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TOWERVIEW LLC

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13F filer, CIK 1166573, NEW YORK, NY

TOWERVIEW LLC reported $137,976,576 across 16 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-04. Its ten largest share positions make up 96.9% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001140361-26-003642

Period
2025-12-31
Reported value
$138M
Holdings
16
Top 10 weight
96.9%
New
0
Sold out
1

Stakes and trades reported after 2025-12-31

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
GASSadded+160,000$1.12M
SRGadded+100,000$325K
OABIadded+168,900$312K
ACIadded+15,000$258K

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-17,749-$646K
LEreduced-39,000-$566K
IMPPreduced-80,000-$290K
CRVSreduced-30,000-$231K
LWAYexited-5,000-$139K

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, Q4 2025

Share positions as resolved from 13F-HR 0001140361-26-003642, largest first. % of portfolio is the value over $137,791,576, 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; 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; 2025Q4: 3,845,500 shares 3,845,500$60.6M44.01%0Timeline
GASSSTEALTHGAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,067,500 shares 3,067,500$21.5M15.63%+160,000Timeline
SGASAGA COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,161,144 shares 1,161,144$13.3M9.65%0Timeline
ACIALBERTSONS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630,000 shares; 2024Q4: 630,000 shares; 2025Q1: 620,000 shares; 2025Q2: 505,435 shares; 2025Q3: 615,000 shares; 2025Q4: 630,000 shares 630,000$10.8M7.85%+15,000Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,300 shares; 2024Q4: 335,300 shares; 2025Q1: 335,300 shares; 2025Q2: 335,300 shares; 2025Q3: 335,300 shares; 2025Q4: 335,300 shares 335,300$6.7M4.87%0Timeline
LELANDS END INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,500 shares; 2024Q4: 327,500 shares; 2025Q1: 420,000 shares; 2025Q2: 477,500 shares; 2025Q3: 470,000 shares; 2025Q4: 431,000 shares 431,000$6.26M4.54%-39,000Timeline
ALMSALUMIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,000 shares; 2024Q4: 415,000 shares; 2025Q1: 430,000 shares; 2025Q2: 495,000 shares; 2025Q3: 495,000 shares; 2025Q4: 495,000 shares 495,000$4.83M3.51%0Timeline
ALCOALICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,303 shares; 2024Q4: 215,303 shares; 2025Q1: 115,000 shares; 2025Q2: 125,000 shares; 2025Q3: 122,000 shares; 2025Q4: 104,251 shares 104,251$3.79M2.75%-17,749Timeline
GYROGYRODYNE LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,000 shares; 2024Q4: 340,996 shares; 2025Q1: 340,996 shares; 2025Q2: 340,996 shares; 2025Q3: 338,107 shares; 2025Q4: 338,107 shares 338,107$3.05M2.21%0Timeline
SRGSERITAGE GROWTH PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,000 shares; 2024Q4: 680,000 shares; 2025Q1: 680,000 shares; 2025Q2: 680,000 shares; 2025Q3: 700,000 shares; 2025Q4: 800,000 shares 800,000$2.6M1.89%+100,000Timeline
OABIOMNIAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,000 shares; 2024Q4: 550,000 shares; 2025Q1: 580,000 shares; 2025Q2: 831,100 shares; 2025Q3: 831,100 shares; 2025Q4: 1,000,000 shares 1,000,000$1.85M1.34%+168,900Timeline
CRVSCORVUS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,500 shares; 2024Q4: 77,500 shares; 2025Q1: 127,500 shares; 2025Q2: 170,000 shares; 2025Q3: 170,000 shares; 2025Q4: 140,000 shares 140,000$1.08M0.78%-30,000Timeline
IMPPIMPERIAL PETE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,490 shares; 2024Q4: 360,000 shares; 2025Q1: 415,000 shares; 2025Q2: 422,281 shares; 2025Q3: 280,000 shares; 2025Q4: 200,000 shares 200,000$724K0.53%-80,000Timeline
CTRMCASTOR MARITIME INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 240,000 shares; 2025Q1: 240,000 shares; 2025Q2: 240,000 shares; 2025Q3: 240,000 shares; 2025Q4: 240,000 shares 240,000$497K0.36%0Timeline
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,500 shares; 2024Q4: 12,000 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares 14,500$121K0.09%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 STOCKcall250,000$185K+150,000

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
LWAYLIFEWAY FOODS INC5,000$139Kshares

How Q4 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 0001140361-26-003642 base2026-02-04acceptance time not in the bulk data set