Towerview LLC Top Holdings and 13F Report (2021) About Towerview LLCInvestment ActivityTowerview LLC has $138.95 million in total holdings as of September 30, 2021.Towerview LLC owns shares of 24 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 3.15% of the portfolio was purchased this quarter.About 3.58% of the portfolio was sold this quarter.This quarter, Towerview LLC has purchased 24 new stocks and bought additional shares in 8 stocks.Towerview LLC sold shares of 4 stocks and completely divested from 3 stocks this quarter.Largest Holdings Tejon Ranch $60,951,175StealthGas $15,650,500Saga Communications $14,479,466Albertsons Companies $13,633,800SIRIUS XM HOLDINGS INC COM $7,559,339 Largest New Holdings this Quarter 00445A100 - Acelyrin $1,333,800 Holding601137102 - MILLROSE PPTYS INC COM CL A $530,200 HoldingY18284151 - C3IS INC ORD $117,593 Holding Largest Purchases this Quarter Acelyrin 540,000 shares (about $1.33M)Lands' End 92,500 shares (about $941.65K)Lifeway Foods 37,500 shares (about $916.88K)MILLROSE PPTYS INC COM CL A 20,000 shares (about $530.20K)Corvus Pharmaceuticals 50,000 shares (about $159K) Largest Sales this Quarter Alico 100,303 shares (about $2.99M)United States Steel 20,000 shares (about $845.20K)Cantaloupe 40,000 shares (about $314.80K)Albertsons Companies 10,000 shares (about $219.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTowerview LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTRCTejon Ranch$60,951,1750.0%3,845,50043.9%FinanceGASSStealthGas$15,650,500$42,375 ▲0.3%2,770,00011.3%TransportationSGASaga Communications$14,479,4660.0%1,161,14410.4%Consumer DiscretionaryACIAlbertsons Companies$13,633,800$219,900 ▼-1.6%620,0009.8%Consumer StaplesSIRIUS XM HOLDINGS INC COM$7,559,3390.0%335,3005.4%COMLELands' End$4,275,600$941,650 ▲28.2%420,0003.1%Retail/WholesaleALCOAlico$3,431,600$2,993,042 ▼-46.6%115,0002.5%Consumer StaplesGYROGyrodyne$2,762,0680.0%340,9962.0%FinanceALUMIS INC COM$2,640,200$92,100 ▲3.6%430,0001.9%COMSRGSeritage Growth Properties$2,196,4000.0%680,0001.6%FinanceXUnited States Steel$1,901,700$845,200 ▼-30.8%45,0001.4%Basic MaterialsLWAYLifeway Foods$1,772,625$916,875 ▲107.1%72,5001.3%Consumer StaplesOABIOmniAb$1,392,000$72,000 ▲5.5%580,0001.0%MedicalSLRNAcelyrin$1,333,800$1,333,800 ▲New Holding540,0001.0%MedicalWBDWarner Bros. Discovery$1,073,0000.0%100,0000.8%Consumer DiscretionaryIMPPImperial Petroleum$1,016,750$134,750 ▲15.3%415,0000.7%TransportationCASTOR MARITIME INC COM$547,2000.0%240,0000.4%COMMILLROSE PPTYS INC COM CL A$530,200$530,200 ▲New Holding20,0000.4%COMCTLPCantaloupe$491,875$314,800 ▼-39.0%62,5000.4%Business ServicesQSQuantumScape$416,0000.0%100,0000.3%Auto/Tires/TrucksCRVSCorvus Pharmaceuticals$405,450$159,000 ▲64.5%127,5000.3%MedicalWENWendy's$212,135$36,575 ▲20.8%14,5000.2%Retail/WholesaleJBGSJBG SMITH Properties$161,1000.0%10,0000.1%FinanceC3IS INC ORD$117,593$117,593 ▲New Holding180,9130.1%COMWBAWalgreens Boots Alliance$0$279,900 ▼-100.0%00.0%Retail/WholesaleC3IS INC ORD$0$185,510 ▼-100.0%00.0%COMUNITED STATES STEEL CORP$0$131,250 ▼-100.0%00.0%CALLShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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