TOWERVIEW LLC

报告期 2026-03-31 · CIK 0001166573

持仓数

前50大市值合计

$155.0M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4

23Q4 调仓2023-09-30 → 2023-12-31 · 共 23 项建仓 8增持 7减持 2清仓 6

方向

标的

Δ市值

现股数(环比)

减持

— STEALTHGAS INC

+$2.6M

2,360,000 -6%

增持

ALCO ALICO INC

+$1.3M

215,303 +8%

建仓

— LIBERTY MEDIA CORP DEL COM LBTY SRM S C

+$731.0K

25,400

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

— LIBERTY MEDIA CORP DEL COM LBTY SRM S A

减持

GTX GARRETT MOTION INC COM

-$668.0K

45,000 -68%

增持

OABI OMNIAB INC COM

+$508.9K

175,000 +59%

清仓

— ACTIVISION BLIZZARD INC COM

-$468.1K

0 -100%

增持

— IMPERIAL PETE INC COM NEW

+$450.4K

410,000 +3%

清仓

— NAVIOS MARITIME HOLDINGS INC

-$400.0K

0 -100%

清仓

INTC INTEL CORP COM

-$355.5K

0 -100%

增持

— CANTALOUPE INC COM

+$298.1K

230,000 +2%

增持

CRVS CORVUS PHARMACEUTICALS INC COM

+$268.9K

436,873 +28%

建仓

— HOLLYSYS AUTOMATION TCHNGY LTD

+$263.5K

10,000

增持

GYRO GYRODYNE LLC

-$166.3K

155,637 +0%

建仓

— INTERNATIONAL FLAVORS & FRAGRANCE

+$144.0K

10,000

建仓

DBI DESIGNER BRANDS INC CL A

+$132.8K

15,000

建仓

— SPIRIT AIRLS INC

+$130.0K

100,000

增持

PLCE CHILDRENS PL INC NEW COM

-$103.8K

84,000 +11%

清仓

RDW REDWIRE CORPORATION COM

-$57.8K

0 -100%

建仓

— JETBLUE AWYS CORP

+$20.5K

25,000

建仓

ELIQQ ELECTRIQ POWER HLDGS INC COM

+$6.3K

20,000

清仓

ELIWQ ELECTRIQ POWER HLDGS INC WTS EXP 7/31/28

-$6.2K

0 -100%

清仓

— CHAIN BRIDGE I WTS EXP 11/10/2026

-$2.0K

0 -100%