Neil S. Shapiro

Towerview Llc

Assets Managed

$154.963M

Holdings

Last Quarter

2026 - Q1

Filed Date

18d ago

Growth Rate

12.32%(2Q avg: 6.36%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Towerview Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 16 positions.

Assets under management

The assets under management (AUM) of Towerview Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 154.963M in assets, with a quarterly growth rate of 12.32% and a 2-quarter average growth rate of 6.36%. The portfolio is managed by Neil S. Shapiro, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
TRC Tejon Ranch Co Recent Activity	46.76%	$72.449M 3.846M shares@ $18.84 avg price
GASS Stealthgas Inc Recent Activity Decreased -12.27%	15.95%	$24.703M 2.691M shares@ $9.18 avg price	Decreased -12.27%
SGA Saga Communications Inc-cl A Recent Activity	8.77%	$13.585M 1.161M shares@ $11.71 avg price
ACI Albertsons Cos Inc - Class A Recent Activity Increased 11.12%	7.7%	$11.928M 700,000 shares@ $17.04 avg price	Increased 11.12%
SIRI Sirius Xm Holdings Inc Recent Activity	5%	$7.739M 335,300 shares@ $23.08 avg price
LE Lands' End Inc Recent Activity Increased 37.52%	4.3%	$6.662M 592,701 shares@ $11.24 avg price	Increased 37.52%
ALMS Alumis Inc Recent Activity Decreased -55.09%	3.17%	$4.897M 222,294 shares@ $22.04 avg price	Decreased -55.09%
ALCO Alico Inc Recent Activity Decreased -18.46%	2.27%	$3.507M 85,000 shares@ $41.26 avg price	Decreased -18.46%
SRG Seritage Growth Prop- A Recent Activity Increased 28.75%	1.87%	$2.894M 1.03M shares@ $2.81 avg price	Increased 28.75%
GYRO Gyrodyne Llc Recent Activity	1.62%	$2.505M 338,107 shares@ $7.42 avg price

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