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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 21 项建仓 4增持 4减持 9清仓 4

方向

标的

Δ市值

现股数(环比)

减持

GLW CORNING INC

-$4.2M

140,000 -52%

增持

— LIBERTY MEDIA CORP DEL COM LBTY SRM S C

+$2.0M

91,500 +260%

减持

PLCE CHILDRENS PL INC NEW COM

-$1.8M

10,000 -88%

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。

增持

GYRO GYRODYNE LLC

+$1.4M

342,296 +120%

减持

— BARNES & NOBLE ED INC

-$1.2M

1,485,000 -1%

建仓

— UNITED STATES STEEL CORP

+$611.7K

15,000

建仓

WEN WENDYS COMPANY COM

+$518.1K

27,500

减持

— LIBERTY MEDIA CORP DEL COM LBTY SRM S A

-$468.9K

8,500 -66%

减持

GTX GARRETT MOTION INC COM

-$335.8K

10,000 -78%

增持

OABI OMNIAB INC COM

+$275.3K

250,000 +43%

建仓

QS QUANTUMSCAPE CORP COM CL A

+$251.6K

40,000

清仓

DBI DESIGNER BRANDS INC CL A

-$132.8K

0 -100%

清仓

— SPIRIT AIRLS INC

-$130.0K

0 -100%

增持

— HOLLYSYS AUTOMATION TCHNGY LTD

+$120.2K

15,000 +50%

减持

CRVS CORVUS PHARMACEUTICALS INC COM

-$88.0K

382,500 -12%

减持

— IMPERIAL PETE INC COM NEW

+$60.0K

365,000 -11%

清仓

— JETBLUE AWYS CORP

-$20.5K

0 -100%

减持

LE LANDS END INC COM

-$11.4K

582,500 -12%

清仓

ELIQQ ELECTRIQ POWER HLDGS INC COM

-$6.3K

0 -100%

建仓

— C3IS INC ORD

+$1.7K

50,000