TOWERVIEW LLC

NEW YORK, NY · CIK 1166573 · 13F filing filed 2026-08-04

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$152.5m reported value -1.5% vs Q1 2026

16positions

97.1%in top 10

1 new 4 added 3 reduced 0 sold out vs Q1 2026

Options: 1 call positions ($25.5k notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TEJON RANCH CO COM TRC	TRC	3,845,500	$71.9m47.16%	47.16%	Unchanged
2	STEALTHGAS INC SHS GASS	GASS	2,700,000	$21.3m13.99%	13.99%	Added +9.0k	+9,042 0.3%
3	ALBERTSONS COS INC COMMON STOCK ACI	ACI	887,500	$12.0m7.88%	7.88%	Added +187.5k	+187,500 26.8%
4	SAGA COMMUNICATIONS INC CL A NEW SGA	SGA	1,161,144	$10.5m6.91%	6.91%	Unchanged
5	LANDS END INC NEW COM LE	LE	855,000	$9.0m5.88%	5.88%	Added +262.3k	+262,299 44.2%
6	SIRIUSXM HOLDINGS INC COMMON STOCK SIRI	SIRI	282,500	$8.3m5.47%	5.47%	Reduced -52.8k	-52,800 -15.8%
7	ALUMIS INC COM ALMS	ALMS	222,294	$6.3m4.10%	4.10%	Unchanged
8	ALICO INC COM ALCO	ALCO	75,500	$3.1m2.05%	2.05%	Reduced -9.5k	-9,500 -11.2%
9	OMNIAB INC COM OABI	OABI	1,180,000	$2.9m1.90%	1.90%	Added +180.0k	+180,000 18.0%
10	SERITAGE GROWTH PPTYS CL A SRG	SRG	1,030,000	$2.7m1.78%	1.78%	Unchanged
11	GYRODYNE LLC COM GYRO	GYRO	338,107	$2.0m1.34%	1.34%	Unchanged
12	CORVUS PHARMACEUTICALS INC COM CRVS	CRVS	70,000	$1.0m0.69%	0.69%	Unchanged
13	IMPERIAL PETE INC COM NEW IMPP	IMPP	130,000	$599.3k0.39%	0.39%	Reduced -60.0k	-60,000 -31.6%
14	CASTOR MARITIME INC SHS CTRM	CTRM	240,000	$504.0k0.33%	0.33%	Unchanged
15	WENDYS CO COM WEN	WEN	14,500	$120.2k0.08%	0.08%	Unchanged
16	C3IS INC COM CISS	CISS	50,000	$83.0k0.05%	0.05%	New

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ALBERTSONS COS INC ACI · Call	ACI	Call	150,000	$25.5k150.0k shares	Unchanged

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
STEALTHGAS INC GASS · 13D · filed 2026-07-10	GASS	7.3%≈ $21.3m		13D	2026-07-10