Towerview LLC holds a concentrated book of 16 stocks worth $152.5M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened C3is Inc Com and trimmed Sirius XM Holdings Inc. Their largest long position is Tejon Ranch Co at 47% of the equity book. They also disclosed $26K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +6% (+3.3%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1166573/holdings"
Use Arkolith to show TOWERVIEW LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.2 points over this window.
Growth of $10,000 cloning Towerview LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Towerview LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 22 / 16 | $1.4B |
| UBS Group AG | 22 / 16 | $838.5M |
| GOLDMAN SACHS GROUP INC | 21 / 16 | $941.6M |
| BlackRock, Inc. | 20 / 16 | $7.9B |
| GEODE CAPITAL MANAGEMENT, LLC | 20 / 16 | $2.5B |
| STATE STREET CORP | 19 / 16 | $4.3B |
| BARCLAYS PLC | 19 / 16 | $802.5M |
| BNP PARIBAS FINANCIAL MARKETS | 19 / 16 | $193.2M |
Ranked by how many of Towerview LLC's top 16 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Tejon Ranch Co COM | $71.9M | 3.85M | 47.2% | —Held | |
| 2 | Stealthgas Inc COM | $21.3M | 2.70M | 14.0% | ▲+0.3% Added · +9K sh | |
| 3 | Albertsons Cos Inc Com COM | $12.0M | 887.5K | 7.9% | ▲+27% Added · +188K sh | |
| 4 | Saga Communications Inc COM | $10.5M | 1.16M | 6.9% | —Held | |
| 5 | Lands End Inc Com COM | $9.0M | 855.0K | 5.9% | ▲+44% Added · +262K sh | |
| 6 | Sirius XM Holdings Inc Com COM | $8.3M | 282.5K | 5.5% | ▼−16% Reduced · −53K sh | |
| 7 | Alumis Inc Com COM | $6.3M | 222.3K | 4.1% | —Held | |
| 8 | Alico Inc COM | $3.1M | 75.5K | 2.0% | ▼−11% Reduced · −10K sh | |
| 9 | Omniab Inc Com COM | $2.9M | 1.18M | 1.9% | ▲+18% Added · +180K sh | |
| 10 | Seritage Growth Pptys CL A COM | $2.7M | 1.03M | 1.8% | —Held | |
| 11 | Gyrodyne LLC COM | $2.0M | 338.1K | 1.3% | —Held | |
| 12 | Corvus Pharmaceuticals Inc Com COM | $1.0M | 70.0K | 0.7% | —Held | |
| 13 | Imperial Pete Inc Com New COM | $599K | 130.0K | 0.4% | ▼−32% Reduced · −60K sh | |
| 14 | Castor Maritime Inc Com COM | $504K | 240.0K | 0.3% | —Held | |
| 15 | Wendys Company Com COM | $120K | 14.5K | 0.1% | —Held | |
| 16 | C3is Inc Com COM | $83K | 50.0K | 0.1% | ▲New New position |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | ALBERTSONS COS INC COM | $26K | 150K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 17 | $152.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 16 | $155.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 16 | $138.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 17 | $137.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 20 | $140.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 24 | $139.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 24 | $139.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 26 | $154.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.