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TOWERVIEW LLC

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13F filer, CIK 1166573, NEW YORK, NY

TOWERVIEW LLC reported $154,963,267 across 16 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-05. Its ten largest share positions make up 97.45% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001140361-26-019095

Period
2026-03-31
Reported value
$155M
Holdings
16
Top 10 weight
97.45%
New
0
Sold out
0

Stakes and trades reported after 2026-03-31

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
LEadded+161,701$1.82M
ACIadded+70,000$1.19M
SRGadded+230,000$646K

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
ALMSreduced-272,706-$6.01M
GASSreduced-376,542-$3.46M
CRVSreduced-70,000-$1.02M
ALCOreduced-19,251-$794K
IMPPreduced-10,000-$42.8K

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 2026

Share positions as resolved from 13F-HR 0001140361-26-019095, largest first. % of portfolio is the value over $154,822,267, 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; 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; 2026Q1: 3,845,500 shares 3,845,500$72.4M46.8%0Timeline
GASSSTEALTHGAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,690,958 shares 2,690,958$24.7M15.96%-376,542Timeline
SGASAGA COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,161,144 shares 1,161,144$13.6M8.77%0Timeline
ACIALBERTSONS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 700,000 shares 700,000$11.9M7.7%+70,000Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 335,300 shares 335,300$7.74M5%0Timeline
LELANDS END INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 592,701 shares 592,701$6.66M4.3%+161,701Timeline
ALMSALUMIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 222,294 shares 222,294$4.9M3.16%-272,706Timeline
ALCOALICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 85,000 shares 85,000$3.51M2.27%-19,251Timeline
SRGSERITAGE GROWTH PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,030,000 shares 1,030,000$2.89M1.87%+230,000Timeline
GYROGYRODYNE LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 338,107 shares 338,107$2.51M1.62%0Timeline
OABIOMNIAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,000,000 shares 1,000,000$1.57M1.01%0Timeline
CRVSCORVUS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 70,000 shares 70,000$1.02M0.66%-70,000Timeline
IMPPIMPERIAL PETE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 190,000 shares 190,000$813K0.53%-10,000Timeline
CTRMCASTOR MARITIME INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 240,000 shares 240,000$444K0.29%0Timeline
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,500 shares 14,500$101K0.07%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 STOCKcall150,000$141K-100,000

How Q1 2026 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 0001140361-26-019095 base2026-05-05acceptance time not in the bulk data set