1y return+13.5%S&P 500 +20.9%
3y return+7.3%S&P 500 +68.5%
5y return+5.3%S&P 500 +74.5%
10y return−2.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $97 against $357 in the S&P 500.2
Towerview LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TRCTejon Ranch Co | $71.9M | 47.2% | |
| Stealthgas IncCUSIP Y81669106 | $21.3M | 14.0% | |
| ACIAlbertsons Cos Inc Com | $12.0M | 7.9% | +26.8% |
| SGASaga Communications Inc | $10.5M | 6.9% | |
| LELands End Inc Com | $9.0M | 5.9% | +44.3% |
| SIRISirius Xm Holdings Inc Com | $8.3M | 5.5% | −15.7% |
| ALMSAlumis Inc Com | $6.3M | 4.1% | |
| ALCOAlico Inc | $3.1M | 2.0% | −11.2% |
| OABIOmniab Inc Com | $2.9M | 1.9% | +18.0% |
| SRGSeritage Growth Pptys Cl A | $2.7M | 1.8% | |
| GYROGyrodyne LLC | $2.0M | 1.3% | |
| CRVSCorvus Pharmaceuticals Inc Com | $1.0M | 0.7% | |
| Imperial Pete Inc Com NewCUSIP Y3894J187 | $599K | 0.4% | −31.6% |
| Castor Maritime Inc ComCUSIP Y1146L208 | $504K | 0.3% | |
| WENWendys Company Com | $120K | 0.1% | |
| C3is Inc ComCUSIP Y18284300 | $83K | 0.1% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CRVSCorvus Pharmaceuticals Inc Com | June 30, 2023 | +552.4% | $1.0M |
| Imperial Pete Inc Com NewCUSIP Y3894J187 | September 30, 2023 | +191.8% | $599K |
| Stealthgas IncCUSIP Y81669106 | June 30, 2020 | +186.6% | $21.3M |
| ALMSAlumis Inc Com | June 30, 2024 | +111.6% | $6.3M |
| ALCOAlico Inc | June 30, 2020 | +32.8% | $3.1M |
| LELands End Inc Com | June 30, 2020 | +30.3% | $9.0M |
| TRCTejon Ranch Co | June 30, 2020 | +29.9% | $71.9M |
| SIRISirius Xm Holdings Inc Com | September 30, 2024 | +24.9% | $8.3M |
| ACIAlbertsons Cos Inc Com | December 31, 2022 | −34.8% | $12.0M |
| Castor Maritime Inc ComCUSIP Y1146L208 | September 30, 2024 | −50.2% | $504K |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −3.9% | +14.8% |
| March 31, 2026 | +17.9% | −4.6% |
| December 31, 2025 | +0.2% | +2.4% |
| September 30, 2025 | −0.1% | +7.8% |
| June 30, 2025 | +4.7% | +10.5% |
| March 31, 2025 | +0.2% | −4.6% |
| December 31, 2024 | −10.5% | +2.1% |
| September 30, 2024 | +2.7% | +5.4% |
| June 30, 2024 | −1.6% | +4.0% |
| March 31, 2024 | −6.1% | +10.0% |
| December 31, 2023 | +9.0% | +11.2% |
| September 30, 2023 | −2.7% | −3.6% |
| June 30, 2023 | −1.5% | +8.3% |
| March 31, 2023 | −1.1% | +7.0% |
| December 31, 2022 | +10.9% | +7.1% |
| September 30, 2022 | −4.8% | −5.3% |
| June 30, 2022 | −7.5% | −16.5% |
| March 31, 2022 | −3.5% | −4.9% |
| December 31, 2021 | +0.9% | +10.7% |
| September 30, 2021 | +5.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Towerview LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1166573&type=13F-HR&dateb=&owner=include&count=40CIK 1166573
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1166573/000114036126031140/Filed August 4, 2026 · accession 0001140361-26-031140