TowerView LLC’s Albertsons Companies ACI Stock Holding History

TowerView LLC’s Portfolio ACI Stock Details ACI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.9M	Buy	700,000 +70,000	+11%	+$1.22M	7.7%	4
2025 Q4	$10.8M	Buy	630,000 +15,000	+2%	+$267K	7.84%	4
2025 Q3	$10.8M	Buy	615,000 +109,565	+22%	+$2.15M	7.84%	4
2025 Q2	$10.9M	Sell	505,435 -114,565	-18%	-$2.49M	7.75%	4
2025 Q1	$13.6M	Sell	620,000 -10,000	-2%	-$206K	9.81%	4
2024 Q4	$12.4M	Hold	630,000	–	–	8.88%	4
2024 Q3	$11.6M	Hold	630,000	–	–	7.52%	4
2024 Q2	$12.4M	Buy	630,000 +30,000	+5%	+$613K	8.15%	4
2024 Q1	$12.9M	Hold	600,000	–	–	8.53%	4
2023 Q4	$13.8M	Hold	600,000	–	–	8.43%	4
2023 Q3	$13.7M	Hold	600,000	–	–	9.08%	3
2023 Q2	$13.1M	Buy	600,000 +30,000	+5%	+$624K	8.55%	3
2023 Q1	$11.8M	Buy	570,000 +340,000	+148%	+$7.02M	7.69%	3
2022 Q4	$4.77M	Buy	+230,000	New	+$5.06M	3.08%	7

Other funds holding ACI

CCM

Cerberus Capital Management New York $2.65B AUM 20.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TowerView LLC's ACI Position: Q1 2026 in Review

TowerView LLC increased its Albertsons Companies (ACI) stake by 11% in Q1 2026, buying an estimated $1.22M and bringing the position to 700,000 shares worth $11.9M. The position accounts for 7.7% of the portfolio, ranked #4.

TowerView LLC first reported a position in ACI in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.8M in Q4 2023. 437 funds tracked by Wall St. Rank hold ACI as of Q1 2026.

TowerView LLC held 700,000 shares of Albertsons Companies worth $11.9M as of Q1 2026.
TowerView LLC bought 70,000 Albertsons Companies shares in Q1 2026, an estimated $1.22M.
Albertsons Companies made up 7.7% of TowerView LLC's portfolio in Q1 2026, its #4 holding.
TowerView LLC first reported a position in Albertsons Companies in Q4 2022 and has held it in 14 quarters since.
TowerView LLC's Albertsons Companies position peaked at $13.8M in Q4 2023.
437 funds tracked by Wall St. Rank held Albertsons Companies as of Q1 2026.

Based on TowerView LLC's 13F filing for Q1 2026, filed 5 May 2026.