Towerview LLC Portfolio Holdings by Sector
Towerview LLC
- $127 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Conglomerates | Industrials
TRC 1 stocks |
$61,451
48.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
GASS 1 stocks |
$22,300
17.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Broadcasting | Communication Services
SGA 1 stocks |
$14,792
11.6% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
ACI 1 stocks |
$10,768
8.45% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
LE 1 stocks |
$6,232
4.89% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ALCO 1 stocks |
$4,132
3.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
GYRO 1 stocks |
$3,384
2.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SRG 1 stocks |
$2,947
2.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
CRVS 1 stocks |
$1,217
0.95% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
LWAY 1 stocks |
$137
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
WEN 1 stocks |
$132
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|