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TOWERVIEW LLC

Period ended Sep 30, 2026 · Latest filing Nov 5, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $137,297,312

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. TEJON RANCH CO · COM · 879080109 · shares: $62,374,010
  2. STEALTHGAS INC · COM · Y81669106 · shares: $24,584,824
  3. ALBERTSONS COS INC COM · COM · 013091103 · shares: $10,449,000
  4. SAGA COMMUNICATIONS INC · COM · 786598300 · shares: $9,567,827
  5. LANDS END INC COM · COM · 51509F105 · shares: $9,386,452
  6. OMNIAB INC COM · COM · 68218J103 · shares: $5,759,274
  7. SIRIUS XM HOLDINGS INC COM · COM · 829933100 · shares: $4,981,900
  8. ALICO INC · COM · 016230104 · shares: $2,912,790
  9. ALUMIS INC COM · COM · 022307102 · shares: $2,050,725
  10. SERITAGE GROWTH PPTYS CL A · COM · 81752R100 · shares: $1,668,600

Reported holdings

16 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
TEJON RANCH COCOM879080109 — 3,845,500 shares $62,374,010
STEALTHGAS INCCOMY81669106 — 2,737,731 shares $24,584,824
ALBERTSONS COS INC COMCOM013091103 — 900,000 shares $10,449,000
SAGA COMMUNICATIONS INCCOM786598300 — 1,161,144 shares $9,567,827
LANDS END INC COMCOM51509F105 — 913,079 shares $9,386,452
OMNIAB INC COMCOM68218J103 — 1,161,144 shares $5,759,274
SIRIUS XM HOLDINGS INC COMCOM829933100 — 192,500 shares $4,981,900
ALICO INCCOM016230104 — 75,500 shares $2,912,790
ALUMIS INC COMCOM022307102 — 277,500 shares $2,050,725
SERITAGE GROWTH PPTYS CL ACOM81752R100 — 1,030,000 shares $1,668,600
GYRODYNE LLCCOM403829104 — 338,107 shares $1,580,650
CORVUS PHARMACEUTICALS INC COMCOM221015100 — 70,000 shares $806,400
IMPERIAL PETE INC COM NEWCOMY3894J187 — 115,000 shares $587,650
CASTOR MARITIME INC COMCOMY1146L208 — 240,000 shares $487,200
WENDYS COMPANY COMCOM95058W100 — 14,500 shares $92,510
ALBERTSONS COS INC COMCALL013091903 CALL 150,000 shares $7,500