TOWERVIEW LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
17
Total value ($000)
$137,421
Net value change ($000)
-2,851 (-2.0%)
New positions
0
Sold out positions
4
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LE 1,513 29.6%
SRG 881 42.1%
STEALTHGAS INC 776 4.2%
CRVS 573 84.3%
ALMS 490 33.0%
GYRO 450 15.3%
ALCO 144 3.5%
SIRI 102 1.3%
IMPERIAL PETE INC 37 2.8%
Top Reduces (Value $000, Stocks/ETFs)
TRC -3,769 -5.8%
LWAY -1,796 -92.8%
WBD -974 -100.0%
SGA -650 -4.3%
JBGS -173 -100.0%
QS -168 -100.0%
OABIW -116 -8.0%
ACI -103 -0.9%
CISS -47 -100.0%
WEN -33 -19.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 26 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type