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TOWERVIEW LLC13F | |
| TOWERVIEW LLC | |
| Last update 2025-05-07 | 24 Stocks (2 new) |
| Value $139.00 Mil | Turnover 3 % |
TOWERVIEW LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRC | Tejon Ranch Co | 3,845,500 | 60,951.2 | 0% | 43.870 | 0% | 14.310 | +14.59% | +13.58% | 485.5 | Conglomerates | |
GASS | StealthGas Inc | 2,770,000 | 15,650.5 | +0.27% | 11.260 | +0.03% | 7.490 | +16.67% | +13.98% | 238.1 | Transportation | |
SGA | Saga Communications Inc | 1,161,144 | 14,479.5 | 0% | 10.420 | 0% | 18.030 | +7.72% | +24.44% | 85.0 | Media - Diversified | |
ACI | Albertsons Companies Inc | 620,000 | 13,633.8 | -1.59% | 9.810 | -0.14% | 0.110 | -3.63% | +13.27% | 12,368.3 | Retail - Defensive | |
SIRI | Sirius XM Holdings Inc | 335,300 | 7,559.3 | 0% | 5.440 | 0% | 0.100 | +16.40% | +9.01% | 8,208.2 | Media - Diversified | |
LE | Lands' End Inc | 420,000 | 4,275.6 | +28.24% | 3.080 | +0.68% | 1.360 | +21.99% | -11.34% | 355.0 | Retail - Cyclical | |
ALCO | Alico Inc | 115,000 | 3,431.6 | -46.59% | 2.470 | -1.87% | 1.510 | +13.14% | +30.81% | 258.4 | Consumer Packaged Goods | |
GYRO | Gyrodyne LLC | 340,996 | 2,762.1 | 0% | 1.990 | 0% | 15.500 | +14.82% | -4.58% | 18.9 | Real Estate | |
ALMS | Alumis Inc | 430,000 | 2,640.2 | +3.61% | 1.900 | +0.07% | 0.790 | -60.19% | -56.74% | 350.8 | Biotechnology | |
SRG | Seritage Growth Properties | 680,000 | 2,196.4 | 0% | 1.580 | 0% | 1.210 | +3.46% | -27.43% | 168.4 | Real Estate |
TOWERVIEW LLC's Historical Top Holdings Breakdowns
TOWERVIEW LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ALCO | Alico Inc | 2025-03-31 | Reduce Reduce | -1.87% | 25.9 ($29.73) 32.8 | $33.81 | 13.72% | Reduce -46.59% | 115,000 | -100,303 | |
| SLRN Unlock Delisted | Acelyrin Inc | 2025-03-31 | New Buy New Buy | +0.96% | 1.89 ($2.38) 3.82 | $2.27 | -4.62% | New holding | 540,000 | 540,000 | |
LE | Lands' End Inc | 2025-03-31 | Add Add | +0.68% | 10.16 ($11.92) 13.84 | $11.65 | -2.27% | Add 28.24% | 420,000 | 92,500 | |
LWAY | Lifeway Foods Inc | 2025-03-31 | Add Add | +0.66% | 20.06 ($22.47) 24.76 | $25.54 | 13.66% | Add 107.14% | 72,500 | 37,500 | |
| X Unlock Delisted | United States Steel Corp | 2025-03-31 | Reduce Reduce | -0.49% | 30.47 ($37.84) 43 | $54.84 | 44.93% | Reduce -30.77% | 45,000 | -20,000 | |
MRP | Millrose Properties Inc | 2025-03-31 | New Buy New Buy | +0.38% | 21.22 ($23.41) 26.74 | $28.03 | 19.74% | New holding | 20,000 | 20,000 | |
CTLP | Cantaloupe Inc | 2025-03-31 | Reduce Reduce | -0.27% | 7.52 ($8.88) 11.15 | $11.07 | 24.66% | Reduce -39.02% | 62,500 | -40,000 | |
WBA | Walgreens Boots Alliance Inc | 2025-03-31 | Sold Out Sold Out | -0.20% | 9.19 ($10.86) 12.93 | $11.47 | 5.62% | Sold Out | 0 | -30,000 | |
ACI | Albertsons Companies Inc | 2025-03-31 | Reduce Reduce | -0.14% | 19.58 ($20.63) 22.02 | $21.93 | 6.30% | Reduce -1.59% | 620,000 | -10,000 | |
CRVS | Corvus Pharmaceuticals Inc | 2025-03-31 | Add Add | +0.11% | 3.18 ($4.71) 6.03 | $3.95 | -16.14% | Add 64.52% | 127,500 | 50,000 |
TOWERVIEW LLC Total Holding History ($B)
TOWERVIEW LLC's Asset Allocation
TOWERVIEW LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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TOWERVIEW LLC's Hypothetical Growth since 2025-03-31
TOWERVIEW LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
TOWERVIEW LLC's Holdings Heat Map
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TOWERVIEW LLC's Holdings Bubble Chart
TOWERVIEW LLC News
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