Towerview LLC Top Holdings and 13F Report (2021) → Elon’s New Device is About to Shock the World (From InvestorPlace) (Ad) About Towerview LLCInvestment ActivityTowerview LLC has $150.86 million in total holdings as of September 30, 2021.Towerview LLC owns shares of 27 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 3.57% of the portfolio was purchased this quarter.About 5.55% of the portfolio was sold this quarter.This quarter, Towerview LLC has purchased 27 new stocks and bought additional shares in 4 stocks.Towerview LLC sold shares of 9 stocks and completely divested from 4 stocks this quarter.Largest Holdings Tejon Ranch $59,259,155Saga Communications $25,905,123StealthGas $13,721,400Albertsons Companies $12,864,000Seritage Growth Properties $6,562,000 Largest New Holdings this Quarter United States Steel $611,700 HoldingWendy's $518,100 HoldingQuantumScape $251,600 HoldingC3is $1,740 Holding Largest Purchases this Quarter The Liberty SiriusXM Group 66,100 shares (about $1.96M)Gyrodyne 186,659 shares (about $1.51M)United States Steel 15,000 shares (about $611.70K)Wendy's 27,500 shares (about $518.10K)OmniAb 75,000 shares (about $406.50K) Largest Sales this Quarter Corning 150,000 shares (about $4.94M)Lands' End 82,232 shares (about $895.51K)Children's Place 74,000 shares (about $853.96K)The Liberty SiriusXM Group 16,600 shares (about $493.02K)Garrett Motion 35,000 shares (about $347.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTowerview LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTRCTejon Ranch$59,259,1550.0%3,845,50039.3%FinanceSGASaga Communications$25,905,1230.0%1,161,14417.2%Consumer DiscretionaryGASSStealthGas$13,721,400$297,000 ▼-2.1%2,310,0009.1%TransportationACIAlbertsons Companies$12,864,0000.0%600,0008.5%Consumer StaplesSRGSeritage Growth Properties$6,562,0000.0%680,0004.3%FinanceLELands' End$6,343,425$895,506 ▼-12.4%582,5004.2%Retail/WholesaleALCOAlico$6,304,0720.0%215,3034.2%Consumer StaplesGLWCorning$4,614,400$4,944,000 ▼-51.7%140,0003.1%Computer and TechnologyGYROGyrodyne$2,762,329$1,506,338 ▲119.9%342,2961.8%FinanceLSXMKThe Liberty SiriusXM Group$2,718,465$1,963,831 ▲260.2%91,5001.8%Consumer DiscretionaryCTLPCantaloupe$1,478,9000.0%230,0001.0%Business ServicesOABIOmniAb$1,355,000$406,500 ▲42.9%250,0000.9%MedicalIMPPImperial Petroleum$1,142,450$140,850 ▼-11.0%365,0000.8%TransportationBNEDBarnes & Noble Education$1,075,437$15,927 ▼-1.5%1,485,0000.7%Consumer DiscretionaryWBDWarner Bros. Discovery$873,0000.0%100,0000.6%Consumer DiscretionaryCRVSCorvus Pharmaceuticals$680,850$96,784 ▼-12.4%382,5000.5%MedicalWBAWalgreens Boots Alliance$650,7000.0%30,0000.4%Retail/WholesaleXUnited States Steel$611,700$611,700 ▲New Holding15,0000.4%Basic MaterialsWENWendy's$518,100$518,100 ▲New Holding27,5000.3%Retail/WholesaleHOLIHollysys Automation Technologies$383,700$127,900 ▲50.0%15,0000.3%Industrial ProductsLSXMAThe Liberty SiriusXM Group$252,450$493,020 ▼-66.1%8,5000.2%Consumer DiscretionaryQSQuantumScape$251,600$251,600 ▲New Holding40,0000.2%Auto/Tires/TrucksJBGSJBG SMITH Properties$160,5000.0%10,0000.1%FinanceINTERNATIONAL FLAVORS & FRAGRANCE$156,0000.0%10,0000.1%CALLPLCEChildren's Place$115,400$853,960 ▼-88.1%10,0000.1%Retail/WholesaleGTXGarrett Motion$99,400$347,900 ▼-77.8%10,0000.1%Auto/Tires/TrucksCISSC3is$1,740$1,740 ▲New Holding50,0000.0%TransportationDBIDesigner Brands$0$132,750 ▼-100.0%00.0%Retail/WholesaleSPIRIT AIRLS INC$0$130,000 ▼-100.0%00.0%CALLJETBLUE AWYS CORP$0$20,500 ▼-100.0%00.0%CALLELECTRIQ POWER HLDGS INC COM$0$6,350 ▼-100.0%00.0%COMShowing largest 100 holdings. 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