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TOWERVIEW LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001166573

$152.5M

disclosed book value

17

positions

47.2%

largest position share

Positions, as of 2026-06-30

top 17 of 17 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1TRCTEJON RANCH CO3.8M$71.9M47.2%
2STEALTHGAS INC2.7M$21.3M14%
3ACIALBERTSONS COS INC COM887,500$12.0M7.9%
4SGASAGA COMMUNICATIONS INC1.2M$10.5M6.9%
5LELANDS END INC COM855,000$9.0M5.9%
6SIRISIRIUS XM HOLDINGS INC COM282,500$8.3M5.5%
7ALMSALUMIS INC COM222,294$6.3M4.1%
8ALCOALICO INC75,500$3.1M2%
9OABIOMNIAB INC COM1.2M$2.9M1.9%
10SRGSERITAGE GROWTH PPTYS CL A1.0M$2.7M1.8%
11GYROGYRODYNE LLC338,107$2.0M1.3%
12CRVSCORVUS PHARMACEUTICALS INC COM70,000$1.0M0.7%
13IMPERIAL PETE INC COM NEW130,000$599,3000.4%
14CASTOR MARITIME INC COM240,000$504,0000.3%
15WENWENDYS COMPANY COM14,500$120,2050.1%
16C3IS INC COM50,000$83,0000.1%
17ALBERTSONS COS INC COMCALL150,000$25,5000%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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