TOWERVIEW LLC
NEW YORK NY · SEC CIK 0001166573
$1.52亿2026Q2 申报市值
17持仓数
97.1%前十大占比 · 第一大 47.2%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
LANDS END INC CO 加仓+$274.89万
ACI 加仓+$253.69万
OABI 加仓+$44.28万
C3IS INC COM 新建仓+$8.30万
STEALTHGAS INC 加仓+$7.14万
2026Q2 卖出最多 按季末市值估算
SIRI 减仓-$155.97万
ALCO 减仓-$39.30万
IMPERIAL PETE IN 减仓-$27.66万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TRC | TEJON RANCH CO | $7,191.09万 | 47.16% | 3,845,500 | 0 | 0.0% | — | 不变 |
| — | STEALTHGAS INC | $2,133.00万 | 13.99% | 2,700,000 | 9,042 | 0.3% | $7.14万 | 加仓 |
| ACI | ALBERTSONS COS INC COM | $1,200.79万 | 7.87% | 887,500 | 187,500 | 26.8% | $253.69万 | 加仓 |
| — | SAGA COMMUNICATIONS INC | $1,053.16万 | 6.91% | 1,161,144 | 0 | 0.0% | — | 不变 |
| — | LANDS END INC COM | $896.04万 | 5.88% | 855,000 | 262,299 | 44.3% | $274.89万 | 加仓 |
| SIRI | SIRIUS XM HOLDINGS INC COM | $834.50万 | 5.47% | 282,500 | -52,800 | -15.7% | -$155.97万 | 减仓 |
| ALMS | ALUMIS INC COM | $625.54万 | 4.10% | 222,294 | 0 | 0.0% | — | 不变 |
| ALCO | ALICO INC | $312.34万 | 2.05% | 75,500 | -9,500 | -11.2% | -$39.30万 | 减仓 |
| OABI | OMNIAB INC COM | $290.28万 | 1.90% | 1,180,000 | 180,000 | 18.0% | $44.28万 | 加仓 |
| — | SERITAGE GROWTH PPTYS CL A | $270.89万 | 1.78% | 1,030,000 | 0 | 0.0% | — | 不变 |
| — | GYRODYNE LLC | $204.22万 | 1.34% | 338,107 | 0 | 0.0% | — | 不变 |
| CRVS | CORVUS PHARMACEUTICALS INC COM | $104.58万 | 0.69% | 70,000 | 0 | 0.0% | — | 不变 |
| — | IMPERIAL PETE INC COM NEW | $59.93万 | 0.39% | 130,000 | -60,000 | -31.6% | -$27.66万 | 减仓 |
| — | CASTOR MARITIME INC COM | $50.40万 | 0.33% | 240,000 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS COMPANY COM | $12.02万 | 0.08% | 14,500 | 0 | 0.0% | — | 不变 |
| — | C3IS INC COM | $8.30万 | 0.05% | 50,000 | 50,000 | — | $8.30万 | 新建仓 |
| — | ALBERTSONS COS INC COM 看涨期权 | $2.55万 | 0.02% | 150,000 | 0 | 0.0% | — | 不变 |