Towerview LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), Towerview LLC reported 20 stock positions worth $140.3 million. Its top holding was Tejon Ranch (TRC) at 46.5% of the portfolio, followed by Stealthgas (GASS, 13.0%) and Saga Communications Class A (SGA, 10.8%). Compared with Q1 2025, it opened 1 new position, sold out of 5, added to 8 and reduced 3. The biggest buy was Stealthgas (GASS, shares +3%) and the biggest sale Albertsons Cos Class A (ACI, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001166573
- Portfolio Value
- $140.3M (Q2 2025)
- SEC Filing
- 0001140361-25-029104 ↗ filed Aug 6, 2025
Holdings Value
Holdings 20 stocks · $140.3M
| TRC Tejon Ranch Co. | 46.49% | 3,845,500 | $65.2M | No change |
| GASS Stealthgas Inc. | 13.02% | 2,849,929 | $18.3M | Add +2.9% |
| SGA Saga Communications Inc. Class A | 10.76% | 1,161,144 | $15.1M | No change |
| ACI Albertsons Cos Inc. Class A | 7.75% | 505,435 | $10.9M | Reduce -18.5% |
| SIRI Sirius XM Holdings Inc. | 5.49% | 335,300 | $7.7M | No change |
| LE Lands' End Inc. | 3.65% | 477,500 | $5.1M | Add +13.7% |
| ALCO Alico Inc. | 2.91% | 125,000 | $4.1M | Add +8.7% |
| GYRO Gyrodyne LLC | 2.09% | 340,996 | $2.9M | No change |
| SRG Seritage Growth Prop- A | 1.49% | 680,000 | $2.1M | No change |
| LWAY Lifeway Foods Inc. | 1.38% | 78,500 | $1.9M | Add +8.3% |
| ALMS Alumis Inc. | 1.06% | 495,000 | $1.5M | Add +15.1% |
| OABI Omniab Inc. | 1.03% | 831,100 | $1.4M | Add +43.3% |
| IMPP Imperial Petroleum Inc. | 0.93% | 422,281 | $1.3M | Add +1.8% |
| WBD Warner Bros Discovery Inc. | 0.69% | 85,000 | $974K | Reduce -15.0% |
| CRVS Corvus Pharmaceuticals Inc. | 0.48% | 170,000 | $680K | Add +33.3% |
| CTRM Castor Maritime Inc. | 0.37% | 240,000 | $513K | No change |
| JBGS JBG Smith Properties | 0.12% | 10,000 | $173K | No change |
| QS Quantumscape Corp. | 0.12% | 25,000 | $168K | Reduce -75.0% |
| WEN The Wendy's Co. | 0.12% | 14,500 | $166K | No change |
| CISS C3IS Inc. | 0.03% | 14,297 | $47K | New |
Portfolio Sells Q1 2025 → Q2 2025
| ACI Albertsons Cos Inc. Class A | Reduce -18.5% | 7.75% | −2.06 |
| X United States Steel Corp. | Sold out | 0.00% | −1.37 |
| SLRN Acelyrin Inc. | Sold out | 0.00% | −0.96 |
| MRP Millrose Properties | Sold out | 0.00% | −0.38 |
| CTLP Cantaloupe Inc. | Sold out | 0.00% | −0.35 |
| QS Quantumscape Corp. | Reduce -75.0% | 0.12% | −0.18 |
| C3IS INC | Sold out | 0.00% | −0.08 |
| WBD Warner Bros Discovery Inc. | Reduce -15.0% | 0.69% | −0.08 |
Portfolio Buys Q1 2025 → Q2 2025
| GASS Stealthgas Inc. | Add +2.9% | 13.02% | +1.76 |
| LE Lands' End Inc. | Add +13.7% | 3.65% | +0.57 |
| ALCO Alico Inc. | Add +8.7% | 2.91% | +0.44 |
| IMPP Imperial Petroleum Inc. | Add +1.8% | 0.93% | +0.20 |
| CRVS Corvus Pharmaceuticals Inc. | Add +33.3% | 0.48% | +0.19 |
| LWAY Lifeway Foods Inc. | Add +8.3% | 1.38% | +0.10 |
| CISS C3IS Inc. | New | 0.03% | +0.03 |
| OABI Omniab Inc. | Add +43.3% | 1.03% | +0.03 |
| ALMS Alumis Inc. | Add +15.1% | 1.06% | −0.84 |
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 |