13F HOLDINGS REPORT
TOWERVIEW LLC
Quarter ended Q1 2025 · Filed May 6, 2025 · Accession 0001140361-25-017560
Total Value
$139.0M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TEJON RANCH CO | TRC | 3,845,500 | $61.0M | 43.87% |
| 2 | STEALTHGAS INC | GASS | 2,770,000 | $15.7M | 11.26% |
| 3 | SAGA COMMUNICATIONS INC | SGA | 1,161,144 | $14.5M | 10.42% |
| 4 | ALBERTSONS COS INC COM | 013091103 | 620,000 | $13.6M | 9.81% |
| 5 | SIRIUS XM HOLDINGS INC COM | 829933100 | 335,300 | $7.6M | 5.44% |
| 6 | LANDS END INC COM | LE | 420,000 | $4.3M | 3.08% |
| 7 | ALICO INC | ALCO | 115,000 | $3.4M | 2.47% |
| 8 | GYRODYNE LLC | GYRO | 340,996 | $2.8M | 1.99% |
| 9 | ALUMIS INC COM | ALMS | 430,000 | $2.6M | 1.90% |
| 10 | SERITAGE GROWTH PPTYS CL A | 81752R100 | 680,000 | $2.2M | 1.58% |
| 11 | UNITED STATES STEEL CORP | UNTCW | 45,000 | $1.9M | 1.37% |
| 12 | LIFEWAY FOODS INC | LWAY | 72,500 | $1.8M | 1.28% |
| 13 | OMNIAB INC COM | OABIW | 580,000 | $1.4M | 1.00% |
| 14 | ACELYRIN INC COM | 00445A100 | 540,000 | $1.3M | 0.96% |
| 15 | WARNER BROS DISCOVERY INC COM | WBD | 100,000 | $1.1M | 0.77% |
| 16 | IMPERIAL PETE INC COM NEW | Y3894J187 | 415,000 | $1.0M | 0.73% |
| 17 | CASTOR MARITIME INC COM | CTRM | 240,000 | $547,200 | 0.39% |
| 18 | MILLROSE PPTYS INC COM CL A | 601137102 | 20,000 | $530,200 | 0.38% |
| 19 | CANTALOUPE INC COM | CTLPP | 62,500 | $491,875 | 0.35% |
| 20 | QUANTUMSCAPE CORP COM CL A | QS | 100,000 | $416,000 | 0.30% |
| 21 | CORVUS PHARMACEUTICALS INC COM | CRVS | 127,500 | $405,450 | 0.29% |
| 22 | WENDYS COMPANY COM | 95058W100 | 14,500 | $212,135 | 0.15% |
| 23 | JBG SMITH PPTYS COM | 46590V100 | 10,000 | $161,100 | 0.12% |
| 24 | C3IS INC ORD | CISS | 180,913 | $117,593 | 0.08% |