In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 6, 2024), Towerview LLC reported 26 stock positions worth $150.7 million . Its top holding was Tejon Ranch (TRC) at 39.3% of the portfolio, followed by Saga Communications Class A (SGA, 17.2% ) and Stealthgas (GASS, 9.1% ). Compared with Q4 2023, it opened 4 new positions, sold out of 2, added to 4 and reduced 9. The biggest buy was Liberty Media Corp.-Liber-New (LSXMK, shares +260% ) and the biggest sale Corning (GLW, shares −52% ).
Location NEW YORK, NY
CIK 0001166573
Portfolio Value $150.7M (Q1 2024) Holdings 26 stocks · $150.7M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 TRC Tejon Ranch Co. 3,845,500 $59.3M No change SGA Saga Communications Inc. Class A 1,161,144 $25.9M No change GASS Stealthgas Inc. 2,310,000 $13.7M Reduce -2.1% ACI Albertsons Cos Inc. Class A 600,000 $12.9M No change SRG Seritage Growth Prop- A 680,000 $6.6M No change LE Lands' End Inc. 582,500 $6.3M Reduce -12.4% ALCO Alico Inc. 215,303 $6.3M No change GLW Corning Inc. 140,000 $4.6M Reduce -51.7% GYRO Gyrodyne LLC 342,296 $2.8M Add +119.9% LSXMK Liberty Media Corp.-Liber-New 91,500 $2.7M Add +260.2% CTLP Cantaloupe Inc. 230,000 $1.5M No change OABI Omniab Inc. 250,000 $1.4M Add +42.9% IMPP Imperial Petroleum Inc. 365,000 $1.1M Reduce -11.0% BNED Barnes & Noble Education Inc. 1,485,000 $1.1M Reduce -1.5% WBD Warner Bros Discovery Inc. 100,000 $873K No change CRVS Corvus Pharmaceuticals Inc. 382,500 $681K Reduce -12.4% WBA Walgreens Boots Alliance Inc. 30,000 $651K No change X United States Steel Corp. 15,000 $612K New WEN The Wendy's Co. 27,500 $518K New HOLI Hollysys Automation Technolo 15,000 $384K Add +50.0% LSXMA Liberty Media Corp. Class A New 8,500 $252K Reduce -66.1% QS Quantumscape Corp. 40,000 $252K New JBGS JBG Smith Properties 10,000 $161K No change PLCE The Children's Place Inc. 10,000 $115K Reduce -88.1% GTX Garrett Motion Inc. 10,000 $99K Reduce -77.8% C3IS INC 50,000 $2K New
Options reported separately and not counted above: INTERNATIONAL FLAVORS&FRAGRA calls ($156K).
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ GLW Corning Inc. Reduce -51.7% 3.06% −2.34 PLCE The Children's Place Inc. Reduce -88.1% 0.08% −1.12 BNED Barnes & Noble Education Inc. Reduce -1.5% 0.71% −0.66 LSXMA Liberty Media Corp. Class A New Reduce -66.1% 0.17% −0.27 GASS Stealthgas Inc. Reduce -2.1% 9.10% −0.22 GTX Garrett Motion Inc. Reduce -77.8% 0.07% −0.20 DBI Designer Brands Inc. Class A Sold out 0.00% −0.08 CRVS Corvus Pharmaceuticals Inc. Reduce -12.4% 0.45% −0.02 ELIQQ Electriq Power Holdings Inc. Sold out 0.00% −0.00 IMPP Imperial Petroleum Inc. Reduce -11.0% 0.76% +0.10 LE Lands' End Inc. Reduce -12.4% 4.21% +0.32
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ LSXMK Liberty Media Corp.-Liber-New Add +260.2% 1.80% +1.36 GYRO Gyrodyne LLC Add +119.9% 1.83% +0.98 X United States Steel Corp. New 0.41% +0.41 WEN The Wendy's Co. New 0.34% +0.34 OABI Omniab Inc. Add +42.9% 0.90% +0.24 QS Quantumscape Corp. New 0.17% +0.17 HOLI Hollysys Automation Technolo Add +50.0% 0.25% +0.09 C3IS INC New 0.00% +0.00
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ SPIRIT AIRLS INC call Sold out 100,000 $130Kbefore exit JETBLUE AIRWAYS CORP call Sold out 25,000 $21Kbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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