Towerview as of June 30, 2026
Portfolio Holdings for Towerview
Towerview holds 17 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tejon Ranch Company (TRC) | 47.2 | $72M | 3.8M | 18.70 | |
| Stealthgas (GASS) | 14.0 | $21M | 2.7M | 7.90 | |
| Albertsons Companies Cl A Ord (ACI) | 7.9 | $12M | 888k | 13.53 | |
| Saga Communications (SGA) | 6.9 | $11M | 1.2M | 9.07 | |
| Lands' End (LE) | 5.9 | $9.0M | 855k | 10.48 | |
| Sirius XM Holdings (SIRI) | 5.5 | $8.3M | 283k | 29.54 | |
| Alumis (ALMS) | 4.1 | $6.3M | 222k | 28.14 | |
| Ali (ALCO) | 2.0 | $3.1M | 76k | 41.37 | |
| Omniab (OABI) | 1.9 | $2.9M | 1.2M | 2.46 | |
| Seritage Growth Pptys Cl A (SRG) | 1.8 | $2.7M | 1.0M | 2.63 | |
| Gyrodyne Llc Cmn (GYRO) | 1.3 | $2.0M | 338k | 6.04 | |
| Corvus Pharmaceuticals (CRVS) | 0.7 | $1.0M | 70k | 14.94 | |
| Imperial Pete (IMPP) | 0.4 | $599k | 130k | 4.61 | |
| Castor Maritime (CTRM) | 0.3 | $504k | 240k | 2.10 | |
| Wendy's/arby's Group (WEN) | 0.1 | $120k | 15k | 8.29 | |
| C3is | 0.1 | $83k | 50k | 1.66 | |
| Albertsons Cos Call Call Option | 0.0 | $26k | 150k | 0.17 |
