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TOWERVIEW LLC

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13F filer, CIK 1166573, NEW YORK, NY

TOWERVIEW LLC reported $152,496,210 across 17 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-04. Its ten largest share positions make up 97.12% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001140361-26-031140

Period
2026-06-30
Reported value
$152M
Holdings
17
Top 10 weight
97.12%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LEadded+262,299$2.75M
ACIadded+187,500$2.54M
OABIadded+180,000$443K
CISSnew+50,000$83K
GASSadded+9,042$71.4K

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
SIRIreduced-52,800-$1.56M
ALCOreduced-9,500-$393K
IMPPreduced-60,000-$277K

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, Q2 2026

Share positions as resolved from 13F-HR 0001140361-26-031140, largest first. % of portfolio is the value over $152,470,710, 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; 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; 2026Q2: 3,845,500 shares 3,845,500$71.9M47.16%0Timeline
GASSSTEALTHGAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,700,000 shares 2,700,000$21.3M13.99%+9,042Timeline
ACIALBERTSONS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 887,500 shares 887,500$12M7.88%+187,500Timeline
SGASAGA COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,161,144 shares 1,161,144$10.5M6.91%0Timeline
LELANDS END INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 855,000 shares 855,000$8.96M5.88%+262,299Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 282,500 shares 282,500$8.35M5.47%-52,800Timeline
ALMSALUMIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 222,294 shares 222,294$6.26M4.1%0Timeline
ALCOALICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 75,500 shares 75,500$3.12M2.05%-9,500Timeline
OABIOMNIAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,180,000 shares 1,180,000$2.9M1.9%+180,000Timeline
SRGSERITAGE GROWTH PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,030,000 shares 1,030,000$2.71M1.78%0Timeline
GYROGYRODYNE LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 338,107 shares 338,107$2.04M1.34%0Timeline
CRVSCORVUS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 70,000 shares 70,000$1.05M0.69%0Timeline
IMPPIMPERIAL PETE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 130,000 shares 130,000$599K0.39%-60,000Timeline
CTRMCASTOR MARITIME INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 240,000 shares 240,000$504K0.33%0Timeline
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,500 shares 14,500$120K0.08%0Timeline
CISSC3IS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,000 shares 50,000$83K0.05%new2026-08-19, 13G/A: No share count stated, 13G/A filed 2026-10-02 Timeline

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$25.5K0

How Q2 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 0001140361-26-031140 base2026-08-04acceptance time not in the bulk data set