TowerView LLC’s Alico ALCO Stock Holding History

TowerView LLC’s Portfolio ALCO Stock Details ALCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.51M	Sell	85,000 -19,251	-18%	-$765K	2.26%	8
2025 Q4	$3.79M	Sell	104,251 -17,749	-15%	-$618K	2.75%	8
2025 Q3	$4.23M	Sell	122,000 -3,000	-2%	-$99.6K	3.08%	7
2025 Q2	$4.08M	Buy	125,000 +10,000	+9%	+$303K	2.91%	7
2025 Q1	$3.43M	Sell	115,000 -100,303	-47%	-$2.98M	2.47%	7
2024 Q4	$5.58M	Hold	215,303	–	–	4.01%	6
2024 Q3	$6.02M	Hold	215,303	–	–	3.89%	7
2024 Q2	$5.58M	Hold	215,303	–	–	3.66%	7
2024 Q1	$6.3M	Hold	215,303	–	–	4.18%	7
2023 Q4	$6.26M	Buy	215,303 +15,981	+8%	+$428K	3.82%	8
2023 Q3	$4.98M	Buy	199,322 +19,822	+11%	+$493K	3.31%	7
2023 Q2	$4.57M	Buy	179,500 +27,715	+18%	+$674K	2.98%	8
2023 Q1	$3.67M	Hold	151,785	–	–	2.38%	8
2022 Q4	$3.62M	Buy	151,785 +86,785	+134%	+$2.51M	2.34%	8
2022 Q3	$1.84M	Buy	65,000 +37,575	+137%	+$1.27M	1.06%	17
2022 Q2	$977K	Sell	27,425 -65,075	-70%	-$2.59M	0.52%	24
2022 Q1	$3.47M	Buy	92,500 +14,500	+19%	+$505K	1.71%	15
2021 Q4	$2.89M	Hold	78,000	–	–	1.43%	16
2021 Q3	$2.67M	Hold	78,000	–	–	1.41%	17
2021 Q2	$2.78M	Hold	78,000	–	–	1.67%	15
2021 Q1	$2.33M	Hold	78,000	–	–	1.45%	13
2020 Q4	$2.42M	Hold	78,000	–	–	1.73%	8
2020 Q3	$2.23M	Hold	78,000	–	–	1.71%	7
2020 Q2	$2.43M	Hold	78,000	–	–	1.88%	6
2020 Q1	$2.42M	Sell	78,000 -7,000	-8%	-$237K	2.04%	5
2019 Q4	$3.05M	Sell	85,000 -8,000	-9%	-$269K	2.05%	6
2019 Q3	$3.16M	Sell	93,000 -2,000	-2%	-$63.4K	2.03%	7
2019 Q2	$2.88M	Buy	95,000 +3,000	+3%	+$83K	1.64%	8
2019 Q1	$2.5M	Buy	92,000 +4,610	+5%	+$136K	1.4%	9
2018 Q4	$2.58M	Buy	87,390 +4,849	+6%	+$159K	1.5%	9
2018 Q3	$2.79M	Buy	82,541 +16,628	+25%	+$538K	1.36%	10
2018 Q2	$2.09M	Sell	65,913 -5,087	-7%	-$158K	0.97%	10
2018 Q1	$1.93M	Buy	71,000 +18,030	+34%	+$490K	0.91%	11
2017 Q4	$1.56M	Sell	52,970 -2,020	-4%	-$65.2K	0.74%	13
2017 Q3	$1.88M	Sell	54,990 -10	-0%	-$318	0.97%	11
2017 Q2	$1.72M	Hold	55,000	–	–	0.87%	13
2017 Q1	$1.45M	Buy	55,000 +29,781	+118%	+$785K	0.68%	15
2016 Q4	$685K	Hold	25,219	–	–	0.3%	21
2016 Q3	$677K	Hold	25,219	–	–	0.31%	19
2016 Q2	$763K	Hold	25,219	–	–	0.35%	20
2016 Q1	$696K	Buy	25,219 +13,985	+124%	+$391K	0.34%	20
2015 Q4	$435K	Buy	11,234 +1,234	+12%	+$51.3K	0.23%	22
2015 Q3	$406K	Buy	10,000 +4,500	+82%	+$196K	0.21%	20
2015 Q2	$249K	Buy	5,500 +274	+5%	+$13.4K	0.12%	25
2015 Q1	$268K	Buy	+5,226	New	+$255K	0.12%	21

Other funds holding ALCO

GCCM

Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return

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

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

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

PLC

Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

TowerView LLC's ALCO Position: Q1 2026 in Review

TowerView LLC reduced its Alico (ALCO) stake by 18% in Q1 2026, selling an estimated $765K and leaving 85,000 shares worth $3.51M. The position accounts for 2.26% of the portfolio, ranked #8.

TowerView LLC first reported a position in ALCO in Q1 2015 and has held it in 45 quarters since. The position peaked at $6.3M in Q1 2024. 109 funds tracked by Wall St. Rank hold ALCO as of Q1 2026.

TowerView LLC held 85,000 shares of Alico worth $3.51M as of Q1 2026.
TowerView LLC sold 19,251 Alico shares in Q1 2026, an estimated $765K.
Alico made up 2.26% of TowerView LLC's portfolio in Q1 2026, its #8 holding.
TowerView LLC first reported a position in Alico in Q1 2015 and has held it in 45 quarters since.
TowerView LLC's Alico position peaked at $6.3M in Q1 2024.
109 funds tracked by Wall St. Rank held Alico as of Q1 2026.

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