Towerview LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Towerview LLC reported 16 stock positions worth $152.5 million. Its top holding was Tejon Ranch (TRC) at 47.2% of the portfolio, followed by Stealthgas (GASS, 14.0%) and Albertsons Cos Class A (ACI, 7.9%). Compared with Q1 2026, it opened 1 new position, added to 4 and reduced 3. The biggest buy was Lands' End (LE, shares +44%) and the biggest sale Alico (ALCO, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001166573
- Portfolio Value
- $152.5M (Q2 2026)
- SEC Filing
- 0001140361-26-031140 ↗ filed Aug 4, 2026
Holdings Value
Holdings 16 stocks · $152.5M
| TRC Tejon Ranch Co. | 47.16% | 3,845,500 | $71.9M | No change |
| GASS Stealthgas Inc. | 13.99% | 2,700,000 | $21.3M | Add +0.3% |
| ACI Albertsons Cos Inc. Class A | 7.88% | 887,500 | $12.0M | Add +26.8% |
| SGA Saga Communications Inc. Class A | 6.91% | 1,161,144 | $10.5M | No change |
| LE Lands' End Inc. | 5.88% | 855,000 | $9.0M | Add +44.3% |
| SIRI Sirius XM Holdings Inc. | 5.47% | 282,500 | $8.3M | Reduce -15.8% |
| ALMS Alumis Inc. | 4.10% | 222,294 | $6.3M | No change |
| ALCO Alico Inc. | 2.05% | 75,500 | $3.1M | Reduce -11.2% |
| OABI Omniab Inc. | 1.90% | 1,180,000 | $2.9M | Add +18.0% |
| SRG Seritage Growth Prop- A | 1.78% | 1,030,000 | $2.7M | No change |
| GYRO Gyrodyne LLC | 1.34% | 338,107 | $2.0M | No change |
| CRVS Corvus Pharmaceuticals Inc. | 0.69% | 70,000 | $1.0M | No change |
| IMPP Imperial Petroleum Inc. | 0.39% | 130,000 | $599K | Reduce -31.6% |
| CTRM Castor Maritime Inc. | 0.33% | 240,000 | $504K | No change |
| WEN The Wendy's Co. | 0.08% | 14,500 | $120K | No change |
| CISS C3IS Inc. | 0.05% | 50,000 | $83K | New |
Options reported separately and not counted above: ALBERTSONS COS INC calls ($26K).
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 16 | $152.5M | TRC, GASS, ACI, SGA, LE |
| Q1 2026 | 15 | $154.8M | TRC, GASS, SGA, ACI, SIRI |
| Q4 2025 | 15 | $137.8M | TRC, GASS, SGA, ACI, SIRI |
| Q3 2025 | 16 | $137.4M | TRC, GASS, SGA, ACI, SIRI |
| Q2 2025 | 20 | $140.3M | TRC, GASS, SGA, ACI, SIRI |
| Q1 2025 | 24 | $139.0M | TRC, GASS, SGA, ACI, SIRI |
| Q4 2024 | 23 | $139.2M | TRC, GASS, SGA, ACI, SIRI |
| Q3 2024 | 25 | $154.9M | TRC, GASS, SGA, ACI, SIRI |
| Q2 2024 | 26 | $152.6M | TRC, SGA, GASS, ACI, LSXMK |
| Q1 2024 | 26 | $150.7M | TRC, SGA, GASS, ACI, SRG |