In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Towerview LLC reported 23 stock positions worth $139.2 million . Its top holding was Tejon Ranch (TRC) at 43.9% of the portfolio, followed by Stealthgas (GASS, 11.2% ) and Saga Communications Class A (SGA, 9.2% ). Compared with Q3 2024, it sold out of 2, added to 7 and reduced 5. The biggest buy was Castor Maritime (CTRM, shares +1820% ) and the biggest sale Lands' End (LE, shares −11% ).
Location NEW YORK, NY
CIK 0001166573
Portfolio Value $139.2M (Q4 2024) Holdings 23 stocks · $139.2M 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 Q3 2024 TRC Tejon Ranch Co. 3,845,500 $61.1M No change GASS Stealthgas Inc. 2,762,500 $15.6M Add +12.4% SGA Saga Communications Inc. Class A 1,161,144 $12.8M No change ACI Albertsons Cos Inc. Class A 630,000 $12.4M No change SIRI Sirius XM Holdings Inc. 335,300 $7.6M No change ALCO Alico Inc. 215,303 $5.6M No change LE Lands' End Inc. 327,500 $4.3M Reduce -10.9% ALMS Alumis Inc. 415,000 $3.3M Add +9.2% GYRO Gyrodyne LLC 340,996 $3.1M Reduce -2.0% SRG Seritage Growth Prop- A 680,000 $2.8M No change X United States Steel Corp. 65,000 $2.2M No change OABI Omniab Inc. 550,000 $1.9M No change IMPP Imperial Petroleum Inc. 360,000 $1.1M Add +51.6% WBD Warner Bros Discovery Inc. 100,000 $1.1M No change CTLP Cantaloupe Inc. 102,500 $975K Reduce -55.4% LWAY Lifeway Foods Inc. 35,000 $868K Add +75.0% CTRM Castor Maritime Inc. 240,000 $660K Add +1820.0% QS Quantumscape Corp. 100,000 $519K Add +11.1% CRVS Corvus Pharmaceuticals Inc. 77,500 $415K Reduce -34.0% WBA Walgreens Boots Alliance Inc. 30,000 $280K No change WEN The Wendy's Co. 12,000 $196K Reduce -46.7% C3IS INC 325,000 $186K Add +364.3% JBGS JBG Smith Properties 10,000 $154K No change
Options reported separately and not counted above: UNITED STATES STL CORP NEW calls ($131K).
Portfolio Sells Q3 2024 → Q4 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 Q3 2024 % Of Portfolio Change To Portfolio ▲ LE Lands' End Inc. Reduce -10.9% 3.09% −1.01 CPRI Capri Holdings Ltd. Sold out 0.00% −0.69 CTLP Cantaloupe Inc. Reduce -55.4% 0.70% −0.40 VSTO Vista Outdoor Inc. Sold out 0.00% −0.19 WEN The Wendy's Co. Reduce -46.7% 0.14% −0.11 CRVS Corvus Pharmaceuticals Inc. Reduce -34.0% 0.30% −0.10 GYRO Gyrodyne LLC Reduce -2.0% 2.21% +0.47
Portfolio Buys Q3 2024 → Q4 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 Q3 2024 % Of Portfolio Change To Portfolio ▼ CTRM Castor Maritime Inc. Add +1820.0% 0.47% +0.44 GASS Stealthgas Inc. Add +12.4% 11.22% +0.41 LWAY Lifeway Foods Inc. Add +75.0% 0.62% +0.29 IMPP Imperial Petroleum Inc. Add +51.6% 0.78% +0.14 C3IS INC Add +364.3% 0.13% +0.08 QS Quantumscape Corp. Add +11.1% 0.37% +0.04 ALMS Alumis Inc. Add +9.2% 2.34% −0.28
Options Activity Q3 2024 → Q4 2024 Security Type Change vs Q3 2024 Underlying Shares Value ▼ UNITED STATES STL CORP NEW call New 350 $131K SIRIUSXM HOLDINGS INC call Sold out 500 $16Kbefore 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