
Saga Communications (SGA) 10.8 $15M 1.2M 13.00
Albertsons Companies Cl A Ord (ACI) 7.8 $11M 505k 21.51
Sirius XM Holdings (SIRI) 5.5 $7.7M 335k 22.97
Lands' End (LE) 3.6 $5.1M 478k 10.71
Ali (ALCO) 2.9 $4.1M 125k 32.68
Gyrodyne Llc Cmn (GYRO) 2.1 $2.9M 341k 8.61
Seritage Growth Pptys Cl A (SRG) 1.5 $2.1M 680k 3.08
Lifeway Foods (LWAY) 1.4 $1.9M 79k 24.65
Alumis (ALMS) 1.1 $1.5M 495k 3.00
Omniab (OABI) 1.0 $1.4M 831k 1.74
Imperial Pete (IMPP) 0.9 $1.3M 422k 3.08
Warner Bros. Discovery (WBD) 0.7 $974k 85k 11.46
Corvus Pharmaceuticals (CRVS) 0.5 $680k 170k 4.00
Castor Maritime (CTRM) 0.4 $513k 240k 2.14
Jbg Smith Properties (JBGS) 0.1 $173k 10k 17.30
Quantumscape Corp (QS) 0.1 $168k 25k 6.72
Wendy's/arby's Group (WEN) 0.1 $166k 15k 11.42
C3is (CISS) 0.0 $47k 14k 3.28