Towerview LLC Portfolio Holdings by Sector

Towerview LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Conglomerates \| Industrials TRC 1 stocks	$65,219 49.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Marine Shipping \| Industrials GASS 1 stocks	$21,858 16.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Broadcasting \| Communication Services SGA 1 stocks	$15,094 11.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive ACI 1 stocks	$10,871 8.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical LE 1 stocks	$6,331 4.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive ALCO 1 stocks	$4,085 3.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate GYRO 1 stocks	$2,935 2.21% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SRG 1 stocks	$2,094 1.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive LWAY 1 stocks	$1,935 1.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services WBD 1 stocks	$974 0.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare CRVS 1 stocks	$680 0.51% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate JBGS 1 stocks	$173 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical QS 1 stocks	$168 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical WEN 1 stocks	$165 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts

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