13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001166573
Total reported value
$152.5M
$152.5M
16 檔
85.5%
According to the latest 13F quarterly dataset, Towerview LLC managed an equity portfolio of $152.5M at the end of Q1 2026, spanning 16 distinct U.S. exchange-listed positions.
In Q1 2026, Towerview LLC adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TRC | Tejon Ranch Co | Stock-Other | 46.75% | +0.41% | — | |
| 2 | GASS | StealthGas Inc. | Stock-Other | 15.94% | -1.95% | -12.28% | |
| 3 | SGA | Saga Communications Inc-cl A | Stock-Other | 8.77% | -1.86% | — | |
| 4 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 7.70% | +0.17% | +11.11% | |
| 5 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 4.99% | +0.48% | — | |
| 6 | LE | Lands' End Inc | Stock-Other | 4.30% | +1.58% | +37.52% | |
| 7 | ALMS | Alumis Inc | Stock-Other | 3.16% | +0.94% | -55.09% | |
| 8 | ALCO | Alico Inc | Stock-Other | 2.26% | -0.21% | -18.47% | |
| 9 | SRG | Seritage Growth Prop- A | Stock-Other | 1.87% | -0.09% | +28.75% | |
| 10 | GYRO | Gyrodyne LLC | Stock-Other | 1.62% | -0.28% | — | |
| 11 | OABI | Omniab Inc | Stock-Other | 1.01% | +0.89% | — | |
| 12 | CRVS | Corvus Pharmaceuticals Inc | Stock-Other | 0.66% | +0.03% | -50.00% | |
| 13 | ✓ | Imperial Pete Inc | Stock-Other | 0.52% | -0.13% | -5.00% | |
| 14 | ✓ | Castor Maritime Inc | Stock-Other | 0.29% | +0.04% | — | |
| 15 | ✓ | Albertsons Cos Inc | Stock-Other | 0.09% | -0.07% | -40.00% | |
| 16 | WEN | Wendy's Co/the | Stock-Consumer Disc | 0.07% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TRC | Tejon Ranch Co | +2.8% | — | Unchanged |
| 2 | GASS | StealthGas Inc. | +0.3% | -12.28% | Trim |
| 3 | SIRI | Sirius Xm Holdings Inc | +0.1% | — | Unchanged |
| 4 | ✓ | Imperial Pete Inc | — | -5.00% | Trim |
| 5 | SRG | Seritage Growth Prop- A | 0% | +28.75% | Add |
| 6 | WEN | Wendy's Co/the | 0% | — | Unchanged |
| 7 | ✓ | Albertsons Cos Inc | 0% | -40.00% | Trim |
| 8 | ✓ | Castor Maritime Inc | -0.1% | — | Unchanged |
| 9 | CRVS | Corvus Pharmaceuticals Inc | -0.1% | -50.00% | Trim |
| 10 | ACI | Albertsons Cos Inc - Class A | -0.1% | +11.11% | Add |
| 11 | LE | Lands' End Inc | -0.2% | +37.52% | Add |
| 12 | OABI | Omniab Inc | -0.3% | — | Unchanged |
| 13 | ALMS | Alumis Inc | -0.3% | -55.09% | Trim |
| 14 | ALCO | Alico Inc | -0.5% | -18.47% | Trim |
| 15 | GYRO | Gyrodyne LLC | -0.6% | — | Unchanged |
| 16 | SGA | Saga Communications Inc-cl A | -0.9% | — | Unchanged |
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 Q1 2026.
During Q1 2026, Towerview LLC's top holdings by market value included TRC (46.8%)、GASS (15.9%)、SGA (8.8%). The largest single position, TRC, represented 46.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 85.5% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
GASS
前期市值: $21.5M
In Q1 2026, Towerview LLC made 9 total portfolio adjustments, initiating 0 new buys, adding to 3 positions, trimming 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.