TL

TOWERVIEW LLC

13F
TOWERVIEW LLC
Last update 2024-11-06 26 Stocks (3 new)
Value $155.00 Mil Turnover 7 %
Countries:
Top Holdings: TRC(43.57%)GASS(10.80%)SGA(10.77%)ACI(7.52%)SIRI(5.12%)
Portfolio Report
Summary Stock Picks Current Portfolio
TOWERVIEW LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TRC 		Tejon Ranch Co
3,845,500
67488.530
0%
43.570
0%
14.340
-6.07%
-2.64%
415.216
Conglomerates
GASS 		StealthGas Inc
2,457,500
16735.580
+9.96%
10.800
+0.98%
6.690
-8.64%
+6.73%
221.550
Transportation
SGA 		Saga Communications Inc
1,161,144
16674.030
0%
10.770
0%
18.550
-16.49%
+7.71%
74.386
Media - Diversified
ACI 		Albertsons Companies Inc
630,000
11642.400
0%
7.520
0%
0.110
+14.27%
+5.55%
12010.533
Retail - Defensive
SIRI 		Sirius XM Holdings Inc
335,300
7929.850
+16,665.00%
5.120
+5.09%
0.100
-19.95%
-6.54%
7228.396
Media - Diversified
LE 		Lands' End Inc
367,500
6346.730
-18.24%
4.100
-0.73%
1.180
-30.40%
-2.97%
394.353
Retail - Cyclical
ALCO 		Alico Inc
215,303
6022.030
0%
3.890
0%
2.820
+12.74%
+14.35%
226.320
Consumer Packaged Goods
ALMS 		Alumis Inc
380,000
4058.400
+22.58%
2.620
+0.48%
0.700
-25.97%
-2.80%
415.672
Biotechnology
SRG 		Seritage Growth Properties
680,000
3162.000
0%
2.040
0%
1.210
-11.54%
-5.10%
220.009
Real Estate
GYRO 		Gyrodyne LLC
348,000
2697.000
+0.29%
1.740
+0.01%
15.820
+13.54%
+0.44%
19.926
Real Estate

TOWERVIEW LLC's Historical Top Holdings Breakdowns

TOWERVIEW LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SIRI 		Sirius XM Holdings Inc2024-09-30Add
+5.09%
●
23.27 ($31.05) 39.9
$21.31
-31.37%
Add 16665%
335,300
333,300
ACI 		Albertsons Companies Inc2023-03-31Add
+4.59%
●
19.2 ($20.66) 21.47
$20.73
0.34%
Add 147.83%
570,000
340,000
LSXMK 		Liberty SiriusXM Group2024-09-30Sold Out
-4.48%
●
20.7 ($22.54) 23.83
$22.29
-1.11%
Sold Out
0
-308,500
LSXMK 		Liberty SiriusXM Group2024-06-30Add
+3.15%
●
20.38 ($23.78) 29.29
$22.29
-6.27%
Add 237.16%
308,500
217,000
GLW 		Corning Inc2024-06-30Sold Out
-3.06%
●
30.91 ($34.93) 40.21
$47.43
35.79%
Sold Out
0
-140,000
GLW 		Corning Inc2024-03-31Reduce
-2.79%
●
29.85 ($31.84) 33.38
$47.43
48.96%
Reduce -51.72%
140,000
-150,000
ALMS 		Alumis Inc2024-06-30New Buy
+2.70%
●
13.3 ($13.3) 13.3
$7.64
-42.56%
New holding
310,000
310,000
GLW 		Corning Inc2023-03-31Reduce
-2.27%
●
32.54 ($34.78) 36.8
$47.43
36.37%
Reduce -27.5%
290,000
-110,000
LSXMK 		Liberty SiriusXM Group2024-03-31Add
+1.30%
●
28.56 ($29.98) 31.21
$22.29
-25.65%
Add 260.24%
91,500
66,100
GIII 		G-III Apparel Group Ltd2023-03-31Reduce
-1.15%
●
13.97 ($15.67) 17.22
$30.55
94.96%
Reduce -62.65%
77,500
-130,000

TOWERVIEW LLC Total Holding History ($B)

To

TOWERVIEW LLC's Asset Allocation

To

TOWERVIEW LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

TOWERVIEW LLC's Hypothetical Growth since 2024-09-30

TOWERVIEW LLC's Yearly Returns

Year Portfolio % % Excess Gain %

TOWERVIEW LLC's Holdings Heat Map

Size field:

TOWERVIEW LLC's Holdings Bubble Chart

TOWERVIEW LLC News

  • 1

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