TOWERVIEW LLC

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
16
Total value ($000)
$137,297
Net value change ($000)
-15,199 (-10.0%)
New positions
0
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
STEALTHGAS INC 3,255 15.3%
OABIW 2,856 98.4%
LE 426 4.8%
Top Reduces (Value $000, Stocks/ETFs)
TRC -9,537 -13.3%
ALMS -4,204 -67.2%
SIRI -3,363 -40.3%
ACI -1,559 -13.0%
SRG -1,040 -38.4%
SGA -964 -9.2%
GYRO -461 -22.6%
CRVS -240 -22.9%
ALCO -210 -6.7%
C3IS INC COM -83 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 8 (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