TOWERVIEW LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| LANDS END INC COM | 477,500 | 470,000 | -7,500 | 5,114,025 | 6,627,000 | 4.82% | +1,512,975 |
| SERITAGE GROWTH PPTYS CL A | 680,000 | 700,000 | +20,000 | 2,094,400 | 2,975,000 | 2.17% | +880,600 |
| STEALTHGAS INC | 2,849,929 | 2,907,500 | +57,571 | 18,268,045 | 19,044,125 | 13.86% | +776,080 |
| CORVUS PHARMACEUTICALS INC COM(CRVS) | 170,000 | 170,000 | 0 | 680,000 | 1,252,900 | 0.91% | +572,900 |
| ALUMIS INC COM | 495,000 | 495,000 | 0 | 1,485,000 | 1,975,050 | 1.44% | +490,050 |
| GYRODYNE LLC | 340,996 | 338,107 | -2,889 | 2,934,987 | 3,385,432 | 2.46% | +450,445 |
| ALICO INC | 125,000 | 122,000 | -3,000 | 4,085,000 | 4,228,520 | 3.08% | +143,520 |
| SIRIUS XM HOLDINGS INC COM(SIRI) | 335,300 | 335,300 | 0 | 7,701,841 | 7,804,108 | 5.68% | +102,267 |
| IMPERIAL PETE INC COM NEW | 422,281 | 280,000 | -142,281 | 1,300,625 | 1,338,400 | 0.97% | +37,775 |
| ALBERTSONS COS INC COM(Call) | 0 | 100,000 | +100,000 | 0 | 26,000 | — | +26,000 |
| CASTOR MARITIME INC COM | 240,000 | 240,000 | 0 | 513,360 | 499,200 | 0.36% | -14,160 |
| WENDYS COMPANY COM(WEN) | 14,500 | 14,500 | 0 | 165,590 | 132,820 | 0.10% | -32,770 |
| C3IS INC ORD | 14,297 | 0 | -14,297 | 46,894 | 0 | — | -46,894 |
| ALBERTSONS COS INC COM | 505,435 | 615,000 | +109,565 | 10,871,907 | 10,768,650 | 7.84% | -103,257 |
| OMNIAB INC COM | 831,100 | 831,100 | 0 | 1,446,114 | 1,329,760 | 0.97% | -116,354 |
| QUANTUMSCAPE CORP COM CL A(QS) | 25,000 | 0 | -25,000 | 168,000 | 0 | — | -168,000 |
| JBG SMITH PPTYS COM(JBGS) | 10,000 | 0 | -10,000 | 173,000 | 0 | — | -173,000 |
| SAGA COMMUNICATIONS INC | 1,161,144 | 1,161,144 | 0 | 15,094,872 | 14,444,631 | 10.51% | -650,241 |
| WARNER BROS DISCOVERY INC COM(WBD) | 85,000 | 0 | -85,000 | 974,100 | 0 | — | -974,100 |
| LIFEWAY FOODS INC | 78,500 | 5,000 | -73,500 | 1,935,025 | 138,800 | 0.10% | -1,796,225 |
| TEJON RANCH CO | 3,845,500 | 3,845,500 | 0 | 65,219,680 | 61,451,090 | 44.73% | -3,768,590 |