account_balance
Investment manager · 13F filer · SEC CIK 1166573
Towerview LLC
Reported value$137Mas of Sep 30, 2026
Positions15 0 new, 1 sold out
Top 10 weight97.4%TRC alone is 45%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TRCTejon Ranch Co
45.4%
GASSStealthgas Inc
17.9%
ACIAlbertsons Cos Inc Com
7.6%
SGASaga Communications Inc
7.0%
LELands End Inc Com
6.8%Added +7%
OABIOmniab Inc Com
4.2%
SIRISirius Xm Holdings Inc Com
3.6%Trimmed −32%
ALCO2.1%ALMS1.5%SRG1.2%GYRO1.2%CRVS0.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TRC Tejon Ranch Co 45.4% HeldGASS Stealthgas Inc 17.9% HeldACI Albertsons Cos Inc Com 7.6% HeldSGA Saga Communications Inc 7.0% HeldLE Lands End Inc Com 6.8% Added +7%OABI Omniab Inc Com 4.2% HeldSIRI Sirius Xm Holdings Inc Com 3.6% Trimmed −32%ALCO Alico Inc 2.1% HeldALMS Alumis Inc Com 1.5% Added +25%SRG Seritage Growth Pptys Cl A 1.2% HeldGYRO Gyrodyne LLC 1.2% HeldCRVS Corvus Pharmaceuticals Inc Com 0.6% Held
What changed