Towerview LLC
Net buyer this quarter
$152M
16
+$3.65M
97.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TRC | $71.9M | 47.16% | 14.24% | Not reported | Q2 2013 |
| GASS | $21.3M | 13.99% | 7.26% | +0.3% | Q3 2015 |
 ACI | $12M | 7.87% | 0.18% | +26.8% | Q4 2022 |
 SGA | $10.5M | 6.91% | 18.25% | Not reported | Q2 2013 |
 LE | $8.96M | 5.88% | 2.78% | +44.3% | Q2 2014 |
 SIRI | $8.35M | 5.47% | 0.08% | -15.8% | Q2 2024 |
 ALMS | $6.26M | 4.10% | Not reported | Not reported | Q2 2024 |
 ALCO | $3.12M | 2.05% | 1.02% | -11.2% | Q1 2015 |
 OABI | $2.9M | 1.90% | 0.81% | +18.0% | Q2 2023 |
 SRG | $2.71M | 1.78% | Not reported | Not reported | Q1 2022 |
| GYRO | $2.04M | 1.34% | 15.37% | Not reported | Q2 2013 |
 CRVS | $1.05M | 0.69% | 0.08% | Not reported | Q2 2023 |
| IMPP | $599K | 0.39% | 0.29% | -31.6% | Q4 2021 |
 CTRM | $504K | 0.33% | 2.48% | Not reported | Q3 2024 |
 WEN | $120K | 0.08% | 0.01% | Not reported | Q1 2024 |
 CISS | $83K | 0.05% | 1061.14% | Not reported | Q1 2024 |
| Q1 2026 | |||||
| TRC | $72.4M | 46.75% | 14.25% | Not reported | Q2 2013 |
| GASS | $24.7M | 15.94% | 7.24% | -12.3% | Q3 2015 |
| SGA | $13.6M | 8.77% | 18.03% | Not reported | Q2 2013 |
| ACI | $11.9M | 7.70% | 0.14% | +11.1% | Q4 2022 |
| SIRI | $7.74M | 4.99% | 0.10% | Not reported | Q2 2024 |
| LE | $6.66M | 4.30% | 1.93% | +37.5% | Q2 2014 |
| ALMS | $4.9M | 3.16% | Not reported | -55.1% | Q2 2024 |
| ALCO | $3.51M | 2.26% | 1.14% | -18.5% | Q1 2015 |
| SRG | $2.89M | 1.87% | Not reported | +28.8% | Q1 2022 |
| GYRO | $2.51M | 1.62% | 15.37% | Not reported | Q2 2013 |
| OABI | $1.57M | 1.01% | 0.69% | Not reported | Q2 2023 |
| CRVS | $1.02M | 0.66% | 0.08% | -50.0% | Q2 2023 |
| IMPP | $813K | 0.52% | 0.43% | -5.0% | Q4 2021 |
| CTRM | $444K | 0.29% | 2.48% | Not reported | Q3 2024 |
| WEN | $101K | 0.07% | 0.01% | Not reported | Q1 2024 |
| Q4 2025 | |||||
| TRC | $60.6M | 43.95% | 14.29% | Not reported | Q2 2013 |
| GASS | $21.5M | 15.61% | 8.25% | +5.5% | Q3 2015 |
| SGA | $13.3M | 9.64% | 18.03% | Not reported | Q2 2013 |
| ACI | $10.8M | 7.84% | 0.11% | +2.4% | Q4 2022 |
| SIRI | $6.7M | 4.86% | 0.10% | Not reported | Q2 2024 |
| LE | $6.26M | 4.54% | 1.41% | -8.3% | Q2 2014 |
| ALMS | $4.83M | 3.50% | Not reported | Not reported | Q2 2024 |
| ALCO | $3.79M | 2.75% | 1.36% | -14.6% | Q1 2015 |
| GYRO | $3.05M | 2.21% | 15.37% | Not reported | Q2 2013 |
| SRG | $2.6M | 1.88% | Not reported | +14.3% | Q1 2022 |
| OABI | $1.85M | 1.34% | 0.69% | +20.3% | Q2 2023 |
| CRVS | $1.08M | 0.78% | 0.19% | -17.7% | Q2 2023 |
| IMPP | $724K | 0.52% | 0.45% | -28.6% | Q4 2021 |
| CTRM | $497K | 0.36% | 2.48% | Not reported | Q3 2024 |
| WEN | $121K | 0.09% | 0.01% | Not reported | Q1 2024 |
| Q3 2025 | |||||
| TRC | $61.5M | 44.72% | 14.30% | Not reported | Q2 2013 |
| GASS | $19M | 13.86% | 7.85% | +2.0% | Q3 2015 |
| SGA | $14.4M | 10.51% | 18.03% | Not reported | Q2 2013 |
| ACI | $10.8M | 7.84% | 0.11% | +21.7% | Q4 2022 |
| SIRI | $7.8M | 5.68% | 0.10% | Not reported | Q2 2024 |
| LE | $6.63M | 4.82% | 1.54% | -1.6% | Q2 2014 |
| ALCO | $4.23M | 3.08% | 1.60% | -2.4% | Q1 2015 |
| GYRO | $3.39M | 2.46% | 15.37% | -0.9% | Q2 2013 |
| SRG | $2.98M | 2.16% | Not reported | +2.9% | Q1 2022 |
| ALMS | $1.98M | 1.44% | Not reported | Not reported | Q2 2024 |
| IMPP | $1.34M | 0.97% | 0.81% | -33.7% | Q4 2021 |
| OABI | $1.33M | 0.97% | 0.58% | Not reported | Q2 2023 |
| CRVS | $1.25M | 0.91% | 0.23% | Not reported | Q2 2023 |
| CTRM | $499K | 0.36% | 2.48% | Not reported | Q3 2024 |
 LWAY | $139K | 0.10% | 0.03% | -93.6% | Q3 2024 |
| WEN | $133K | 0.10% | 0.01% | Not reported | Q1 2024 |