TOWERVIEW LLC
$152M in tracked AUM across 17 positions as of Q2 2026.
TOWERVIEW LLC reported a $155.0M 13F portfolio for Q1 2026, and this is a true concentration story rather than a broad-market allocation. Tejon Ranch (TRC) alone is 46.75% of the filing, StealthGas is another 15.94%, and Saga Communications (SGA) adds 8.77%; the top three positions account for more than 71% of disclosed value. That makes TOWERVIEW's whale score less about diversification skill and more about tolerance for a few idiosyncratic, less-liquid assets.
The quarter's active changes reinforced that narrow-book profile. TOWERVIEW added 11.1% to Albertsons (ACI), lifted Lands' End (LE) shares by 37.5%, and increased Seritage Growth Properties (SRG) by 28.8%, while cutting Alumis (ALMS) shares by 55.1%, Corvus (CRVS) by 50.0%, and Alico (ALCO) by 18.5%. The filing reads like a manager leaning into special-situation and asset-backed names, with portfolio risk dominated by whether a handful of positions work rather than by market beta.
Quarter at a glance — Q2 2026
Position-change comparison pending.
Top 10 holdings
By portfolio weight as of Q2 2026.