Towerview as of Dec. 31, 2025
Portfolio Holdings for Towerview
Towerview holds 16 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tejon Ranch Company (TRC) | 44.0 | $61M | 3.8M | 15.77 | |
| Stealthgas (GASS) | 15.6 | $22M | 3.1M | 7.02 | |
| Saga Communications (SGA) | 9.6 | $13M | 1.2M | 11.45 | |
| Albertsons Companies Cl A Ord (ACI) | 7.8 | $11M | 630k | 17.17 | |
| Sirius XM Holdings (SIRI) | 4.9 | $6.7M | 335k | 20.00 | |
| Lands' End (LE) | 4.5 | $6.3M | 431k | 14.52 | |
| Alumis (ALMS) | 3.5 | $4.8M | 495k | 9.76 | |
| Ali (ALCO) | 2.7 | $3.8M | 104k | 36.38 | |
| Gyrodyne Llc Cmn (GYRO) | 2.2 | $3.0M | 338k | 9.01 | |
| Seritage Growth Pptys Cl A (SRG) | 1.9 | $2.6M | 800k | 3.25 | |
| Omniab (OABI) | 1.3 | $1.9M | 1.0M | 1.85 | |
| Corvus Pharmaceuticals (CRVS) | 0.8 | $1.1M | 140k | 7.70 | |
| Imperial Pete (IMPP) | 0.5 | $724k | 200k | 3.62 | |
| Castor Maritime (CTRM) | 0.4 | $497k | 240k | 2.07 | |
| Albertsons Cos Call Call Option | 0.1 | $185k | 250k | 0.74 | |
| Wendy's/arby's Group (WEN) | 0.1 | $121k | 15k | 8.33 |
