TOWERVIEW LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
16
Total value ($000)
$154,963
Net value change ($000)
+16,986 (12.3%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TRC 11,805 19.5%
STEALTHGAS INC 3,169 14.7%
ACI 1,111 10.3%
SIRI 1,035 15.4%
LE 404 6.5%
SRG 294 11.3%
SGA 290 2.2%
IMPERIAL PETE INC 89 12.3%
ALMS 66 1.4%
Top Reduces (Value $000, Stocks/ETFs)
GYRO -541 -17.8%
ALCO -286 -7.5%
OABIW -280 -15.1%
CRVS -54 -5.0%
CTRM -53 -10.7%
WEN -20 -16.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 141 (0.1% 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