Towerview LLC
Towerview LLC is a private investment firm based in New York, NY, primarily serving high-net-worth individuals and family offices. It was founded in 1984 and operates as an investment adviser with a focus on alternative and direct investments. The firm is associated with Daniel Tisch as a general member and maintains a small team operating out of its headquarters in Manhattan.
Investment Strategy
Towerview LLC pursues a flexible, opportunistic investment approach, often taking positions in public equities, alternative assets, and real estate opportunities. The firm invests with a long-term horizon and is known to make direct investments in operating companies or real estate, leveraging deep industry expertise and personal networks to identify unique opportunities. Their strategy centers on capital preservation, concentrated bets, and value-oriented investing, frequently engaging in active management or oversight of their portfolio holdings.
Top Holdings
Equity Positions (19)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TRC | TEJON RANCH CO | 46.49% | $65.2M | 3,845,500 | $23.50 | $16.96 | +$4.3M |
G GASS | STEALTHGAS INC | 13.02% | $18.3M | 2,849,929 | $3.44 | $6.41 | +$2.6M |
S SGA | SAGA COMMUNICATIONS INC | 10.76% | $15.1M | 1,161,144 | $13.82 | $13.00 | +$615.4K |
A ACI | ALBERTSONS COS INC COM | 7.75% | $10.9M | 505,435 | $20.77 | $21.51 | -$2.8M |
S SIRI | SIRIUS XM HOLDINGS INC COM | 5.49% | $7.7M | 335,300 | $23.65 | $22.97 | +$142.5K |