Towerview LLC Portfolio Holdings by Sector

Towerview LLC

$130 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Conglomerates \| Industrials TRC 1 stocks	$61,143 47.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Marine Shipping \| Industrials GASS 1 stocks	$21,188 16.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Broadcasting \| Communication Services SGA 1 stocks	$12,807 9.86% of portfolio	-	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive ACI 1 stocks	$12,373 9.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive ALCO 1 stocks	$5,582 4.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical LE 1 stocks	$4,342 3.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate GYRO 1 stocks	$3,075 2.37% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SRG 1 stocks	$2,801 2.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials X 1 stocks	$2,209 1.7% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services WBD 1 stocks	$1,061 0.82% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology CTLP 1 stocks	$974 0.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive LWAY 1 stocks	$835 0.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical QS 1 stocks	$519 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare CRVS 1 stocks	$403 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Pharmaceutical Retailers \| Healthcare WBA 1 stocks	$279 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical WEN 1 stocks	$195 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate JBGS 1 stocks	$153 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Towerview LLC, based on Form 13F filings with the SEC.

News

Stay updated on Towerview LLC with notifications on news.