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TOWERVIEW LLC

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13F filer, CIK 1166573, NEW YORK, NY

TOWERVIEW LLC reported $137,421,486 across 17 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-04. Its ten largest share positions make up 96.59% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001140361-25-040312

Period
2025-09-30
Reported value
$137M
Holdings
17
Top 10 weight
96.59%
New
1
Sold out
4

Stakes and trades reported after 2025-09-30

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
ACIadded+109,565$1.92M
GASSadded+57,571$377K
SRGadded+20,000$85K

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
LWAYreduced-73,500-$2.04M
WBDexited-85,000-$974K
IMPPreduced-142,281-$680K
JBGSexited-10,000-$173K
QSexited-25,000-$168K

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, Q3 2025

Share positions as resolved from 13F-HR 0001140361-25-040312, largest first. % of portfolio is the value over $137,395,486, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,845,500 shares; 2024Q4: 3,845,500 shares; 2025Q1: 3,845,500 shares; 2025Q2: 3,845,500 shares; 2025Q3: 3,845,500 shares 3,845,500$61.5M44.73%0Timeline
GASSSTEALTHGAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,457,500 shares; 2024Q4: 2,762,500 shares; 2025Q1: 2,770,000 shares; 2025Q2: 2,849,929 shares; 2025Q3: 2,907,500 shares 2,907,500$19M13.86%+57,571Timeline
SGASAGA COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161,144 shares; 2024Q4: 1,161,144 shares; 2025Q1: 1,161,144 shares; 2025Q2: 1,161,144 shares; 2025Q3: 1,161,144 shares 1,161,144$14.4M10.51%0Timeline
ACIALBERTSONS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630,000 shares; 2024Q4: 630,000 shares; 2025Q1: 620,000 shares; 2025Q2: 505,435 shares; 2025Q3: 615,000 shares 615,000$10.8M7.84%+109,565Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,300 shares; 2024Q4: 335,300 shares; 2025Q1: 335,300 shares; 2025Q2: 335,300 shares; 2025Q3: 335,300 shares 335,300$7.8M5.68%0Timeline
LELANDS END INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,500 shares; 2024Q4: 327,500 shares; 2025Q1: 420,000 shares; 2025Q2: 477,500 shares; 2025Q3: 470,000 shares 470,000$6.63M4.82%-7,500Timeline
ALCOALICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,303 shares; 2024Q4: 215,303 shares; 2025Q1: 115,000 shares; 2025Q2: 125,000 shares; 2025Q3: 122,000 shares 122,000$4.23M3.08%-3,000Timeline
GYROGYRODYNE LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,000 shares; 2024Q4: 340,996 shares; 2025Q1: 340,996 shares; 2025Q2: 340,996 shares; 2025Q3: 338,107 shares 338,107$3.39M2.46%-2,889Timeline
SRGSERITAGE GROWTH PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,000 shares; 2024Q4: 680,000 shares; 2025Q1: 680,000 shares; 2025Q2: 680,000 shares; 2025Q3: 700,000 shares 700,000$2.98M2.17%+20,000Timeline
ALMSALUMIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,000 shares; 2024Q4: 415,000 shares; 2025Q1: 430,000 shares; 2025Q2: 495,000 shares; 2025Q3: 495,000 shares 495,000$1.98M1.44%0Timeline
IMPPIMPERIAL PETE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,490 shares; 2024Q4: 360,000 shares; 2025Q1: 415,000 shares; 2025Q2: 422,281 shares; 2025Q3: 280,000 shares 280,000$1.34M0.97%-142,281Timeline
OABIOMNIAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,000 shares; 2024Q4: 550,000 shares; 2025Q1: 580,000 shares; 2025Q2: 831,100 shares; 2025Q3: 831,100 shares 831,100$1.33M0.97%0Timeline
CRVSCORVUS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,500 shares; 2024Q4: 77,500 shares; 2025Q1: 127,500 shares; 2025Q2: 170,000 shares; 2025Q3: 170,000 shares 170,000$1.25M0.91%0Timeline
CTRMCASTOR MARITIME INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 240,000 shares; 2025Q1: 240,000 shares; 2025Q2: 240,000 shares; 2025Q3: 240,000 shares 240,000$499K0.36%0Timeline
LWAYLIFEWAY FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 35,000 shares; 2025Q1: 72,500 shares; 2025Q2: 78,500 shares; 2025Q3: 5,000 shares 5,000$139K0.1%-73,500Timeline
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,500 shares; 2024Q4: 12,000 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares 14,500$133K0.1%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
ALBERTSONS COMPANIES INCALBERTSONS COMPANIES INC COMMON STOCKcall100,000$26Knew

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
WBDWARNER BROS DISCOVERY INC85,000$974Kshares
JBGSJBG SMITH PPTYS10,000$173Kshares
QSQUANTUMSCAPE CORP25,000$168Kshares
C3IS INCC3IS INC14,297$46.9Kshares

How Q3 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 0001140361-25-040312 base2025-11-04acceptance time not in the bulk data set