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TOWERVIEW LLC

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13F filer, CIK 1166573, NEW YORK, NY

TOWERVIEW LLC reported $138,951,576 across 24 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-06. Its ten largest share positions make up 91.82% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001140361-25-017560

Period
2025-03-31
Reported value
$139M
Holdings
24
Top 10 weight
91.82%
New
3
Sold out
3

Stakes and trades reported after 2025-03-31

13D, 13G and Form 4 filings by this filer's group, dated after the 13F period, on securities the quarter does not hold as shares.

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ACELYRIN INCnew+540,000$1.33M
LEadded+92,500$942K
LWAYadded+37,500$917K
MRPnew+20,000$530K
CRVSadded+50,000$159K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ALCOreduced-100,303-$2.99M
UNITED STATES STL CORP NEWreduced-20,000-$845K
CTLPreduced-40,000-$315K
WALGREENS BOOTS ALLIANCE INCexited-30,000-$280K
ACIreduced-10,000-$220K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001140361-25-017560, largest first. % of portfolio is the value over $138,951,576, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TRCTEJON RANCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,845,500 shares; 2024Q4: 3,845,500 shares; 2025Q1: 3,845,500 shares 3,845,500$61M43.87%0Timeline
GASSSTEALTHGAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,457,500 shares; 2024Q4: 2,762,500 shares; 2025Q1: 2,770,000 shares 2,770,000$15.7M11.26%+7,500Timeline
SGASAGA COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161,144 shares; 2024Q4: 1,161,144 shares; 2025Q1: 1,161,144 shares 1,161,144$14.5M10.42%0Timeline
ACIALBERTSONS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630,000 shares; 2024Q4: 630,000 shares; 2025Q1: 620,000 shares 620,000$13.6M9.81%-10,000Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,300 shares; 2024Q4: 335,300 shares; 2025Q1: 335,300 shares 335,300$7.56M5.44%0Timeline
LELANDS END INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,500 shares; 2024Q4: 327,500 shares; 2025Q1: 420,000 shares 420,000$4.28M3.08%+92,500Timeline
ALCOALICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,303 shares; 2024Q4: 215,303 shares; 2025Q1: 115,000 shares 115,000$3.43M2.47%-100,303Timeline
GYROGYRODYNE LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,000 shares; 2024Q4: 340,996 shares; 2025Q1: 340,996 shares 340,996$2.76M1.99%0Timeline
ALMSALUMIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,000 shares; 2024Q4: 415,000 shares; 2025Q1: 430,000 shares 430,000$2.64M1.9%+15,000Timeline
SRGSERITAGE GROWTH PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,000 shares; 2024Q4: 680,000 shares; 2025Q1: 680,000 shares 680,000$2.2M1.58%0Timeline
UNITED STATES STL CORP NEWUNITED STATES STL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,000 shares; 2024Q4: 65,000 shares; 2025Q1: 45,000 shares 45,000$1.9M1.37%-20,000
LWAYLIFEWAY FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 35,000 shares; 2025Q1: 72,500 shares 72,500$1.77M1.28%+37,500Timeline
OABIOMNIAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,000 shares; 2024Q4: 550,000 shares; 2025Q1: 580,000 shares 580,000$1.39M1%+30,000Timeline
ACELYRIN INCACELYRIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 540,000 shares 540,000$1.33M0.96%new
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares 100,000$1.07M0.77%0Timeline
IMPPIMPERIAL PETE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,490 shares; 2024Q4: 360,000 shares; 2025Q1: 415,000 shares 415,000$1.02M0.73%+55,000Timeline
CTRMCASTOR MARITIME INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 240,000 shares; 2025Q1: 240,000 shares 240,000$547K0.39%0Timeline
MRPMILLROSE PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares 20,000$530K0.38%newTimeline
CTLPCANTALOUPE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,000 shares; 2024Q4: 102,500 shares; 2025Q1: 62,500 shares 62,500$492K0.35%-40,000Timeline
QSQUANTUMSCAPE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares 100,000$416K0.3%0Timeline
CRVSCORVUS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,500 shares; 2024Q4: 77,500 shares; 2025Q1: 127,500 shares 127,500$405K0.29%+50,000Timeline
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,500 shares; 2024Q4: 12,000 shares; 2025Q1: 14,500 shares 14,500$212K0.15%+2,500Timeline
JBGSJBG SMITH PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares 10,000$161K0.12%0Timeline
C3IS INCC3IS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,913 shares 180,913$118K0.08%new

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC30,000$280Kshares
C3IS INCC3IS INC325,000$186Kshares
UNITED STATES STEEL CORPUNITED STATES STEEL CORP350$131Kcall

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001140361-25-017560 base2025-05-06acceptance time not in the bulk data set