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CIK: 0001166573
Total reported value
$152.5M
$152.5M
24 檔
73.6%
During the Q1 2025 filing period, Towerview LLC (CIK: 0001166573) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $152.5M across 24 reported positions.
In Q1 2025, Towerview LLC displayed an active expansion posture, initiating 24 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TRC | Tejon Ranch Co | Stock-Other | 43.87% | +0.41% | — | |
| 2 | GASS | StealthGas Inc. | Stock-Other | 11.26% | -1.95% | +0.27% | |
| 3 | SGA | Saga Communications Inc-cl A | Stock-Other | 10.42% | -1.86% | — | |
| 4 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 9.81% | +0.17% | -1.59% | |
| 5 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 5.44% | +0.48% | — | |
| 6 | LE | Lands' End Inc | Stock-Other | 3.08% | +1.58% | +28.24% | |
| 7 | ALCO | Alico Inc | Stock-Other | 2.47% | -0.21% | -46.59% | |
| 8 | GYRO | Gyrodyne LLC | Stock-Other | 1.99% | -0.28% | — | |
| 9 | ALMS | Alumis Inc | Stock-Other | 1.90% | +0.94% | +3.61% | |
| 10 | SRG | Seritage Growth Prop- A | Stock-Other | 1.58% | -0.09% | — | |
| 11 | USX1 | United States Steel CORP | Stock-Other | 1.37% | — | -30.77% | |
| 12 | LWAY | Lifeway Foods Inc | Stock-Other | 1.28% | — | +107.14% | |
| 13 | OABI | Omniab Inc | Stock-Other | 1.00% | +0.89% | +5.45% | |
| 14 | ✓ | Acelyrin Inc | Stock-Other | 0.96% | — | — | |
| 15 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.77% | — | — | |
| 16 | ✓ | Imperial Pete Inc | Stock-Other | 0.73% | -0.13% | +15.28% | |
| 17 | ✓ | Castor Maritime Inc | Stock-Other | 0.39% | +0.04% | — | |
| 18 | MRP | Millrose Properties | Stock-Real Estate | 0.38% | — | — | |
| 19 | UTE0 | Cantaloupe Inc | Stock-Other | 0.35% | — | -39.02% | |
| 20 | QS | Quantumscape CORP | Stock-Consumer Disc | 0.30% | — | — | |
| 21 | CRVS | Corvus Pharmaceuticals Inc | Stock-Other | 0.29% | +0.03% | +64.52% | |
| 22 | WEN | Wendy's Co/the | Stock-Consumer Disc | 0.15% | +0.02% | +20.83% | |
| 23 | JBGS | Jbg Smith Properties | Stock-Other | 0.12% | — | — | |
| 24 | ✓ | C3is Inc | Stock-Other | 0.08% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TRC | Tejon Ranch Co | — | NEW | New buy |
| 2 | GASS | StealthGas Inc. | — | NEW | New buy |
| 3 | SGA | Saga Communications Inc-cl A | — | NEW | New buy |
| 4 | ACI | Albertsons Cos Inc - Class A | — | NEW | New buy |
| 5 | SIRI | Sirius Xm Holdings Inc | — | NEW | New buy |
| 6 | LE | Lands' End Inc | — | NEW | New buy |
| 7 | ALCO | Alico Inc | — | NEW | New buy |
| 8 | GYRO | Gyrodyne LLC | — | NEW | New buy |
| 9 | ALMS | Alumis Inc | — | NEW | New buy |
| 10 | SRG | Seritage Growth Prop- A | — | NEW | New buy |
| 11 | USX1 | United States Steel CORP | — | NEW | New buy |
| 12 | LWAY | Lifeway Foods Inc | — | NEW | New buy |
| 13 | OABI | Omniab Inc | — | NEW | New buy |
| 14 | ✓ | Acelyrin Inc | — | NEW | New buy |
| 15 | WBD | Warner Bros Discovery Inc | — | NEW | New buy |
| 16 | ✓ | Imperial Pete Inc | — | NEW | New buy |
| 17 | ✓ | Castor Maritime Inc | — | NEW | New buy |
| 18 | MRP | Millrose Properties | — | NEW | New buy |
| 19 | UTE0 | Cantaloupe Inc | — | NEW | New buy |
| 20 | QS | Quantumscape CORP | — | NEW | New buy |
| 21 | CRVS | Corvus Pharmaceuticals Inc | — | NEW | New buy |
| 22 | WEN | Wendy's Co/the | — | NEW | New buy |
| 23 | JBGS | Jbg Smith Properties | — | NEW | New buy |
| 24 | ✓ | C3is Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Towerview LLC reported a total U.S. public equity portfolio value of $152.5M across 24 disclosed positions in Q1 2025.
During Q1 2025, Towerview LLC's top holdings by market value included TRC (43.9%)、GASS (11.3%)、SGA (10.4%). The largest single position, TRC, represented 43.9% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TRC, GASS, SGA) accounted for 73.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
TRC
市值: $61.0M
In Q1 2025, Towerview LLC made 24 total portfolio adjustments, initiating 24 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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