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CIK: 0001166573
Total reported value
$152.5M
$152.5M
16 檔
74.1%
As reported in its official Q4 2025 Form 13F filing, Towerview LLC's tracked investment portfolio stood at $152.5M with 16 total positions.
During Q4 2025, Towerview LLC performed routine portfolio adjustments (0 new buys, 5 additions, 4 trims, and 1 full exits), keeping overall allocation balanced.
In terms of portfolio concentration, the top 5 core holdings (including TRC, GASS, SGA) accounted for 74.1% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TRC | Tejon Ranch Co | Stock-Other | 43.95% | +0.41% | — | |
| 2 | GASS | StealthGas Inc. | Stock-Other | 15.61% | -1.95% | +5.50% | |
| 3 | SGA | Saga Communications Inc-cl A | Stock-Other | 9.64% | -1.86% | — | |
| 4 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 7.84% | +0.17% | +2.44% | |
| 5 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 4.86% | +0.48% | — | |
| 6 | LE | Lands' End Inc | Stock-Other | 4.54% | +1.58% | -8.30% | |
| 7 | ALMS | Alumis Inc | Stock-Other | 3.50% | +0.94% | — | |
| 8 | ALCO | Alico Inc | Stock-Other | 2.75% | -0.21% | -14.55% | |
| 9 | GYRO | Gyrodyne LLC | Stock-Other | 2.21% | -0.28% | — | |
| 10 | SRG | Seritage Growth Prop- A | Stock-Other | 1.88% | -0.09% | +14.29% | |
| 11 | OABI | Omniab Inc | Stock-Other | 1.34% | +0.89% | +20.32% | |
| 12 | CRVS | Corvus Pharmaceuticals Inc | Stock-Other | 0.78% | +0.03% | -17.65% | |
| 13 | ✓ | Imperial Pete Inc | Stock-Other | 0.52% | -0.13% | -28.57% | |
| 14 | ✓ | Castor Maritime Inc | Stock-Other | 0.36% | +0.04% | — | |
| 15 | ✓ | Albertsons Cos Inc | Stock-Other | 0.13% | -0.07% | +150.00% | |
| 16 | WEN | Wendy's Co/the | Stock-Consumer Disc | 0.09% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ALMS | Alumis Inc | +2.1% | — | Unchanged |
| 2 | GASS | StealthGas Inc. | +1.8% | +5.50% | Add |
| 3 | OABI | Omniab Inc | +0.4% | +20.32% | Add |
| 4 | ✓ | Albertsons Cos Inc | +0.1% | +150.00% | Add |
| 5 | ACI | Albertsons Cos Inc - Class A | — | +2.44% | Add |
| 6 | ✓ | Castor Maritime Inc | — | — | Unchanged |
| 7 | WEN | Wendy's Co/the | 0% | — | Unchanged |
| 8 | CRVS | Corvus Pharmaceuticals Inc | -0.1% | -17.65% | Trim |
| 9 | GYRO | Gyrodyne LLC | -0.3% | — | Unchanged |
| 10 | SRG | Seritage Growth Prop- A | -0.3% | +14.29% | Add |
| 11 | LE | Lands' End Inc | -0.3% | -8.30% | Trim |
| 12 | ALCO | Alico Inc | -0.3% | -14.55% | Trim |
| 13 | ✓ | Imperial Pete Inc | -0.5% | -28.57% | Trim |
| 14 | TRC | Tejon Ranch Co | -0.8% | — | Unchanged |
| 15 | SIRI | Sirius Xm Holdings Inc | -0.8% | — | Unchanged |
| 16 | SGA | Saga Communications Inc-cl A | -0.9% | — | Unchanged |
| 17 | LWAY | Lifeway Foods Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Towerview LLC reported a total U.S. public equity portfolio value of $152.5M across 16 disclosed positions in Q4 2025.
During Q4 2025, Towerview LLC's top holdings by market value included TRC (44.0%)、GASS (15.6%)、SGA (9.6%). The largest single position, TRC, represented 44.0% of total portfolio value.
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Top Position Liquidated / Trimmed
LWAY
前期市值: $138.8K
In Q4 2025, Towerview LLC made 10 total portfolio adjustments, initiating 0 new buys, adding to 5 positions, trimming 4 holdings, and fully liquidating 1 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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