TOWERVIEW LLC

Fundamental concentrated ★Highest signal CIK 1166573
League rank
#971
in Fundamental concentrated · #7364 overall
Long book
$154.8M
Q1 2026
Positions
15
Top-10 weight
97%
concentration
Last quarter
-2.1%
SPY +14.8%
Turnover
0%
of book per quarter

Strategy in plain words

auto-generated from filings

TOWERVIEW LLC is a concentrated fundamental stock-picker, running a $154.8M US long book across 15 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: TEJON RANCH CO, STEALTHGAS INC, SAGA COMMUNICATIONS INC-CL A, ALBERTSONS COS INC - CLASS A, SIRIUS XM HOLDINGS INC.

Over the last 9 quarters its long book ran on average 3.2pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-1.2%
Q2 2024
+1.5%
Q3 2024
-10.8%
Q4 2024
+0.3%
Q1 2025
+5.0%
Q2 2025
+0.3%
Q3 2025
+0.6%
Q4 2025
+18.4%
Q1 2026
-2.1%

Sector allocation

Real estate
50%
Industrials
17%
Communications
14%
Consumer discretionary
12%
Healthcare
5%
Consumer staples
2%

Long book by quarter

$150.7M
Q1 2024
$152.6M
Q2 2024
$154.9M
Q3 2024
$139.2M
Q4 2024
$139.0M
Q1 2025
$140.3M
Q2 2025
$137.4M
Q3 2025
$137.8M
Q4 2025
$154.8M
Q1 2026

What does TOWERVIEW LLC own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
TRC TEJON RANCH COReal estate3.8M$72.4M46.8%Held
GASS STEALTHGAS INCIndustrials2.7M$24.7M16.0%-12.3%
SGA SAGA COMMUNICATIONS INC-CL ACommunications1.2M$13.6M8.8%Held
ACI ALBERTSONS COS INC - CLASS AConsumer discretionary700.0K$11.9M7.7%+11.1%
SIRI SIRIUS XM HOLDINGS INCCommunications335.3K$7.7M5.0%Held
LE LANDS' END INCConsumer discretionary592.7K$6.7M4.3%+37.5%
ALMS ALUMIS INCHealthcare222.3K$4.9M3.2%-55.1%
ALCO ALICO INCConsumer staples85.0K$3.5M2.3%-18.5%
SRG SERITAGE GROWTH PROP- AReal estate1.0M$2.9M1.9%+28.8%
GYRO GYRODYNE LLCReal estate338.1K$2.5M1.6%Held
OABI OMNIAB INCHealthcare1.0M$1.6M1.0%Held
CRVS CORVUS PHARMACEUTICALS INCHealthcare70.0K$1.0M0.7%-50.0%
IMPP IMPERIAL PETROLEUM INCIndustrials190.0K$813K0.5%-5.0%
CTRM CASTOR MARITIME INCIndustrials240.0K$444K0.3%Held
WEN WENDY'S CO/THEConsumer discretionary14.5K$101K0.1%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 5, 202616$155.0M canonicalSEC ↗
Q4 202513F-HRFeb 4, 202616$138.0M canonicalSEC ↗
Q3 202513F-HRNov 4, 202517$137.4M canonicalSEC ↗
Q2 202513F-HRAug 6, 202520$140.3M canonicalSEC ↗
Q1 202513F-HRMay 6, 202524$139.0M canonicalSEC ↗
Q4 202413F-HRFeb 5, 202524$139.3M canonicalSEC ↗
Q3 202413F-HRNov 6, 202426$154.9M canonicalSEC ↗
Q2 202413F-HRJul 26, 202426$152.6M canonicalSEC ↗
Q1 202413F-HRMay 6, 202427$150.9M canonicalSEC ↗