Towerview
$137M 13F equity value
16 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Towerview covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TRC | TEJON RANCH CO | 3,845,500 | $62M | 45.4% |
| GASS | STEALTHGAS INC | 2,737,731 | $25M | 17.9% |
| ACI | ALBERTSONS COS INC COM | 900,000 | $10M | 7.6% |
| SGA | SAGA COMMUNICATIONS INC | 1,161,144 | $10M | 7.0% |
| LE | LANDS END INC COM | 913,079 | $9M | 6.8% |
| OABI | OMNIAB INC COM | 1,161,144 | $6M | 4.2% |
| SIRI | SIRIUS XM HOLDINGS INC COM | 192,500 | $5M | 3.6% |
| ALCO | ALICO INC | 75,500 | $3M | 2.1% |
| ALMS | ALUMIS INC COM | 277,500 | $2M | 1.5% |
| SRG | SERITAGE GROWTH PPTYS CL A | 1,030,000 | $2M | 1.2% |
Track Towerview's 13F portfolio: $137M in reported holdings, 16 positions. Top holdings and quarterly changes on SentiSense.
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