Towerview as of Sept. 30, 2025
Portfolio Holdings for Towerview
Towerview holds 17 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tejon Ranch Company (TRC) | 44.7 | $62M | 3.8M | 15.98 | |
| Stealthgas (GASS) | 13.9 | $19M | 2.9M | 6.55 | |
| Saga Communications (SGA) | 10.5 | $14M | 1.2M | 12.44 | |
| Albertsons Companies Cl A Ord (ACI) | 7.8 | $11M | 615k | 17.51 | |
| Sirius XM Holdings (SIRI) | 5.7 | $7.8M | 335k | 23.27 | |
| Lands' End (LE) | 4.8 | $6.6M | 470k | 14.10 | |
| Ali (ALCO) | 3.1 | $4.2M | 122k | 34.66 | |
| Gyrodyne Llc Cmn (GYRO) | 2.5 | $3.4M | 338k | 10.01 | |
| Seritage Growth Pptys Cl A (SRG) | 2.2 | $3.0M | 700k | 4.25 | |
| Alumis (ALMS) | 1.4 | $2.0M | 495k | 3.99 | |
| Imperial Pete (IMPP) | 1.0 | $1.3M | 280k | 4.78 | |
| Omniab (OABI) | 1.0 | $1.3M | 831k | 1.60 | |
| Corvus Pharmaceuticals (CRVS) | 0.9 | $1.3M | 170k | 7.37 | |
| Castor Maritime (CTRM) | 0.4 | $499k | 240k | 2.08 | |
| Lifeway Foods (LWAY) | 0.1 | $139k | 5.0k | 27.76 | |
| Wendy's/arby's Group (WEN) | 0.1 | $133k | 15k | 9.16 | |
| Albertsons Cos Call Call Option | 0.0 | $26k | 100k | 0.26 |
