13F HOLDINGS REPORT
TOWERVIEW LLC
Quarter ended Q4 2025 · Filed February 4, 2026 · Accession 0001140361-26-003642
Total Value
$138.0M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TEJON RANCH CO | TRC | 3,845,500 | $60.6M | 43.95% |
| 2 | STEALTHGAS INC | GASS | 3,067,500 | $21.5M | 15.61% |
| 3 | SAGA COMMUNICATIONS INC | SGA | 1,161,144 | $13.3M | 9.64% |
| 4 | ALBERTSONS COS INC COM | 013091103 | 630,000 | $10.8M | 7.84% |
| 5 | SIRIUS XM HOLDINGS INC COM | 829933100 | 335,300 | $6.7M | 4.86% |
| 6 | LANDS END INC COM | LE | 431,000 | $6.3M | 4.54% |
| 7 | ALUMIS INC COM | ALMS | 495,000 | $4.8M | 3.50% |
| 8 | ALICO INC | ALCO | 104,251 | $3.8M | 2.75% |
| 9 | GYRODYNE LLC | GYRO | 338,107 | $3.0M | 2.21% |
| 10 | SERITAGE GROWTH PPTYS CL A | 81752R100 | 800,000 | $2.6M | 1.88% |
| 11 | OMNIAB INC COM | OABIW | 1,000,000 | $1.9M | 1.34% |
| 12 | CORVUS PHARMACEUTICALS INC COM | CRVS | 140,000 | $1.1M | 0.78% |
| 13 | IMPERIAL PETE INC COM NEW | Y3894J187 | 200,000 | $724,000 | 0.52% |
| 14 | CASTOR MARITIME INC COM | CTRM | 240,000 | $496,800 | 0.36% |
| 15 | ALBERTSONS COS INC COM | 013091903 | 250,000 | $185,000 | 0.13% |
| 16 | WENDYS COMPANY COM | 95058W100 | 14,500 | $120,785 | 0.09% |