In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 26, 2024), Towerview LLC reported 26 stock positions worth $152.6 million . Its top holding was Tejon Ranch (TRC) at 43.0% of the portfolio, followed by Saga Communications Class A (SGA, 12.0% ) and Stealthgas (GASS, 10.8% ). Compared with Q1 2024, it opened 4 new positions, sold out of 4, added to 7 and reduced 4. The biggest buy was a new position in Alumis (ALMS) and the biggest sale an exit from Corning (GLW).
Location NEW YORK, NY
CIK 0001166573
Portfolio Value $152.6M (Q2 2024) Holdings 26 stocks · $152.6M 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 Q1 2024 TRC Tejon Ranch Co. 3,845,500 $65.6M No change SGA Saga Communications Inc. Class A 1,161,144 $18.3M No change GASS Stealthgas Inc. 2,235,000 $16.4M Reduce -3.3% ACI Albertsons Cos Inc. Class A 630,000 $12.4M Add +5.0% LSXMK Liberty Media Corp.-Liber-New 308,500 $6.8M Add +237.2% LE Lands' End Inc. 449,491 $6.1M Reduce -22.8% ALCO Alico Inc. 215,303 $5.6M No change ALMS Alumis Inc. 310,000 $4.1M New SRG Seritage Growth Prop- A 680,000 $3.2M No change GYRO Gyrodyne LLC 347,000 $2.7M Add +1.4% X United States Steel Corp. 55,000 $2.1M Add +266.7% OABI Omniab Inc. 535,000 $2.0M Add +114.0% CTLP Cantaloupe Inc. 230,000 $1.5M No change CPRI Capri Holdings Ltd. 40,000 $1.3M New IMPP Imperial Petroleum Inc. 227,100 $881K Reduce -37.8% WBD Warner Bros Discovery Inc. 100,000 $744K No change CRVS Corvus Pharmaceuticals Inc. 400,000 $728K Add +4.6% QS Quantumscape Corp. 90,000 $443K Add +125.0% WEN The Wendy's Co. 22,500 $382K Reduce -18.2% WBA Walgreens Boots Alliance Inc. 30,000 $363K No change HOLI Hollysys Automation Technolo 15,000 $325K No change LSXMA Liberty Media Corp. Class A New 8,500 $188K No change JBGS JBG Smith Properties 10,000 $152K No change PLCE The Children's Place Inc. 10,000 $81K No change SIRI Sirius XM Holdings Inc. 20,000 $57K New C3IS INC 24,000 $33K New
Portfolio Sells Q1 2024 → Q2 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 Q1 2024 % Of Portfolio Change To Portfolio ▲ GLW Corning Inc. Sold out 0.00% −3.06 BNED Barnes & Noble Education Inc. Sold out 0.00% −0.71 LE Lands' End Inc. Reduce -22.8% 4.00% −0.21 IMPP Imperial Petroleum Inc. Reduce -37.8% 0.58% −0.18 WEN The Wendy's Co. Reduce -18.2% 0.25% −0.09 GTX Garrett Motion Inc. Sold out 0.00% −0.07 C3IS INC Sold out 0.00% −0.00 GASS Stealthgas Inc. Reduce -3.3% 10.76% +1.66
Portfolio Buys Q1 2024 → Q2 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 Q1 2024 % Of Portfolio Change To Portfolio ▼ ALMS Alumis Inc. New 2.70% +2.70 LSXMK Liberty Media Corp.-Liber-New Add +237.2% 4.48% +2.68 X United States Steel Corp. Add +266.7% 1.36% +0.96 CPRI Capri Holdings Ltd. New 0.87% +0.87 OABI Omniab Inc. Add +114.0% 1.31% +0.42 QS Quantumscape Corp. Add +125.0% 0.29% +0.12 SIRI Sirius XM Holdings Inc. New 0.04% +0.04 CRVS Corvus Pharmaceuticals Inc. Add +4.6% 0.48% +0.03 C3IS INC New 0.02% +0.02 GYRO Gyrodyne LLC Add +1.4% 1.78% −0.05 ACI Albertsons Cos Inc. Class A Add +5.0% 8.15% −0.38
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ INTERNATIONAL FLAVORS&FRAGRA call Sold out 10,000 $156Kbefore 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