TOWERVIEW LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TEJON RANCH CO | 3,845,500 | 3,845,500 | 0 | 60,643,535 | 72,449,220 | 46.80% | +11,805,685 |
| STEALTHGAS INC | 3,067,500 | 2,690,958 | -376,542 | 21,533,850 | 24,702,994 | 15.96% | +3,169,144 |
| ALBERTSONS COS INC COM | 630,000 | 700,000 | +70,000 | 10,817,100 | 11,928,000 | 7.70% | +1,110,900 |
| SIRIUS XM HOLDINGS INC COM(SIRI) | 335,300 | 335,300 | 0 | 6,704,324 | 7,738,724 | 5.00% | +1,034,400 |
| LANDS END INC COM | 431,000 | 592,701 | +161,701 | 6,258,120 | 6,661,959 | 4.30% | +403,839 |
| SERITAGE GROWTH PPTYS CL A | 800,000 | 1,030,000 | +230,000 | 2,600,000 | 2,894,300 | 1.87% | +294,300 |
| SAGA COMMUNICATIONS INC | 1,161,144 | 1,161,144 | 0 | 13,294,867 | 13,585,385 | 8.77% | +290,518 |
| IMPERIAL PETE INC COM NEW | 200,000 | 190,000 | -10,000 | 724,000 | 813,200 | 0.53% | +89,200 |
| ALUMIS INC COM | 495,000 | 222,294 | -272,706 | 4,831,200 | 4,897,137 | 3.16% | +65,937 |
| WENDYS COMPANY COM(WEN) | 14,500 | 14,500 | 0 | 120,785 | 100,775 | 0.07% | -20,010 |
| ALBERTSONS COS INC COM(Call) | 250,000 | 150,000 | -100,000 | 185,000 | 141,000 | — | -44,000 |
| CASTOR MARITIME INC COM | 240,000 | 240,000 | 0 | 496,800 | 444,000 | 0.29% | -52,800 |
| CORVUS PHARMACEUTICALS INC COM(CRVS) | 140,000 | 70,000 | -70,000 | 1,078,000 | 1,024,100 | 0.66% | -53,900 |
| OMNIAB INC COM | 1,000,000 | 1,000,000 | 0 | 1,850,000 | 1,570,000 | 1.01% | -280,000 |
| ALICO INC | 104,251 | 85,000 | -19,251 | 3,792,651 | 3,507,100 | 2.27% | -285,551 |
| GYRODYNE LLC | 338,107 | 338,107 | 0 | 3,046,344 | 2,505,373 | 1.62% | -540,971 |