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CIK: 0001166573
Total reported value
$152.5M
$152.5M
20 檔
76.8%
As reported in its official Q2 2025 Form 13F filing, Towerview LLC's tracked investment portfolio stood at $152.5M with 20 total positions.
During Q2 2025, Towerview LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including TRC, GASS, SGA) accounted for 76.8% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TRC | Tejon Ranch Co | Stock-Other | 46.49% | +0.41% | — | |
| 2 | GASS | StealthGas Inc. | Stock-Other | 13.02% | -1.95% | +2.89% | |
| 3 | SGA | Saga Communications Inc-cl A | Stock-Other | 10.76% | -1.86% | — | |
| 4 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 7.75% | +0.17% | -18.48% | |
| 5 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 5.49% | +0.48% | — | |
| 6 | LE | Lands' End Inc | Stock-Other | 3.65% | +1.58% | +13.69% | |
| 7 | ALCO | Alico Inc | Stock-Other | 2.91% | -0.21% | +8.70% | |
| 8 | GYRO | Gyrodyne LLC | Stock-Other | 2.09% | -0.28% | — | |
| 9 | SRG | Seritage Growth Prop- A | Stock-Other | 1.49% | -0.09% | — | |
| 10 | LWAY | Lifeway Foods Inc | Stock-Other | 1.38% | — | +8.28% | |
| 11 | ALMS | Alumis Inc | Stock-Other | 1.06% | +0.94% | +15.12% | |
| 12 | OABI | Omniab Inc | Stock-Other | 1.03% | +0.89% | +43.29% | |
| 13 | ✓ | Imperial Pete Inc | Stock-Other | 0.93% | -0.13% | +1.75% | |
| 14 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.69% | — | -15.00% | |
| 15 | CRVS | Corvus Pharmaceuticals Inc | Stock-Other | 0.48% | +0.03% | +33.33% | |
| 16 | ✓ | Castor Maritime Inc | Stock-Other | 0.37% | +0.04% | — | |
| 17 | JBGS | Jbg Smith Properties | Stock-Other | 0.12% | — | — | |
| 18 | QS | Quantumscape CORP | Stock-Consumer Disc | 0.12% | — | -75.00% | |
| 19 | WEN | Wendy's Co/the | Stock-Consumer Disc | 0.12% | +0.02% | — | |
| 20 | ✓ | C3is Inc | Stock-Other | 0.03% | — | — |
According to official SEC Form 13F filings, Towerview LLC reported a total U.S. public equity portfolio value of $152.5M across 20 disclosed positions in Q2 2025.
During Q2 2025, Towerview LLC's top holdings by market value included TRC (46.5%)、GASS (13.0%)、SGA (10.8%). The largest single position, TRC, represented 46.5% of total portfolio value.
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In Q2 2025, Towerview LLC made 0 total portfolio adjustments, initiating 0 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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