# TOWERVIEW LLC: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1166573.

- Quarter ended: 2026-06-30
- Filed: 2026-08-04
- Reported value: $152.5m
- Positions: 17 (17 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1166573/000114036126031140/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [TEJON RANCH CO (TRC)](/companies/trc.md) | COM | $71.9m | 47.2% | 3,845,500 |  | Unchanged |
| STEALTHGAS INC | COM | $21.3m | 14.0% | 2,700,000 |  | Added +9,042 |
| [ALBERTSONS COS INC COM (ACI)](/companies/aci.md) | COM | $12.0m | 7.9% | 887,500 |  | Added +187,500 |
| [SAGA COMMUNICATIONS INC (SGA)](/companies/sga.md) | COM | $10.5m | 6.9% | 1,161,144 |  | Unchanged |
| [LANDS END INC COM (LE)](/companies/le.md) | COM | $9.0m | 5.9% | 855,000 |  | Added +262,299 |
| [SIRIUS XM HOLDINGS INC COM (SIRI)](/companies/siri.md) | COM | $8.3m | 5.5% | 282,500 |  | Reduced −52,800 |
| [ALUMIS INC COM (ALMS)](/companies/alms.md) | COM | $6.3m | 4.1% | 222,294 |  | Unchanged |
| [ALICO INC (ALCO)](/companies/alco.md) | COM | $3.1m | 2.0% | 75,500 |  | Reduced −9,500 |
| [OMNIAB INC COM (OABI)](/companies/oabi.md) | COM | $2.9m | 1.9% | 1,180,000 |  | Added +180,000 |
| [SERITAGE GROWTH PPTYS CL A (SRG)](/companies/srg.md) | COM | $2.7m | 1.8% | 1,030,000 |  | Unchanged |
| [GYRODYNE LLC (GYRO)](/companies/gyro.md) | COM | $2.0m | 1.3% | 338,107 |  | Unchanged |
| [CORVUS PHARMACEUTICALS INC COM (CRVS)](/companies/crvs.md) | COM | $1.0m | 0.7% | 70,000 |  | Unchanged |
| IMPERIAL PETE INC COM NEW | COM | $599.3k | 0.4% | 130,000 |  | Reduced −60,000 |
| CASTOR MARITIME INC COM | COM | $504.0k | 0.3% | 240,000 |  | Unchanged |
| [WENDYS COMPANY COM (WEN)](/companies/wen.md) | COM | $120.2k | <0.1% | 14,500 |  | Unchanged |
| C3IS INC COM | COM | $83.0k | <0.1% | 50,000 |  | New +50,000 |
| ALBERTSONS COS INC COM | CALL | $25.5k | <0.1% | 150,000 | Call | Unchanged |

Source: SEC EDGAR, Form 13F-HR, accession 0001140361-26-031140. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.