Towerview LLC
Annual return
—
SPY
—
Alpha
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Invested
$155M
Holdings
12
Trades YTD
3
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$TRC
TEJON RANCH CO
Q4 2024: New position (3.85M shares)
56.2%
02
$SGA
SAGA COMMUNICATIONS INC
Q4 2024: New position (1.16M shares)
10.5%
03
$ACI
ALBERTSONS COS INC COM
Q1 2026: Increased +11.1% (630.0k → 700.0k shares)
9.3%
04
$SIRI
SIRIUS XM HOLDINGS INC COM
Q4 2024: New position (335.3k shares)
6.0%
05
$LE
LANDS END INC COM
Q1 2026: Increased +37.5% (431.0k → 592.7k shares)
5.2%
06
$ALMS
ALUMIS INC COM
Q1 2026: Sold 55.1% (495.0k → 222.3k shares)
3.8%
07
$ALCO
ALICO INC
Q1 2026: Sold 18.5% (104.3k → 85.0k shares)
2.7%
08
$SRG
SERITAGE GROWTH PPTYS CL A
Q1 2026: Increased +28.8% (800.0k → 1.03M shares)
2.2%
09
$GYRO
GYRODYNE LLC
Q3 2025: Sold 0.8% (341.0k → 338.1k shares)
1.9%
10
$OABI
OMNIAB INC COM
Q4 2025: Increased +20.3% (831.1k → 1.00M shares)
1.2%
Recent trades · Last 90 days
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 13:29 UTC.